Kowal Investment Group, LLC Sells in Q3 2024

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-1.35K
- 5.76%
$45.95 - $54.71 $61.9K - $73.7K
22K $1.12M
TCHP
T Rowe Price Exchange Traded F

Technology
-99
- 0.14%
$35.14 - $40.43 $3.48K - $4K
72.7K $2.88M
GILD
Gilead Sciences, Inc.

Healthcare
-21
- 0.48%
$66.59 - $83.99 $1.4K - $1.76K
4.36K $365K
WMT
Walmart Inc.

Consumer Defensive
-2.74K
- 12.43%
$66.91 - $81.4 $183K - $223K
19.3K $1.56M
HCA
Hca Healthcare, Inc.

Healthcare
-10
- 1.1%
$315.12 - $406.43 $3.15K - $4.06K
898 $364K
TSLA
Tesla, Inc.

Consumer Cyclical
-676
- 16.6%
$191.76 - $263.26 $130K - $178K
3.4K $888K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-215
- 0.91%
$67.43 - $74.23 $14.5K - $16K
23.3K $1.7M
FIS
Fidelity National Information Services, Inc.

Technology
-86
- 0.71%
$72.8 - $85.04 $6.26K - $7.31K
12K $1.01M
BK
Bank Of New York Mellon Corp

Financial Services
-95
- 1.05%
$59.54 - $72.17 $5.66K - $6.86K
8.92K $640K
BLK
Black Rock Inc.

Financial Services
-2
- 0.27%
$782.27 - $949.51 $1.56K - $1.9K
731 $694K
MMM
3 M CO

Industrials
-6
- 0.17%
$99.69 - $139.42 $598 - $837
3.63K $495K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-743
- 3.44%
$105.53 - $118.34 $78.4K - $87.9K
20.9K $2.44M
GE
General Electric CO

Industrials
-406
- 5.32%
$156.66 - $189.66 $63.6K - $77K
7.23K $1.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 1.02%
$405.19 - $478.57 $13.8K - $16.3K
3.3K $1.52M
T
At&T Inc.

Communication Services
-898
- 1.35%
$18.21 - $22.28 $16.4K - $20K
65.7K $1.44M
PM
Philip Morris International Inc.

Consumer Defensive
-1
- 0.01%
$101.25 - $127.45 $101 - $127
9.15K $1.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-349
- 5.89%
$245.82 - $304.51 $85.8K - $106K
5.58K $1.7M
USB
Us Bancorp \De\

Financial Services
-1.68K
- 3.79%
$39.04 - $47.23 $65.7K - $79.5K
42.7K $1.95M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.41K
- 2.89%
$44.07 - $50.57 $62.2K - $71.4K
47.4K $2.4M
FAD
First Tr Multi Cap Growth Alph

ETFs
-326
- 1.2%
$118.04 - $133.6 $38.5K - $43.6K
26.8K $3.59M
FVD
First Tr Value Line Divid Inde

ETFs
-615
- 0.79%
$40.45 - $45.49 $24.9K - $28K
77.6K $3.53M
WEC
Wec Energy Group, Inc.

Utilities
-37
- 0.09%
$77.68 - $96.19 $2.87K - $3.56K
40.3K $3.88M
FDL
First Tr Morningstar Dividend

ETFs
-8.93K
- 1.04%
$37.66 - $42.06 $336K - $376K
849K $35.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.15K
- 0.05%
$44.65 - $47.21 $51.1K - $54.1K
2.09M $97.5M
Activity Summary
Buys All Purchases 119 New Holdings 24 Increased Positions 95 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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