Kowal Investment Group, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $538 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $97.5M, J P Morgan Exchg Traded Fd with a value of $51.3M, First Tr Morningstar Dividend with a value of $35.6M, First Trust Nasdaq 100 Technol with a value of $33.4M, and Fidelity Covington Tr Blue Chi with a value of $27.2M.
Examining the 13F form we can see an increase of $40.5M in the current position value, from $497M to 538M.
Kowal Investment Group, LLC is based out at Waukesha, WI
Below you can find more details about Kowal Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
ETFs: $410 Million
Technology: $42.5 Million
Financial Services: $14.8 Million
Industrials: $11.7 Million
Healthcare: $11.5 Million
Consumer Defensive: $11.1 Million
Communication Services: $10.9 Million
Consumer Cyclical: $9.66 Million
Other: $12.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
