Kowal Investment Group, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $460 Million distributed in 178 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 $97.1M, First Trust Capital Strength E with a value of $42M, First Tr Morningstar Dividend with a value of $41.4M, First Trust Nasdaq 100 Technol with a value of $39.9M, and Spdr S&P Midcap 400 ETF Trust with a value of $23.7M.
Examining the 13F form we can see an increase of $33M in the current position value, from $427M to 460M.
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
$460 Million
ETFs: $357 Million
Technology: $30.7 Million
Financial Services: $13.6 Million
Consumer Defensive: $10.6 Million
Healthcare: $9.19 Million
Consumer Cyclical: $8.88 Million
Communication Services: $8.53 Million
Industrials: $8.31 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more