Kowal Investment Group, LLC Portfolio Holdings
Kowal Investment Group, LLC
- $497 Million
- Q2 2024
Kowal Investment Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $497 Million distributed in 181 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 $93.7M, First Trust Capital Strength E with a value of $51.3M, First Trust Nasdaq 100 Technol with a value of $35.1M, First Tr Morningstar Dividend with a value of $32.5M, and Fidelity Covington Tr Blue Chi with a value of $28M.
Examining the 13F form we can see an increase of $37.1M in the current position value, from $460M to 497M.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 181
- Current Value $497 Million
- Prior Value $460 Million
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 17 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks