Kowal Investment Group, LLC Incresed Positions in Q3 2024

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZECP
Zacks Tr Earnings Constant Por

ETFs
169K
+ 53.14%
$28.3 - $30.84 $4.8M - $5.23M
488K $15.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.01K
+ 2.39%
$523.84 - $572.02 $528K - $576K
43.1K $24.6M
IEFA
Ishares Tr

ETFs
16K
+ 23.69%
$70.09 - $78.74 $1.12M - $1.26M
83.7K $6.53M
AAPL
Apple Inc.

Technology
1.86K
+ 3.92%
$207.23 - $234.82 $386K - $437K
49.3K $11.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.83K
+ 16.75%
$96.25 - $101.98 $850K - $900K
61.5K $6.23M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.5K
+ 20.74%
$25.45 - $29.53 $420K - $488K
96.1K $2.81M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 7.86%
$163.84 - $199.33 $193K - $235K
16.2K $3.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.86K
+ 31.84%
$76.94 - $79.54 $528K - $545K
28.4K $2.26M
DGRO
Ishares Core Dividend Growth E

ETFs
4.41K
+ 7.23%
$57.47 - $62.76 $254K - $277K
65.4K $4.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
14K
+ 24.17%
$32.36 - $33.78 $454K - $474K
72K $2.43M
META
Meta Platforms, Inc.

Communication Services
273
+ 5.96%
$453.41 - $572.44 $124K - $156K
4.85K $2.78M
PH
Parker Hannifin Corp

Industrials
403
+ 24.37%
$501.01 - $635.92 $202K - $256K
2.06K $1.3M
VGSH
Vanguard

ETFs
7.18K
+ 20.87%
$57.74 - $59.13 $414K - $424K
41.6K $2.45M
AVGO
Broadcom Inc.

Technology
10.8K
+ 1095.85%
$136.27 - $1745.86 $1.48M - $18.9M
11.8K $2.04M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.73K
+ 16.78%
$44.9 - $47.55 $347K - $368K
53.8K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
368
+ 8.84%
$333.64 - $405.2 $123K - $149K
4.53K $1.84M
LMT
Lockheed Martin Corp

Industrials
379
+ 30.91%
$460.3 - $584.56 $174K - $222K
1.61K $938K
CAT
Caterpillar Inc

Industrials
126
+ 2.98%
$316.8 - $391.12 $39.9K - $49.3K
4.35K $1.7M
FTA
First Tr Large Cap Value

ETFs
181
+ 0.37%
$72.76 - $79.13 $13.2K - $14.3K
49.7K $3.94M
UNH
Unitedhealth Group Inc

Healthcare
319
+ 27.29%
$488.01 - $604.18 $156K - $193K
1.49K $870K
CRM
Salesforce, Inc.

Technology
936
+ 111.96%
$238.42 - $276.53 $223K - $259K
1.77K $485K
IGF
Ishares Global Infrastructure

ETFs
173
+ 0.48%
$47.97 - $54.56 $8.3K - $9.44K
36.1K $1.97M
ANET
Arista Networks, Inc.

Technology
492
+ 35.83%
$311.42 - $388.21 $153K - $191K
1.87K $715K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.54K
+ 21.01%
$91.42 - $91.82 $232K - $233K
14.6K $1.34M
TT
Trane Technologies PLC

Industrials
473
+ 58.18%
$314.21 - $388.71 $149K - $184K
1.29K $499K
JNJ
Johnson & Johnson

Healthcare
451
+ 4.56%
$145.48 - $167.38 $65.6K - $75.5K
10.3K $1.68M
INTU
Intuit Inc

Technology
391
+ 103.71%
$602.97 - $670.49 $236K - $262K
768 $476K
ORCL
Oracle Corp

Technology
587
+ 13.44%
$125.9 - $170.35 $73.9K - $100K
4.95K $843K
MET
Metlife Inc

Financial Services
607
+ 4.55%
$67.96 - $82.48 $41.3K - $50.1K
14K $1.15M
SPOT
Spotify Technology S.A.

Communication Services
368
+ 27.86%
$290.16 - $384.01 $107K - $141K
1.69K $622K
LLY
Eli Lilly & CO

Healthcare
244
+ 18.96%
$772.14 - $960.02 $188K - $234K
1.53K $1.36M
EME
Emcor Group, Inc.

Industrials
350
+ 59.63%
$340.22 - $435.6 $119K - $152K
937 $403K
ASB
Associated Banc Corp

Financial Services
8.48K
+ 86.38%
$20.07 - $23.95 $170K - $203K
18.3K $394K
PG
Procter & Gamble CO

Consumer Defensive
286
+ 1.8%
$160.76 - $177.82 $46K - $50.9K
16.1K $2.79M
CMF
Ishares California Muni Bond E

ETFs
2.05K
+ 4.58%
$56.65 - $58.17 $116K - $119K
46.8K $2.72M
EFG
Msci Eafe Growth ETF

ETFs
168
+ 0.59%
$96.84 - $108.77 $16.3K - $18.3K
28.6K $3.07M
CSCO
Cisco Systems, Inc.

Technology
245
+ 1.03%
$44.74 - $53.22 $11K - $13K
24.1K $1.28M
SO
Southern CO

Utilities
340
+ 3.71%
$77.0 - $90.52 $26.2K - $30.8K
9.5K $856K
ISRG
Intuitive Surgical Inc

Healthcare
216
+ 32.1%
$416.14 - $494.01 $89.9K - $107K
889 $436K
IBM
International Business Machines Corp

Technology
134
+ 6.26%
$175.1 - $223.38 $23.5K - $29.9K
2.27K $502K
EEM
Ishares Msci Emerging Markets

ETFs
457
+ 1.35%
$40.42 - $46.7 $18.5K - $21.3K
34.3K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
201
+ 1.95%
$194.9 - $224.8 $39.2K - $45.2K
10.5K $2.22M
PEG
Public Service Enterprise Group Inc

Utilities
378
+ 6.32%
$73.58 - $89.21 $27.8K - $33.7K
6.36K $567K
ABT
Abbott Laboratories

Healthcare
50
+ 0.44%
$100.07 - $118.13 $5K - $5.91K
11.3K $1.29M
AXP
American Express CO

Financial Services
227
+ 16.02%
$225.92 - $271.17 $51.3K - $61.6K
1.64K $445K
HIG
Hartford Financial Services Group, Inc.

Financial Services
529
+ 18.59%
$98.71 - $117.61 $52.2K - $62.2K
3.37K $396K
ETN
Eaton Corp PLC

Industrials
6
+ 0.12%
$272.52 - $333.02 $1.64K - $2K
4.98K $1.65M
BOND
Pimco Active Bond Exchange Tra

ETFs
173
+ 0.83%
$90.01 - $95.32 $15.6K - $16.5K
21.1K $1.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
48
+ 1.82%
$156.14 - $187.2 $7.49K - $8.99K
2.69K $497K
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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