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
VZ
Verizon Communications Inc

Communication Services
430
+ 2.39%
$38.89 - $45.0 $16.7K - $19.4K
18.4K $826K
CCI
Crown Castle International Corp

Real Estate
26
+ 0.69%
$95.29 - $120.24 $2.48K - $3.13K
3.8K $450K
AEP
American Electric Power CO Inc

Utilities
383
+ 14.58%
$87.11 - $104.95 $33.4K - $40.2K
3.01K $308K
TJX
Tjx Companies Inc

Consumer Cyclical
460
+ 15.31%
$107.93 - $120.23 $49.6K - $55.3K
3.46K $407K
FEX
First Tr Large Cap Core Alphde

ETFs
4
+ 0.04%
$94.21 - $104.17 $377 - $417
10.2K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 5.74%
$161.02 - $200.0 $170K - $211K
19.5K $3.63M
MCO
Moodys Corp

Financial Services
81
+ 14.11%
$421.49 - $494.67 $34.1K - $40.1K
655 $310K
CEG
Constellation Energy Corp

Utilities
2
+ 0.18%
$167.08 - $262.86 $334 - $526
1.11K $289K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
268
+ 4.68%
$101.72 - $112.94 $27.3K - $30.3K
6K $677K
CL
Colgate Palmolive CO

Consumer Defensive
257
+ 4.63%
$95.54 - $108.77 $24.6K - $28K
5.81K $602K
RSG
Republic Services, Inc.

Industrials
178
+ 8.62%
$189.34 - $208.21 $33.7K - $37.1K
2.24K $450K
TMUS
T Mobile Us, Inc.

Communication Services
23
+ 1.6%
$175.14 - $206.36 $4.03K - $4.75K
1.46K $300K
WPC
W. P. Carey Inc.

Real Estate
33
+ 0.54%
$54.63 - $63.96 $1.8K - $2.11K
6.1K $380K
SYK
Stryker Corp

Healthcare
84
+ 12.12%
$315.94 - $371.96 $26.5K - $31.2K
777 $280K
AMAT
Applied Materials Inc

Technology
877
+ 21.98%
$174.88 - $254.97 $153K - $224K
4.87K $983K
BAC
Bank Of America Corp

Financial Services
1.02K
+ 6.65%
$36.65 - $44.13 $37.4K - $45.1K
16.4K $649K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.55%
$233.14 - $263.97 $1.87K - $2.11K
1.46K $382K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.33K
+ 12.64%
$12.67 - $14.36 $54.9K - $62.2K
38.6K $518K
KMB
Kimberly Clark Corp

Consumer Defensive
138
+ 3.38%
$135.05 - $148.35 $18.6K - $20.5K
4.22K $599K
RDVY
First Trust Rising Dividend Ac

ETFs
23
+ 0.33%
$53.68 - $59.24 $1.23K - $1.36K
7K $414K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.67%
$125.95 - $142.04 $1.76K - $1.99K
2.12K $300K
QCOM
Qualcomm Inc

Technology
1.05K
+ 20.97%
$156.12 - $209.64 $164K - $220K
6.05K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.3%
$201.87 - $242.35 $606 - $727
992 $232K
DOW
Dow Inc.

Basic Materials
288
+ 2.95%
$50.15 - $55.41 $14.4K - $16K
10.1K $549K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.1%
$255.18 - $283.2 $510 - $566
1.94K $548K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
156
+ 1.15%
$22.11 - $24.64 $3.45K - $3.84K
13.8K $335K
FTC
First Tr Lge Cap Growth

ETFs
2
+ 0.06%
$115.51 - $131.45 $231 - $263
3.47K $456K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.38%
$173.36 - $189.8 $1.21K - $1.33K
1.86K $353K
XLV
Select Sector Spdr Fund Health

ETFs
39
+ 1.44%
$143.3 - $157.24 $5.59K - $6.13K
2.75K $423K
FNDX
Schwab Fundamental U S Large C

ETFs
27
+ 0.53%
$65.36 - $71.76 $1.76K - $1.94K
5.11K $366K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.25%
$475.2 - $527.7 $950 - $1.06K
803 $423K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.08%
$228.86 - $255.76 $229 - $256
1.18K $300K
MGV
Vanguard Mega Cap Value

ETFs
14
+ 0.76%
$118.0 - $128.28 $1.65K - $1.8K
1.85K $237K
TEQI
T Rowe Price Exchange Traded F

Technology
24
+ 0.44%
$38.71 - $41.77 $929 - $1K
5.49K $229K
IJK
Ishares S&P Midcap 400 Growth

ETFs
7
+ 0.21%
$84.81 - $93.54 $594 - $655
3.39K $311K
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.04%
$51.35 - $59.82 $103 - $120
4.57K $266K
Zacks Trust
25K
+ 24.57%
N/A
127K $0
FNY
First Trust Mid Cap Growth Alp
13
+ 0.39%
N/A
3.34K $0
Ge Vernova Inc
8
+ 0.43%
N/A
1.88K $0
COP
Conocophillips

Energy
375
+ 5.57%
$102.3 - $116.61 $38.4K - $43.7K
7.11K $748K
BA
Boeing CO

Industrials
72
+ 4.27%
$152.04 - $190.6 $10.9K - $13.7K
1.76K $267K
MRK
Merck & Co., Inc.

Healthcare
376
+ 3.77%
$111.15 - $128.97 $41.8K - $48.5K
10.4K $1.18M
MSFT
Microsoft Corp

Technology
235
+ 1.32%
$395.15 - $467.56 $92.9K - $110K
18.1K $7.78M
GOOGL
Alphabet Inc.

Communication Services
285
+ 1.7%
$148.65 - $191.18 $42.4K - $54.5K
17K $2.82M
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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