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Kowal Investment Group, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
FIDELITY FREEDOM 2020 FBNDCommon1,997,662678,74490,733,828,00031,356,139,00024.27  Hist 06/30/2023
FIRST TR NASDAQ100 TECH INDE QTECSHS219,43955,66732,292,586,00015,057,269,0008.64  Hist 06/30/2023
FIRST TR MORNINGSTAR DIV LEA FDLSHS1,023,026392,53534,793,116,00011,742,356,0009.31  Hist 06/30/2023
SPDR S&P MIDCAP 400 ETF TRUST MDYCommon39,56313,35818,947,144,0007,343,721,0005.07  Hist 06/30/2023
Apple Inc. AAPLCommon44,7911,1378,688,026,0003,016,025,0002.32  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon22,5794,17310,008,949,0002,970,065,0002.68  Hist 06/30/2023
FIRST TR EXCH TRADED FD III FMBCommon188,79044,0469,567,880,0002,314,750,0002.56  Hist 06/30/2023
NVIDIA CORP NVDACommon6,8481,1612,897,051,0002,065,908,0000.770.00 Hist 06/30/2023
MICROSOFT CORP MSFTCommon15,2701,3525,199,980,0001,862,161,0001.390.00 Hist 06/30/2023
iSHARES TRUST IEFACommon41,38726,1262,793,613,0001,852,910,0000.75  Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF15,77513,1781,683,637,0001,409,567,0000.45  Hist 06/30/2023
Hartford Funds Exchange-Traded Trust HMOPCommon43,36332,4221,649,530,0001,238,594,0000.44  Hist 06/30/2023
AMAZON COM INC AMZNCommon14,1852,3721,849,168,000856,839,0000.49  Hist 06/30/2023
iSHARES TRUST AGGLEHMAN AGG BND30,8668,0673,023,357,000812,115,0000.81  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHECommon46,92332,4051,155,711,000812,074,0000.31  Hist 06/30/2023
iSHARES TRUST IJHCommon12,7121,6093,323,884,000638,268,0000.89  Hist 06/30/2023
Alphabet Inc. GOOGLCOM11,3902,3061,363,353,000561,887,0000.36  Hist 06/30/2023
Tesla, Inc. TSLACOM3,191894835,407,000552,416,0000.22  Hist 06/30/2023
Walmart Inc. WMTCommon6,6392,8511,043,574,000506,408,0000.280.00 Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VCSHCommon14,2525,9681,078,286,000455,424,0000.29  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon3,7412,056607,654,000351,766,0000.16  Hist 06/30/2023
PEPSICO INC PEPCommon8,1771,6311,514,530,000331,994,0000.41  Hist 06/30/2023
MCDONALDS CORP MCDCommon6,2143121,854,442,000299,167,0000.500.00 Hist 06/30/2023
GENERAL ELECTRIC CO GEStock7,6391,175839,167,000297,578,0000.220.00 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon8,7631,2811,274,539,000271,188,0000.34  Hist 06/30/2023
CISCO SYSTEMS, INC. CSCOCommon22,5622,9491,167,334,000232,991,0000.310.00 Hist 06/30/2023
DOW CHEMICAL CO /DE/ DOWCOM7,9193,629421,777,000205,622,0000.11  Hist 06/30/2023
VISA INC. VCL A5,2381601,243,918,000188,963,0000.33  Hist 06/30/2023
WEC ENERGY GROUP, INC. WECCOM36,0653,6993,182,401,000147,770,0000.850.01 Hist 06/30/2023
COMCAST CORP CMCSACommon10,2081,981424,160,000136,457,0000.11  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon14,8528432,253,693,000130,445,0000.600.00 Hist 06/30/2023
COSTCO WHOLESALE CORP /NEW COSTCommon813115437,509,000118,877,0000.12  Hist 06/30/2023
ORACLE CORP ORCLCommon2,74863327,221,000107,737,0000.090.00 Hist 06/30/2023
SPDR Barclays Intermediate Term Corporate Bond ETF ITRcommon46,8942,9531,505,781,000107,149,0000.40  Hist 06/30/2023
BlackRock Inc. BLKCommon579151399,954,00096,800,0000.110.00 Hist 06/30/2023
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