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Kowal Investment Group, LLC

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
FIRST TR VALUE LINE DIVID IN FVDSHS107,882-370,1844,324,998,000-14,754,597,0001.16  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII FIXDCommon32,671-280,4541,443,077,000-12,309,364,0000.39  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 60027,494-93,7362,739,757,000-8,733,487,0000.73  Hist 06/30/2023
FIRST TRUST EXCHANGE TRADED FUND FTCSCommon469,575-104,24635,255,721,000-7,752,198,0009.43  Hist 06/30/2023
FIRST TRUST EXCHANGE TRADED FUND FPXICommon8,192-72,878321,623,000-2,828,745,0000.09  Hist 06/30/2023
iSHARES TRUST IWDETF1,572-11,046248,165,000-1,665,418,0000.07  Hist 06/30/2023
FIRST TR LRG CP VL ALPHADEX FTACOM SHS55,601-10,9653,707,484,000-673,197,0000.99  Hist 06/30/2023
iSHARES TRUST IVVCommon3,762-1,7311,676,950,000-433,485,0000.45  Hist 06/30/2023
Floto Paul Johnstone FLOTETF6,217-7,958315,968,000-397,438,0000.08  Hist 06/30/2023
iSHARES TRUST IUSBCommon10,889-8,106495,144,000-358,307,0000.13  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon9,167-1,2641,517,397,000-325,159,0000.41  Hist 06/30/2023
iSHARES TRUST ESGUCommon3,759-4,240366,312,000-311,563,0000.10  Hist 06/30/2023
CHEVRON CORP CVXCommon8,341-5721,312,398,000-287,468,0000.350.00 Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK968-910394,170,000-265,669,0000.11  Hist 06/30/2023
iSHARES TRUST EFVMSCI VAL IDX4,596-5,033224,906,000-216,854,0000.06  Hist 06/30/2023
Fidelity National Information Services, Inc. FISCommon14,712-237804,770,000-209,553,0000.220.00 Hist 06/30/2023
PIMCO ETF Trust MUNICommon43,760-4,3702,268,505,000-204,438,0000.61  Hist 06/30/2023
CONOCOPHILLIPS COPCommon5,064-967524,729,000-186,970,0000.14  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon2,632-1,308579,758,000-173,589,0000.16  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon10,797-1,1701,158,019,000-161,989,0000.310.00 Hist 06/30/2023
LOCKHEED MARTIN CORP LMTCommon588-300270,908,000-161,111,0000.070.00 Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VONGCommon9,929-4,944702,553,000-117,236,0000.19  Hist 06/30/2023
PIMCO ETF TR TTL RTN ACTV BONDSTOCK27,361-1,5282,506,776,000-107,058,0000.67  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLVCommon3,044-652404,054,000-98,027,0000.11  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon1,169-66561,632,000-93,151,0000.150.00 Hist 06/30/2023
iSHARES TRUST ISTBCommon6,323-1,894294,890,000-86,728,0000.08  Hist 06/30/2023
DEERE & CO DECommon859-136348,024,000-78,655,0000.090.00 Hist 06/30/2023
ASSOCIATED BANC-CORP ASBCommon10,021-40162,634,000-69,680,0000.04  Hist 06/30/2023
ELI LILLY & Co LLYCommon732-368343,138,000-59,241,0000.090.00 Hist 06/30/2023
HOME DEPOT, INC. HDCommon3,299-1111,024,828,000-52,133,0000.270.00 Hist 06/30/2023
FORD MOTOR CO FCommon10,670-7,645161,439,000-51,567,0000.04  Hist 06/30/2023
FIRST TRUST EXCHANGE TRADED FUND FGDCommon16,707-1,172358,205,000-34,778,0000.10  Hist 06/30/2023
FIRST TR MULTI CP VAL ALPHA FABCommon3,704-594262,694,000-33,118,0000.07  Hist 06/30/2023
FIRST TR MULTI CAP VALUE ALP FADCOM SHS27,456-3,4062,897,274,000-29,014,0000.77  Hist 06/30/2023
iSHARES TRUST EFGMSCI GRW IDX2,625-640250,441,000-23,062,0000.07  Hist 06/30/2023
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