Chief Compliance Officer

0001846786-21-000001.txt : 20210219 0001846786-21-000001.hdr.sgml : 20210219 20210218181848 ACCESSION NUMBER: 0001846786-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210219 DATE AS OF CHANGE: 20210218 EFFECTIVENESS DATE: 20210219 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kowal Investment Group, LLC CENTRAL INDEX KEY: 0001846786 IRS NUMBER: 391417342 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21047 FILM NUMBER: 21651081 BUSINESS ADDRESS: STREET 1: W238 N1660 BUSSE ROAD, SUITE 100 CITY: WAUKESHA STATE: WI ZIP: 53188 BUSINESS PHONE: 262-522-4040 MAIL ADDRESS: STREET 1: W238 N1660 BUSSE ROAD, SUITE 100 CITY: WAUKESHA STATE: WI ZIP: 53188 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001846786 XXXXXXXX 12-31-2020 12-31-2020 Kowal Investment Group, LLC

W238 N1660 BUSSE ROAD, SUITE 100 WAUKESHA WI 53188

13F HOLDINGS REPORT 028-21047 N AARON KOWAL Chief Compliance Officer (262) 522-4040 AARON KOWAL Waukesha WI 02-18-2021 0 90 215464 false INFORMATION TABLE 2 2020123113fq4kowal.xml 3M CO COM 88579Y101 287 1725 SH SOLE 0 0 1725 THERAPEUTICSMD INC COM 88338N107 100 72767 SH SOLE 0 0 72767 UNITEDHEALTH GROUP INC COM 91324P102 258 721 SH SOLE 0 0 721 VANGUARD BD INDEX FDS INTERMED TERM 921937819 239 2598 SH SOLE 0 0 2598 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 914 2625 SH SOLE 0 0 2625 VANGUARD INDEX FDS TOTAL STK MKT 922908769 661 3327 SH SOLE 0 0 3327 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 273 5595 SH SOLE 0 0 5595 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 247 2604 SH SOLE 0 0 2604 VERIZON COMMUNICATIONS INC COM 92343V104 376 6559 SH SOLE 0 0 6559 VIACOMCBS INC CL B 92556H206 239 5716 SH SOLE 0 0 5716 VISA INC COM CL A 92826C839 542 2595 SH SOLE 0 0 2595 WALGREENS BOOTS ALLIANCE INC COM 931427108 313 6519 SH SOLE 0 0 6519 WALMART INC COM 931142103 500 3354 SH SOLE 0 0 3354 WEC ENERGY GROUP INC COM 92939U106 2026 23761 SH SOLE 0 0 23761 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 45601 672177 SH SOLE 0 0 672177 FIRST TR VALUE LINE DIVID IN SHS 33734H106 35042 984315 SH SOLE 0 0 984315 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 33849 623836 SH SOLE 0 0 623836 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 21916 311968 SH SOLE 0 0 311968 ISHARES TR CORE S&P SCP ETF 464287804 15865 158877 SH SOLE 0 0 158877 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 5985 103834 SH SOLE 0 0 103834 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 5447 47146 SH SOLE 0 0 47146 APPLE INC COM 037833100 4563 35430 SH SOLE 0 0 35430 FIRST TR MULTI CAP GROWTH AL COM SHS 33733F101 2119 19271 SH SOLE 0 0 19271 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1978 34863 SH SOLE 0 0 34863 MICROSOFT CORP COM 594918104 1486 6912 SH SOLE 0 0 6912 FIDELITY NATL INFORMATION SV COM 31620M106 1434 10734 SH SOLE 0 0 10734 AT&T INC COM 00206R102 1368 47598 SH SOLE 0 0 47598 PROCTER AND GAMBLE CO COM 742718109 1179 8602 SH SOLE 0 0 8602 GENERAC HLDGS INC COM 368736104 1024 3951 SH SOLE 0 0 3951 FACEBOOK INC CL A 30303M102 1023 4075 SH SOLE 0 0 4075 ALTRIA GROUP INC COM 02209S103 1009 24661 SH SOLE 0 0 24661 FISERV INC COM 337738108 992 8917 SH SOLE 0 0 8917 AMAZON COM INC COM 023135106 971 311 SH SOLE 0 0 311 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 894 3837 SH SOLE 0 0 3837 JOHNSON & JOHNSON COM 478160104 893 5650 SH SOLE 0 0 5650 CHEVRON CORP NEW COM 166764100 843 9034 SH SOLE 0 0 9034 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 824 11363 SH SOLE 0 0 11363 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 812 10566 SH SOLE 0 0 10566 MCDONALDS CORP COM 580135101 788 3724 SH SOLE 0 0 3724 PHILIP MORRIS INTL INC COM 718172109 767 9456 SH SOLE 0 0 9456 FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 33737J174 729 12447 SH SOLE 0 0 12447 JPMORGAN CHASE & CO COM 46625H100 722 5146 SH SOLE 0 0 5146 EXACT SCIENCES CORP COM 30063P105 709 4779 SH SOLE 0 0 4779 EATON CORP PLC SHS G29183103 709 5521 SH SOLE 0 0 5521 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 33733C108 675 10907 SH SOLE 0 0 10907 ABBOTT LABS COM 002824100 645 5930 SH SOLE 0 0 5930 FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 33738R100 641 41825 SH SOLE 0 0 41825 GENERAL ELECTRIC CO COM 369604103 595 50503 SH SOLE 0 0 50503 SKYWORKS SOLUTIONS INC COM 83088M102 586 3705 SH SOLE 0 0 3705 SPDR S&P 500 ETF TR TR UNIT 78462F103 583 1538 SH SOLE 0 0 1538 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 568 20394 SH SOLE 0 0 20394 ISHARES TR RUS MD CP GR ETF 464287481 560 5266 SH SOLE 0 0 5266 ALPHABET INC CAP STK CL A 02079K305 511 294 SH SOLE 0 0 294 KIMBERLY-CLARK CORP COM 494368103 505 3876 SH SOLE 0 0 3876 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 479 12141 SH SOLE 0 0 12141 ALPHABET INC CAP STK CL C 02079K107 473 271 SH SOLE 0 0 271 ABBVIE INC COM 00287Y109 466 4242 SH SOLE 0 0 4242 MONDELEZ INTL INC CL A 609207105 462 8062 SH SOLE 0 0 8062 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 442 18916 SH SOLE 0 0 18916 DISNEY WALT CO COM 254687106 401 2277 SH SOLE 0 0 2277 ROCKWELL AUTOMATION INC COM 773903109 396 1492 SH SOLE 0 0 1492 ISHARES TR CORE MSCI EAFE 46432F842 391 5503 SH SOLE 0 0 5503 HOME DEPOT INC COM 437076102 383 1386 SH SOLE 0 0 1386 CISCO SYS INC COM 17275R102 380 8291 SH SOLE 0 0 8291 ISHARES TR MSCI USA MIN VOL 46429B697 374 5528 SH SOLE 0 0 5528 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 373 18513 SH SOLE 0 0 18513 MERCK & CO. 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