0001846786-21-000003.txt : 20210812
0001846786-21-000003.hdr.sgml : 20210812
20210812090953
ACCESSION NUMBER: 0001846786-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210812
DATE AS OF CHANGE: 20210812
EFFECTIVENESS DATE: 20210812
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: 211165671
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
06-30-2021
06-30-2021
Kowal Investment Group, LLC
W238 N1660 BUSSE ROAD, SUITE 100
WAUKESHA
WI
53188
13F HOLDINGS REPORT
028-21047
N
Aaron T. Kowal
Chief Compliance Officer
2625224040
Aaron T. Kowal
Waukesha
WI
08-12-2021
0
103
277683
false
INFORMATION TABLE
2
13F_KIG_2021Q2.xml
3M CO
COM
88579Y101
373
1880
SH
SOLE
0
0
1880
ABBOTT LABS
COM
002824100
707
6095
SH
SOLE
0
0
6095
ABBVIE INC
COM
00287Y109
499
4432
SH
SOLE
0
0
4432
ALPHABET INC
CAP STK CL A
02079K305
757
310
SH
SOLE
0
0
310
ALPHABET INC
CAP STK CL C
02079K107
761
304
SH
SOLE
0
0
304
ALTRIA GROUP INC
COM
02209S103
1251
26242
SH
SOLE
0
0
26242
AMAZON COM INC
COM
023135106
1772
515
SH
SOLE
0
0
515
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
224
21608
SH
SOLE
0
0
21608
APPLE INC
COM
037833100
5833
42592
SH
SOLE
0
0
42592
AT&T INC
COM
00206R102
1432
49745
SH
SOLE
0
0
49745
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1164
4187
SH
SOLE
0
0
4187
CATERPILLAR INC
COM
149123101
279
1284
SH
SOLE
0
0
1284
CHEVRON CORP NEW
COM
166764100
454
4338
SH
SOLE
0
0
4338
CISCO SYS INC
COM
17275R102
456
8610
SH
SOLE
0
0
8610
COCA COLA CO
COM
191216100
267
4940
SH
SOLE
0
0
4940
COLGATE PALMOLIVE CO
COM
194162103
444
5456
SH
SOLE
0
0
5456
COMCAST CORP NEW
CL A
20030N101
234
4106
SH
SOLE
0
0
4106
DEERE & CO
COM
244199105
236
668
SH
SOLE
0
0
668
DISNEY WALT CO
COM
254687106
437
2487
SH
SOLE
0
0
2487
EATON CORP PLC
SHS
G29183103
754
5086
SH
SOLE
0
0
5086
EXACT SCIENCES CORP
COM
30063P105
594
4779
SH
SOLE
0
0
4779
EXXON MOBIL CORP
COM
30231G102
385
6108
SH
SOLE
0
0
6108
FACEBOOK INC
CL A
30303M102
1420
4083
SH
SOLE
0
0
4083
FIDELITY NATL INFORMATION SV
COM
31620M106
1458
10289
SH
SOLE
0
0
10289
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
4560
79609
SH
SOLE
0
0
79609
FIRST TR EXCH TRADED FD III
ULTRA SHT DUR MU
33740J104
351
17376
SH
SOLE
0
0
17376
FIRST TR EXCH TRADED FD III
RIVR FRNT DYN
33739P707
709
9501
SH
SOLE
0
0
9501
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
33739P301
245
4361
SH
SOLE
0
0
4361
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
33737J117
483
11306
SH
SOLE
0
0
11306
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
33737J174
553
8834
SH
SOLE
0
0
8834
FIRST TR EXCHANGE TRADED FD
INTL EQUITY OPP
33734X853
13045
190779
SH
SOLE
0
0
190779
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
33734X200
488
18795
SH
SOLE
0
0
18795
FIRST TR EXCHANGE TRADED FD
US EQTY OPPT ETF
336920103
344
2696
SH
SOLE
0
0
2696
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
6025
48532
SH
SOLE
0
0
48532
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
226
1308
SH
SOLE
0
0
1308
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
33738R100
198
11678
SH
SOLE
0
0
11678
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
212
4473
SH
SOLE
0
0
4473
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
328
6437
SH
SOLE
0
0
6437
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
62839
831756
SH
SOLE
0
0
831756
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
47576
887082
SH
SOLE
0
0
887082
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
5381
81963
SH
SOLE
0
0
81963
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
908
10571
SH
SOLE
0
0
10571
FIRST TR MULTI CAP GROWTH AL
COM SHS
33733F101
2008
16795
SH
SOLE
0
0
16795
FIRST TR MULTI CP VAL ALPHA
SHS ISSUED FRST
33733C108
519
7297
SH
SOLE
0
0
7297
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
48541
1220535
SH
SOLE
0
0
1220535
FISERV INC
COM
337738108
950
8889
SH
SOLE
0
0
8889
GENERAC HLDGS INC
COM
368736104
2534
6104
SH
SOLE
0
0
6104
GENERAL ELECTRIC CO
COM
369604103
705
52406
SH
SOLE
0
0
52406
GWG HLDGS INC
COM
36192A109
86
12002
SH
SOLE
0
0
12002
HOME DEPOT INC
COM
437076102
811
2542
SH
SOLE
0
0
2542
ILLINOIS TOOL WKS INC
COM
452308109
296
1325
SH
SOLE
0
0
1325
INTEL CORP
COM
458140100
290
5172
SH
SOLE
0
0
5172
INVESCO QQQ TR
UNIT SER 1
46090E103
375
1059
SH
SOLE
0
0
1059
ISHARES TR
MSCI USA MIN VOL
46429B697
202
2743
SH
SOLE
0
0
2743
ISHARES TR
RESIDENTIAL MULT
464288562
282
3382
SH
SOLE
0
0
3382
ISHARES TR
CORE S&P SCP ETF
464287804
22630
200297
SH
SOLE
0
0
200297
ISHARES TR
RUSSELL 3000 ETF
464287689
209
817
SH
SOLE
0
0
817
ISHARES TR
CORE US AGGBD ET
464287226
777
6735
SH
SOLE
0
0
6735
ISHARES TR
S&P MC 400GR ETF
464287606
239
2958
SH
SOLE
0
0
2958
ISHARES TR
CORE MSCI EAFE
46432F842
555
7415
SH
SOLE
0
0
7415
ISHARES TR
CORE S&P MCP ETF
464287507
942
3504
SH
SOLE
0
0
3504
ISHARES TR
RUS 1000 GRW ETF
464287614
206
758
SH
SOLE
0
0
758
ISHARES TR
RUS MD CP GR ETF
464287481
494
4363
SH
SOLE
0
0
4363
ISHARES TR
ISHS 1-5YR INVS
464288646
314
5733
SH
SOLE
0
0
5733
ISHARES TR
CORE S&P500 ETF
464287200
382
889
SH
SOLE
0
0
889
JOHNSON & JOHNSON
COM
478160104
1106
6713
SH
SOLE
0
0
6713
JPMORGAN CHASE & CO
COM
46625H100
682
4387
SH
SOLE
0
0
4387
KIMBERLY-CLARK CORP
COM
494368103
503
3763
SH
SOLE
0
0
3763
MCDONALDS CORP
COM
580135101
849
3674
SH
SOLE
0
0
3674
MERCK & CO INC
COM
58933Y105
270
3476
SH
SOLE
0
0
3476
MICROSOFT CORP
COM
594918104
3090
11405
SH
SOLE
0
0
11405
MONDELEZ INTL INC
CL A
609207105
488
7818
SH
SOLE
0
0
7818
NVIDIA CORPORATION
COM
67066G104
983
1229
SH
SOLE
0
0
1229
OLD REP INTL CORP
COM
680223104
268
10765
SH
SOLE
0
0
10765
PAYPAL HLDGS INC
COM
70450Y103
433
1485
SH
SOLE
0
0
1485
PEPSICO INC
COM
713448108
375
2532
SH
SOLE
0
0
2532
PFIZER INC
COM
717081103
212
5420
SH
SOLE
0
0
5420
PHILIP MORRIS INTL INC
COM
718172109
998
10070
SH
SOLE
0
0
10070
PROCTER AND GAMBLE CO
COM
742718109
1331
9864
SH
SOLE
0
0
9864
ROCKWELL AUTOMATION INC
COM
773903109
432
1511
SH
SOLE
0
0
1511
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
258
2045
SH
SOLE
0
0
2045
SKYWORKS SOLUTIONS INC
COM
83088M102
731
3812
SH
SOLE
0
0
3812
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3173
7412
SH
SOLE
0
0
7412
SPDR SER TR
S&P DIVID ETF
78464A763
232
1900
SH
SOLE
0
0
1900
T ROWE PRICE ETF INC
PRICE BLUE CHIP
87283Q107
1726
54585
SH
SOLE
0
0
54585
TARGET CORP
COM
87612E106
232
960
SH
SOLE
0
0
960
TESLA INC
COM
88160R101
257
378
SH
SOLE
0
0
378
THERAPEUTICSMD INC
COM
88338N107
113
94631
SH
SOLE
0
0
94631
UNITEDHEALTH GROUP INC
COM
91324P102
225
561
SH
SOLE
0
0
561
US BANCORP DEL
COM NEW
902973304
232
4067
SH
SOLE
0
0
4067
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
231
2566
SH
SOLE
0
0
2566
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
953
4275
SH
SOLE
0
0
4275
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
604
1534
SH
SOLE
0
0
1534
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
267
3818
SH
SOLE
0
0
3818
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
546
6605
SH
SOLE
0
0
6605
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
289
5608
SH
SOLE
0
0
5608
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
245
2341
SH
SOLE
0
0
2341
VERIZON COMMUNICATIONS INC
COM
92343V104
354
6313
SH
SOLE
0
0
6313
VIACOMCBS INC
CL B
92556H206
215
4759
SH
SOLE
0
0
4759
VISA INC
COM CL A
92826C839
710
3035
SH
SOLE
0
0
3035
WALGREENS BOOTS ALLIANCE INC
COM
931427108
354
6726
SH
SOLE
0
0
6726
WALMART INC
COM
931142103
441
3124
SH
SOLE
0
0
3124
WEC ENERGY GROUP INC
COM
92939U106
2266
25479
SH
SOLE
0
0
25479