Managing Director, Senior Financial Advisor

0001846786-22-000001.txt : 20220211 0001846786-22-000001.hdr.sgml : 20220211 20220211115917 ACCESSION NUMBER: 0001846786-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22618260 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 12-31-2021 12-31-2021 Kowal Investment Group, LLC

W238 N1660 BUSSE ROAD, SUITE 100 WAUKESHA WI 53188

13F HOLDINGS REPORT 028-21047 N Aaron T. Kowal Managing Director, Senior Financial Advisor (262) 522-4040 Aaron T. Kowal Waukesha WI 02-11-2022 0 114 336796 false INFORMATION TABLE 2 13F_KIG_2021Q4.xml GWG HLDGS INC COM 36192A109 116 11579 SH SOLE 0 0 11579 HUT 8 MNG CORP COM 44812T102 144 18352 SH SOLE 0 0 18352 THERAPEUTICSMD INC COM 88338N107 37 101957 SH SOLE 0 0 101957 AMERICAN AXLE & MFG HLDGS IN COM 024061103 200 21448 SH SOLE 0 0 21448 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 212 1308 SH SOLE 0 0 1308 COPART INC COM 217204106 217 1433 SH SOLE 0 0 1433 TARGET CORP COM 87612E106 217 937 SH SOLE 0 0 937 STARBUCKS CORP COM 855244109 219 1870 SH SOLE 0 0 1870 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 220 4478 SH SOLE 0 0 4478 ASSOCIATED BANC CORP COM 045487105 220 9744 SH SOLE 0 0 9744 VANGUARD BD INDEX FDS INTERMED TERM 921937819 223 2548 SH SOLE 0 0 2548 VANGUARD INDEX FDS MID CAP ETF 922908629 228 894 SH SOLE 0 0 894 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 229 1870 SH SOLE 0 0 1870 ISHARES TR RUS 1000 GRW ETF 464287614 232 760 SH SOLE 0 0 760 JOHNSON CTLS INTL PLC SHS G51502105 236 2904 SH SOLE 0 0 2904 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 241 1800 SH SOLE 0 0 1800 INTERNATIONAL BUSINESS MACHS COM 459200101 242 1810 SH SOLE 0 0 1810 INTUITIVE SURGICAL INC COM NEW 46120E602 242 673 SH SOLE 0 0 673 VIACOMCBS INC CL B 92556H206 243 8066 SH SOLE 0 0 8066 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 246 2195 SH SOLE 0 0 2195 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 247 4406 SH SOLE 0 0 4406 ISHARES TR BLACKROCK ULTRA 46434V878 250 4959 SH SOLE 0 0 4959 INVESCO QQQ TR UNIT SER 1 46090E103 256 644 SH SOLE 0 0 644 MERCK & CO INC COM 58933Y105 264 3440 SH SOLE 0 0 3440 OLD REP INTL CORP COM 680223104 265 10796 SH SOLE 0 0 10796 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 269 1550 SH SOLE 0 0 1550 US BANCORP DEL COM NEW 902973304 270 4806 SH SOLE 0 0 4806 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 271 655 SH SOLE 0 0 655 COSTCO WHSL CORP NEW COM 22160K105 274 483 SH SOLE 0 0 483 COMCAST CORP NEW CL A 20030N101 278 5528 SH SOLE 0 0 5528 ISHARES TR S&P MC 400GR ETF 464287606 281 3299 SH SOLE 0 0 3299 INTEL CORP COM 458140100 287 5566 SH SOLE 0 0 5566 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 288 5644 SH SOLE 0 0 5644 DEERE & CO COM 244199105 288 840 SH SOLE 0 0 840 PAYPAL HLDGS INC COM 70450Y103 303 1606 SH SOLE 0 0 1606 SPDR SER TR S&P DIVID ETF 78464A763 307 2376 SH SOLE 0 0 2376 3M CO COM 88579Y101 309 1739 SH SOLE 0 0 1739 ISHARES TR ISHS 1-5YR INVS 464288646 310 5745 SH SOLE 0 0 5745 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 311 15410 SH SOLE 0 0 15410 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 316 6322 SH SOLE 0 0 6322 ILLINOIS TOOL WKS INC COM 452308109 326 1320 SH SOLE 0 0 1320 PFIZER INC COM 717081103 332 5620 SH SOLE 0 0 5620 CATERPILLAR INC COM 149123101 344 1666 SH SOLE 0 0 1666 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 346 5045 SH SOLE 0 0 5045 ISHARES TR FLTG RATE NT ETF 46429B655 348 6859 SH SOLE 0 0 6859 WALGREENS BOOTS ALLIANCE INC COM 931427108 352 6741 SH SOLE 0 0 6741 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 366 2597 SH SOLE 0 0 2597 VERIZON COMMUNICATIONS INC COM 92343V104 385 7404 SH SOLE 0 0 7404 UNITEDHEALTH GROUP INC COM 91324P102 394 785 SH SOLE 0 0 785 EXACT SCIENCES CORP COM 30063P105 403 5179 SH SOLE 0 0 5179 COCA COLA CO COM 191216100 415 7001 SH SOLE 0 0 7001 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 33733C108 436 5804 SH SOLE 0 0 5804 MONDELEZ INTL INC CL A 609207105 464 6992 SH SOLE 0 0 6992 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 486 11267 SH SOLE 0 0 11267 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 488 19430 SH SOLE 0 0 19430 COLGATE PALMOLIVE CO COM 194162103 489 5728 SH SOLE 0 0 5728 ISHARES TR RUS MD CP GR ETF 464287481 504 4371 SH SOLE 0 0 4371 ROCKWELL AUTOMATION INC COM 773903109 508 1456 SH SOLE 0 0 1456 PEPSICO INC COM 713448108 509 2932 SH SOLE 0 0 2932 DISNEY WALT CO COM 254687106 509 3286 SH SOLE 0 0 3286 WALMART INC COM 931142103 513 3547 SH SOLE 0 0 3547 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 517 1185 SH SOLE 0 0 1185 KIMBERLY-CLARK CORP COM 494368103 533 3729 SH SOLE 0 0 3729 ABBVIE INC COM 00287Y109 536 3956 SH SOLE 0 0 3956 EXXON MOBIL CORP COM 30231G102 541 8847 SH SOLE 0 0 8847 FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 33737J174 546 9006 SH SOLE 0 0 9006 ISHARES TR CORE S&P500 ETF 464287200 550 1153 SH SOLE 0 0 1153 SKYWORKS SOLUTIONS INC COM 83088M102 588 3789 SH SOLE 0 0 3789 ISHARES TR CORE MSCI EAFE 46432F842 591 7917 SH SOLE 0 0 7917 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 597 8833 SH SOLE 0 0 8833 GENERAL ELECTRIC CO COM NEW 369604301 599 6338 SH SOLE 0 0 6338 CHEVRON CORP NEW COM 166764100 629 5363 SH SOLE 0 0 5363 CISCO SYS INC COM 17275R102 641 10118 SH SOLE 0 0 10118 TESLA INC COM 88160R101 654 619 SH SOLE 0 0 619 JPMORGAN CHASE & CO COM 46625H100 720 4550 SH SOLE 0 0 4550 VISA INC COM CL A 92826C839 751 3468 SH SOLE 0 0 3468 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 799 9833 SH SOLE 0 0 9833 ABBOTT LABS COM 002824100 844 5997 SH SOLE 0 0 5997 EATON CORP PLC SHS G29183103 879 5086 SH SOLE 0 0 5086 ALPHABET INC CAP STK CL C 02079K107 932 322 SH SOLE 0 0 322 WILLIS TOWERS WATSON PLC LTD SHS G96629103 943 3971 SH SOLE 0 0 3971 FIDELITY NATL INFORMATION SV COM 31620M106 956 8756 SH SOLE 0 0 8756 PHILIP MORRIS INTL INC COM 718172109 963 10140 SH SOLE 0 0 10140 FISERV INC COM 337738108 965 9293 SH SOLE 0 0 9293 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 977 10580 SH SOLE 0 0 10580 ISHARES TR CORE US AGGBD ET 464287226 988 8660 SH SOLE 0 0 8660 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1006 4166 SH SOLE 0 0 4166 MCDONALDS CORP COM 580135101 1056 3938 SH SOLE 0 0 3938 JOHNSON & JOHNSON COM 478160104 1106 6465 SH SOLE 0 0 6465 ALPHABET INC CAP STK CL A 02079K305 1170 404 SH SOLE 0 0 404 HOME DEPOT INC COM 437076102 1187 2859 SH SOLE 0 0 2859 ALTRIA GROUP INC COM 02209S103 1268 26760 SH SOLE 0 0 26760 META PLATFORMS INC CL A 30303M102 1281 3807 SH SOLE 0 0 3807 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1319 4410 SH SOLE 0 0 4410 AT&T INC COM 00206R102 1393 56627 SH SOLE 0 0 56627 ISHARES TR CORE S&P MCP ETF 464287507 1522 5375 SH SOLE 0 0 5375 PROCTER AND GAMBLE CO COM 742718109 1706 10429 SH SOLE 0 0 10429 AMAZON COM INC COM 023135106 1721 516 SH SOLE 0 0 516 NVIDIA CORPORATION COM 67066G104 1738 5908 SH SOLE 0 0 5908 FIRST TR MULTI CAP GROWTH AL COM SHS 33733F101 1993 15865 SH SOLE 0 0 15865 GENERAC HLDGS INC COM 368736104 2038 5791 SH SOLE 0 0 5791 WEC ENERGY GROUP INC COM 92939U106 2499 25742 SH SOLE 0 0 25742 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 3172 95681 SH SOLE 0 0 95681 MICROSOFT CORP COM 594918104 4705 13989 SH SOLE 0 0 13989 SPDR S&P 500 ETF TR TR UNIT 78462F103 5148 10839 SH SOLE 0 0 10839 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 5176 74074 SH SOLE 0 0 74074 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 6299 110543 SH SOLE 0 0 110543 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 6996 52991 SH SOLE 0 0 52991 APPLE INC COM 037833100 7955 44800 SH SOLE 0 0 44800 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 13916 241555 SH SOLE 0 0 241555 ISHARES TR CORE S&P SCP ETF 464287804 31306 273390 SH SOLE 0 0 273390 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 53170 999162 SH SOLE 0 0 999162 FIRST TR VALUE LINE DIVID IN SHS 33734H106 59201 1375479 SH SOLE 0 0 1375479 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 78785 931810 SH SOLE 0 0 931810