Chief Compliance Officer

0001846786-22-000003.txt : 20220415 0001846786-22-000003.hdr.sgml : 20220415 20220415142049 ACCESSION NUMBER: 0001846786-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220415 DATE AS OF CHANGE: 20220415 EFFECTIVENESS DATE: 20220415 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: 22829683 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 03-31-2022 03-31-2022 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 04-15-2022 0 126 327719 false INFORMATION TABLE 2 13F_KIG_2022Q1.xml ABBOTT LABS COM 002824100 1471 12430 SH SOLE 0 0 12430 AMAZON COM INC COM 023135106 1799 552 SH SOLE 0 0 552 AMERICAN AXLE & MFG HLDGS IN COM 024061103 166 21448 SH SOLE 0 0 21448 APPLE INC COM 037833100 7911 45307 SH SOLE 0 0 45307 ASSOCIATED BANC CORP COM 045487105 223 9814 SH SOLE 0 0 9814 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1194 3383 SH SOLE 0 0 3383 BRISTOL-MYERS SQUIBB CO COM 110122108 221 3021 SH SOLE 0 0 3021 CVS HEALTH CORP COM 126650100 257 2538 SH SOLE 0 0 2538 CATERPILLAR INC COM 149123101 463 2079 SH SOLE 0 0 2079 CHEVRON CORP NEW COM 166764100 1013 6220 SH SOLE 0 0 6220 COCA COLA CO COM 191216100 529 8528 SH SOLE 0 0 8528 COLGATE PALMOLIVE CO COM 194162103 421 5552 SH SOLE 0 0 5552 DEERE & CO COM 244199105 384 925 SH SOLE 0 0 925 DISNEY WALT CO COM 254687106 442 3223 SH SOLE 0 0 3223 FISERV INC COM 337738108 951 9374 SH SOLE 0 0 9374 GENERAC HLDGS INC COM 368736104 1726 5805 SH SOLE 0 0 5805 GENERAL DYNAMICS CORP COM 369550108 228 944 SH SOLE 0 0 944 GENERAL ELECTRIC CO COM 369604103 583 6370 SH SOLE 0 0 6370 HOME DEPOT INC COM 437076102 887 2965 SH SOLE 0 0 2965 ILLINOIS TOOL WKS INC COM 452308109 278 1326 SH SOLE 0 0 1326 INTEL CORP COM 458140100 355 7162 SH SOLE 0 0 7162 INTERNATIONAL BUSINESS MACHS COM 459200101 238 1833 SH SOLE 0 0 1833 ISHARES TR CORE S&P500 ETF 464287200 1741 3838 SH SOLE 0 0 3838 ISHARES TR CORE US AGGBD ET 464287226 1621 15132 SH SOLE 0 0 15132 ISHARES TR RUS MD CP GR ETF 464287481 428 4262 SH SOLE 0 0 4262 ISHARES TR CORE S&P MCP ETF 464287507 2052 7646 SH SOLE 0 0 7646 ISHARES TR RUS 1000 VAL ETF 464287598 341 2056 SH SOLE 0 0 2056 ISHARES TR S&P MC 400GR ETF 464287606 255 3305 SH SOLE 0 0 3305 ISHARES TR RUS 1000 GRW ETF 464287614 211 761 SH SOLE 0 0 761 ISHARES TR CORE S&P SCP ETF 464287804 30509 282802 SH SOLE 0 0 282802 ISHARES TR 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240635 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 5171 73322 SH SOLE 0 0 73322 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 299 7750 SH SOLE 0 0 7750 FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 33737J174 483 8352 SH SOLE 0 0 8352 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 214 4486 SH SOLE 0 0 4486 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 6169 116271 SH SOLE 0 0 116271 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 453 6979 SH SOLE 0 0 6979 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 296 6048 SH SOLE 0 0 6048 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 49608 1000569 SH SOLE 0 0 1000569 GWG HLDGS INC COM 36192A109 63 11579 SH SOLE 0 0 11579 HP INC COM 40434L105 267 7356 SH SOLE 0 0 7356 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 332 2105 SH SOLE 0 0 2105 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 499 7445 SH SOLE 0 0 7445 INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700 317 12271 SH SOLE 0 0 12271 ISHARES TR US TREAS BD ETF 46429B267 298 11950 SH SOLE 0 0 11950 ISHARES TR FLTG RATE NT ETF 46429B655 638 12630 SH SOLE 0 0 12630 ISHARES TR MSCI USA MIN VOL 46429B697 225 2899 SH SOLE 0 0 2899 ISHARES TR 0-5 YR TIPS ETF 46429B747 414 3942 SH SOLE 0 0 3942 ISHARES TR CORE MSCI EAFE 46432F842 813 11702 SH SOLE 0 0 11702 ISHARES INC CORE MSCI EMKT 46434G103 218 3929 SH SOLE 0 0 3929 ISHARES TR CORE TOTAL USD 46434V613 442 8898 SH SOLE 0 0 8898 ISHARES TR BLACKROCK ULTRA 46434V878 249 4962 SH SOLE 0 0 4962 ISHARES TR ESG AWR MSCI USA 46435G425 872 8604 SH SOLE 0 0 8604 JPMORGAN CHASE & CO COM 46625H100 751 5512 SH SOLE 0 0 5512 MERCK & CO. INC COM 58933Y105 363 4419 SH SOLE 0 0 4419 METLIFE INC COM 59156R108 259 3686 SH SOLE 0 0 3686 NVIDIA CORPORATION COM 67066G104 1761 6454 SH SOLE 0 0 6454 PROLOGIS INC. COM 74340W103 256 1587 SH SOLE 0 0 1587 SPDR S&P 500 ETF TR TR UNIT 78462F103 6837 15139 SH SOLE 0 0 15139 SPDR SER TR S&P DIVID ETF 78464A763 342 2668 SH SOLE 0 0 2668 SPDR SER TR PORTFOLIO S&P500 78464A854 403 7593 SH SOLE 0 0 7593 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 506 3696 SH SOLE 0 0 3696 SELECT SECTOR SPDR TR ENERGY 81369Y506 309 4041 SH SOLE 0 0 4041 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 238 2314 SH SOLE 0 0 2314 SKYWORKS SOLUTIONS INC COM 83088M102 509 3818 SH SOLE 0 0 3818 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 3308 112699 SH SOLE 0 0 112699 T ROWE PRICE ETF INC PRICE EQT INCOME 87283Q206 550 14883 SH SOLE 0 0 14883 TESLA INC COM 88160R101 764 709 SH SOLE 0 0 709 THERAPEUTICSMD INC COM 88338N107 38 99357 SH SOLE 0 0 99357 3M CO COM 88579Y101 249 1675 SH SOLE 0 0 1675 UNITEDHEALTH GROUP INC COM 91324P102 405 794 SH SOLE 0 0 794 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1414 18101 SH SOLE 0 0 18101 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 444 6227 SH SOLE 0 0 6227 VERIZON COMMUNICATIONS INC COM 92343V104 465 9125 SH SOLE 0 0 9125 VIACOMCBS INC CL B 92556H206 261 6914 SH SOLE 0 0 6914 VISA INC COM CL A 92826C839 731 3298 SH SOLE 0 0 3298 WEC ENERGY GROUP INC COM 92939U106 2595 26002 SH SOLE 0 0 26002 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 284 843 SH SOLE 0 0 843 EATON CORP PLC SHS G29183103 763 5026 SH SOLE 0 0 5026 WILLIS TOWERS WATSON PLC LTD SHS G96629103 941 3985 SH SOLE 0 0 3985