President, Chief Compliance Officer

0001846786-22-000005.txt : 20221109 0001846786-22-000005.hdr.sgml : 20221109 20221109121224 ACCESSION NUMBER: 0001846786-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221371366 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 09-30-2022 09-30-2022 Kowal Investment Group, LLC

W238 N1660 BUSSE ROAD, SUITE 100 WAUKESHA WI 53188

13F HOLDINGS REPORT 028-21047 N Aaron Kowal President, Chief Compliance Officer (262) 522-4040 Aaron Kowal WAUKESHA WI 11-09-2022 0 143 295263 false INFORMATION TABLE 2 13F_KIG_2022Q3.xml FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 55072 829153 SH SOLE 0 0 829153 FIRST TR VALUE LINE DIVID IN SHS 33734H106 40625 1135097 SH SOLE 0 0 1135097 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 38793 890983 SH SOLE 0 0 890983 ISHARES TR CORE S&P SCP ETF 464287804 23453 268989 SH SOLE 0 0 268989 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 8067 181570 SH SOLE 0 0 181570 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 7897 221217 SH SOLE 0 0 221217 SPDR S&P 500 ETF TR TR UNIT 78462F103 7400 20717 SH SOLE 0 0 20717 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 6419 131762 SH SOLE 0 0 131762 APPLE INC COM 037833100 6349 45943 SH SOLE 0 0 45943 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 5333 61510 SH SOLE 0 0 61510 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 4293 74435 SH SOLE 0 0 74435 FIRST TR MORNINGSTAR DIVID L SHS 336917109 3755 116884 SH SOLE 0 0 116884 MICROSOFT CORP COM 594918104 3689 15839 SH SOLE 0 0 15839 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 3181 151498 SH SOLE 0 0 151498 FIRST TR NASDAQ 100 TECH IND SHS 337345102 2633 25109 SH SOLE 0 0 25109 WEC ENERGY GROUP INC COM 92939U106 2598 29049 SH SOLE 0 0 29049 ISHARES TR CORE S&P MCP ETF 464287507 2290 10444 SH SOLE 0 0 10444 ISHARES TR CORE US AGGBD ET 464287226 2241 23259 SH SOLE 0 0 23259 FIRST TR MULTI CAP GROWTH AL COM SHS 33733F101 2149 23982 SH SOLE 0 0 23982 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1746 4347 SH SOLE 0 0 4347 PROCTER AND GAMBLE CO COM 742718109 1715 13580 SH SOLE 0 0 13580 ISHARES TR CORE S&P500 ETF 464287200 1689 4710 SH SOLE 0 0 4710 JOHNSON & JOHNSON COM 478160104 1605 9827 SH SOLE 0 0 9827 ABBVIE INC COM 00287Y109 1536 11446 SH SOLE 0 0 11446 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1458 19623 SH SOLE 0 0 19623 AMAZON COM INC COM 023135106 1420 12567 SH SOLE 0 0 12567 ABBOTT LABS COM 002824100 1264 13065 SH SOLE 0 0 13065 MCDONALDS CORP COM 580135101 1246 5399 SH SOLE 0 0 5399 CHEVRON CORP NEW COM 166764100 1228 8544 SH SOLE 0 0 8544 ALTRIA GROUP INC COM 02209S103 1193 29542 SH SOLE 0 0 29542 SPDR SER TR PORTFOLIO INTRMD 78464A375 1142 36478 SH SOLE 0 0 36478 FIDELITY NATL INFORMATION SV COM 31620M106 1101 14574 SH SOLE 0 0 14574 AT&T INC COM 00206R102 1074 70043 SH SOLE 0 0 70043 PHILIP MORRIS INTL INC COM 718172109 1049 12637 SH SOLE 0 0 12637 EXXON MOBIL CORP COM 30231G102 1048 12003 SH SOLE 0 0 12003 ALPHABET INC CAP STK CL A 02079K305 1039 10866 SH SOLE 0 0 10866 HORIZON THERAPEUTICS PUB L SHS G46188101 1003 16207 SH SOLE 0 0 16207 PIMCO ETF TR ACTIVE BD ETF 72201R775 995 11086 SH SOLE 0 0 11086 VISA INC COM CL A 92826C839 957 5390 SH SOLE 0 0 5390 ISHARES TR FLTG RATE NT ETF 46429B655 914 18179 SH SOLE 0 0 18179 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 912 3415 SH SOLE 0 0 3415 PEPSICO INC COM 713448108 911 5581 SH SOLE 0 0 5581 HOME DEPOT INC COM 437076102 911 3303 SH SOLE 0 0 3303 PIMCO ETF TR INTER MUN BD ACT 72201R866 881 17571 SH SOLE 0 0 17571 US BANCORP DEL COM NEW 902973304 851 21113 SH SOLE 0 0 21113 WILLIS TOWERS WATSON PLC LTD SHS G96629103 807 4016 SH SOLE 0 0 4016 ISHARES TR CORE MSCI EAFE 46432F842 802 15221 SH SOLE 0 0 15221 CISCO SYS INC COM 17275R102 799 19970 SH SOLE 0 0 19970 T ROWE PRICE ETF INC PRICE EQT INCOME 87283Q206 788 25760 SH SOLE 0 0 25760 JPMORGAN CHASE & CO COM 46625H100 770 7372 SH SOLE 0 0 7372 TESLA INC COM 88160R101 766 2887 SH SOLE 0 0 2887 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 765 10598 SH SOLE 0 0 10598 ISHARES TR ESG AWR MSCI USA 46435G425 752 9469 SH SOLE 0 0 9469 FISERV INC COM 337738108 722 7716 SH SOLE 0 0 7716 ALPHABET INC CAP STK CL C 02079K107 695 7225 SH SOLE 0 0 7225 NVIDIA CORPORATION COM 67066G104 695 5722 SH SOLE 0 0 5722 EATON CORP PLC SHS G29183103 674 5056 SH SOLE 0 0 5056 PFIZER INC COM 717081103 657 15003 SH SOLE 0 0 15003 ISHARES TR CORE TOTAL USD 46434V613 649 14593 SH SOLE 0 0 14593 COCA COLA CO COM 191216100 636 11349 SH SOLE 0 0 11349 MERCK & CO INC COM 58933Y105 633 7350 SH SOLE 0 0 7350 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 577 1759 SH SOLE 0 0 1759 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 571 10541 SH SOLE 0 0 10541 CATERPILLAR INC COM 149123101 556 3387 SH SOLE 0 0 3387 ISHARES TR US TREAS BD ETF 46429B267 538 23634 SH SOLE 0 0 23634 VANGUARD INDEX FDS TOTAL STK MKT 922908769 528 2939 SH SOLE 0 0 2939 CONOCOPHILLIPS COM 20825C104 527 5154 SH SOLE 0 0 5154 VERIZON COMMUNICATIONS INC COM 92343V104 519 13668 SH SOLE 0 0 13668 UNITEDHEALTH GROUP INC COM 91324P102 517 1025 SH SOLE 0 0 1025 CVS HEALTH CORP COM 126650100 509 5333 SH SOLE 0 0 5333 METLIFE INC COM 59156R108 502 8264 SH SOLE 0 0 8264 WALMART INC COM 931142103 493 3800 SH SOLE 0 0 3800 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 485 5112 SH SOLE 0 0 5112 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 473 3903 SH SOLE 0 0 3903 SPDR SER TR PORTFOLIO S&P500 78464A854 436 10394 SH SOLE 0 0 10394 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 436 7536 SH SOLE 0 0 7536 PRUDENTIAL FINL INC COM 744320102 435 5075 SH SOLE 0 0 5075 KIMBERLY-CLARK CORP COM 494368103 418 3716 SH SOLE 0 0 3716 META PLATFORMS INC CL A 30303M102 417 3071 SH SOLE 0 0 3071 BRISTOL-MYERS SQUIBB CO COM 110122108 395 5558 SH SOLE 0 0 5558 GENERAL ELECTRIC CO COM NEW 369604301 391 6317 SH SOLE 0 0 6317 COLGATE PALMOLIVE CO COM 194162103 390 5550 SH SOLE 0 0 5550 GENERAL DYNAMICS CORP COM 369550108 387 1826 SH SOLE 0 0 1826 SOUTHERN CO COM 842587107 380 5589 SH SOLE 0 0 5589 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 379 10432 SH SOLE 0 0 10432 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 377 7953 SH SOLE 0 0 7953 MONDELEZ INTL INC CL A 609207105 363 6619 SH SOLE 0 0 6619 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 33733C108 356 5859 SH SOLE 0 0 5859 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 350 18854 SH SOLE 0 0 18854 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 345 8886 SH SOLE 0 0 8886 ISHARES TR RUS 1000 VAL ETF 464287598 340 2497 SH SOLE 0 0 2497 COSTCO WHSL CORP NEW COM 22160K105 337 713 SH SOLE 0 0 713 ISHARES TR EAFE VALUE ETF 464288877 333 8651 SH SOLE 0 0 8651 SPDR SER TR S&P DIVID ETF 78464A763 331 2967 SH SOLE 0 0 2967 LOCKHEED MARTIN CORP COM 539830109 331 857 SH SOLE 0 0 857 CROWN CASTLE INC COM 22822V101 330 2284 SH SOLE 0 0 2284 SKYWORKS SOLUTIONS INC COM 83088M102 324 3796 SH SOLE 0 0 3796 DISNEY WALT CO COM 254687106 323 3423 SH SOLE 0 0 3423 LILLY ELI & CO COM 532457108 316 976 SH SOLE 0 0 976 BK OF AMERICA CORP COM 060505104 306 10139 SH SOLE 0 0 10139 HERSHEY CO COM 427866108 297 1346 SH SOLE 0 0 1346 BROADCOM INC COM 11135F101 297 669 SH SOLE 0 0 669 WP CAREY INC COM 92936U109 295 4226 SH SOLE 0 0 4226 ISHARES TR NATIONAL MUN ETF 464288414 292 2843 SH SOLE 0 0 2843 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 291 14689 SH SOLE 0 0 14689 ISHARES TR EAFE GRWTH ETF 464288885 289 3986 SH SOLE 0 0 3986 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 287 3196 SH SOLE 0 0 3196 SELECT SECTOR SPDR TR ENERGY 81369Y506 284 3948 SH SOLE 0 0 3948 INTEL CORP COM 458140100 278 10794 SH SOLE 0 0 10794 INTERNATIONAL BUSINESS MACHS COM 459200101 278 2340 SH SOLE 0 0 2340 DEERE & CO COM 244199105 278 832 SH SOLE 0 0 832 PNC FINL SVCS GROUP INC COM 693475105 276 1848 SH SOLE 0 0 1848 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 266 16426 SH SOLE 0 0 16426 COMCAST CORP NEW CL A 20030N101 263 8952 SH SOLE 0 0 8952 ILLINOIS TOOL WKS INC COM 452308109 258 1431 SH SOLE 0 0 1431 INVESCO QQQ TR UNIT SER 1 46090E103 257 962 SH SOLE 0 0 962 ISHARES TR CORE S&P TTL STK 464287150 256 3220 SH SOLE 0 0 3220 BLACKROCK INC COM 09247X101 255 463 SH SOLE 0 0 463 ISHARES TR MSCI USA MIN VOL 46429B697 247 3736 SH SOLE 0 0 3736 FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 33737J174 246 5871 SH SOLE 0 0 5871 ISHARES TR RUS MD CP GR ETF 464287481 243 3095 SH SOLE 0 0 3095 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 233 10386 SH SOLE 0 0 10386 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 231 4846 SH SOLE 0 0 4846 CION INVT CORP COM 17259U204 223 26272 SH SOLE 0 0 26272 GILEAD SCIENCES INC COM 375558103 219 3545 SH SOLE 0 0 3545 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 219 1840 SH SOLE 0 0 1840 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 218 1533 SH SOLE 0 0 1533 TRUIST FINL CORP COM 89832Q109 216 4963 SH SOLE 0 0 4963 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 211 4575 SH SOLE 0 0 4575 ISHARES TR S&P MC 400GR ETF 464287606 210 3331 SH SOLE 0 0 3331 ROCKWELL AUTOMATION INC COM 773903109 210 978 SH SOLE 0 0 978 OLD REP INTL CORP COM 680223104 209 10000 SH SOLE 0 0 10000 QUALCOMM INC COM 747525103 209 1849 SH SOLE 0 0 1849 DOW INC COM 260557103 205 4668 SH SOLE 0 0 4668 ISHARES INC MSCI EMERG MRKT 464286533 205 4036 SH SOLE 0 0 4036 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 203 7691 SH SOLE 0 0 7691 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 202 2362 SH SOLE 0 0 2362 SYNOPSYS INC COM 871607107 201 659 SH SOLE 0 0 659 ASSOCIATED BANC CORP COM 045487105 200 9983 SH SOLE 0 0 9983 KINDER MORGAN INC DEL COM 49456B101 192 11544 SH SOLE 0 0 11544 KEYCORP COM 493267108 184 11477 SH SOLE 0 0 11477 AMERICAN AXLE & MFG HLDGS IN COM 024061103 155 22648 SH SOLE 0 0 22648 WARNER BROS DISCOVERY INC COM SER A 934423104 119 10344 SH SOLE 0 0 10344