President, Chief Compliance Officer

0001846786-23-000002.txt : 20230125 0001846786-23-000002.hdr.sgml : 20230125 20230125134705 ACCESSION NUMBER: 0001846786-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230125 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230125 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: 23551833 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 X0202 13F-HR LIVE false false false 0001846786 XXXXXXXX 12-31-2022 12-31-2022 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 01-25-2023 0 154 334992245 false INFORMATION TABLE 2 13F_KIG_2022Q4.xml FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 59377689 1318918 SH SOLE 0 0 1318918 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 43007919 573821 SH SOLE 0 0 573821 FIRST TR MORNINGSTAR DIVID L SHS 336917109 23050760 630491 SH SOLE 0 0 630491 FIRST TR VALUE LINE DIVID IN SHS 33734H106 19079595 478066 SH SOLE 0 0 478066 FIRST TR NASDAQ 100 TECH IND SHS 337345102 17235317 163772 SH SOLE 0 0 163772 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 13752441 313125 SH SOLE 0 0 313125 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 11603423 26205 SH SOLE 0 0 26205 ISHARES TR CORE S&P SCP ETF 464287804 11473244 121230 SH SOLE 0 0 121230 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 7253130 144744 SH SOLE 0 0 144744 SPDR S&P 500 ETF TR TR UNIT 78462F103 7038884 18406 SH SOLE 0 0 18406 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 5719020 62469 SH SOLE 0 0 62469 APPLE INC COM 037833100 5672001 43654 SH SOLE 0 0 43654 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 4380681 66566 SH SOLE 0 0 66566 MICROSOFT CORP COM 594918104 3337819 13918 SH SOLE 0 0 13918 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 3150368 81070 SH SOLE 0 0 81070 WEC ENERGY GROUP INC COM 92939U106 3034631 32366 SH SOLE 0 0 32366 FIRST TR MULTI CAP GROWTH AL COM SHS 33733F101 2926288 30862 SH SOLE 0 0 30862 ISHARES TR CORE S&P MCP ETF 464287507 2685616 11103 SH SOLE 0 0 11103 PIMCO ETF TR ACTIVE BD ETF 72201R775 2613834 28889 SH SOLE 0 0 28889 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 2493975 120949 SH SOLE 0 0 120949 PIMCO ETF TR INTER MUN BD ACT 72201R866 2472943 48130 SH SOLE 0 0 48130 ISHARES TR CORE US AGGBD ET 464287226 2211242 22799 SH SOLE 0 0 22799 PROCTER AND GAMBLE CO COM 742718109 2123248 14009 SH SOLE 0 0 14009 ISHARES TR CORE S&P500 ETF 464287200 2110435 5493 SH SOLE 0 0 5493 ISHARES TR RUS 1000 VAL ETF 464287598 1913583 12618 SH SOLE 0 0 12618 ABBVIE INC COM 00287Y109 1877348 11617 SH SOLE 0 0 11617 JOHNSON & JOHNSON COM 478160104 1842556 10431 SH SOLE 0 0 10431 HORIZON THERAPEUTICS PUB L SHS G46188101 1698124 14922 SH SOLE 0 0 14922 ISHARES TR RUS 1000 GRW ETF 464287614 1619323 7558 SH SOLE 0 0 7558 CHEVRON CORP NEW COM 166764100 1599866 8913 SH SOLE 0 0 8913 MCDONALDS CORP COM 580135101 1555275 5902 SH SOLE 0 0 5902 SPDR SER TR PORTFOLIO INTRMD 78464A375 1398632 43941 SH SOLE 0 0 43941 ABBOTT LABS COM 002824100 1344547 12247 SH SOLE 0 0 12247 EXXON MOBIL CORP COM 30231G102 1320008 11967 SH SOLE 0 0 11967 ALTRIA GROUP INC COM 02209S103 1298788 28414 SH SOLE 0 0 28414 AT&T INC COM 00206R102 1273121 69154 SH SOLE 0 0 69154 PHILIP MORRIS INTL INC COM 718172109 1265694 12506 SH SOLE 0 0 12506 PEPSICO INC COM 713448108 1182536 6546 SH SOLE 0 0 6546 HOME DEPOT INC COM 437076102 1076961 3410 SH SOLE 0 0 3410 ISHARES TR AGGRES ALLOC ETF 464289859 1056509 17682 SH SOLE 0 0 17682 VISA INC COM CL A 92826C839 1054955 5078 SH SOLE 0 0 5078 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1045908 3386 SH SOLE 0 0 3386 FIDELITY NATL INFORMATION SV COM 31620M106 1014323 14949 SH SOLE 0 0 14949 JPMORGAN CHASE & CO COM 46625H100 1003351 7482 SH SOLE 0 0 7482 AMAZON COM INC COM 023135106 992329 11813 SH SOLE 0 0 11813 WILLIS TOWERS WATSON PLC LTD SHS G96629103 985492 4029 SH SOLE 0 0 4029 US BANCORP DEL COM NEW 902973304 944831 21665 SH SOLE 0 0 21665 ISHARES TR CORE MSCI EAFE 46432F842 940703 15261 SH SOLE 0 0 15261 CISCO SYS INC COM 17275R102 934343 19613 SH SOLE 0 0 19613 ISHARES TR ISHS 5-10YR INVT 464288638 924147 18666 SH SOLE 0 0 18666 CATERPILLAR INC COM 149123101 910157 3799 SH SOLE 0 0 3799 MERCK & CO INC COM 58933Y105 892330 8043 SH SOLE 0 0 8043 ISHARES TR CORE TOTAL USD 46434V613 853451 18995 SH SOLE 0 0 18995 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 849366 10608 SH SOLE 0 0 10608 NVIDIA CORPORATION COM 67066G104 831143 5687 SH SOLE 0 0 5687 ZACKS TRUST EARNGS CONSTANT 98888G105 828016 35836 SH SOLE 0 0 35836 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 819789 14873 SH SOLE 0 0 14873 EATON CORP PLC SHS G29183103 814787 5191 SH SOLE 0 0 5191 ALPHABET INC CAP STK CL A 02079K305 801466 9084 SH SOLE 0 0 9084 ISHARES TR GRWT ALLOCAT ETF 464289867 773023 16391 SH SOLE 0 0 16391 COCA COLA CO COM 191216100 769643 12099 SH SOLE 0 0 12099 FISERV INC COM 337738108 769502 7614 SH SOLE 0 0 7614 VANGUARD INDEX FDS TOTAL STK MKT 922908769 753347 3940 SH SOLE 0 0 3940 PFIZER INC COM 717081103 724893 14147 SH SOLE 0 0 14147 ISHARES TR FLTG RATE NT ETF 46429B655 713406 14175 SH SOLE 0 0 14175 CONOCOPHILLIPS COM 20825C104 711699 6031 SH SOLE 0 0 6031 METLIFE INC COM 59156R108 688468 9513 SH SOLE 0 0 9513 ISHARES TR ESG AWR MSCI USA 46435G425 677875 7999 SH SOLE 0 0 7999 ALPHABET INC CAP STK CL C 02079K107 670089 7552 SH SOLE 0 0 7552 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 659839 1878 SH SOLE 0 0 1878 UNITEDHEALTH GROUP INC COM 91324P102 654783 1235 SH SOLE 0 0 1235 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 622862 8284 SH SOLE 0 0 8284 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 559592 6371 SH SOLE 0 0 6371 GENERAL ELECTRIC CO COM NEW 369604301 541589 6464 SH SOLE 0 0 6464 WALMART INC COM 931142103 537166 3788 SH SOLE 0 0 3788 T ROWE PRICE ETF INC PRICE EQT INCOME 87283Q206 519240 15236 SH SOLE 0 0 15236 GENERAL DYNAMICS CORP COM 369550108 510705 2058 SH SOLE 0 0 2058 CVS HEALTH CORP COM 126650100 510474 5478 SH SOLE 0 0 5478 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 508404 4698 SH SOLE 0 0 4698 KIMBERLY-CLARK CORP COM 494368103 505779 3726 SH SOLE 0 0 3726 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 502081 3696 SH SOLE 0 0 3696 VERIZON COMMUNICATIONS INC COM 92343V104 496671 12606 SH SOLE 0 0 12606 PRUDENTIAL FINL INC COM 744320102 474568 4771 SH SOLE 0 0 4771 SPDR SER TR PORTFOLIO S&P500 78464A854 464653 10330 SH SOLE 0 0 10330 BRISTOL-MYERS SQUIBB CO COM 110122108 450980 6268 SH SOLE 0 0 6268 BROADCOM INC COM 11135F101 447792 801 SH SOLE 0 0 801 ISHARES TR EAFE VALUE ETF 464288877 441760 9629 SH SOLE 0 0 9629 COLGATE PALMOLIVE CO COM 194162103 438038 5560 SH SOLE 0 0 5560 LOCKHEED MARTIN CORP COM 539830109 432019 888 SH SOLE 0 0 888 DEERE & CO COM 244199105 426679 995 SH SOLE 0 0 995 INVESCO QQQ TR UNIT SER 1 46090E103 413816 1554 SH SOLE 0 0 1554 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 410936 10941 SH SOLE 0 0 10941 SOUTHERN CO COM 842587107 409575 5736 SH SOLE 0 0 5736 INVESCO ACTIVELY MANAGED ETF BLNCD MLTI AST 46090A200 408663 28010 SH SOLE 0 0 28010 MONDELEZ INTL INC CL A 609207105 407054 6107 SH SOLE 0 0 6107 LILLY ELI & CO COM 532457108 402379 1100 SH SOLE 0 0 1100 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 392983 17879 SH SOLE 0 0 17879 ISHARES TR CORE 1 5 YR USD 46432F859 381618 8217 SH SOLE 0 0 8217 SPDR SER TR S&P DIVID ETF 78464A763 372984 2981 SH SOLE 0 0 2981 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 362405 3524 SH SOLE 0 0 3524 WP CAREY INC COM 92936U109 356593 4563 SH SOLE 0 0 4563 ISHARES TR MODERT ALLOC ETF 464289875 354060 9315 SH SOLE 0 0 9315 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 353097 8413 SH SOLE 0 0 8413 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 350547 3834 SH SOLE 0 0 3834 GILEAD SCIENCES INC COM 375558103 350307 4080 SH SOLE 0 0 4080 SKYWORKS SOLUTIONS INC COM 83088M102 346625 3804 SH SOLE 0 0 3804 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 343637 14518 SH SOLE 0 0 14518 SELECT SECTOR SPDR TR ENERGY 81369Y506 339588 3882 SH SOLE 0 0 3882 BANK AMERICA CORP COM 060505104 327440 9886 SH SOLE 0 0 9886 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 320862 7306 SH SOLE 0 0 7306 COSTCO WHSL CORP NEW COM 22160K105 318632 698 SH SOLE 0 0 698 ILLINOIS TOOL WKS INC COM 452308109 317194 1440 SH SOLE 0 0 1440 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 311840 6578 SH SOLE 0 0 6578 JOHNSON CTLS INTL PLC SHS G51502105 308545 4821 SH SOLE 0 0 4821 BLACKROCK INC COM 09247X101 303154 428 SH SOLE 0 0 428 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 33733C108 295812 4298 SH SOLE 0 0 4298 CROWN CASTLE INC COM 22822V101 290473 2142 SH SOLE 0 0 2142 COMCAST CORP NEW CL A 20030N101 287703 8227 SH SOLE 0 0 8227 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 286675 14370 SH SOLE 0 0 14370 TESLA INC COM 88160R101 282991 2297 SH SOLE 0 0 2297 INTEL CORP COM 458140100 278049 10520 SH SOLE 0 0 10520 ISHARES TR NATIONAL MUN ETF 464288414 274070 2597 SH SOLE 0 0 2597 ISHARES TR EAFE GRWTH ETF 464288885 273503 3265 SH SOLE 0 0 3265 PNC FINL SVCS GROUP INC COM 693475105 271229 1717 SH SOLE 0 0 1717 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 267598 18105 SH SOLE 0 0 18105 ISHARES TR MSCI USA MIN VOL 46429B697 265798 3687 SH SOLE 0 0 3687 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 263392 2117 SH SOLE 0 0 2117 ISHARES TR MBS ETF 464288588 261983 2825 SH SOLE 0 0 2825 ISHARES INC MSCI EMERG MRKT 464286533 261637 4932 SH SOLE 0 0 4932 HERSHEY CO COM 427866108 256601 1108 SH SOLE 0 0 1108 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 255888 1685 SH SOLE 0 0 1685 ROCKWELL AUTOMATION INC COM 773903109 252730 981 SH SOLE 0 0 981 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 246643 3736 SH SOLE 0 0 3736 INTERNATIONAL BUSINESS MACHS COM 459200101 244352 1734 SH SOLE 0 0 1734 OLD REP INTL CORP COM 680223104 241500 10000 SH SOLE 0 0 10000 CION INVT CORP COM 17259U204 238786 24491 SH SOLE 0 0 24491 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 235380 3684 SH SOLE 0 0 3684 HUMANA INC COM 444859102 233100 455 SH SOLE 0 0 455 ASSOCIATED BANC CORP COM 045487105 232314 10061 SH SOLE 0 0 10061 DISNEY WALT CO COM 254687106 229537 2642 SH SOLE 0 0 2642 ISHARES TR S&P MC 400GR ETF 464287606 227756 3335 SH SOLE 0 0 3335 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 222947 4172 SH SOLE 0 0 4172 XCEL ENERGY INC COM 98389B100 220412 3144 SH SOLE 0 0 3144 KINDER MORGAN INC DEL COM 49456B101 219722 12153 SH SOLE 0 0 12153 ORACLE CORP COM 68389X105 219484 2685 SH SOLE 0 0 2685 ISHARES TR U.S. TECH ETF 464287721 216682 2909 SH SOLE 0 0 2909 DOW INC COM 260557103 216155 4290 SH SOLE 0 0 4290 FORD MTR CO DEL COM 345370860 213006 18315 SH SOLE 0 0 18315 T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 211611 6741 SH SOLE 0 0 6741 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 211493 4543 SH SOLE 0 0 4543 ISHARES TR CORE S&P TTL STK 464287150 210561 2483 SH SOLE 0 0 2483 SPDR GOLD TR GOLD SHS 78463V107 203941 1202 SH SOLE 0 0 1202 AMERICAN AXLE & MFG HLDGS IN COM 024061103 198651 25403 SH SOLE 0 0 25403 KEYCORP COM 493267108 181666 10429 SH SOLE 0 0 10429