PRESIDENT, CCO

0001951757-23-000210.txt : 20230421 0001951757-23-000210.hdr.sgml : 20230421 20230421143433 ACCESSION NUMBER: 0001951757-23-000210 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 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: 23835964 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 03-31-2023 03-31-2023 Kowal Investment Group, LLC

W238 N1660 BUSSE ROAD, SUITE 100 WAUKESHA WI 53188

13F HOLDINGS REPORT 028-21047 N AARON T. KOWAL PRESIDENT, CCO (262) 522-4040 AARON T. KOWAL WAUKESHA WI 04-21-2023 0 154 352840149 false INFORMATION TABLE 2 F_13F_Kowal_Q12023.xml ABBOTT LABS COM 002824100 1229894 12146 SH SOLE 0 0 12146 AMAZON COM INC COM 023135106 1399588 13550 SH SOLE 0 0 13550 AMERICAN AXLE & MFG HLDGS IN COM 024061103 238119 30489 SH SOLE 0 0 30489 APPLE INC COM 037833100 7601979 46101 SH SOLE 0 0 46101 BANK AMERICA CORP COM 060505104 350049 12239 SH SOLE 0 0 12239 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1044233 3382 SH SOLE 0 0 3382 BRISTOL-MYERS SQUIBB CO COM 110122108 466986 6738 SH SOLE 0 0 6738 CADENCE DESIGN SYSTEM INC COM 127387108 271646 1293 SH SOLE 0 0 1293 CATERPILLAR INC COM 149123101 921729 4028 SH SOLE 0 0 4028 CELANESE CORP DEL COM 150870103 221245 2032 SH SOLE 0 0 2032 CHEVRON CORP NEW COM 166764100 1533121 9396 SH SOLE 0 0 9396 COCA COLA CO COM 191216100 833429 13436 SH SOLE 0 0 13436 COLGATE PALMOLIVE CO COM 194162103 415946 5535 SH SOLE 0 0 5535 DEERE & CO COM 244199105 437988 1061 SH SOLE 0 0 1061 DISNEY WALT CO COM 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20505 ISHARES TR CORE 1 5 YR USD 46432F859 296508 6288 SH SOLE 0 0 6288 ISHARES INC CORE MSCI EMKT 46434G103 275579 5648 SH SOLE 0 0 5648 ISHARES TR CORE TOTAL USD 46434V613 882111 19114 SH SOLE 0 0 19114 ISHARES TR ESG AWR MSCI USA 46435G425 514604 5689 SH SOLE 0 0 5689 JPMORGAN CHASE & CO COM 46625H100 1126861 8648 SH SOLE 0 0 8648 KINDER MORGAN INC DEL COM 49456B101 242487 13848 SH SOLE 0 0 13848 MERCK & CO INC COM 58933Y105 909696 8551 SH SOLE 0 0 8551 METLIFE INC COM 59156R108 601249 10377 SH SOLE 0 0 10377 NVIDIA CORPORATION COM 67066G104 1809149 6513 SH SOLE 0 0 6513 ORACLE CORP COM 68389X105 237550 2557 SH SOLE 0 0 2557 PIMCO ETF TR ACTIVE BD ETF 72201R775 2630862 28364 SH SOLE 0 0 28364 PIMCO ETF TR INTER MUN BD ACT 72201R866 2528836 48390 SH SOLE 0 0 48390 SPDR S&P 500 ETF TR TR UNIT 78462F103 8850768 21619 SH SOLE 0 0 21619 SPDR GOLD TR GOLD SHS 78463V107 220004 1201 SH SOLE 0 0 1201 SPDR SER TR PORTFOLIO INTRMD 78464A375 1932391 59476 SH SOLE 0 0 59476 SPDR SER TR S&P DIVID 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