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CIK: 0001846786
Total reported value
$543.6M
$543.6M
178 檔
44.9%
At the close of Q1 2024, Kowal Investment Group, LLC disclosed equity holdings valued at approximately $543.6M, spread across 178 reported holdings.
During Q1 2024, Kowal Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 20.98% | — | +2.48% | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 9.07% | — | +0.31% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 8.94% | — | -0.03% | |
| 4 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 8.63% | — | -2.92% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.12% | — | +0.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | — | -5.25% | |
| 7 | FMB | First Trust Managed Municipa | ETF-Other | 2.46% | — | +0.87% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 1.91% | — | -2.60% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.73% | — | +1.36% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | — | +2.72% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 1.53% | — | -2.89% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | — | -11.40% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.95% | — | +37.66% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | — | +14.54% | |
| 15 | FTA | First Trust L C Val Alp | ETF-Other | 0.83% | — | -2.93% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | +415.82% | |
| 17 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.75% | — | +34.73% | |
| 18 | FAD | First Trust Multi Cap Growth | ETF-Other | 0.74% | — | +0.56% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-Other | 0.73% | — | -4.28% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | — | -5.02% | |
| 21 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.71% | — | -0.55% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | +9.59% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | — | +13.19% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-Other | 0.55% | — | +0.17% | |
| 25 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.55% | — | -1.69% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | — | +0.80% | |
| 27 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.53% | — | -1.47% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | — | +4.47% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.50% | — | +3.46% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | — | +19.24% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +4.29% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.43% | — | -2.35% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | +21.65% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.41% | — | -2.77% | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.40% | — | +39.47% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | — | -3.41% | |
| 37 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.38% | — | -1.43% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.37% | — | +45.34% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | — | -1.23% | |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.36% | — | -24.96% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.35% | — | +34.95% | |
| 42 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.35% | — | +40.00% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.35% | — | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | — | +15.33% | |
| 45 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.34% | — | -3.11% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | — | +0.16% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | — | +25.15% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | — | +3.03% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | -2.21% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | — | +22.05% |
According to official SEC Form 13F filings, Kowal Investment Group, LLC reported a total U.S. public equity portfolio value of $543.6M across 178 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, FTCS, FDL) accounted for 44.9% of total reported equity market value during Q1 2024.
During Q1 2024, Kowal Investment Group, LLC's top holdings by market value included FBND (21.0%)、FTCS (9.1%)、FDL (8.9%). The largest single position, FBND, represented 21.0% of total portfolio value.
In Q1 2024, Kowal Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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