Kowal Investment Group, LLC current holdings: USA Stocks
Kowal Investment Group, LLC reported $0.12 billion in share positions in stocks (listed in the US), 121 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are AAPL, NVDA, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 49,326; Value $11,492,884.
- NVDA: Country of operation United States; Class COM; Shares 73,009; Value $8,866,214.
- MSFT: Country of operation United States; Class COM; Shares 18,083; Value $7,781,206.
- WEC: Country of operation United States; Class COM; Shares 40,325; Value $3,878,479.
Form 13F-HR as filed (SEC CIK 1846786): quarter ended 2024-09-30, filed 2024-10-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 49,326 | $11,492,884 | 9.22% | 2024-09-30 | 2024-10-16 | |
| NVDA NVIDIA CORPORATION | United States | COM | 73,009 | $8,866,214 | 7.11% | 2024-09-30 | 2024-10-16 | +87.10% |
| MSFT MICROSOFT CORP | United States | COM | 18,083 | $7,781,206 | 6.24% | 2024-09-30 | 2024-10-16 | +18.28% |
| WEC WEC ENERGY GROUP INC | United States | COM | 40,325 | $3,878,479 | 3.11% | 2024-09-30 | 2024-10-16 | +6.65% |
| AMZN AMAZON COM INC | United States | COM | 19,466 | $3,627,119 | 2.91% | 2024-09-30 | 2024-10-16 | +32.38% |
| ABBV ABBVIE INC | United States | COM | 16,186 | $3,196,364 | 2.56% | 2024-09-30 | 2024-10-16 | +33.32% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 17,010 | $2,821,147 | 2.26% | 2024-09-30 | 2024-10-16 | +105.56% |
| PG PROCTER AND GAMBLE CO | United States | COM | 16,136 | $2,794,687 | 2.24% | 2024-09-30 | 2024-10-16 | -14.36% |
| META META PLATFORMS INC | United States | CL A | 4,853 | $2,777,820 | 2.23% | 2024-09-30 | 2024-10-16 | +29.06% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 10,520 | $2,218,180 | 1.78% | 2024-09-30 | 2024-10-16 | +58.86% |
| AVGO BROADCOM INC | United States | COM | 11,827 | $2,040,186 | 1.64% | 2024-09-30 | 2024-10-16 | +105.86% |
| USB US BANCORP DEL | United States | COM NEW | 42,693 | $1,952,353 | 1.57% | 2024-09-30 | 2024-10-16 | +27.14% |
| HD HOME DEPOT INC | United States | COM | 4,532 | $1,836,302 | 1.47% | 2024-09-30 | 2024-10-16 | -28.91% |
| CAT CATERPILLAR INC | United States | COM | 4,351 | $1,701,912 | 1.37% | 2024-09-30 | 2024-10-16 | +111.35% |
| MCD MCDONALDS CORP | United States | COM | 5,579 | $1,698,931 | 1.36% | 2024-09-30 | 2024-10-16 | -23.16% |
| JNJ JOHNSON & JOHNSON | United States | COM | 10,339 | $1,675,494 | 1.34% | 2024-09-30 | 2024-10-16 | +65.11% |
| ETN EATON CORP PLC | SHS | 4,980 | $1,650,596 | 1.32% | 2024-09-30 | 2024-10-16 | +30.72% | |
| XOMXXXX EXXON MOBIL CORP | COM | 13,820 | $1,619,927 | 1.30% | 2024-09-30 | 2024-10-16 | ||
| WMT WALMART INC | United States | COM | 19,310 | $1,559,246 | 1.25% | 2024-09-30 | 2024-10-16 | +32.26% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,295 | $1,516,605 | 1.22% | 2024-09-30 | 2024-10-16 | ||
| V VISA INC | United States | COM CL A | 5,332 | $1,466,155 | 1.18% | 2024-09-30 | 2024-10-16 | +33.07% |
| T AT&T INC | United States | COM | 65,664 | $1,444,609 | 1.16% | 2024-09-30 | 2024-10-16 | +11.27% |
| GE GE AEROSPACE | United States | COM NEW | 7,230 | $1,363,505 | 1.09% | 2024-09-30 | 2024-10-16 | +68.57% |
| LLY ELI LILLY & CO | United States | COM | 1,531 | $1,356,653 | 1.09% | 2024-09-30 | 2024-10-16 | +33.71% |
| CVX CHEVRON CORP NEW | United States | COM | 9,019 | $1,328,177 | 1.07% | 2024-09-30 | 2024-10-16 | +38.78% |
| PEP PEPSICO INC | United States | COM | 7,751 | $1,317,973 | 1.06% | 2024-09-30 | 2024-10-16 | -24.32% |
| PH PARKER-HANNIFIN CORP | United States | COM | 2,057 | $1,299,660 | 1.04% | 2024-09-30 | 2024-10-16 | +53.58% |
| ABT ABBOTT LABS | United States | COM | 11,346 | $1,293,589 | 1.04% | 2024-09-30 | 2024-10-16 | -11.46% |
| CSCO CISCO SYS INC | United States | COM | 24,135 | $1,284,488 | 1.03% | 2024-09-30 | 2024-10-16 | +100.94% |
| MRK MERCK & CO INC | United States | COM | 10,358 | $1,176,230 | 0.94% | 2024-09-30 | 2024-10-16 | +31.45% |
| MET METLIFE INC | United States | COM | 13,956 | $1,151,113 | 0.92% | 2024-09-30 | 2024-10-16 | +15.42% |
| MO ALTRIA GROUP INC | United States | COM | 22,040 | $1,124,909 | 0.90% | 2024-09-30 | 2024-10-16 | +34.64% |
| PM PHILIP MORRIS INTL INC | United States | COM | 9,147 | $1,110,428 | 0.89% | 2024-09-30 | 2024-10-16 | +59.72% |
| KO COCA COLA CO | United States | COM | 15,424 | $1,108,385 | 0.89% | 2024-09-30 | 2024-10-16 | +20.85% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 6,308 | $1,054,684 | 0.85% | 2024-09-30 | 2024-10-16 | +101.76% |
| FISV FISERV INC | United States | COM | 5,757 | $1,034,170 | 0.83% | 2024-09-30 | 2024-10-16 | — split 2025-10-29, ratio not on file |
| QCOM QUALCOMM INC | United States | COM | 6,051 | $1,028,987 | 0.83% | 2024-09-30 | 2024-10-16 | +8.26% |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 12,026 | $1,007,187 | 0.81% | 2024-09-30 | 2024-10-16 | -60.18% |
| AMAT APPLIED MATLS INC | United States | COM | 4,867 | $983,375 | 0.79% | 2024-09-30 | 2024-10-16 | +153.41% |
| GD GENERAL DYNAMICS CORP | United States | COM | 3,110 | $939,713 | 0.75% | 2024-09-30 | 2024-10-16 | +9.97% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 1,605 | $938,238 | 0.75% | 2024-09-30 | 2024-10-16 | -12.38% |
| COST COSTCO WHSL CORP NEW | United States | COM | 1,021 | $904,851 | 0.73% | 2024-09-30 | 2024-10-16 | +4.29% |
| TSLA TESLA INC | United States | COM | 3,396 | $888,413 | 0.71% | 2024-09-30 | 2024-10-16 | +34.86% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 1,488 | $870,024 | 0.70% | 2024-09-30 | 2024-10-16 | -35.87% |
| PRU PRUDENTIAL FINL INC | United States | COM | 7,087 | $858,243 | 0.69% | 2024-09-30 | 2024-10-16 | -4.99% |
| SO SOUTHERN CO | United States | COM | 9,496 | $856,385 | 0.69% | 2024-09-30 | 2024-10-16 | -7.46% |
| ORCL ORACLE CORP | United States | COM | 4,954 | $844,176 | 0.68% | 2024-09-30 | 2024-10-16 | -19.14% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 18,401 | $826,398 | 0.66% | 2024-09-30 | 2024-10-16 | +2.38% |
| COP CONOCOPHILLIPS | United States | COM | 7,110 | $748,525 | 0.60% | 2024-09-30 | 2024-10-16 | +19.15% |
| NOW SERVICENOW INC | United States | COM | 775 | $693,252 | 0.56% | 2024-09-30 | 2024-10-16 | -27.36% |
| BAC BANK AMERICA CORP | United States | COM | 16,365 | $649,371 | 0.52% | 2024-09-30 | 2024-10-16 | +38.51% |
| BNY BANK NEW YORK MELLON CORP | United States | COM | 8,915 | $640,651 | 0.51% | 2024-09-30 | 2024-10-16 | +104.54% |
| NFLX NETFLIX INC | United States | COM | 885 | $627,550 | 0.50% | 2024-09-30 | 2024-10-16 | -0.89% |
| SPOT SPOTIFY TECHNOLOGY S A | SHS | 1,689 | $622,447 | 0.50% | 2024-09-30 | 2024-10-16 | +33.95% | |
| CL COLGATE PALMOLIVE CO | United States | COM | 5,806 | $602,768 | 0.48% | 2024-09-30 | 2024-10-16 | -16.71% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 4,215 | $599,667 | 0.48% | 2024-09-30 | 2024-10-16 | -30.43% |
| PEG PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 6,359 | $567,253 | 0.46% | 2024-09-30 | 2024-10-16 | -24.13% |
| DOW DOW INC | United States | COM | 10,067 | $549,940 | 0.44% | 2024-09-30 | 2024-10-16 | -49.46% |
| PLD PROLOGIS INC. | United States | COM | 4,295 | $542,365 | 0.44% | 2024-09-30 | 2024-10-16 | +5.01% |
| MANH MANHATTAN ASSOCIATES INC | United States | COM | 1,890 | $531,808 | 0.43% | 2024-09-30 | 2024-10-16 | -28.88% |
| PFE PFIZER INC | United States | COM | 17,475 | $505,720 | 0.41% | 2024-09-30 | 2024-10-16 | -0.76% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 2,273 | $502,516 | 0.40% | 2024-09-30 | 2024-10-16 | -0.49% |
| TT TRANE TECHNOLOGIES PLC | SHS | 1,286 | $499,810 | 0.40% | 2024-09-30 | 2024-10-16 | +17.20% | |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 2,692 | $497,574 | 0.40% | 2024-09-30 | 2024-10-16 | +19.91% |
| MMM 3M CO | United States | COM | 3,625 | $495,568 | 0.40% | 2024-09-30 | 2024-10-16 | +23.26% |
| CRM SALESFORCE INC | United States | COM | 1,772 | $485,030 | 0.39% | 2024-09-30 | 2024-10-16 | -17.68% |
| GEV GE VERNOVA INC | United States | COM | 1,882 | $479,872 | 0.38% | 2024-09-30 | 2024-10-16 | +277.48% |
| INTU INTUIT | United States | COM | 768 | $476,881 | 0.38% | 2024-09-30 | 2024-10-16 | -56.84% |
| CCI CROWN CASTLE INC | United States | COM | 3,800 | $450,794 | 0.36% | 2024-09-30 | 2024-10-16 | -43.46% |
| RSG REPUBLIC SVCS INC | United States | COM | 2,243 | $450,535 | 0.36% | 2024-09-30 | 2024-10-16 | +5.52% |
| AXP AMERICAN EXPRESS CO | United States | COM | 1,644 | $445,938 | 0.36% | 2024-09-30 | 2024-10-16 | +12.61% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 889 | $436,739 | 0.35% | 2024-09-30 | 2024-10-16 | -16.10% |
| TJX TJX COS INC NEW | United States | COM | 3,464 | $407,186 | 0.33% | 2024-09-30 | 2024-10-16 | +13.83% |
| CMCSA COMCAST CORP NEW | United States | CL A | 9,707 | $405,471 | 0.33% | 2024-09-30 | 2024-10-16 | -44.83% |
| EME EMCOR GROUP INC | United States | COM | 937 | $403,388 | 0.32% | 2024-09-30 | 2024-10-16 | +77.00% |
| HIG HARTFORD FINL SVCS GROUP INC | United States | COM | 3,374 | $396,759 | 0.32% | 2024-09-30 | 2024-10-16 | +7.01% |
| ASB ASSOCIATED BANC CORP | United States | COM | 18,297 | $394,113 | 0.32% | 2024-09-30 | 2024-10-16 | +33.15% |
| PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 10,349 | $384,983 | 0.31% | 2024-09-30 | 2024-10-16 | +402.61% |
| ITW ILLINOIS TOOL WKS INC | United States | COM | 1,460 | $382,511 | 0.31% | 2024-09-30 | 2024-10-16 | +1.91% |
| DDOG DATADOG INC | United States | CL A COM | 3,308 | $380,618 | 0.31% | 2024-09-30 | 2024-10-16 | +133.41% |
| WPC WP CAREY INC | United States | COM | 6,103 | $380,219 | 0.31% | 2024-09-30 | 2024-10-16 | +5.91% |
| KMI KINDER MORGAN INC DEL | United States | COM | 16,845 | $372,103 | 0.30% | 2024-09-30 | 2024-10-16 | +37.85% |
| GILD GILEAD SCIENCES INC | United States | COM | 4,363 | $365,828 | 0.29% | 2024-09-30 | 2024-10-16 | +80.44% |
| HCA HCA HEALTHCARE INC | United States | COM | 898 | $364,819 | 0.29% | 2024-09-30 | 2024-10-16 | +6.20% |
| ORI OLD REP INTL CORP | United States | COM | 10,000 | $354,200 | 0.28% | 2024-09-30 | 2024-10-16 | +7.43% |
| SWKS SKYWORKS SOLUTIONS INC | United States | COM | 3,444 | $340,195 | 0.27% | 2024-09-30 | 2024-10-16 | -10.86% |
| SNPS SYNOPSYS INC | United States | COM | 648 | $328,141 | 0.26% | 2024-09-30 | 2024-10-16 | -18.03% |
| MA MASTERCARD INCORPORATED | United States | CL A | 664 | $327,967 | 0.26% | 2024-09-30 | 2024-10-16 | +14.13% |
| MCO MOODYS CORP | United States | COM | 655 | $310,850 | 0.25% | 2024-09-30 | 2024-10-16 | -4.17% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 3,010 | $308,795 | 0.25% | 2024-09-30 | 2024-10-16 | +16.28% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 1,260 | $306,267 | 0.25% | 2024-09-30 | 2024-10-16 | +57.53% |
| AJG GALLAGHER ARTHUR J & CO | United States | COM | 1,079 | $303,480 | 0.24% | 2024-09-30 | 2024-10-16 | -19.06% |
| TMUS T-MOBILE US INC | United States | COM | 1,457 | $300,758 | 0.24% | 2024-09-30 | 2024-10-16 | -21.02% |
| ECL ECOLAB INC | United States | COM | 1,178 | $300,724 | 0.24% | 2024-09-30 | 2024-10-16 | +8.83% |
| CEG CONSTELLATION ENERGY CORP | United States | COM | 1,114 | $289,647 | 0.23% | 2024-09-30 | 2024-10-16 | +1.75% |
| SYK STRYKER CORPORATION | United States | COM | 777 | $280,876 | 0.23% | 2024-09-30 | 2024-10-16 | -22.83% |
| DE DEERE & CO | United States | COM | 665 | $277,408 | 0.22% | 2024-09-30 | 2024-10-16 | +63.06% |
| BA BOEING CO | United States | COM | 1,758 | $267,324 | 0.21% | 2024-09-30 | 2024-10-16 | +23.44% |
| CASY CASEYS GEN STORES INC | United States | COM | 697 | $261,961 | 0.21% | 2024-09-30 | 2024-10-16 | +59.67% |
| CPRT COPART INC | United States | COM | 4,993 | $261,612 | 0.21% | 2024-09-30 | 2024-10-16 | -48.21% |
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