Kowal Investment Group, LLC

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CIK 1846786

13F portfolio (2024-Q3)

$544M

Positions

200

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2024-Q3)

Holdings

200

Top 5

45.1%

Top 10

58.7%

Effective N

17.2

HHI

0.058

This quarter

24 new · 0 exit →

By sector

Unclassified76.9%

Information Technology7.8%

Financials2.8%

Industrials2.3%

Consumer Discretionary2.1%

Health Care2.0%

Communication Services2.0%

Utilities1.3%

Other2.7%

By market cap

Unknown76.9%

Mega (>$200B)14.3%

Large ($10–200B)8.6%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

By region

Other76.9%

North America23.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	77.17%	80
Technology Hardware & Equipment	2.75%	7
Semiconductors & Semiconductor Equipment	2.33%	6
Software	2.23%	10
Pharmaceuticals & Biotechnology	1.76%	7
Specialty Retail	1.63%	7
Banks	1.30%	9
Utilities	1.27%	9
Software & IT Services	1.22%	3
Machinery	1.02%	6
Commercial Services & Supplies	0.89%	7
Chemicals	0.82%	5
Insurance	0.77%	7
Oil, Gas & Consumable Fuels	0.68%	3
Diversified Telecommunication Services	0.47%	3
Beverages	0.45%	2
Aerospace & Defense	0.44%	4
Tobacco	0.41%	2
Electrical Equipment & Components	0.34%	2
Hotels, Restaurants & Leisure	0.31%	1
Media & Entertainment	0.30%	3
Equity Real Estate Investment Trusts (REITs)	0.25%	3
Automobiles & Components	0.20%	2
Communications Equipment	0.19%	1
Health Care Equipment & Supplies	0.18%	3
Capital Markets	0.13%	1
Construction & Engineering	0.12%	2
Paper & Forest Products	0.11%	1
Industrial Conglomerates	0.09%	1
Health Care Providers & Services	0.07%	1
Road & Rail	0.04%	1
Marine	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	FBND	FIDELITY TOTAL BOND ETF	Unclassified	17.93%
2	BBUS	J P MORGAN EXCHANGE TRADED F	Unclassified	9.44%
3	FDL	First Trust Morningstar Div Leaders ETF	Unclassified	6.55%
4	QTEC	FIRST TR EXCHANGE-TRADED FD	Unclassified	6.15%
5	FBCG	FIDELITY COVINGTON TRUST	Unclassified	5.01%
6	MDY	SPDR S&P MIDCAP 400 ETF TR	Unclassified	4.52%
7	ZECP	ZACKS TRUST	Unclassified	2.77%
8	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.36%
9	AAPL	Apple Inc.	Information Technology	2.11%
10	FMB	First Trust Managed Municipal ETF	Unclassified	1.84%

121/200 names classified · sector 23.1% of weight · industry 22.8% · mkt cap 23.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 16 quarters

Information TechnologyAAPL, MSFT, NVDA, GNRC, AVGO · other

FinancialsBRK.B, JPM, V, USB, WTW · other

Consumer DiscretionaryAMZN, MCD, HD, WMT, TSLA · other

Health CareABBV, JNJ, ABT, MRK, LLY · other

IndustrialsFIS, ETN, FISV, CAT, PH · other

Communication ServicesT, GOOGL, META, GOOG, VZ · other

Consumer StaplesMO, PM, PEP, KO, MDLZ · other

UtilitiesWEC, SO, KMI, PEG, FE · other

MaterialsPG, KMB, CL, DOW, CE · other

EnergyCVX, XOM, COP, HAL, BP · other

Real EstateWPC, CCI, PLD, EQIX, CUBE · other

UnclassifiedFTCS, FBND, FVD, FIXD, FPXI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 23.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2024-Q3), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 23% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (116 classified)Kowal Investment Group, LLC centroid (Large Core)

Information TechnologyFinancialsIndustrialsConsumer DiscretionaryHealth CareCommunication ServicesUtilitiesMaterialsConsumer StaplesEnergyReal Estate

Style box summary for Kowal Investment Group, LLC: centroid Large Core. Heaviest cells: Large Growth 10.9%, Large Value 5.3%, Large Core 3.4%.

Classified: 22.6% of book weight (116/199 names) · unclassified 77.4%: FBND, BBUS, FDL, QTEC, FBCG, MDY, ZECP, SPY, FMB, MUB +73 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 200 positions (2024-Q3) · largest first · Δ vs 2024-Q2

#	Security	Shares	Value	Weight	Δ QoQ
1	FBNDFIDELITY TOTAL BOND ETF	2,085,128	$97M	17.9%	HOLD
2	BBUSJ P MORGAN EXCHANGE TRADED F	495,546	$51M	9.4%	NEW
3	FDLFirst Trust Morningstar Div Leaders ETF	848,683	$36M	6.5%	HOLD
4	QTECFIRST TR EXCHANGE-TRADED FD	174,640	$33M	6.1%	HOLD
5	FBCGFIDELITY COVINGTON TRUST	636,549	$27M	5.0%	TRIM −4%
6	MDYSPDR S&P MIDCAP 400 ETF TR	43,102	$25M	4.5%	ADD 2%
7	ZECPZACKS TRUST	488,326	$15M	2.8%	ADD 53%
8	SPYSTATE STR SPDR S&P 500 ETF T	22,332	$13M	2.4%	TRIM −5%
9	AAPLAPPLE INC	49,326	$11M	2.1%	ADD 4%
10	FMBFirst Trust Managed Municipal ETF	192,160	$10M	1.8%	HOLD
11	NVDANVIDIA CORPORATION	73,009	$9M	1.6%	HOLD
12	MUBISHARES TR	73,490	$8M	1.5%	TRIM −7%
13	MSFTMICROSOFT CORP	18,083	$8M	1.4%	HOLD
14	FXLFIRST TR EXCHANGE-TRADED FD	50,150	$7M	1.3%	HOLD
15	IEFAISHARES TR	83,697	$7M	1.2%	ADD 24%
16	AGGISHARES TR	61,526	$6M	1.1%	ADD 17%
17	SMIZZACKS TRUST	126,989	$4M	0.8%	ADD 25%
18	DGROISHARES CORE DIVIDEND GROWTH ETF	65,415	$4M	0.8%	ADD 7%
19	FTAFIRST TR EXCHANGE-TRADED ALP	49,735	$4M	0.7%	HOLD
20	WECWEC ENERGY GROUP INC	40,325	$4M	0.7%	HOLD
21	IJHISHARES TR	59,845	$4M	0.7%	TRIM −7%
22	AMZNAMAZON COM INC	19,466	$4M	0.7%	ADD 6%
23	FADFIRST TR EXCHANGE-TRADED ALP	26,846	$4M	0.7%	HOLD
24	FVDFIRST TR EXCHANGE-TRADED FD	77,631	$4M	0.6%	HOLD
25	ABBVABBVIE INC	16,186	$3M	0.6%	ADD 8%
26	FTCSFIRST TR EXCHANGE-TRADED FD	34,716	$3M	0.6%	TRIM −94%
27	EFGISHARES TR	28,555	$3M	0.6%	HOLD
28	TCHPT ROWE PRICE ETF INC	72,651	$3M	0.5%	HOLD
29	GOOGLALPHABET INC	17,010	$3M	0.5%	HOLD
30	SCHESCHWAB STRATEGIC TR	96,135	$3M	0.5%	ADD 21%
31	PGPROCTER AND GAMBLE CO	16,136	$3M	0.5%	HOLD
32	METAMETA PLATFORMS INC	4,853	$3M	0.5%	ADD 6%
33	CMFISHARES TR	46,818	$3M	0.5%	ADD 5%
34	VMBSVANGUARD SCOTTSDALE FDS	53,795	$3M	0.5%	ADD 17%
35	VGSHVANGUARD SHORT-TERM TREASURY ETF	41,575	$2M	0.5%	ADD 21%
36	IJRISHARES TR	20,854	$2M	0.4%	TRIM −3%
37	SPIBSPDR SERIES TRUST	72,021	$2M	0.4%	ADD 24%
38	SPHDINVESCO EXCH TRADED FD TR II	47,370	$2M	0.4%	TRIM −3%
39	VCSHVANGUARD SCOTTSDALE FDS	28,395	$2M	0.4%	ADD 32%
40	JPMJPMORGAN CHASE & CO	10,520	$2M	0.4%	HOLD
41	AVGOBROADCOM INC	11,827	$2M	0.4%	ADD 1096%
42	BONDPIMCO ETF TR	21,070	$2M	0.4%	HOLD
43	IGFISHARES TR	36,138	$2M	0.4%	HOLD
44	USBUS BANCORP	42,693	$2M	0.4%	TRIM −4%
45	MUNIPIMCO Intermediate Muni Bd Actv - ETF	34,682	$2M	0.3%	HOLD
46	HDHOME DEPOT INC	4,532	$2M	0.3%	ADD 9%
47	CATCATERPILLAR INC	4,351	$2M	0.3%	ADD 3%
48	FHLCFIDELITY COVINGTON TRUST	23,342	$2M	0.3%	HOLD
49	MCDMCDONALDS CORP	5,579	$2M	0.3%	TRIM −6%
50	JNJJOHNSON & JOHNSON	10,339	$2M	0.3%	ADD 5%
51	ETNEATON CORP PLC	4,980	$2M	0.3%	HOLD
52	XOMEXXON MOBIL CORP	13,820	$2M	0.3%	HOLD
53	EEMISHARES TR	34,286	$2M	0.3%	HOLD
54	WMTWALMART INC	19,310	$2M	0.3%	TRIM −12%
55	PZAINVESCO EXCH TRADED FD TR II	63,358	$2M	0.3%	HOLD
56	BRK.BBERKSHIRE HATHAWAY INC DEL	3,295	$2M	0.3%	HOLD
57	VVISA INC	5,332	$1M	0.3%	HOLD
58	TAT&T INC	65,664	$1M	0.3%	HOLD
59	GEGE AEROSPACE	7,230	$1M	0.3%	TRIM −5%
60	LLYELI LILLY & CO	1,531	$1M	0.2%	ADD 19%
61	BILSPDR SERIES TRUST	14,606	$1M	0.2%	ADD 21%
62	IVVISHARES TR	2,315	$1M	0.2%	TRIM −7%
63	CVXCHEVRON CORP NEW	9,019	$1M	0.2%	TRIM −20%
64	PEPPEPSICO INC	7,751	$1M	0.2%	TRIM −9%
65	PHPARKER-HANNIFIN CORP	2,057	$1M	0.2%	ADD 24%
66	ABTABBOTT LABS	11,346	$1M	0.2%	HOLD
67	CSCOCISCO SYS INC	24,135	$1M	0.2%	HOLD
68	MRKMERCK & CO INC	10,358	$1M	0.2%	ADD 4%
69	METMETLIFE INC	13,956	$1M	0.2%	ADD 5%
70	MOALTRIA GROUP INC	22,040	$1M	0.2%	TRIM −6%
71	PMPHILIP MORRIS INTL INC	9,147	$1M	0.2%	HOLD
72	KOCOCA COLA CO	15,424	$1M	0.2%	TRIM −8%
73	FEXFirst Tr Large Cap Core AlphaDex Fd ETF	10,232	$1M	0.2%	HOLD
74	GOOGALPHABET INC	6,308	$1M	0.2%	TRIM −2%
75	FISVFISERV INC	5,757	$1M	0.2%	HOLD
76	QCOMQUALCOMM INC	6,051	$1M	0.2%	ADD 21%
77	FISFIDELITY NATL INFORMATION SV	12,026	$1M	0.2%	HOLD
78	ONEQFIDELITY COMWLTH TR	14,009	$1M	0.2%	NEW
79	AMATAPPLIED MATLS INC	4,867	$983,375	0.2%	ADD 22%
80	GDGENERAL DYNAMICS CORP	3,110	$939,713	0.2%	ADD 2%
81	LMTLOCKHEED MARTIN CORP	1,605	$938,238	0.2%	ADD 31%
82	COSTCOSTCO WHSL CORP NEW	1,021	$904,851	0.2%	TRIM −2%
83	TSLATESLA INC	3,396	$888,413	0.2%	TRIM −17%
84	UNHUNITEDHEALTH GROUP INC	1,488	$870,024	0.2%	ADD 27%
85	PRUPRUDENTIAL FINL INC	7,087	$858,243	0.2%	HOLD
86	SOSOUTHERN CO	9,496	$856,385	0.2%	ADD 4%
87	ORCLORACLE CORP	4,954	$844,176	0.2%	ADD 13%
88	VZVERIZON COMMUNICATIONS INC	18,401	$826,398	0.2%	ADD 2%
89	FIXDFIRST TR EXCHNG TRADED FD VI	18,085	$818,151	0.2%	TRIM −6%
90	FNXFirst Trust Mid Cap Core AlphaDEX ETF	6,440	$754,392	0.1%	TRIM −7%
91	COPCONOCOPHILLIPS	7,110	$748,525	0.1%	ADD 6%
92	ANETArista Networks Inc	1,865	$715,824	0.1%	ADD 36%
93	QQQINVESCO QQQ TR	1,461	$713,058	0.1%	TRIM −4%
94	BLKBLACKROCK INC	731	$694,517	0.1%	HOLD
95	NOWSERVICENOW INC	775	$693,252	0.1%	ADD 197%
96	GSLCGOLDMAN SACHS ETF TR	5,998	$677,419	0.1%	ADD 5%
97	BACBANK AMERICA CORP	16,365	$649,371	0.1%	ADD 7%
98	BNYBANK NEW YORK MELLON CORP	8,915	$640,651	0.1%	HOLD
99	NFLXNETFLIX INC	885	$627,550	0.1%	HOLD
100	SPOTSPOTIFY TECHNOLOGY S A	1,689	$622,447	0.1%	ADD 28%
101	IGMISHARES TR	6,404	$614,400	0.1%	NEW
102	IYWISHARES TR	3,993	$605,422	0.1%	TRIM −2%
103	CLCOLGATE PALMOLIVE CO	5,806	$602,768	0.1%	ADD 5%
104	KMBKIMBERLY-CLARK CORP	4,215	$599,667	0.1%	ADD 3%
105	PEGPUBLIC SVC ENTERPRISE GROUP	6,359	$567,253	0.1%	ADD 6%
106	DOWDOW HLDGS INC	10,067	$549,940	0.1%	ADD 3%
107	VTIVANGUARD INDEX FDS	1,936	$548,166	0.1%	HOLD
108	PLDPROLOGIS INC.	4,295	$542,365	0.1%	NEW
109	MANHMANHATTAN ASSOCIATES INC	1,890	$531,808	0.1%	NEW
110	IWOISHARES TR	1,868	$530,512	0.1%	HOLD
111	IWFISHARES TR	1,402	$526,462	0.1%	NEW
112	PDBCINVESCO ACTVELY MNGD ETC FD	38,596	$518,348	0.1%	ADD 13%
113	E2OPEN PARENT HOLDINGS INC COM CL A	116,021	$511,653	0.1%	HOLD
114	IWRISHARES TR	5,751	$506,859	0.1%	HOLD
115	PFEPFIZER INC	17,475	$505,720	0.1%	TRIM −7%
116	IBMINTERNATIONAL BUSINESS MACHS	2,273	$502,516	0.1%	ADD 6%
117	TTTRANE TECHNOLOGIES PLC	1,286	$499,810	0.1%	ADD 58%
118	PNCPNC FINL SVCS GROUP INC	2,692	$497,574	0.1%	HOLD
119	MMM3M CO	3,625	$495,568	0.1%	HOLD
120	CRMSALESFORCE INC	1,772	$485,030	0.1%	ADD 112%
121	XLKSELECT SECTOR SPDR TR	2,134	$481,751	0.1%	TRIM −2%
122	GEVGE VERNOVA INC	1,882	$479,872	0.1%	HOLD
123	INTUINTUIT	768	$476,881	0.1%	ADD 104%
124	FTCFIRST TR EXCHANGE-TRADED ALP	3,472	$456,424	0.1%	HOLD
125	CCICROWN CASTLE INC	3,800	$450,794	0.1%	HOLD
126	RSGREPUBLIC SVCS INC	2,243	$450,535	0.1%	ADD 9%
127	AXPAMERICAN EXPRESS CO	1,644	$445,938	0.1%	ADD 16%
128	ISRGINTUITIVE SURGICAL INC	889	$436,739	0.1%	ADD 32%
129	VOOVANGUARD INDEX FDS	803	$423,542	0.1%	HOLD
130	XLVSELECT SECTOR SPDR TR	2,747	$423,121	0.1%	HOLD
131	RDVYFIRST TR EXCHANGE TRADED FD	6,996	$414,231	0.1%	HOLD
132	TJXTJX COS INC NEW	3,464	$407,186	0.1%	ADD 15%
133	CMCSACOMCAST CORP NEW	9,707	$405,471	0.1%	HOLD
134	EMEEMCOR GROUP INC	937	$403,388	0.1%	ADD 60%
135	HIGHARTFORD INSURANCE GROUP INC	3,374	$396,759	0.1%	ADD 19%
136	ASBASSOCIATED BANC CORP	18,297	$394,113	0.1%	ADD 86%
137	XLESELECT SECTOR SPDR TR	4,391	$385,489	0.1%	TRIM −3%
138	PLTRPALANTIR TECHNOLOGIES INC	10,349	$384,983	0.1%	NEW
139	ITWILLINOIS TOOL WKS INC	1,460	$382,511	0.1%	HOLD
140	DDOGDATADOG INC	3,308	$380,618	0.1%	NEW
141	WPCW. P. Carey Inc.	6,103	$380,219	0.1%	HOLD
142	KMIKINDER MORGAN INC DEL	16,845	$372,103	0.1%	HOLD
143	FNDXSCHWAB STRATEGIC TR	5,114	$366,980	0.1%	HOLD
144	GILDGILEAD SCIENCES INC	4,363	$365,828	0.1%	HOLD
145	HCAHCA HEALTHCARE INC	898	$364,819	0.1%	HOLD
146	ORIOld Republic Nat'l. Corp.	10,000	$354,200	0.1%	HOLD
147	IWDISHARES TR	1,863	$353,626	0.1%	HOLD
148	SWKSSKYWORKS SOLUTIONS INC	3,444	$340,195	0.1%	HOLD
149	FGDFIRST TR EXCHANGE TRADED FD	13,775	$335,424	0.1%	HOLD
150	SNPSSYNOPSYS INC	648	$328,141	0.1%	TRIM −4%
151	MAMASTERCARD INCORPORATED	664	$327,967	0.1%	HOLD
152	VEAVANGUARD TAX-MANAGED FDS	5,959	$314,715	0.1%	TRIM −9%
153	IJKISHARES TR	3,387	$311,390	0.1%	HOLD
154	MCOMOODYS CORP	655	$310,850	0.1%	ADD 14%
155	AEPAMERICAN ELEC PWR CO INC	3,010	$308,795	0.1%	ADD 15%
156	GLDSPDR GOLD TR	1,260	$306,267	0.1%	HOLD
157	AJGGALLAGHER ARTHUR J & CO	1,079	$303,480	0.1%	TRIM −4%
158	TMUST-MOBILE US INC	1,457	$300,758	0.1%	HOLD
159	ECLECOLAB INC	1,178	$300,724	0.1%	HOLD
160	SDYSPDR SER TR	2,115	$300,354	0.1%	HOLD
161	CEGCONSTELLATION ENERGY CORP	1,114	$289,647	0.1%	HOLD
162	SYKSTRYKER CORPORATION	777	$280,876	0.1%	ADD 12%
163	FABFIRST TR EXCHANGE-TRADED ALP	3,301	$278,867	0.1%	TRIM −3%
164	DEDEERE & CO	665	$277,408	0.1%	HOLD
165	BABOEING CO	1,758	$267,324	0.0%	ADD 4%
166	FVFIRST TR EXCHANGE TRADED FD	4,571	$266,354	0.0%	HOLD
167	FNYFIRST TR EXCHANGE-TRADED ALP	3,336	$265,688	0.0%	HOLD
168	CASYCASEYS GEN STORES INC	697	$261,961	0.0%	NEW
169	CPRTCOPART INC	4,993	$261,612	0.0%	HOLD
170	PHMPULTE GROUP INC	1,807	$259,295	0.0%	NEW
171	ROKROCKWELL AUTOMATION INC	966	$259,256	0.0%	HOLD
172	JCIJOHNSON CONTROLS INTERNATION	3,313	$257,141	0.0%	HOLD
173	VIGVANGUARD SPECIALIZED FUNDS	1,281	$253,671	0.0%	TRIM −56%
174	LMBSFIRST TR EXCHANGE-TRADED FD	5,112	$252,605	0.0%	TRIM −3%
175	IWPISHARES TR	2,088	$244,955	0.0%	NEW
176	CDNSCADENCE DESIGN SYSTEM INC	890	$241,217	0.0%	TRIM −53%
177	GEHCGE HEALTHCARE TECHNOLOGIES I	2,544	$238,758	0.0%	NEW
178	MGVVANGUARD WORLD FD	1,851	$237,458	0.0%	HOLD
179	TRVTRAVELERS COMPANIES INC	992	$232,143	0.0%	HOLD
180	LHXL3HARRIS TECHNOLOGIES INC	970	$230,780	0.0%	NEW
181	IUSBISHARES TR	4,874	$229,662	0.0%	NEW
182	TEQIT ROWE PRICE ETF INC	5,486	$229,166	0.0%	HOLD
183	NEENEXTERA ENERGY INC	2,698	$228,063	0.0%	NEW
184	AMDADVANCED MICRO DEVICES INC	1,360	$223,149	0.0%	NEW
185	CSXCSX CORP	6,460	$223,064	0.0%	TRIM −4%
186	ACNACCENTURE PLC IRELAND	629	$222,233	0.0%	NEW
187	RCLROYAL CARIBBEAN GROUP	1,247	$221,227	0.0%	NEW
188	TXNTEXAS INSTRS INC	1,066	$220,126	0.0%	NEW
189	AORISHARES TR	3,688	$218,469	0.0%	TRIM −4%
190	VGTVANGUARD WORLD FD	367	$215,302	0.0%	HOLD
191	XELXCEL ENERGY INC	3,292	$214,950	0.0%	NEW
192	LNTALLIANT ENERGY CORP	3,530	$214,263	0.0%	NEW
193	IJJISHARES TR	1,707	$211,040	0.0%	NEW
194	LINLINDE PLC	442	$210,797	0.0%	NEW
195	PANWPALO ALTO NETWORKS INC	615	$210,207	0.0%	NEW
196	DCHAMERICAN AXLE & MFG HLDGS IN	32,706	$202,125	0.0%	TRIM −3%
197	HBANHUNTINGTON BANCSHARES INC	10,361	$152,314	0.0%	HOLD
198	CIONCION INVT CORP	12,361	$147,097	0.0%	TRIM −11%
199	SANBANCO SANTANDER S.A.	19,967	$101,829	0.0%	HOLD
200	MESA AIR GROUP INC	17,795	$21,532	0.0%	HOLD

☆Kowal Investment Group, LLC