The Analysis of KENNEDY INVESTMENT GROUP's Holdings
Currently, KENNEDY INVESTMENT GROUP holds 140 types of securities in its portfolio with a total value $265.1M. In the most recent quarter, they have increased their positions in GPIX (+56.7K shares, valued at $3.0M), DFAU (+45.7K shares, valued at $2.1M), META (+2.4K shares, valued at $1.6M); decreased their positions in JEPI (-31.0K shares, valued at $1.8M), VGM (-168.8K shares, valued at $1.8M), PMM (-161.3K shares, valued at $1.0M); initiated new positions in IBIT (+21.1K shares, valued at $1.0M), NVO (+19.7K shares, valued at $1.0M), SYFI (+12.2K shares, valued at $438.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BROADCOM INC BROADCOM INC58.2K shares6.65%2025-12-312026-02-06
AAPL APPLE INC71.9K shares2.04%2025-12-312026-02-06 FTHY FIRST TR HIGH YIELD OPPRT 201.2M shares0.98%2025-12-312026-02-06 AMZN AMAZON COM INC63.2K shares-1.69%2025-12-312026-02-06 NVDA NVIDIA CORPORATION67.1K shares6.17%2025-12-312026-02-06 USMV ISHARES TR117.2K shares6.30%2025-12-312026-02-06 JEPQ J P MORGAN EXCHANGE TRADED F139.2K shares9.61%2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST158.4K shares40.49%2025-12-312026-02-06 MA MASTERCARD INCORPORATED11.0K shares1.99%2025-12-312026-02-06 ALPHABET INC ALPHABET INC17.6K shares0.37%2025-12-312026-02-06 JEPI J P MORGAN EXCHANGE TRADED F82.0K shares-27.44%2025-12-312026-02-06 BIL SPDR SERIES TRUST49.6K shares-1.11%2025-12-312026-02-06 META META PLATFORMS INC6.7K shares56.28%2025-12-312026-02-06 URI UNITED RENTALS INC4.4K shares-22.11%2025-12-312026-02-06 ABBV ABBVIE INC15.1K shares0.04%2025-12-312026-02-06 GPIX GOLDMAN SACHS ETF TR62.8K shares933.42%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO23.1K shares3.68%2025-12-312026-02-06 ACP ABRDN INCOME CREDIT STRATEGI579.2K shares-12.95%2025-12-312026-02-06 MSFT MICROSOFT CORP6.4K shares0.76%2025-12-312026-02-06 HELO J P MORGAN EXCHANGE TRADED F46.2K shares-1.54%2025-12-312026-02-06 VFLO VICTORY PORTFOLIOS II77.1K shares27.90%2025-12-312026-02-06 ALPHABET INC ALPHABET INC9.4K shares0.82%2025-12-312026-02-06 LLY ELI LILLY & CO2.7K shares-4.33%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC10.0K shares-6.45%2025-12-312026-02-06 BAC BANK AMERICA CORP51.5K shares-0.39%2025-12-312026-02-06 CRWD CROWDSTRIKE HLDGS INC5.6K shares5.70%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW2.4K shares22.24%2025-12-312026-02-06 FVD FIRST TR EXCHANGE-TRADED FD45.4K shares-17.65%2025-12-312026-02-06 NVG NUVEEN AMT FREE MUN CR INC F164.2K shares-15.56%2025-12-312026-02-06 WFC WELLS FARGO CO NEW21.0K shares0.00%2025-12-312026-02-06 JAAA JANUS DETROIT STR TR35.6K shares13.76%2025-12-312026-02-06 BP BP PLC51.5K shares-2.81%2025-12-312026-02-06 PEG PUBLIC SVC ENTERPRISE GRP IN21.7K shares-2.63%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.5.2K shares-1.07%2025-12-312026-02-06 CEG CONSTELLATION ENERGY CORP4.8K shares-1.07%2025-12-312026-02-06 HYD VANECK ETF TRUST32.2K shares3.42%2025-12-312026-02-06 INCM FRANKLIN TEMPLETON ETF TR57.4K shares355.55%2025-12-312026-02-06 V VISA INC4.6K shares0.88%2025-12-312026-02-06 VRT VERTIV HOLDINGS CO9.5K shares-38.87%2025-12-312026-02-06 DEO DIAGEO PLC17.8K shares18.25%2025-12-312026-02-06 KO COCA COLA CO21.1K shares0.80%2025-12-312026-02-06 VPU VANGUARD WORLD FD7.7K shares-1.85%2025-12-312026-02-06 GIS GENERAL MLS INC30.2K shares-11.45%2025-12-312026-02-06 SHOP SHOPIFY INC8.5K shares-24.24%2025-12-312026-02-06 EVV EATON VANCE LIMITED DURATION136.8K shares-29.92%2025-12-312026-02-06 RVT ROYCE SMALL CAP TRUST INC81.7K shares2.75%2025-12-312026-02-06 GPIQ GOLDMAN SACHS ETF TR24.8K shares429.64%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON6.2K shares47.12%2025-12-312026-02-06 SYY SYSCO CORP17.0K shares-0.11%2025-12-312026-02-06 XOM EXXON MOBIL CORP10.3K shares-0.05%2025-12-312026-02-06 PWR QUANTA SVCS INC2.9K shares-4.88%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC30.1K shares1.39%2025-12-312026-02-06 TAFI AB ACTIVE ETFS INC47.5K shares194.53%2025-12-312026-02-06 JGRO J P MORGAN EXCHANGE TRADED F12.5K shares213.09%2025-12-312026-02-06 GDV GABELLI DIVID & INCOME TR41.2K shares-4.52%2025-12-312026-02-06 IVE ISHARES TR5.2K shares-19.64%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS3.5K shares14.16%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF21.1K sharesnew addition2025-12-312026-02-06 MCD MCDONALDS CORP3.3K shares0.55%2025-12-312026-02-06 NVO NOVO-NORDISK A S19.7K sharesnew addition2025-12-312026-02-06 CL COLGATE PALMOLIVE CO12.7K shares0.63%2025-12-312026-02-06 PEP PEPSICO INC7.0K shares-7.51%2025-12-312026-02-06 VHT VANGUARD WORLD FD3.3K shares-3.65%2025-12-312026-02-06 WM WASTE MGMT INC DEL4.3K shares3.07%2025-12-312026-02-06 IGM ISHARES TR7.2K shares7.21%2025-12-312026-02-06 TSLA TESLA INC1.9K shares1.51%2025-12-312026-02-06 WMT WALMART INC7.6K shares2.07%2025-12-312026-02-06 CAH CARDINAL HEALTH INC4.1K shares-1.20%2025-12-312026-02-06 LOW LOWES COS INC3.4K shares0.73%2025-12-312026-02-06 COP CONOCOPHILLIPS8.9K shares-5.29%2025-12-312026-02-06 NVS NOVARTIS AG6.0K shares0.00%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR1.1K shares11.89%2025-12-312026-02-06 SO SOUTHERN CO8.8K shares0.54%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC4.7K shares-0.25%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS3.4K shares11.62%2025-12-312026-02-06 HD HOME DEPOT INC2.1K shares-7.43%2025-12-312026-02-06 SOFI SOFI TECHNOLOGIES INC28.0K shares-7.89%2025-12-312026-02-06 GLPI GAMING & LEISURE PPTYS INC16.2K shares-2.38%2025-12-312026-02-06 MO ALTRIA GROUP INC12.3K shares0.15%2025-12-312026-02-06 GEV GE VERNOVA INC1.1K shares155.92%2025-12-312026-02-06 MPB MID PENN BANCORP INC22.5K shares-1.39%2025-12-312026-02-06 AMGN AMGEN INC2.0K shares-0.50%2025-12-312026-02-06 APD AIR PRODS & CHEMS INC2.3K shares-27.19%2025-12-312026-02-06 AFB ALLIANCEBERNSTEIN NATL MUN I52.1K shares-27.61%2025-12-312026-02-06 HON HONEYWELL INTL INC2.8K shares-3.76%2025-12-312026-02-06 QUAL ISHARES TR2.7K shares9.02%2025-12-312026-02-06 CMCSA COMCAST CORP NEW17.7K shares1.49%2025-12-312026-02-06 NOW SERVICENOW INC3.4K shares337.34%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE1.6K shares-1.22%2025-12-312026-02-06 F FORD MTR CO37.4K shares-15.19%2025-12-312026-02-06 QCOM QUALCOMM INC2.6K shares-2.58%2025-12-312026-02-06 SYFI AB ACTIVE ETFS INC12.2K sharesnew addition2025-12-312026-02-06 CTA SIMPLIFY EXCHANGE TRADED FUN15.7K shares39.31%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC4.3K shares7.10%2025-12-312026-02-06 T AT&T INC16.3K shares-3.55%2025-12-312026-02-06 CLX CLOROX CO DEL3.9K shares-9.02%2025-12-312026-02-06 KHC KRAFT HEINZ CO16.1K shares-27.64%2025-12-312026-02-06 JMHI J P MORGAN EXCHANGE TRADED F7.8K shares-4.01%2025-12-312026-02-06 UYG PROSHARES TR4.1K shares0.00%2025-12-312026-02-06 MUB ISHARES TR3.4K shares0.00%2025-12-312026-02-06 VTI VANGUARD INDEX FDS1.0K shares39.31%2025-12-312026-02-06 VDC VANGUARD WORLD FD1.5K shares23.89%2025-12-312026-02-06 VFH VANGUARD WORLD FD2.4K sharesnew addition2025-12-312026-02-06 ET ENERGY TRANSFER L P19.4K shares1.34%2025-12-312026-02-06 EXC EXELON CORP7.3K shares0.67%2025-12-312026-02-06 CVX CHEVRON CORP NEW2.1K shares18.16%2025-12-312026-02-06 MS MORGAN STANLEY1.7K shares0.41%2025-12-312026-02-06 NOBL PROSHARES TR2.9K shares0.03%2025-12-312026-02-06 IONQ IONQ INC6.3K shares-23.14%2025-12-312026-02-06 CRM SALESFORCE INC1.0K shares-20.13%2025-12-312026-02-06 NFLX NETFLIX INC2.8K sharesnew addition2025-12-312026-02-06 WTRG ESSENTIAL UTILS INC6.7K shares-1.24%2025-12-312026-02-06 VXUS VANGUARD STAR FDS3.3K sharesnew addition2025-12-312026-02-06 AXP AMERICAN EXPRESS CO654 shares-1.51%2025-12-312026-02-06 MDLZ MONDELEZ INTL INC4.4K shares-8.06%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC404 sharesnew addition2025-12-312026-02-06 DIS DISNEY WALT CO2.0K shares-6.75%2025-12-312026-02-06 COWZ PACER FDS TR3.9K shares0.00%2025-12-312026-02-06 FLMI FRANKLIN TEMPLETON ETF TR9.2K sharesnew addition2025-12-312026-02-06 COF CAPITAL ONE FINL CORP930 sharesnew addition2025-12-312026-02-06 VOX VANGUARD WORLD FD1.1K shares6.60%2025-12-312026-02-06 RDVY FIRST TR EXCHANGE TRADED FD3.2K shares-11.11%2025-12-312026-02-06 JIRE J P MORGAN EXCHANGE TRADED F2.9K sharesnew addition2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP437 shares1.39%2025-12-312026-02-06 ADBE ADOBE INC602 shares-34.64%2025-12-312026-02-06 ABT ABBOTT LABS1.7K shares-2.58%2025-12-312026-02-06 IWM ISHARES TR844 shares-0.82%2025-12-312026-02-06 ADT ADT INC DEL25.0K shares-1.30%2025-12-312026-02-06 VPV INVESCO PA VALUE MUN INC TR10.5K shares1.93%2025-12-312026-02-06 VGM INVESCO TR INVT GRADE MUNS10.4K shares-94.19%2025-12-312026-02-06 PMM PUTNAM MANAGED MUN INCOME TR14.7K shares-91.62%2025-12-312026-02-06 OXSQ OXFORD SQUARE CAP CORP11.8K shares6.14%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available