Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $221 Billion
  • Q4 2024

Kennedy Investment Group has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.2B, First Trust High Yield Opportunities 2027 Term Fund with a value of $16.9B, Amazon Com Inc with a value of $14.1B, Broadcom Inc. with a value of $12B, and Ishares Msci Usa Min Vol Facto with a value of $7.73B.

Examining the 13F form we can see an increase of $3.64B in the current position value, from $217B to 221B.

Kennedy Investment Group is based out at West Depford, NJ

Below you can find more details about Kennedy Investment Group portfolio as well as his latest detailed transactions.

Portfolio value $221 Billion
Technology: $48.4 Billion
Financial Services: $41.2 Billion
ETFs: $31.6 Billion
Consumer Defensive: $19.8 Billion
Consumer Cyclical: $18.2 Billion
Industrials: $10.2 Billion
Communication Services: $10.1 Billion
Healthcare: $8.01 Billion
Other: $11.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6T
$18.2 Billion 8.23% of portfolio
72,645
Q4 2024 Reduced 0.63%
$0
$16.9 Billion 7.67% of portfolio
1,169,971
Q4 2024 Reduced 2.18%
$2.39T
$14.1 Billion 6.38% of portfolio
64,261
Q4 2024 Reduced 0.23%
$97.6B
$12 Billion 5.41% of portfolio
51,562
Q4 2024 Added 0.52%
$0
$7.73 Billion 3.5% of portfolio
87,029
Q4 2024 Added 20.97%
$366B
$7.71 Billion 3.49% of portfolio
57,376
Q4 2024 Added 4.78%
$0
$5.96 Billion 2.7% of portfolio
609,860
Q4 2024 Reduced 1.92%
$0
$5.82 Billion 2.64% of portfolio
101,235
Q4 2024 Added 3.63%
$503B
$5.64 Billion 2.55% of portfolio
10,703
Q4 2024 Added 0.07%
$0
$5.09 Billion 2.31% of portfolio
90,355
Q4 2024 Added 8.67%
$0
$5.08 Billion 2.3% of portfolio
850,435
Q4 2024 Reduced 1.75%
$54.2B
$4.44 Billion 2.01% of portfolio
6,302
Q4 2024 Added 8.69%
$1.22T
$4.01 Billion 1.81% of portfolio
21,051
Q4 2024 Reduced 7.24%
$390B
$3.84 Billion 1.74% of portfolio
22,881
Q4 2024 Reduced 1.17%
$0
$3.79 Billion 1.71% of portfolio
308,898
Q4 2024 Reduced 5.07%
$0
$3.36 Billion 1.52% of portfolio
76,965
Q4 2024 Added 1.67%
$299B
$2.74 Billion 1.24% of portfolio
15,400
Q4 2024 Added 12.67%
$0
$2.71 Billion 1.23% of portfolio
268,241
Q4 2024 Reduced 6.09%
$3.33T
$2.51 Billion 1.14% of portfolio
5,953
Q4 2024 Added 2.23%
$367B
$2.37 Billion 1.07% of portfolio
53,905
Q4 2024 Reduced 1.93%
$35.2B
$2.2 Billion 1.0% of portfolio
34,576
Q4 2024 Reduced 1.02%
$67B
$2.18 Billion 0.99% of portfolio
17,177
Q4 2024 Reduced 8.11%
$0
$2.15 Billion 0.97% of portfolio
53,153
Q4 2024 Added 34.19%
$1.39T
$2.03 Billion 0.92% of portfolio
3,471
Q4 2024 Added 30.93%
$0
$1.99 Billion 0.9% of portfolio
167,737
Q4 2024 Reduced 9.41%
$44B
$1.96 Billion 0.89% of portfolio
23,245
Q4 2024 Reduced 0.3%
$716B
$1.97 Billion 0.89% of portfolio
2,549
Q4 2024 Added 22.73%
$418B
$1.68 Billion 0.76% of portfolio
1,830
Q3 2024 Added 0.44%
$127B
$1.67 Billion 0.75% of portfolio
15,665
Q4 2024 Reduced 12.56%
$119B
$1.61 Billion 0.73% of portfolio
19,154
Q4 2024 Added 13.16%
$32.7B
$1.61 Billion 0.73% of portfolio
14,200
Q4 2024 Reduced 3.4%
$95.4B
$1.6 Billion 0.72% of portfolio
53,999
Q4 2024 Reduced 2.94%
$529B
$1.57 Billion 0.71% of portfolio
4,952
Q4 2024 Reduced 3.77%
$131B
$1.48 Billion 0.67% of portfolio
14,964
Q4 2024 Added 166.98%
$294B
$1.41 Billion 0.64% of portfolio
20,095
Q4 2024 Reduced 1.59%
$0
$1.42 Billion 0.64% of portfolio
237,908
Q4 2024 Reduced 6.72%
$0
$1.37 Billion 0.62% of portfolio
129,592
Q4 2024 Reduced 19.02%
$0
$1.35 Billion 0.61% of portfolio
7,074
Q4 2024 Reduced 2.54%
$37.2B
$1.33 Billion 0.6% of portfolio
17,407
Q4 2024 Reduced 0.42%
$0
$1.32 Billion 0.6% of portfolio
83,594
Q4 2024 Reduced 1.15%
$267B
$1.33 Billion 0.6% of portfolio
21,311
Q4 2024 Reduced 1.29%
$203B
$1.31 Billion 0.59% of portfolio
2,937
Q4 2024 Reduced 32.37%
$1.18T
$1.29 Billion 0.58% of portfolio
6,826
Q4 2024 Added 1.68%
$0
$1.25 Billion 0.57% of portfolio
7,649
Q4 2024 Added 2.57%
$771B
$1.21 Billion 0.55% of portfolio
5,053
Q4 2024 Added 0.96%
$204B
$1.19 Billion 0.54% of portfolio
7,806
Q4 2024 Reduced 6.93%
$164B
$1.2 Billion 0.54% of portfolio
29,913
Q4 2024 Reduced 0.07%
$73B
$1.17 Billion 0.53% of portfolio
12,863
Q4 2024 Reduced 0.56%
$0
$1.17 Billion 0.53% of portfolio
107,434
Q4 2024 Reduced 8.21%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $221 Billion
  • Prior Value $217 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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