Kennedy Investment Group Purchases in Q2 2025

Kennedy Investment Group

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
336
+ 0.62%
$146.29 - $275.65 $49.2K - $92.6K
54.2K $14.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.1K
New
$91.43 - $91.74 $3.76M - $3.77M
41.1K $3.77B
NVDA
Nvidia Corp

Technology
805
+ 1.34%
$94.31 - $157.99 $75.9K - $127K
60.9K $9.62B
VRT
Vertiv Holdings CO

Industrials
1.38K
+ 8.03%
N/A
18.5K $2.38B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.6K
+ 13.0%
$45.88 - $54.4 $580K - $687K
110K $5.97B
META
Meta Platforms, Inc.

Communication Services
295
+ 7.67%
$484.66 - $738.09 $143K - $218K
4.14K $3.06B
MU
Micron Technology Inc

Technology
8
+ 0.04%
$64.72 - $127.91 $518 - $1.02K
19.5K $2.4B
MPB
Mid Penn Bancorp Inc

Financial Services
23.7K
New
$24.01 - $29.27 $569K - $693K
23.7K $668M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.69K
+ 0.23%
$13.21 - $14.85 $35.5K - $39.9K
1.16M $17.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.01K
+ 5.2%
$85.42 - $94.39 $428K - $473K
101K $9.52B
HYD
Vaneck High Yield Muni ETF

ETFs
8.55K
New
$49.08 - $51.35 $419K - $439K
8.55K $429M
IONQ
Ion Q, Inc.

Technology
8.21K
New
$20.68 - $48.04 $170K - $394K
8.21K $353M
TAFI
Ab Active Etfs Inc Tax Aware S
14K
New
N/A
14K $352M
Ishares Bitcoin Trust ETF
3.86K
+ 49.54%
N/A
11.6K $713M
VIG
Vanguard Dividend Appreciation

ETFs
1.32K
+ 91.53%
N/A
2.76K $565M
GOOGL
Alphabet Inc.

Communication Services
376
+ 4.16%
$144.7 - $178.6 $54.4K - $67.2K
9.43K $1.66B
Victory Portfolios Ii
5.73K
+ 13.89%
N/A
47K $1.66B
JPM
Jpmorgan Chase & CO

Financial Services
29
+ 0.55%
$210.28 - $289.91 $6.1K - $8.41K
5.31K $1.54B
MS
Morgan Stanley

Financial Services
1.68K
New
$99.83 - $140.86 $168K - $237K
1.68K $237M
VTI
Vanguard Total Stock Market Et

ETFs
718
New
$243.75 - $303.93 $175K - $218K
718 $218M
JGRO
J P Morgan Exchange Traded Fd
2.53K
New
N/A
2.53K $218M
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.08K
New
$26.61 - $29.9 $215K - $242K
8.08K $216M
AXP
American Express CO

Financial Services
670
New
$231.39 - $318.98 $155K - $214K
670 $214M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.84K
New
$47.46 - $55.3 $182K - $212K
3.84K $211M
WFC
Wells Fargo & Company

Financial Services
611
+ 3.17%
$60.98 - $80.12 $37.3K - $49K
19.9K $1.59B
Ge Vernova Inc
394
New
N/A
394 $209M
MA
Mastercard Inc

Financial Services
36
+ 0.34%
$479.92 - $590.74 $17.3K - $21.3K
10.8K $6.04B
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 12.17%
$221.86 - $362.89 $46.4K - $75.8K
1.93K $612M
NOW
Service Now, Inc.

Technology
1
+ 0.14%
$721.65 - $1040.18 $722 - $1.04K
697 $717M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.78K
+ 11.05%
$49.79 - $50.75 $139K - $141K
28K $1.42B
IGM
Ishares Expanded Tech Sector E

ETFs
199
+ 3.63%
$79.8 - $112.34 $15.9K - $22.4K
5.68K $638M
AMAT
Applied Materials Inc

Technology
395
+ 21.85%
$126.95 - $183.52 $50.1K - $72.5K
2.2K $403M
QQQ
Invesco Qqq Trust, Series 1

ETFs
110
+ 11.79%
$416.06 - $551.64 $45.8K - $60.7K
1.04K $576M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
101
+ 7.37%
$456.74 - $568.03 $46.1K - $57.4K
1.47K $836M
PM
Philip Morris International Inc.

Consumer Defensive
108
+ 2.33%
$149.23 - $184.95 $16.1K - $20K
4.75K $865M
C
Citigroup Inc

Financial Services
708
+ 17.64%
$58.13 - $85.12 $41.2K - $60.3K
4.72K $402M
WMT
Walmart Inc.

Consumer Defensive
423
+ 6.0%
$81.79 - $99.98 $34.6K - $42.3K
7.48K $731M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
10.1K
New
$9.65 - $10.3 $97.7K - $104K
10.1K $102M
IVE
Ishares S&P 500 Value ETF

ETFs
336
+ 5.02%
$168.34 - $195.42 $56.6K - $65.7K
7.03K $1.37B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.1K
+ 1.97%
$51.14 - $57.0 $107K - $119K
109K $6.18B
VPU
Vanguard Utilities ETF

ETFs
254
+ 3.35%
$158.36 - $178.82 $40.2K - $45.4K
7.83K $1.38B
GDV
Gabelli Dividend & Income Trust

Financial Services
112
+ 0.26%
$21.11 - $26.01 $2.36K - $2.91K
43.2K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 2.45%
$496.48 - $617.85 $11.9K - $14.8K
1K $619M
NVS
Novartis Ag

Healthcare
4
+ 0.06%
$101.96 - $121.01 $408 - $484
6.8K $823M
F
Ford Motor CO

Consumer Cyclical
153
+ 0.35%
$8.69 - $10.85 $1.33K - $1.66K
44.5K $483M
VDC
Vanguard Consumer Staples ETF

ETFs
156
+ 16.9%
$204.89 - $224.73 $32K - $35.1K
1.08K $236M
LMT
Lockheed Martin Corp

Industrials
46
+ 7.73%
$430.82 - $486.45 $19.8K - $22.4K
641 $297M
Franklin Templeton ETF Tr
795
+ 8.45%
N/A
10.2K $276M
CRM
Salesforce, Inc.

Technology
52
+ 3.34%
$236.26 - $291.15 $12.3K - $15.1K
1.61K $439M
Activity Summary
Buys All Purchases 67 New Holdings 14 Increased Positions 53 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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