Kennedy Investment Group Incresed Positions in Q3 2025

Kennedy Investment Group

  • $252 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
424
+ 0.78%
$264.74 - $369.57 $112K - $157K
54.6K $18B
NVDA
Nvidia Corp

Technology
2.3K
+ 3.77%
$153.3 - $186.58 $352K - $429K
63.2K $11.8B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.3K
+ 15.72%
$53.81 - $57.52 $928K - $993K
127K $7.31B
HYD
Vaneck High Yield Muni ETF

ETFs
22.6K
+ 264.84%
$48.85 - $50.94 $1.11M - $1.15M
31.2K $1.59B
DFAU
Dimensional ETF Tr

ETFs
17.3K
+ 18.1%
$42.42 - $45.96 $733K - $794K
113K $5.16B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.89K
+ 8.77%
$92.18 - $95.14 $819K - $846K
110K $10.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.09K
+ 22.14%
$91.44 - $91.77 $831K - $834K
50.2K $4.6B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.74K
+ 49.21%
$412.46 - $514.1 $718K - $895K
5.28K $2.59B
CEG
Constellation Energy Corp

Utilities
1.81K
+ 59.99%
$298.82 - $354.89 $542K - $644K
4.84K $1.59B
Victory Portfolios Ii
13.3K
+ 28.29%
N/A
60.3K $2.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
274
+ 18.61%
$567.77 - $614.76 $156K - $168K
1.75K $1.07B
IGM
Ishares Expanded Tech Sector E

ETFs
1.01K
+ 17.79%
$110.96 - $127.67 $112K - $129K
6.69K $842M
WFC
Wells Fargo & Company

Financial Services
1.15K
+ 5.8%
$77.05 - $85.16 $88.7K - $98K
21K $1.76B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.33K
+ 11.91%
$50.53 - $50.82 $168K - $169K
31.3K $1.59B
JGRO
J P Morgan Exchange Traded Fd
1.46K
+ 57.53%
N/A
3.99K $374M
MSFT
Microsoft Corp

Technology
47
+ 0.75%
$491.09 - $535.64 $23.1K - $25.2K
6.33K $3.28B
META
Meta Platforms, Inc.

Communication Services
167
+ 4.03%
$695.21 - $791.73 $116K - $132K
4.31K $3.16B
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.2K
+ 39.57%
$26.46 - $28.43 $84.6K - $90.9K
11.3K $315M
VIG
Vanguard Dividend Appreciation

ETFs
295
+ 10.69%
N/A
3.06K $659M
MO
Altria Group, Inc.

Consumer Defensive
20
+ 0.16%
$57.75 - $67.68 $1.16K - $1.35K
12.3K $812M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.26%
$357.4 - $423.42 $2.14K - $2.54K
2.32K $939M
MA
Mastercard Inc

Financial Services
4
+ 0.04%
$550.18 - $598.96 $2.2K - $2.4K
10.8K $6.12B
Franklin Templeton ETF Tr
2.4K
+ 23.5%
N/A
12.6K $349M
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.29%
$133.81 - $152.16 $2.94K - $3.35K
7.53K $1.06B
TAFI
Ab Active Etfs Inc Tax Aware S
2.12K
+ 15.15%
N/A
16.1K $409M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.7%
$617.65 - $666.84 $4.32K - $4.67K
1.01K $672M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.29%
$546.99 - $602.2 $1.64K - $1.81K
1.05K $628M
Ge Vernova Inc
28
+ 7.11%
N/A
422 $260M
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.21%
$94.4 - $104.27 $1.51K - $1.67K
7.49K $772M
MS
Morgan Stanley

Financial Services
7
+ 0.42%
$139.09 - $161.16 $974 - $1.13K
1.69K $269M
VDC
Vanguard Consumer Staples ETF

ETFs
164
+ 15.2%
$212.64 - $225.25 $34.9K - $36.9K
1.24K $266M
VZ
Verizon Communications Inc

Communication Services
206
+ 0.7%
$40.84 - $45.06 $8.41K - $9.28K
29.7K $1.31B
EXC
Exelon Corp

Utilities
402
+ 5.91%
$42.73 - $45.54 $17.2K - $18.3K
7.2K $324M
SO
Southern CO

Utilities
26
+ 0.3%
$90.83 - $96.0 $2.36K - $2.5K
8.75K $829M
CVX
Chevron Corp

Energy
10
+ 0.58%
$145.57 - $161.83 $1.46K - $1.62K
1.75K $271M
COST
Costco Wholesale Corp

Consumer Defensive
152
+ 8.22%
$915.95 - $994.57 $139K - $151K
2K $1.85B
WTRG
Essential Utilities, Inc.

Utilities
25
+ 0.37%
$36.73 - $39.9 $918 - $998
6.78K $270M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.28%
$303.93 - $329.86 $608 - $660
720 $236M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21
+ 0.55%
$55.15 - $58.11 $1.16K - $1.22K
3.86K $222M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
31
+ 1.09%
$101.12 - $106.18 $3.13K - $3.29K
2.89K $297M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
202
+ 2.0%
$9.87 - $10.57 $1.99K - $2.14K
10.3K $107M
ABT
Abbott Laboratories

Healthcare
4
+ 0.24%
$120.51 - $136.62 $482 - $546
1.7K $228M
WM
Waste Management Inc

Industrials
128
+ 3.14%
$213.88 - $237.1 $27.4K - $30.3K
4.2K $927M
OXSQ
Oxford Square Capital Corp.

Financial Services
527
+ 5.0%
$1.58 - $2.4 $833 - $1.26K
11.1K $17.6M
NOW
Service Now, Inc.

Technology
69
+ 9.9%
$850.86 - $1044.69 $58.7K - $72.1K
766 $705M
ET
Energy Transfer LP

Energy
341
+ 1.82%
$17.11 - $18.16 $5.83K - $6.19K
19.1K $328M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
+ 0.25%
$60.9 - $70.75 $731 - $849
4.81K $301M
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$234.77 - $292.47 $235 - $292
3.1K $875M
LLY
Eli Lilly & CO

Healthcare
9
+ 0.32%
$625.65 - $812.69 $5.63K - $7.31K
2.79K $2.13B
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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