Kennedy Investment Group has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust High Yield Opportunities 2027 Term Fund with a value of $16.7B, Apple Inc. with a value of $16.2B, Amazon Com Inc with a value of $12.3B, Ishares Msci Usa Min Vol Facto with a value of $9.03B, and Broadcom Inc. with a value of $9.01B.
Examining the 13F form we can see an decrease of $5.58B in the current position value, from $221B to 215B.
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
$215 Billion
Technology: $41.9 Billion
Financial Services: $38.9 Billion
ETFs: $35.8 Billion
Consumer Defensive: $19.5 Billion
Consumer Cyclical: $16.2 Billion
Communication Services: $9.73 Billion
Healthcare: $9.31 Billion
Industrials: $8.68 Billion
Other: $12.5 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
