Kennedy Investment Group Incresed Positions 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
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
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
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
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
WFC
Wells Fargo & Company

Financial Services
611
+ 3.17%
$60.98 - $80.12 $37.3K - $49K
19.9K $1.59B
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
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
UPS
United Parcel Service Inc

Industrials
472
+ 14.4%
$91.92 - $110.2 $43.4K - $52K
3.75K $379M
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 0.96%
$335.24 - $380.78 $7.38K - $8.38K
2.31K $847M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
267
+ 2.49%
$8.45 - $9.78 $2.26K - $2.61K
11K $107M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
43
+ 1.08%
$50.36 - $50.68 $2.17K - $2.18K
4.03K $204M
SO
Southern CO

Utilities
28
+ 0.32%
$84.91 - $92.56 $2.38K - $2.59K
8.72K $801M
MDLZ
Mondelez International, Inc.

Consumer Defensive
13
+ 0.27%
$63.54 - $68.5 $826 - $891
4.8K $324M
OXSQ
Oxford Square Capital Corp.

Financial Services
455
+ 4.51%
$2.18 - $2.64 $992 - $1.2K
10.5K $23.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13
+ 0.46%
$90.85 - $102.31 $1.18K - $1.33K
2.85K $287M
J P Morgan Exchange Traded F
7
+ 0.08%
N/A
8.26K $411M
WTRG
Essential Utilities, Inc.

Utilities
21
+ 0.31%
$36.92 - $41.39 $775 - $869
6.75K $251M
MO
Altria Group, Inc.

Consumer Defensive
20
+ 0.16%
$55.56 - $60.91 $1.11K - $1.22K
12.3K $719M
VHT
Vanguard Health Care ETF

ETFs
112
+ 3.15%
$236.71 - $261.92 $26.5K - $29.3K
3.67K $911M
CVX
Chevron Corp

Energy
21
+ 1.22%
$133.73 - $168.51 $2.81K - $3.54K
1.74K $249M
KHC
Kraft Heinz CO

Consumer Defensive
293
+ 1.09%
$25.61 - $30.81 $7.5K - $9.03K
27.1K $699M
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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