Kennedy Investment Group Incresed Positions in Q4 2024

Kennedy Investment Group

  • $221 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
265
+ 0.52%
$159.67 - $250.0 $42.3K - $66.3K
51.6K $12B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15.1K
+ 20.97%
$88.59 - $94.57 $1.34M - $1.43M
87K $7.73B
NVDA
Nvidia Corp

Technology
2.62K
+ 4.78%
$117.0 - $148.88 $306K - $390K
57.4K $7.71B
COP
Conocophillips

Energy
9.36K
+ 166.98%
$95.12 - $114.72 $890K - $1.07M
15K $1.48B
DFAU
Dimensional ETF Tr

ETFs
13.5K
+ 34.19%
$39.27 - $42.38 $532K - $574K
53.2K $2.15B
J P Morgan Exchange Traded F
8.43K
+ 21.84%
N/A
47K $2.92B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.5K
+ 113.33%
$50.62 - $50.97 $533K - $537K
19.8K $1.01B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.21K
+ 8.67%
$53.94 - $58.15 $389K - $419K
90.4K $5.09B
META
Meta Platforms, Inc.

Communication Services
820
+ 30.93%
$554.08 - $632.68 $454K - $519K
3.47K $2.03B
MA
Mastercard Inc

Financial Services
7
+ 0.07%
$491.3 - $536.15 $3.44K - $3.75K
10.7K $5.64B
Victory Portfolios Ii
7.7K
+ 63.08%
N/A
19.9K $678M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 1.37%
$213.65 - $479.86 $4.27K - $9.6K
1.49K $600M
GOOGL
Alphabet Inc.

Communication Services
113
+ 1.68%
$161.86 - $196.66 $18.3K - $22.2K
6.83K $1.29B
JPM
Jpmorgan Chase & CO

Financial Services
48
+ 0.96%
$205.18 - $250.29 $9.85K - $12K
5.05K $1.21B
LLY
Eli Lilly & CO

Healthcare
472
+ 22.73%
$727.2 - $932.06 $343K - $440K
2.55K $1.97B
WMT
Walmart Inc.

Consumer Defensive
160
+ 2.43%
$79.1 - $95.7 $12.7K - $15.3K
6.75K $609M
PWR
Quanta Services, Inc.

Industrials
102
+ 4.06%
$296.05 - $346.6 $30.2K - $35.4K
2.62K $827M
ET
Energy Transfer LP

Energy
337
+ 1.75%
$16.05 - $19.86 $5.41K - $6.69K
19.6K $385M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 8.37%
$521.84 - $558.82 $52.2K - $55.9K
1.3K $698M
QQQ
Invesco Qqq Trust, Series 1

ETFs
56
+ 6.24%
$481.22 - $538.17 $26.9K - $30.1K
953 $487M
CAH
Cardinal Health Inc

Healthcare
46
+ 1.04%
$107.89 - $125.33 $4.96K - $5.77K
4.45K $526M
ABBV
Abb Vie Inc.

Healthcare
1.73K
+ 12.67%
$164.99 - $203.87 $286K - $353K
15.4K $2.74B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.55K
+ 3.63%
$57.53 - $60.83 $204K - $216K
101K $5.82B
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.39%
$280.04 - $302.45 $840 - $907
766 $222M
MSFT
Microsoft Corp

Technology
130
+ 2.23%
$406.35 - $454.46 $52.8K - $59.1K
5.95K $2.51B
CLX
Clorox CO

Consumer Defensive
8
+ 0.18%
$156.51 - $169.74 $1.25K - $1.36K
4.55K $739M
IBM
International Business Machines Corp

Technology
3
+ 0.1%
$204.9 - $238.04 $615 - $714
3.09K $680M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.37%
$442.29 - $483.08 $1.77K - $1.93K
1.09K $492M
Franklin Templeton ETF Tr
42
+ 0.51%
N/A
8.27K $216M
GDV
Gabelli Dividend & Income Trust

Financial Services
85
+ 0.2%
$23.77 - $25.59 $2.02K - $2.18K
43K $1.04B
WTRG
Essential Utilities, Inc.

Utilities
6
+ 0.09%
$36.18 - $40.55 $217 - $243
6.74K $245M
PMF
Pimco Municipal Income Fund

Financial Services
153
+ 1.22%
$8.88 - $10.38 $1.36K - $1.59K
12.7K $114M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
30
+ 1.07%
$99.2 - $108.47 $2.98K - $3.25K
2.84K $283M
EXC
Exelon Corp

Utilities
41
+ 0.61%
$36.22 - $40.97 $1.49K - $1.68K
6.77K $255M
GE
General Electric CO

Industrials
77
+ 4.88%
$159.95 - $194.23 $12.3K - $15K
1.66K $276M
VHT
Vanguard Health Care ETF

ETFs
201
+ 6.22%
$250.81 - $283.3 $50.4K - $56.9K
3.43K $870M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.37%
$288.47 - $316.54 $3.46K - $3.8K
3.28K $952M
VPU
Vanguard Utilities ETF

ETFs
192
+ 2.57%
$160.52 - $179.11 $30.8K - $34.4K
7.65K $1.25B
LMT
Lockheed Martin Corp

Industrials
11
+ 1.9%
$479.66 - $614.62 $5.28K - $6.76K
591 $287M
LOW
Lowes Companies Inc

Consumer Cyclical
27
+ 0.8%
$244.52 - $284.07 $6.6K - $7.67K
3.42K $844M
FVD
First Tr Value Line Divid Inde

ETFs
1.27K
+ 1.67%
$43.4 - $46.7 $54.9K - $59.1K
77K $3.36B
CMCSA
Comcast Corp

Communication Services
105
+ 0.47%
$37.39 - $45.14 $3.93K - $4.74K
22.5K $844M
NVS
Novartis Ag

Healthcare
80
+ 1.19%
$96.78 - $117.18 $7.74K - $9.37K
6.83K $665M
AMGN
Amgen Inc

Healthcare
18
+ 0.87%
$258.78 - $328.31 $4.66K - $5.91K
2.09K $544M
MU
Micron Technology Inc

Technology
2.23K
+ 13.16%
$84.16 - $113.41 $187K - $253K
19.2K $1.61B
STZ
Constellation Brands, Inc.

Consumer Defensive
119
+ 2.34%
$219.66 - $257.62 $26.1K - $30.7K
5.21K $1.15B
URI
United Rentals, Inc.

Industrials
504
+ 8.69%
$704.44 - $880.32 $355K - $444K
6.3K $4.44B
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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