Kennedy Investment Group Incresed Positions in Q1 2025

Kennedy Investment Group

  • $215 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
47.4K
+ 89.16%
$37.84 - $42.29 $1.79M - $2M
101K $3.86B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.35K
+ 10.75%
$87.68 - $94.52 $820K - $884K
96.4K $9.03B
Victory Portfolios Ii
21.4K
+ 107.39%
N/A
41.3K $1.41B
LLY
Eli Lilly & CO

Healthcare
283
+ 11.1%
$725.72 - $929.72 $205K - $263K
2.83K $2.34B
SPY
Spdr S&P 500 ETF Trust

ETFs
530
+ 118.3%
$551.42 - $612.93 $292K - $325K
978 $547M
COST
Costco Wholesale Corp

Consumer Defensive
241
+ 13.17%
$890.62 - $1076.86 $215K - $260K
2.07K $1.96B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.35K
+ 26.97%
$50.48 - $51.04 $270K - $273K
25.2K $1.28B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.4K
+ 5.34%
$56.17 - $59.71 $303K - $323K
107K $6.09B
J P Morgan Exchange Traded F
5.94K
+ 12.64%
N/A
53K $3.16B
MA
Mastercard Inc

Financial Services
18
+ 0.17%
$504.67 - $576.31 $9.08K - $10.4K
10.7K $5.88B
VZ
Verizon Communications Inc

Communication Services
546
+ 1.83%
$37.81 - $46.49 $20.6K - $25.4K
30.5K $1.38B
META
Meta Platforms, Inc.

Communication Services
376
+ 10.83%
$576.36 - $736.67 $217K - $277K
3.85K $2.22B
MCD
Mcdonalds Corp

Consumer Cyclical
114
+ 3.47%
$279.74 - $321.29 $31.9K - $36.6K
3.4K $1.06B
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 32.57%
$154.33 - $206.19 $343K - $458K
9.05K $1.4B
CRWD
Crowd Strike Holdings, Inc.

Technology
201
+ 5.94%
$308.86 - $455.36 $62.1K - $91.5K
3.58K $1.26B
CRM
Salesforce, Inc.

Technology
615
+ 65.36%
$268.36 - $359.95 $165K - $221K
1.56K $418M
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.18%
$50.81 - $60.02 $1.12K - $1.32K
12.2K $735M
IBM
International Business Machines Corp

Technology
15
+ 0.48%
$217.4 - $264.74 $3.26K - $3.97K
3.11K $773M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.46%
$442.66 - $534.52 $2.21K - $2.67K
1.09K $581M
CAH
Cardinal Health Inc

Healthcare
11
+ 0.25%
$118.02 - $137.77 $1.3K - $1.52K
4.46K $615M
JPM
Jpmorgan Chase & CO

Financial Services
229
+ 4.53%
$225.19 - $279.95 $51.6K - $64.1K
5.28K $1.3B
SO
Southern CO

Utilities
1
+ 0.01%
$80.96 - $92.96 $81 - $93
8.69K $799M
MU
Micron Technology Inc

Technology
299
+ 1.56%
$86.89 - $109.38 $26K - $32.7K
19.5K $1.69B
VHT
Vanguard Health Care ETF

ETFs
125
+ 3.64%
$254.06 - $273.83 $31.8K - $34.2K
3.56K $941M
Ishares Bitcoin Trust ETF
2.16K
+ 38.37%
N/A
7.79K $365M
EXC
Exelon Corp

Utilities
66
+ 0.98%
$37.3 - $46.08 $2.46K - $3.04K
6.83K $315M
CVX
Chevron Corp

Energy
10
+ 0.59%
$146.71 - $167.97 $1.47K - $1.68K
1.72K $287M
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 0.09%
$85.68 - $97.5 $1.03K - $1.17K
12.9K $1.21B
Franklin Templeton ETF Tr
1.13K
+ 13.68%
N/A
9.41K $250M
IGM
Ishares Expanded Tech Sector E

ETFs
939
+ 20.68%
$90.67 - $108.46 $85.1K - $102K
5.48K $497M
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 0.7%
$283.24 - $338.07 $6.51K - $7.78K
3.29K $969M
F
Ford Motor CO

Consumer Cyclical
940
+ 2.17%
$9.12 - $10.43 $8.57K - $9.8K
44.3K $445M
WMT
Walmart Inc.

Consumer Defensive
307
+ 4.55%
$84.5 - $105.05 $25.9K - $32.3K
7.05K $619M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 5.87%
$507.05 - $563.67 $38.5K - $42.8K
1.37K $704M
QCOM
Qualcomm Inc

Technology
10
+ 0.33%
$151.94 - $175.86 $1.52K - $1.76K
3.01K $462M
GDV
Gabelli Dividend & Income Trust

Financial Services
54
+ 0.13%
$23.47 - $25.3 $1.27K - $1.37K
43.1K $1.04B
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
170
+ 1.61%
$9.49 - $9.97 $1.61K - $1.69K
10.7K $103M
CMCSA
Comcast Corp

Communication Services
164
+ 0.73%
$33.19 - $38.23 $5.44K - $6.27K
22.6K $836M
PWR
Quanta Services, Inc.

Industrials
599
+ 22.9%
$236.71 - $358.03 $142K - $214K
3.22K $817M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.68%
$423.19 - $506.29 $1.69K - $2.03K
595 $266M
MRK
Merck & Co., Inc.

Healthcare
170
+ 4.43%
$83.01 - $101.02 $14.1K - $17.2K
4.01K $360M
DIS
Walt Disney CO

Communication Services
20
+ 0.78%
$96.87 - $114.0 $1.94K - $2.28K
2.6K $256M
UPS
United Parcel Service Inc

Industrials
173
+ 5.57%
$109.66 - $136.26 $19K - $23.6K
3.28K $361M
HON
Honeywell International Inc

Industrials
51
+ 1.72%
$202.75 - $226.52 $10.3K - $11.6K
3.02K $639M
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 2.1%
$347.25 - $424.87 $16.3K - $20K
2.29K $839M
LOW
Lowes Companies Inc

Consumer Cyclical
31
+ 0.91%
$222.66 - $268.42 $6.9K - $8.32K
3.45K $805M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
+ 1.03%
$47.79 - $59.89 $2.39K - $2.99K
4.9K $246M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.79K
+ 7.51%
$51.45 - $58.51 $349K - $397K
97.1K $5.03B
RVT
Royce Value Trust, Inc.

Financial Services
471
+ 0.56%
$14.07 - $16.68 $6.63K - $7.86K
84.1K $1.2B
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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