Kennedy Investment Group Reduced Holdings in Q3 2025

Kennedy Investment Group

  • $252 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-124K
- 38.88%
$10.03 - $10.4 $1.25M - $1.29M
195K $1.98B
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-146K
- 17.95%
$5.79 - $5.98 $843K - $871K
665K $3.86B
MU
Micron Technology Inc

Technology
-8.73K
- 44.84%
$104.88 - $168.89 $915K - $1.47M
10.7K $1.8B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-47.1K
- 19.49%
$11.51 - $12.4 $542K - $584K
194K $2.39B
FVD
First Tr Value Line Divid Inde

ETFs
-12.9K
- 18.93%
$44.73 - $46.86 $576K - $603K
55.2K $2.55B
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-45K
- 38.21%
$9.99 - $10.91 $450K - $491K
72.8K $790M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
-32.6K
- 55.19%
$9.9 - $10.87 $323K - $355K
26.5K $282M
SOFI
So Fi Technologies, Inc.

Financial Services
-27.9K
- 47.86%
$17.64 - $29.81 $492K - $832K
30.4K $803M
ADBE
Adobe Inc.

Technology
-507
- 35.5%
$333.65 - $392.1 $169K - $199K
921 $325M
STZ
Constellation Brands, Inc.

Consumer Defensive
-584
- 11.92%
$131.78 - $176.09 $77K - $103K
4.32K $581M
IIM
Invesco Value Municipal Income Trust

Financial Services
-24K
- 17.77%
$11.23 - $12.55 $269K - $301K
111K $1.39B
PG
Procter & Gamble CO

Consumer Defensive
-231
- 1.03%
$150.47 - $161.22 $34.8K - $37.2K
22.3K $3.42B
CL
Colgate Palmolive CO

Consumer Defensive
-114
- 0.9%
$79.36 - $93.33 $9.05K - $10.6K
12.6K $1.01B
AMAT
Applied Materials Inc

Technology
-936
- 42.49%
$156.25 - $204.95 $146K - $192K
1.27K $259M
CRM
Salesforce, Inc.

Technology
-341
- 21.21%
$231.66 - $273.65 $79K - $93.3K
1.27K $300M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-25.7K
- 12.54%
$9.39 - $10.12 $241K - $260K
179K $1.81B
KHC
Kraft Heinz CO

Consumer Defensive
-4.78K
- 17.64%
$25.63 - $28.94 $122K - $138K
22.3K $581M
PMM
Putnam Managed Municipal Income Trust

Financial Services
-21.6K
- 10.91%
$5.78 - $6.16 $125K - $133K
176K $1.06B
DEO
Diageo PLC

Consumer Defensive
-281
- 1.84%
$93.64 - $115.33 $26.3K - $32.4K
15K $1.43B
KO
Coca Cola CO

Consumer Defensive
-72
- 0.34%
$65.67 - $71.67 $4.73K - $5.16K
21K $1.39B
SHOP
Shopify Inc.

Technology
-3.97K
- 26.09%
$112.11 - $157.12 $445K - $624K
11.2K $1.67B
LMT
Lockheed Martin Corp

Industrials
-210
- 32.76%
$410.74 - $499.21 $86.3K - $105K
431 $215M
CAH
Cardinal Health Inc

Healthcare
-211
- 4.81%
$146.04 - $167.63 $30.8K - $35.4K
4.18K $655M
HON
Honeywell International Inc

Industrials
-52
- 1.74%
$207.7 - $240.4 $10.8K - $12.5K
2.93K $616M
V
Visa Inc.

Financial Services
-36
- 0.79%
$332.09 - $358.86 $12K - $12.9K
4.54K $1.55B
GIS
General Mills Inc

Consumer Defensive
-388
- 1.13%
$48.44 - $53.83 $18.8K - $20.9K
34.1K $1.72B
DIS
Walt Disney CO

Communication Services
-343
- 13.53%
$112.25 - $124.0 $38.5K - $42.5K
2.19K $251M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-9.76K
- 11.94%
$10.08 - $10.96 $98.4K - $107K
72K $781M
NVS
Novartis Ag

Healthcare
-825
- 12.13%
$113.5 - $129.73 $93.6K - $107K
5.98K $767M
PEG
Public Service Enterprise Group Inc

Utilities
-358
- 1.58%
$79.99 - $90.14 $28.6K - $32.3K
22.3K $1.86B
COP
Conocophillips

Energy
-1.02K
- 9.8%
$91.0 - $98.99 $92.5K - $101K
9.36K $885M
AMZN
Amazon Com Inc

Consumer Cyclical
-254
- 0.39%
$211.65 - $238.24 $53.8K - $60.5K
64.3K $14.1B
T
At&T Inc.

Communication Services
-1.11K
- 6.15%
$26.94 - $29.62 $29.9K - $32.8K
16.9K $478M
VRT
Vertiv Holdings CO

Industrials
-3.02K
- 16.33%
N/A
15.5K $2.34B
APD
Air Products & Chemicals, Inc.

Basic Materials
-26
- 0.8%
$265.78 - $299.3 $6.91K - $7.78K
3.22K $877M
IVE
Ishares S&P 500 Value ETF

ETFs
-532
- 7.57%
$194.44 - $206.51 $103K - $110K
6.5K $1.34B
VHT
Vanguard Health Care ETF

ETFs
-239
- 6.52%
$239.12 - $259.95 $57.1K - $62.1K
3.43K $890M
MPB
Mid Penn Bancorp Inc

Financial Services
-888
- 3.75%
$26.7 - $31.64 $23.7K - $28.1K
22.8K $653M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-196
- 1.17%
$45.54 - $48.43 $8.93K - $9.49K
16.6K $774M
AMGN
Amgen Inc

Healthcare
-40
- 1.96%
$271.18 - $309.22 $10.8K - $12.4K
2K $564M
QCOM
Qualcomm Inc

Technology
-147
- 5.14%
$145.84 - $173.55 $21.4K - $25.5K
2.71K $451M
J P Morgan Exchange Traded F
-151
- 1.83%
N/A
8.1K $409M
CLX
Clorox CO

Consumer Defensive
-119
- 2.68%
$117.67 - $131.43 $14K - $15.6K
4.33K $533M
MRK
Merck & Co., Inc.

Healthcare
-154
- 4.31%
$77.6 - $87.37 $12K - $13.5K
3.42K $287M
ADT
Adt Inc.

Industrials
-18
- 0.07%
$8.27 - $8.85 $149 - $159
25.4K $221M
AXP
American Express CO

Financial Services
-6
- 0.9%
$294.27 - $342.31 $1.77K - $2.05K
664 $221M
MCD
Mcdonalds Corp

Consumer Cyclical
-104
- 3.07%
$291.67 - $316.99 $30.3K - $33K
3.28K $998M
RDVY
First Trust Rising Dividend Ac

ETFs
-121
- 3.3%
$62.38 - $67.29 $7.55K - $8.14K
3.55K $239M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 1.01%
$459.11 - $506.91 $5.05K - $5.58K
1.07K $539M
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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