Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $221 Billion
  • Q4 2024

Kennedy Investment Group has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.2B, First Trust High Yield Opportunities 2027 Term Fund with a value of $16.9B, Amazon Com Inc with a value of $14.1B, Broadcom Inc. with a value of $12B, and Ishares Msci Usa Min Vol Facto with a value of $7.73B.

Examining the 13F form we can see an increase of $3.64B in the current position value, from $217B to 221B.

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 $221 Billion
Technology: $48.4 Billion
Financial Services: $41.2 Billion
ETFs: $31.6 Billion
Consumer Defensive: $19.8 Billion
Consumer Cyclical: $18.2 Billion
Industrials: $10.2 Billion
Communication Services: $10.1 Billion
Healthcare: $8.01 Billion
Other: $11.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$292 Million 0.13% of portfolio
4,850
Q2 2024 Added 5,115.05%
$1.23B
$143 Million 0.06% of portfolio
10,600
Q4 2024 Reduced 27.89%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $221 Billion
  • Prior Value $217 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Kennedy Investment Group Portfolio

Follow Kennedy Investment Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kennedy Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Kennedy Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email