Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $217 Billion
  • Q3 2024

Kennedy Investment Group has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust High Yield Opportunities 2027 Term Fund with a value of $18.1B, Apple Inc. with a value of $17B, Amazon Com Inc with a value of $12B, Broadcom Inc. with a value of $8.85B, and Nvidia Corp with a value of $6.65B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $197B to 217B.

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 $217 Billion
Technology: $43.5 Billion
Financial Services: $43.2 Billion
ETFs: $28.9 Billion
Consumer Defensive: $21.4 Billion
Consumer Cyclical: $16.2 Billion
Industrials: $10.5 Billion
Communication Services: $9.4 Billion
Healthcare: $8.88 Billion
Other: $13.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.1 Billion 8.32% of portfolio
1,196,069
Q3 2024 Reduced 0.88%
$3.57T
$17 Billion 7.84% of portfolio
73,108
Q3 2024 Reduced 1.35%
$1.99T
$12 Billion 5.52% of portfolio
64,407
Q3 2024 Reduced 0.14%
$68.3B
$8.85 Billion 4.07% of portfolio
51,297
Q3 2024 Added 991.19%
$339B
$6.65 Billion 3.06% of portfolio
54,758
Q3 2024 Added 16.42%
$0
$6.57 Billion 3.02% of portfolio
71,945
Q3 2024 Added 4.34%
$0
$6.53 Billion 3.01% of portfolio
621,771
Q3 2024 Added 0.05%
$0
$5.81 Billion 2.67% of portfolio
97,685
Q3 2024 Added 8.63%
$0
$5.73 Billion 2.64% of portfolio
865,546
Q3 2024 New
$482B
$5.28 Billion 2.43% of portfolio
10,696
Q3 2024 Added 1.05%
$54.5B
$4.69 Billion 2.16% of portfolio
5,798
Q3 2024 Added 14.22%
$0
$4.57 Billion 2.1% of portfolio
83,145
Q3 2024 Added 13.67%
$0
$4.36 Billion 2.0% of portfolio
325,396
Q3 2024 Reduced 8.14%
$391B
$4.01 Billion 1.84% of portfolio
23,151
Q3 2024 Reduced 0.66%
$1.04T
$3.79 Billion 1.75% of portfolio
22,694
Q3 2024 Added 3.77%
$0
$3.44 Billion 1.58% of portfolio
75,699
Q3 2024 Added 1.75%
$354B
$2.7 Billion 1.24% of portfolio
13,668
Q3 2024 Reduced 0.31%
$70.4B
$2.62 Billion 1.21% of portfolio
18,692
Q3 2024 Reduced 1.23%
$40.4B
$2.58 Billion 1.19% of portfolio
34,933
Q3 2024 Reduced 1.29%
$3.04T
$2.51 Billion 1.15% of portfolio
5,823
Q3 2024 Reduced 0.56%
$0
$2.38 Billion 1.1% of portfolio
185,169
Q3 2024 Reduced 10.96%
J P Morgan Exchange Traded F
-
$2.36 Billion 1.09% of portfolio
-
Q3 2024 Added 57.66%
$224B
$2.25 Billion 1.03% of portfolio
4,343
Q3 2024 Reduced 13.33%
$332B
$2.18 Billion 1.0% of portfolio
54,964
Q3 2024 Reduced 1.6%
$40.8B
$2.08 Billion 0.96% of portfolio
23,314
Q3 2024 Added 0.12%
$0
$1.87 Billion 0.86% of portfolio
160,036
Q3 2024 Reduced 3.42%
$766B
$1.84 Billion 0.85% of portfolio
2,077
Q3 2024 Added 11.13%
$111B
$1.76 Billion 0.81% of portfolio
16,927
Q3 2024 New
$91.1B
$1.75 Billion 0.8% of portfolio
55,632
Q3 2024 Added 0.52%
$0
$1.66 Billion 0.76% of portfolio
255,048
Q3 2024 Reduced 1.72%
$392B
$1.62 Billion 0.75% of portfolio
1,830
Q3 2024 Added 0.44%
$0
$1.57 Billion 0.72% of portfolio
39,609
Q3 2024 Added 77.6%
$282B
$1.55 Billion 0.71% of portfolio
21,590
Q3 2024 Added 0.01%
$1.28T
$1.52 Billion 0.7% of portfolio
2,651
Q3 2024 Added 20.01%
$32.7B
$1.46 Billion 0.67% of portfolio
14,700
Q3 2024 New
$0
$1.43 Billion 0.66% of portfolio
7,258
Q3 2024 Reduced 0.7%
$229B
$1.43 Billion 0.66% of portfolio
8,387
Q3 2024 Reduced 2.54%
$93.4B
$1.44 Billion 0.66% of portfolio
17,915
Q3 2024 Added 22.71%
$477B
$1.41 Billion 0.65% of portfolio
5,146
Q3 2024 Added 1.12%
$0
$1.38 Billion 0.64% of portfolio
117,039
Q3 2024 Reduced 5.11%
$38.2B
$1.36 Billion 0.63% of portfolio
17,481
Q3 2024 Added 0.05%
$78.1B
$1.34 Billion 0.62% of portfolio
12,935
Q3 2024 Added 0.08%
$172B
$1.34 Billion 0.62% of portfolio
29,933
Q3 2024 Added 0.71%
$0
$1.33 Billion 0.61% of portfolio
84,570
Q3 2024 Reduced 0.45%
$0
$1.3 Billion 0.6% of portfolio
7,457
Q3 2024 Added 2.81%
$38.7B
$1.31 Billion 0.6% of portfolio
5,093
Q3 2024 Reduced 1.2%
$27.4B
$1.29 Billion 0.59% of portfolio
15,965
Q3 2024 Reduced 9.03%
$0
$1.27 Billion 0.58% of portfolio
111,190
Q3 2024 Reduced 5.36%
$494B
$1.23 Billion 0.56% of portfolio
10,467
Q3 2024 Added 5.29%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $217 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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