Kennedy Investment Group Incresed Positions in Q3 2024

Kennedy Investment Group

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
722
+ 14.22%
$627.41 - $814.1 $453K - $588K
5.8K $4.69B
AVGO
Broadcom Inc.

Technology
46.6K
+ 991.19%
$136.27 - $1745.86 $6.35M - $81.4M
51.3K $8.85B
J P Morgan Exchange Traded F
14.1K
+ 57.66%
N/A
38.6K $2.36B
NVDA
Nvidia Corp

Technology
7.73K
+ 16.42%
$98.91 - $134.91 $764K - $1.04M
54.8K $6.65B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3K
+ 4.34%
$83.76 - $91.82 $251K - $275K
71.9K $6.57B
DFAU
Dimensional ETF Tr

ETFs
17.3K
+ 77.6%
$35.8 - $39.69 $620K - $687K
39.6K $1.57B
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.76K
+ 8.63%
$54.98 - $59.51 $427K - $462K
97.7K $5.81B
MA
Mastercard Inc

Financial Services
111
+ 1.05%
$429.6 - $500.99 $47.7K - $55.6K
10.7K $5.28B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 13.67%
$49.7 - $56.11 $497K - $561K
83.1K $4.57B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
333
+ 0.05%
$9.67 - $10.51 $3.22K - $3.5K
622K $6.53B
FVD
First Tr Value Line Divid Inde

ETFs
1.3K
+ 1.75%
$40.45 - $45.49 $52.6K - $59.2K
75.7K $3.44B
META
Meta Platforms, Inc.

Communication Services
442
+ 20.01%
$453.41 - $572.44 $200K - $253K
2.65K $1.52B
PEG
Public Service Enterprise Group Inc

Utilities
29
+ 0.12%
$73.58 - $89.21 $2.13K - $2.59K
23.3K $2.08B
VPU
Vanguard Utilities ETF

ETFs
204
+ 2.81%
$146.64 - $174.54 $29.9K - $35.6K
7.46K $1.3B
CEG
Constellation Energy Corp

Utilities
202
+ 7.01%
$167.08 - $262.86 $33.8K - $53.1K
3.08K $802M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.01%
$62.69 - $73.01 $188 - $219
21.6K $1.55B
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 0.38%
$213.3 - $270.78 $2.77K - $3.52K
3.4K $919M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.34%
$245.82 - $304.51 $2.7K - $3.35K
3.27K $996M
SOFI
So Fi Technologies, Inc.

Financial Services
1.9K
+ 1.64%
$6.32 - $8.19 $12K - $15.6K
118K $927M
LLY
Eli Lilly & CO

Healthcare
208
+ 11.13%
$772.14 - $960.02 $161K - $200K
2.08K $1.84B
CLX
Clorox CO

Consumer Defensive
32
+ 0.71%
$131.73 - $166.97 $4.22K - $5.34K
4.54K $740M
VZ
Verizon Communications Inc

Communication Services
210
+ 0.71%
$38.89 - $45.0 $8.17K - $9.45K
29.9K $1.34B
SYY
Sysco Corp

Consumer Defensive
8
+ 0.05%
$69.16 - $78.98 $553 - $632
17.5K $1.36B
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.08%
$95.54 - $108.77 $955 - $1.09K
12.9K $1.34B
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.15%
$66.91 - $81.4 $669 - $814
6.59K $532M
XOM
Exxon Mobil Corp

Energy
526
+ 5.29%
$109.72 - $119.0 $57.7K - $62.6K
10.5K $1.23B
V
Visa Inc.

Financial Services
57
+ 1.12%
$253.74 - $291.56 $14.5K - $16.6K
5.15K $1.41B
GDV
Gabelli Dividend & Income Trust

Financial Services
85
+ 0.2%
$22.05 - $24.45 $1.87K - $2.08K
43K $1.05B
VHT
Vanguard Health Care ETF

ETFs
78
+ 2.47%
$261.88 - $288.1 $20.4K - $22.5K
3.23K $912M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.44%
$801.83 - $917.05 $6.41K - $7.34K
1.83K $1.62B
CMCSA
Comcast Corp

Communication Services
129
+ 0.58%
$37.33 - $41.78 $4.82K - $5.39K
22.4K $935M
IGM
Ishares Expanded Tech Sector E

ETFs
580
+ 14.65%
$84.03 - $98.62 $48.7K - $57.2K
4.54K $436M
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.77%
$194.9 - $224.8 $7.41K - $8.54K
5.01K $1.06B
COP
Conocophillips

Energy
759
+ 15.66%
$102.3 - $116.61 $77.6K - $88.5K
5.61K $590M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.34%
$475.2 - $527.7 $1.9K - $2.11K
1.2K $630M
MRK
Merck & Co., Inc.

Healthcare
590
+ 17.02%
$111.15 - $128.97 $65.6K - $76.1K
4.06K $461M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
16
+ 0.57%
$95.1 - $106.76 $1.52K - $1.71K
2.81K $300M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 2.44%
$517.38 - $573.86 $5.69K - $6.31K
461 $265M
PMF
Pimco Municipal Income Fund

Financial Services
169
+ 1.37%
$9.07 - $10.32 $1.53K - $1.74K
12.5K $129M
AMAT
Applied Materials Inc

Technology
339
+ 20.41%
$174.88 - $254.97 $59.3K - $86.4K
2K $404M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
251
+ 2.43%
$9.59 - $10.12 $2.41K - $2.54K
10.6K $107M
ET
Energy Transfer LP

Energy
366
+ 1.93%
$15.43 - $16.44 $5.65K - $6.02K
19.3K $310M
ADT
Adt Inc.

Industrials
41
+ 0.12%
$6.87 - $7.9 $282 - $324
32.9K $238M
CVX
Chevron Corp

Energy
10
+ 0.54%
$137.88 - $161.97 $1.38K - $1.62K
1.87K $275M
GOOGL
Alphabet Inc.

Communication Services
256
+ 3.96%
$148.65 - $191.18 $38.1K - $48.9K
6.71K $1.11B
GOOG
Alphabet Inc.

Communication Services
825
+ 3.77%
$149.54 - $192.66 $123K - $159K
22.7K $3.79B
BP
Bp PLC

Energy
290
+ 0.52%
$30.78 - $37.05 $8.93K - $10.7K
55.6K $1.75B
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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