David Kennon Inc Portfolio Holdings

David Kennon Inc

  • $229 Million
  • Q4 2024

David Kennon Inc has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $229 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46.8M, Vanguard Total Stock Market Et with a value of $31.1M, Fidelity Nasdaq Composite Inde with a value of $18.9M, Vanguard Star Fd Vanguard Tota with a value of $15.7M, and Vanguard Small Cap ETF with a value of $11.9M.

Examining the 13F form we can see an decrease of $1.34M in the current position value, from $231M to 229M.

David Kennon Inc is based out at Sarasota, FL

Below you can find more details about David Kennon Inc portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
ETFs: $226 Million
Technology: $2.66 Million
Consumer Cyclical: $649,000
Financial Services: $218,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $229 Million
  • Prior Value $231 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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