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 Market Cap. of $10 Billions to $200 Billions
