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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.7B
$1.16 Billion 0.52% of portfolio
3,381
Q4 2024 Added 9.74%
$29.6B
$1.15 Billion 0.52% of portfolio
5,212
Q4 2024 Added 2.34%
$491B
$1.12 Billion 0.51% of portfolio
10,436
Q4 2024 Reduced 0.3%
$9.48B
$1.08 Billion 0.49% of portfolio
70,200
Q4 2024 Reduced 40.51%
$0
$1.05 Billion 0.48% of portfolio
99,927
Q4 2024 Reduced 10.13%
$0
$1.04 Billion 0.47% of portfolio
43,048
Q4 2024 Added 0.2%
$0
$1.01 Billion 0.46% of portfolio
19,831
Q4 2024 Added 113.33%
$64.8B
$946 Million 0.43% of portfolio
3,263
Q4 2024 Reduced 1.51%
$226B
$952 Million 0.43% of portfolio
3,283
Q4 2024 Added 0.37%
$13B
$886 Million 0.4% of portfolio
18,396
Q4 2024 Reduced 2.63%
$37B
$855 Million 0.39% of portfolio
27,830
Q4 2024 Reduced 3.78%
$367B
$872 Million 0.39% of portfolio
2,241
Q4 2024 Reduced 3.82%
$0
$870 Million 0.39% of portfolio
3,431
Q4 2024 Added 6.22%
$142B
$844 Million 0.38% of portfolio
3,422
Q4 2024 Added 0.8%
$161B
$844 Million 0.38% of portfolio
22,484
Q4 2024 Added 0.47%
$36.4B
$827 Million 0.37% of portfolio
2,616
Q4 2024 Added 4.06%
$18B
$739 Million 0.33% of portfolio
4,552
Q4 2024 Added 0.18%
$0
$698 Million 0.32% of portfolio
1,295
Q4 2024 Added 8.37%
$99.2B
$716 Million 0.32% of portfolio
8,692
Q4 2024 Reduced 0.62%
$68.4B
$685 Million 0.31% of portfolio
3,063
Q4 2024 Reduced 0.65%
Victory Portfolios Ii
-
$678 Million 0.31% of portfolio
-
Q4 2024 Added 63.08%
$219B
$680 Million 0.31% of portfolio
3,093
Q4 2024 Added 0.1%
$141B
$670 Million 0.3% of portfolio
2,968
Q4 2024 Reduced 3.89%
$242B
$665 Million 0.3% of portfolio
6,830
Q4 2024 Added 1.19%
$160M
$667 Million 0.3% of portfolio
55,619
Q4 2022 New
$428B
$650 Million 0.29% of portfolio
4,494
Q4 2024 Reduced 3.81%
$104B
$639 Million 0.29% of portfolio
12,223
Q4 2024 New
$231B
$609 Million 0.28% of portfolio
6,745
Q4 2024 Added 2.43%
$832B
$600 Million 0.27% of portfolio
1,485
Q4 2024 Added 1.37%
$164B
$544 Million 0.25% of portfolio
2,088
Q4 2024 Added 0.87%
$241B
$542 Million 0.25% of portfolio
4,501
Q4 2024 New
$35.7B
$526 Million 0.24% of portfolio
4,450
Q4 2024 Added 1.04%
J P Morgan Exchange Traded F
-
$523 Million 0.24% of portfolio
-
Q4 2024 Reduced 25.43%
$0
$487 Million 0.22% of portfolio
953
Q4 2024 Added 6.24%
$97.9B
$477 Million 0.22% of portfolio
2,768
Q4 2024 Reduced 2.05%
$0
$494 Million 0.22% of portfolio
50,105
Q4 2024 Reduced 17.4%
$683B
$492 Million 0.22% of portfolio
1,086
Q4 2024 Added 0.37%
$0
$463 Million 0.21% of portfolio
4,540
Q3 2024 Added 14.65%
$80.1B
$474 Million 0.21% of portfolio
3,674
Q4 2024 Reduced 2.96%
$172B
$460 Million 0.21% of portfolio
2,997
Q4 2024 Reduced 1.54%
$201B
$424 Million 0.19% of portfolio
18,634
Q4 2024 Reduced 7.19%
$38.4B
$430 Million 0.19% of portfolio
43,389
Q4 2024 Reduced 3.78%
$80B
$391 Million 0.18% of portfolio
3,105
Q4 2024 Reduced 2.85%
$57.8B
$385 Million 0.17% of portfolio
19,645
Q4 2024 Added 1.75%
$226B
$382 Million 0.17% of portfolio
3,840
Q4 2024 Reduced 5.35%
$4.71B
$343 Million 0.16% of portfolio
8,217
Q4 2024 New
$0
$350 Million 0.16% of portfolio
4,100
Q4 2023 New
$125B
$305 Million 0.14% of portfolio
1,876
Q4 2024 Reduced 6.2%
Ishares Bitcoin Trust ETF
-
$299 Million 0.14% of portfolio
-
Q4 2024 New

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
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