KENNEDY INVESTMENT GROUP Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$215.4B

Holdings

125

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
FTHYFIRST TR HIGH YIELD OPPRT 20
1,152,946$16.7B7.73%
2
AAPLAPPLE INC
73,040$16.2B7.53%
3
AMZNAMAZON COM INC
64,734$12.3B5.72%
4
USMVISHARES TR
96,381$9.0B4.19%
5
AVGOBROADCOM INC
53,824$9.0B4.18%
6
NVDANVIDIA CORPORATION
60,108$6.5B3.02%
7
JEPIJ P MORGAN EXCHANGE TRADED F
106,638$6.1B2.83%
8
MAMASTERCARD INCORPORATED
10,721$5.9B2.73%
9
XEVVXEATON VANCE LIMITED DURATION
570,657$5.7B2.64%
10
JEPQJ P MORGAN EXCHANGE TRADED F
97,141$5.0B2.33%
11
ACPABRDN INCOME CREDIT STRATEGI
811,022$4.8B2.22%
12
PGPROCTER AND GAMBLE CO
22,693$3.9B1.80%
13
URIUNITED RENTALS INC
6,169$3.9B1.79%
14
DFAUDIMENSIONAL ETF TRUST
100,542$3.9B1.79%
15
FVDFIRST TR VALUE LINE DIVID IN
73,405$3.3B1.52%
16
NVGNUVEEN AMT FREE MUN CR INC F
259,627$3.2B1.49%
17
ABBVABBVIE INC
15,231$3.2B1.48%
18
HELOJ P MORGAN EXCHANGE TRADED F
52,973$3.2B1.47%
19
GOOGALPHABET INC
19,960$3.1B1.45%
20
MSFTMICROSOFT CORP
6,341$2.4B1.11%
21
LLYELI LILLY & CO
2,832$2.3B1.09%
22
VGMINVESCO TR INVT GRADE MUNS
229,135$2.3B1.06%
23
BACBANK AMERICA CORP
53,633$2.2B1.04%
24
METAMETA PLATFORMS INC
3,847$2.2B1.03%
25
GISGENERAL MLS INC
34,700$2.1B0.96%
26
COSTCOSTCO WHSL CORP NEW
2,071$2.0B0.91%
27
PEGPUBLIC SVC ENTERPRISE GRP IN
22,822$1.9B0.87%
28
BPBP PLC
53,715$1.8B0.84%
29
IIMINVESCO VALUE MUN INCOME TR
148,425$1.8B0.82%
30
MUMICRON TECHNOLOGY INC
19,453$1.7B0.78%
31
DEODIAGEO PLC
15,491$1.6B0.75%
32
VVISA INC
4,585$1.6B0.75%
33
COPCONOCOPHILLIPS
14,689$1.5B0.72%
34
KOCOCA COLA CO
21,113$1.5B0.70%
35
SHOPSHOPIFY INC
15,443$1.5B0.69%
36
VFLOVICTORY PORTFOLIOS II
41,264$1.4B0.66%
37
GOOGLALPHABET INC
9,049$1.4B0.65%
38
WFCWELLS FARGO CO NEW
19,248$1.4B0.64%
39
BACVERIZON COMMUNICATIONS INC
30,459$1.4B0.64%
40
PMMPUTNAM MANAGED MUN INCOME TR
223,621$1.4B0.64%
41
NMCONUVEEN MUN CR OPPORTUNITIES
122,783$1.3B0.61%
42
SYYSYSCO CORP
17,371$1.3B0.61%
43
JPMJPMORGAN CHASE & CO.
5,282$1.3B0.60%
44
VPUVANGUARD WORLD FD
7,577$1.3B0.60%
45
JAAAJANUS DETROIT STR TR
25,180$1.3B0.59%
46
IVEISHARES TR
6,693$1.3B0.59%
47
CRWDCROWDSTRIKE HLDGS INC
3,582$1.3B0.59%
48
XOMEXXON MOBIL CORP
10,436$1.2B0.58%
49
VRTVERTIV HOLDINGS CO
17,141$1.2B0.57%
50
CLCOLGATE PALMOLIVE CO
12,875$1.2B0.56%
51
RVTROYCE SMALL CAP TRUST INC
84,065$1.2B0.56%
52
PEPPEPSICO INC
7,488$1.1B0.52%
53
MCDMCDONALDS CORP
3,397$1.1B0.49%
54
XGDVXGABELLI DIVID & INCOME TR
43,102$1.0B0.48%
55
AFBALLIANCEBERNSTEIN NATL MUN I
92,513$1.0B0.47%
56
APDAIR PRODS & CHEMS INC
3,286$969.1M0.45%
57
WMWASTE MGMT INC DEL
4,073$943.0M0.44%
58
VHTVANGUARD WORLD FD
3,556$941.4M0.44%
59
GLPIGAMING & LEISURE PPTYS INC
18,303$931.6M0.43%
60
STZCONSTELLATION BRANDS INC
4,984$914.6M0.42%
61
ADBEADOBE INC
2,318$889.0M0.41%
62
MVTBLACKROCK MUNIVEST FD II INC
81,708$863.7M0.40%
63
HDHOME DEPOT INC
2,288$838.7M0.39%
64
CMCSACOMCAST CORP NEW
22,648$835.7M0.39%
65
PWRQUANTA SVCS INC
3,215$817.3M0.38%
66
KHCKRAFT HEINZ CO
26,790$815.2M0.38%
67
LOWLOWES COS INC
3,453$805.3M0.37%
68
SOSOUTHERN CO
8,693$799.3M0.37%
69
IBMINTERNATIONAL BUSINESS MACHS
3,108$772.8M0.36%
70
NVSNNOVARTIS AG
6,799$757.9M0.35%
71
SOFISOFI TECHNOLOGIES INC
64,900$754.8M0.35%
72
JNJJOHNSON & JOHNSON
4,476$742.3M0.34%
73
4I1PHILIP MORRIS INTL INC
4,639$736.3M0.34%
74
MOALTRIA GROUP INC
12,245$734.9M0.34%
75
VOOVANGUARD INDEX FDS
1,371$704.4M0.33%
76
CLXCLOROX CO DEL
4,485$660.5M0.31%
77
AMGNAMGEN INC
2,068$644.3M0.30%
78
HONHONEYWELL INTL INC
3,019$639.3M0.30%
79
WMTWALMART INC
7,052$619.1M0.29%
80
CAHCARDINAL HEALTH INC
4,461$614.5M0.29%
81
CEGCONSTELLATION ENERGY CORP
3,045$614.0M0.29%
82
WILLIAM PENN BANCORPORATION
55,619$607.4M0.28%
83
BRK/BBERKSHIRE HATHAWAY INC DEL
1,091$581.0M0.27%
84
BLKBLACKROCK INC
600$568.1M0.26%
85
NOWSERVICENOW INC
696$554.1M0.26%
86
SPYSPDR S&P 500 ETF TR
978$547.2M0.25%
87
TAT&T INC
18,471$522.4M0.24%
88
IGMISHARES TR
5,479$496.8M0.23%
89
QCOMQUALCOMM INC
3,007$462.0M0.21%
90
MQTBLACKROCK MUNIYIELD QUALITY
45,763$457.6M0.21%
91
TSLATESLA INC
1,718$445.2M0.21%
92
FFORD MTR CO
44,329$444.6M0.21%
93
NDQINVESCO QQQ TR
933$437.6M0.20%
94
CRMSALESFORCE INC
1,556$417.6M0.19%
95
JMHIJ P MORGAN EXCHANGE TRADED F
8,248$416.5M0.19%
96
BXBLACKSTONE INC
2,686$375.5M0.17%
97
UYGPROSHARES TR
4,100$365.6M0.17%
98
IBITISHARES BITCOIN TRUST ETF
7,790$364.6M0.17%
99
UPSUNITED PARCEL SERVICE INC
3,278$360.5M0.17%
100
MRKMERCK & CO INC
4,010$360.0M0.17%
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