KENNEDY INVESTMENT GROUP

Q4 2024 13F Holdings

  • Location
    west depford, NJ
  • Num holdings

    123

  • Value ($000)

    $220,999

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001978005
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$18.19M
8 %

72,645

FTHY
FTHY

FIRST TR HIGH YIELD OPPRT 20

COM
33741Q107
$16.94M
8 %

1,169,971

AMZN
AMZN

AMAZON COM INC

COM
023135106
$14.10M
6 %

64,261

AVGO
AVGO

BROADCOM INC

COM
11135F101
$11.95M
5 %

51,562

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$7.73M
4 %

87,029

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.71M
4 %

57,376

XEVVX
XEVVX

EATON VANCE LTD DURATION INC

COM
27828H105
$5.96M
3 %

609,860

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$5.82M
3 %

101,235

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$5.64M
3 %

10,703

JEPQ
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$5.09M
2 %

90,355

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