KENNEDY INVESTMENT GROUP
Q1 2025 13F Holdings
- Locationwest deptford, NJ
- Num holdings
125
- Value ($000)
$215,422
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001978005
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FTHY FIRST TR HIGH YIELD OPPRT 20 | COM | 33741Q107 | $16.66M | 8 % | 1,152,946 | ||
AAPL APPLE INC | COM | 037833100 | $16.22M | 8 % | 73,040 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.32M | 6 % | 64,734 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $9.03M | 4 % | 96,381 | ||
AVGO BROADCOM INC | COM | 11135F101 | $9.01M | 4 % | 53,824 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.51M | 3 % | 60,108 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $6.09M | 3 % | 106,638 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $5.88M | 3 % | 10,721 | ||
XEVVX EATON VANCE LIMITED DURATION | COM | 27828H105 | $5.70M | 3 % | 570,657 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $5.03M | 2 % | 97,141 |
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