KENNEDY INVESTMENT GROUP

Q3 2025 13F Holdings

  • Location
    west deptford, NJ
  • Num holdings

    138

  • Value ($000)

    $251,529

  • Date Filed
    10/27/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVGO

BROADCOM INC

COM
11135F101
$18.01M
7 %

54,584

A
AAPL

APPLE INC

COM
037833100
$17.95M
7 %

70,509

F
FTHY

FIRST TR HIGH YIELD OPPRT 20

COM
33741Q107
$16.93M
7 %

1,168,085

A
AMZN

AMAZON COM INC

COM
023135106
$14.11M
6 %

64,264

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.79M
5 %

63,210

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$10.49M
4 %

110,277

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$7.31M
3 %

127,027

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$6.45M
3 %

112,964

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$6.12M
2 %

10,761

U
URI

UNITED RENTALS INC

COM
911363109
$5.37M
2 %

5,626

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