KENNEDY INVESTMENT GROUP, INC.
136 holdingsFiling period: 2026-03-31Current AUM: $291.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 59.1K | $18.3M | $23.0M | 7.91% | +897 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 71.5K | $18.2M | $22.1M | 7.60% | -404 | 2026-03-31 |
| 3 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | 1.17M | $15.9M | $16.0M | 5.49% | -6,947 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 63.0K | $13.1M | $17.1M | 5.88% | -131 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 67.2K | $11.7M | $13.5M | 4.64% | +85 | 2026-03-31 |
| 6 | USMV | ISHARES TR | 116.7K | $10.8M | $11.4M | 3.93% | -514 | 2026-03-31 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 150.7K | $8.4M | $8.8M | 3.02% | +11.4K | 2026-03-31 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 170.5K | $7.7M | $8.8M | 3.03% | +12.1K | 2026-03-31 |
| 9 | MA | MASTERCARD INCORPORATED | 11.0K | $5.5M | $6.3M | 2.16% | +14 | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 18.3K | $5.3M | $6.5M | 2.25% | +761 | 2026-03-31 |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | 82.4K | $4.7M | $4.7M | 1.63% | +393 | 2026-03-31 |
| 12 | GPIX | GOLDMAN SACHS ETF TR | 92.3K | $4.6M | $5.1M | 1.76% | +29.5K | 2026-03-31 |
| 13 | BIL | SPDR SERIES TRUST | 46.6K | $4.3M | $4.3M | 1.47% | -2,989 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 6.7K | $3.8M | $3.7M | 1.28% | -43 | 2026-03-31 |
| 15 | ABBV | ABBVIE INC | 15.4K | $3.3M | $3.9M | 1.33% | +234 | 2026-03-31 |
| 16 | VFLO | VICTORY PORTFOLIOS II | 83.9K | $3.3M | $4.2M | 1.43% | +6.8K | 2026-03-31 |
| 17 | PG | PROCTER & GAMBLE CO | 22.8K | $3.3M | $3.3M | 1.13% | -314 | 2026-03-31 |
| 18 | MU | MICRON TECHNOLOGY INC | 9.5K | $3.2M | $7.8M | 2.69% | -521 | 2026-03-31 |
| 19 | INCM | FRANKLIN TEMPLETON ETF TR | 111.4K | $3.2M | $3.2M | 1.12% | +54.0K | 2026-03-31 |
| 20 | ACP | ABRDN INCOME CREDIT STRATEGI | 529.2K | $2.7M | $2.7M | 0.92% | -50,069 | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 9.2K | $2.7M | $3.3M | 1.13% | -199 | 2026-03-31 |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | 40.6K | $2.6M | $2.8M | 0.96% | -5,591 | 2026-03-31 |
| 23 | BAC | BANK AMERICA CORP | 51.0K | $2.5M | $3.2M | 1.09% | -443 | 2026-03-31 |
| 24 | LLY | ELI LILLY & CO | 2.6K | $2.4M | $3.0M | 1.04% | -43 | 2026-03-31 |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | 6.2K | $2.4M | $4.7M | 1.62% | +583 | 2026-03-31 |
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