KENNEDY INVESTMENT GROUP, INC.

WEST DEPTFORD, NJ · CIK 1978005 · 13F filing filed 2025-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$235.4m reported value +9.3% vs Q1 2025

136positions

43.8%in top 10

14 new 53 added 66 reduced 3 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIRST TR HIGH YIELD OPPRT 20 COM FTHY	FTHY	1,155,633	$17.2m7.29%	7.29%	Added +2.7k	+2,687 0.2%
2	BROADCOM INC COM AVGO	AVGO	54,160	$14.9m6.34%	6.34%	Added +336	+336 0.6%
3	APPLE INC COM AAPL	AAPL	71,700	$14.7m6.25%	6.25%	Reduced -1.3k	-1,340 -1.8%
4	AMAZON COM INC COM AMZN	AMZN	64,518	$14.2m6.01%	6.01%	Reduced -216	-216 -0.3%
5	NVIDIA CORPORATION COM NVDA	NVDA	60,913	$9.6m4.09%	4.09%	Added +805	+805 1.3%
6	ISHARES TR MSCI USA MIN VOL USMV	USMV	101,389	$9.5m4.04%	4.04%	Added +5.0k	+5,008 5.2%
7	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	108,734	$6.2m2.63%	2.63%	Added +2.1k	+2,096 2.0%
8	MASTERCARD INCORPORATED CL A MA	MA	10,757	$6.0m2.57%	2.57%	Added +36	+36 0.3%
9	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	109,772	$6.0m2.54%	2.54%	Added +12.6k	+12,631 13.0%
10	ABRDN INCOME CREDIT STRATEGI COM ACP	ACP	811,019	$4.8m2.03%	2.03%	Reduced -3	-3 0.0%
11	UNITED RENTALS INC COM URI	URI	6,006	$4.5m1.92%	1.92%	Reduced -163	-163 -2.6%
12	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	95,492	$4.0m1.72%	1.72%	Reduced -5.0k	-5,050 -5.0%
13	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	41,074	$3.8m1.60%	1.60%	New
14	PROCTER AND GAMBLE CO COM PG	PG	22,490	$3.6m1.52%	1.52%	Reduced -203	-203 -0.9%
15	EATON VANCE LTD DURATION INC COM XEVVX	XEVVX	319,410	$3.3m1.39%	1.39%	Reduced -251.2k	-251,247 -44.0%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	17,793	$3.2m1.34%	1.34%	Reduced -2.2k	-2,167 -10.9%
17	MICROSOFT CORP COM MSFT	MSFT	6,285	$3.1m1.33%	1.33%	Reduced -56	-56 -0.9%
18	META PLATFORMS INC CL A META	META	4,142	$3.1m1.30%	1.30%	Added +295	+295 7.7%
19	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	68,041	$3.0m1.29%	1.29%	Reduced -5.4k	-5,364 -7.3%
20	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	48,220	$3.0m1.28%	1.28%	Reduced -4.8k	-4,753 -9.0%
21	NUVEEN AMT FREE MUN CR INC F COM NVG	NVG	241,512	$2.9m1.22%	1.22%	Reduced -18.1k	-18,115 -7.0%
22	ABBVIE INC COM ABBV	ABBV	15,139	$2.8m1.19%	1.19%	Reduced -92	-92 -0.6%
23	BANK AMERICA CORP COM BAC	BAC	52,951	$2.5m1.06%	1.06%	Reduced -682	-682 -1.3%
24	MICRON TECHNOLOGY INC COM MU	MU	19,461	$2.4m1.02%	1.02%	Added +8	+8 0.0%
25	VERTIV HOLDINGS CO COM CL A VRT	VRT	18,517	$2.4m1.01%	1.01%	Added +1.4k	+1,376 8.0%
26	ELI LILLY & CO COM LLY	LLY	2,783	$2.2m0.92%	0.92%	Reduced -49	-49 -1.7%
27	INVESCO TR INVT GRADE MUNS COM VGM	VGM	204,916	$1.9m0.83%	0.83%	Reduced -24.2k	-24,219 -10.6%
28	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	22,663	$1.9m0.81%	0.81%	Reduced -159	-159 -0.7%
29	COSTCO WHSL CORP NEW COM COST	COST	1,849	$1.8m0.78%	0.78%	Reduced -222	-222 -10.7%
30	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,538	$1.8m0.77%	0.77%	Reduced -44	-44 -1.2%
31	GENERAL MLS INC COM GIS	GIS	34,474	$1.8m0.76%	0.76%	Reduced -226	-226 -0.7%
32	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	15,213	$1.8m0.75%	0.75%	Reduced -230	-230 -1.5%
33	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	46,997	$1.7m0.71%	0.71%	Added +5.7k	+5,733 13.9%
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,425	$1.7m0.71%	0.71%	Added +376	+376 4.2%
35	VISA INC COM CL A V	V	4,574	$1.6m0.69%	0.69%	Reduced -11	-11 -0.2%
36	BP PLC SPONSORED ADR BP	BP	54,167	$1.6m0.69%	0.69%	Added +452	+452 0.8%
37	WELLS FARGO CO NEW COM WFC	WFC	19,859	$1.6m0.68%	0.68%	Added +611	+611 3.2%
38	INVESCO VALUE MUN INCOME TR COM IIM	IIM	135,072	$1.6m0.67%	0.67%	Reduced -13.4k	-13,353 -9.0%
39	DIAGEO PLC SPON ADR NEW DEO	DEO	15,294	$1.5m0.66%	0.66%	Reduced -197	-197 -1.3%
40	JPMORGAN CHASE & CO COM JPM	JPM	5,311	$1.5m0.65%	0.65%	Added +29	+29 0.6%
41	COCA COLA CO COM KO	KO	21,047	$1.5m0.63%	0.63%	Reduced -66	-66 -0.3%
42	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	27,963	$1.4m0.60%	0.60%	Added +2.8k	+2,783 11.1%
43	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	7,831	$1.4m0.59%	0.59%	Added +254	+254 3.4%
44	ISHARES TR S&P 500 VAL ETF IVE	IVE	7,029	$1.4m0.58%	0.58%	Added +336	+336 5.0%
45	SYSCO CORP COM SYY	SYY	17,313	$1.3m0.56%	0.56%	Reduced -58	-58 -0.3%
46	VERIZON COMMUNICATIONS INC COM VZ	VZ	29,507	$1.3m0.54%	0.54%	Reduced -952	-952 -3.1%
47	NUVEEN MUN CR OPPORTUNITIES COM NMCO	NMCO	117,806	$1.3m0.54%	0.54%	Reduced -5.0k	-4,977 -4.0%
48	ROYCE SMALL CAP TRUST INC COM RVT	RVT	80,701	$1.2m0.52%	0.52%	Reduced -3.4k	-3,364 -4.0%
49	PUTNAM MANAGED MUN INCOME TR COM PMM	PMM	197,626	$1.2m0.50%	0.50%	Reduced -26.0k	-25,995 -11.6%
50	QUANTA SVCS INC COM PWR	PWR	3,123	$1.2m0.50%	0.50%	Reduced -92	-92 -2.9%
51	COLGATE PALMOLIVE CO COM CL	CL	12,694	$1.2m0.49%	0.49%	Reduced -181	-181 -1.4%
52	EXXON MOBIL CORP COM XOM	XOM	10,437	$1.1m0.48%	0.48%	Added +1	+1 0.0%
53	GABELLI DIVID & INCOME TR COM XGDVX	XGDVX	43,214	$1.1m0.48%	0.48%	Added +112	+112 0.3%
54	SOFI TECHNOLOGIES INC COM SOFI	SOFI	58,300	$1.1m0.45%	0.45%	Reduced -6.6k	-6,600 -10.2%
55	PEPSICO INC COM PEP	PEP	7,511	$991.7k0.42%	0.42%	Added +23	+23 0.3%
56	MCDONALDS CORP COM MCD	MCD	3,388	$989.8k0.42%	0.42%	Reduced -9	-9 -0.3%
57	CONSTELLATION ENERGY CORP COM CEG	CEG	3,024	$976.1k0.41%	0.41%	Reduced -21	-21 -0.7%
58	WASTE MGMT INC DEL COM WM	WM	4,071	$931.5k0.40%	0.40%	Reduced -2	-2 -0.1%
59	CONOCOPHILLIPS COM COP	COP	10,375	$931.1k0.40%	0.40%	Reduced -4.3k	-4,314 -29.4%
60	AIR PRODS & CHEMS INC COM APD	APD	3,241	$914.2k0.39%	0.39%	Reduced -45	-45 -1.4%
61	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,100	$913.9k0.39%	0.39%	Reduced -8	-8 -0.3%
62	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,668	$911.0k0.39%	0.39%	Added +112	+112 3.1%
63	PHILIP MORRIS INTL INC COM PM	PM	4,747	$864.6k0.37%	0.37%	Added +108	+108 2.3%
64	HOME DEPOT INC COM HD	HD	2,310	$847.1k0.36%	0.36%	Added +22	+22 1.0%
65	ALLIANCEBERNSTEIN NATL MUN I COM AFB	AFB	81,725	$842.6k0.36%	0.36%	Reduced -10.8k	-10,788 -11.7%
66	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,472	$836.0k0.36%	0.36%	Added +101	+101 7.4%
67	NOVARTIS AG SPONSORED ADR NVS	NVS	6,803	$823.2k0.35%	0.35%	Added +4	+4 0.1%
68	SOUTHERN CO COM SO	SO	8,721	$800.9k0.34%	0.34%	Added +28	+28 0.3%
69	CONSTELLATION BRANDS INC CL A STZ	STZ	4,901	$797.3k0.34%	0.34%	Reduced -83	-83 -1.7%
70	GAMING & LEISURE PPTYS INC COM GLPI	GLPI	16,807	$784.5k0.33%	0.33%	Reduced -1.5k	-1,496 -8.2%
71	LOWES COS INC COM LOW	LOW	3,430	$760.9k0.32%	0.32%	Reduced -23	-23 -0.7%
72	CARDINAL HEALTH INC COM CAH	CAH	4,387	$737.1k0.31%	0.31%	Reduced -74	-74 -1.7%
73	WALMART INC COM WMT	WMT	7,475	$730.9k0.31%	0.31%	Added +423	+423 6.0%
74	ALTRIA GROUP INC COM MO	MO	12,265	$719.1k0.31%	0.31%	Added +20	+20 0.2%
75	SERVICENOW INC COM NOW	NOW	697	$716.6k0.30%	0.30%	Added +1	+1 0.1%
76	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	11,649	$713.0k0.30%	0.30%	Added +3.9k	+3,859 49.5%
77	KRAFT HEINZ CO COM KHC	KHC	27,083	$699.3k0.30%	0.30%	Added +293	+293 1.1%
78	HONEYWELL INTL INC COM COM		2,980	$694.0k0.29%	0.29%	Reduced -39	-39 -1.3%
79	MID PENN BANCORP INC COM MPB	MPB	23,693	$668.1k0.28%	0.28%	New
80	JOHNSON & JOHNSON COM JNJ	JNJ	4,358	$665.7k0.28%	0.28%	Reduced -118	-118 -2.6%
81	ISHARES TR EXPND TEC SC ETF IGM	IGM	5,678	$637.9k0.27%	0.27%	Added +199	+199 3.6%
82	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,002	$619.2k0.26%	0.26%	Added +24	+24 2.5%
83	COMCAST CORP NEW CL A CMCSA	CMCSA	17,254	$615.8k0.26%	0.26%	Reduced -5.4k	-5,394 -23.8%
84	TESLA INC COM TSLA	TSLA	1,927	$612.1k0.26%	0.26%	Added +209	+209 12.2%
85	BLACKROCK MUNIVEST FD II INC COM XMVTX	XMVTX	59,126	$610.2k0.26%	0.26%	Reduced -22.6k	-22,582 -27.6%
86	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,043	$575.6k0.24%	0.24%	Added +110	+110 11.8%
87	AMGEN INC COM AMGN	AMGN	2,040	$569.6k0.24%	0.24%	Reduced -28	-28 -1.4%
88	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,760	$564.9k0.24%	0.24%	Added +1.3k	+1,319 91.5%
89	ADOBE INC COM ADBE	ADBE	1,428	$552.5k0.23%	0.23%	Reduced -890	-890 -38.4%
90	CLOROX CO DEL COM CLX	CLX	4,444	$533.6k0.23%	0.23%	Reduced -41	-41 -0.9%
91	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,084	$526.6k0.22%	0.22%	Reduced -7	-7 -0.6%
92	AT&T INC COM T	T	18,043	$522.2k0.22%	0.22%	Reduced -428	-428 -2.3%
93	BLACKROCK INC COM BLK	BLK	466	$488.7k0.21%	0.21%	Reduced -134	-134 -22.3%
94	FORD MTR CO COM F	F	44,482	$482.6k0.21%	0.21%	Added +153	+153 0.3%
95	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,502	$457.5k0.19%	0.19%	New
96	QUALCOMM INC COM QCOM	QCOM	2,859	$455.3k0.19%	0.19%	Reduced -148	-148 -4.9%
97	SALESFORCE INC COM CRM	CRM	1,608	$438.6k0.19%	0.19%	Added +52	+52 3.3%
98	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	8,545	$429.1k0.18%	0.18%	New
99	GE AEROSPACE COM NEW GE	GE	1,638	$421.5k0.18%	0.18%	Reduced -8	-8 -0.5%
100	J P MORGAN EXCHANGE TRADED F HIGH YIELD MUNI JMHI	JMHI	8,255	$410.9k0.17%	0.17%	Added +7	+7 0.1%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
WILLIAM PENN BANCORPORATION		55,619	$607.4k55.6k shares
PPL CORP PPL	PPL	5,782	$208.8k5.8k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	419	$208.6k419 shares