Fund HoldingsKENNEDY INVESTMENT GROUP

Total Portfolio Value
$197.48M
Total Bought
$18.30M
Total Sold
$12.94M
Net Transaction
+$5.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)74,49474,107-38712,77415,6087.90%+2,834
NVIDIA CORPORATION(NVDA)047,033+47,03305,8102.94%+5,810
BROADCOM INC(AVGO)4,1404,701+5615,4877,5483.82%+2,062
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
41,77373,145+31,3722,2664,0602.06%+1,794
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
024,483+24,48301,4340.73%+1,434
ISHARES TR
MSCI USA MIN ETF
53,74968,950+15,2014,4925,7892.93%+1,297
UNITED RENTALS INC(URI)3,2685,076+1,8082,3563,2831.66%+927
AMAZON COM INC(AMZN)64,75764,495-26211,68112,4646.31%+783
NOVARTIS AG(NVS)06,750+6,75007190.36%+719
ALPHABET INC(GOOG)021,869+21,86904,0112.03%+4,011
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
76,42189,926+13,5054,4225,0972.58%+675
SERVICENOW INC(NOW)0656+65605160.26%+516
NUVEEN AMT FREE MUN CR INC F(NVG)322,329354,236+31,9073,9164,4142.24%+497
3M CO(MMM)04,450+4,45004550.23%+455
ADOBE INC(ADBE)4,6295,011+3822,3362,7841.41%+448
ELI LILLY & CO(LLY)1,8211,869+481,4171,6920.86%+276
MICROSOFT CORP(MSFT)5,5735,856+2832,3452,6171.33%+273
ALPHABET INC(GOOG)6,1006,457+3579211,1760.60%+255
GE AEROSPACE(GE)01,588+1,58802520.13%+252
FIRST TR HIGH INCOME LONG /447,800451,314+3,5145,3425,5692.82%+227
META PLATFORMS INC(META)1,8402,209+3698941,1140.56%+220
COSTCO WHSL CORP NEW(COST)1,8251,822-31,3371,5490.78%+212
DIMENSIONAL ETF TRUST
US CORE EQT MKT
17,56622,302+4,7366428360.42%+194
PUBLIC SVC ENTERPRISE GRP IN(PEG)23,06523,285+2201,5401,7160.87%+176
WALMART INC(WMT)5,4776,575+1,0983304450.23%+116
PROCTER AND GAMBLE CO(PG)23,06523,305+2403,7423,8431.95%+101
QUALCOMM INC(QCOM)03,108+3,10806190.31%+619
APPLIED MATLS INC01,661+1,66103920.20%+392
COLGATE PALMOLIVE CO(CL)13,14012,925-2151,1831,2540.64%+71
AIR PRODS & CHEMS INC3,3503,417+678128820.45%+70
SOUTHERN CO(SO)8,7218,956+2356266950.35%+69
AMGEN INC(AMGN)2,1842,179-56216810.34%+60
FIRST TR VALUE LINE DIVID IN
SHS
70,45974,398+3,9392,9753,0321.54%+56
VANGUARD WORLD FD
UTILITIES ETF
7,1557,253+981,0201,0730.54%+53
TESLA INC(TSLA)01,523+1,52303010.15%+301
JPMORGAN CHASE & CO.(JPM)4,7844,967+1839581,0050.51%+46
LOCKHEED MARTIN CORP(LMT)765833+683483890.20%+41
AT&T INC(T)26,12226,171+494605000.25%+40
CONSTELLATION ENERGY CORP(CEG)2,9112,881-305385770.29%+39
VANGUARD INDEX FDS1,1671,191+245615950.30%+35
INVESCO QQQ TR967968+14304640.23%+34
CHIPOTLE MEXICAN GRILL INC(CMG)934,850+4,7572703040.15%+34
ISHARES TR3,9603,96003413730.19%+32
GABELLI DIVID & INCOME TR
COM
40,98842,878+1,8909429740.49%+32
ADT INC DEL(ADT)32,54232,810+2682192490.13%+31
BIOGEN INC(BIIB)02,162+2,16205010.25%+501
BANK AMERICA CORP57,89855,860-2,0382,1962,2221.12%+26
NUVEEN MUN CR OPPORTUNITIES170,784165,707-5,0771,8051,8280.93%+23
COCA COLA CO(KO)22,11621,587-5291,3531,3740.70%+21
CHEVRON CORP NEW(CVX)01,858+1,85802910.15%+291
MERCK & CO INC(MRK)3,1023,467+3654094290.22%+20
CONOCOPHILLIPS(COP)4,2104,846+6365365540.28%+19
MARATHON OIL CORP43,62143,623+21,2361,2510.63%+14
WELLS FARGO CO NEW(WFC)20,90520,504-4011,2121,2180.62%+6
SPDR S&P 500 ETF TR(SPY)461450-112412450.12%+4
J P MORGAN EXCHANGE TRADED F
HIGH YIELD MUNI
18,25518,335+809109130.46%+3
WASTE MGMT INC DEL(WM)4,1324,141+98818840.45%+3
NOKIA CORP(NOK)10,55310,629+7637400.02%+3
VANGUARD INDEX FDS818804-142132150.11%+2
BLACKROCK FLOATING RATE INC10,13110,419+2881321330.07%+1
BLACKROCK CORPOR HI YLD FD I(HYT)010,337+10,33701000.05%+100
ENERGY TRANSFER L P(ET)19,46218,942-5203063070.16%+1
ESSENTIAL UTILS INC(WTRG)7,1637,073-902652640.13%-1
HONEYWELL INTL INC(HON)3,2493,089-1606676600.33%-7
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
4,4424,385-572492400.12%-9
VANGUARD WORLD FD
HEALTH CAR ETF
3,1363,152+168488380.42%-10
ABBVIE INC(ABBV)12,98213,711+7292,3642,3521.19%-12
PROSHARES TR
S&P 500 DV ARIST
2,7952,79502832690.14%-15
BERKSHIRE HATHAWAY INC DEL1,0821,08204554400.22%-15
PUTNAM MANAGED MUN INCOME TR0259,521+259,52101,6090.81%+1,609
INTERNATIONAL BUSINESS MACHS(IBM)2,9013,106+2055545370.27%-17
PROSHARES TR
ULTRA FNCLS NEW
4,1004,10002802620.13%-18
ROYCE SMALL CAP TRUST INC(RVT)82,25484,949+2,6951,2481,2290.62%-19
BLACKSTONE INC(BX)2,8172,834+173703510.18%-19
MEDTRONIC PLC(MDT)4,3494,551+2023793580.18%-21
VERIZON COMMUNICATIONS INC(VZ)29,71329,723+101,2471,2260.62%-21
KARYOPHARM THERAPEUTICS INC35,00035,000053300.02%-22
GAMING & LEISURE PPTYS INC(GLPI)019,288+19,28808720.44%+872
PIMCO MUN INCOME FD14,65812,357-2,3011371130.06%-23
REALTY INCOME CORP(O)04,082+4,08202160.11%+216
FORD MTR CO DEL(F)45,98946,565+5766115840.30%-27
THERMO FISHER SCIENTIFIC INC(TMO)0456+45602520.13%+252
MCDONALDS CORP(MCD)3,0673,260+1938658310.42%-34
FIRST TR HIGH YIELD OPPRT 201,190,8871,206,637+15,75017,31617,2798.75%-36
EXELON CORP(EXC)7,3256,876-4492752380.12%-37
SHOPIFY INC(SHOP)014,600+14,60009640.49%+964
SOFI TECHNOLOGIES INC(SOFI)0116,100+116,10007670.39%+767
UNITED PARCEL SERVICE INC(UPS)3,2463,209-374824390.22%-43
CARDINAL HEALTH INC(CAH)4,3234,471+1484844400.22%-44
BLACKROCK MUNIYIELD QUALITY065,392+65,39206730.34%+673
ISHARES TR7,3777,309-681,3781,3300.67%-48
KELLANOVA18,50517,550-9551,0601,0120.51%-48
PEPSICO INC(PEP)8,3988,606+2081,4701,4190.72%-50
WILLIAM PENN BANCORPORATION55,61955,61906876340.32%-53
ALLIANCEBERNSTEIN NATL MUN I130,489123,343-7,1461,4341,3700.69%-64
DISNEY WALT CO(DIS)2,8452,797-483482780.14%-70
JOHNSON & JOHNSON(JNJ)4,8394,733-1067666920.35%-74
VISA INC(V)5,0615,089+281,4121,3360.68%-76
SALESFORCE INC(CRM)1,2751,195-803843070.16%-77
INVESCO VALUE MUN INCOME TR220,961207,963-12,9982,6522,5661.30%-85
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