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  Name: KENNEDY INVESTMENT GROUP
  City: WEST DEPFORD
  State: NJ
  Zip: 08086
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,406,000
  Total Value Change : $8,441,000
  Securities Held Change : 0
   
All Securities Held : 121
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 54
  Unchanged Positions : 4
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 24 New $0.00 $2,266,000 41,773 1.21% 2,266,000 41,773 0.046    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 90 New $83.52 $379,000 4,349 0.2% 379,000 4,349 0    Medical Appliances & ...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 112 New $258.19 $213,000 818 0.11% 213,000 818 0    Closed - End Fund - E...
   (BGT)1 Year Chart         BGT Blackrock Global Floating R... 116 New $13.43 $132,000 10,131 0.07% 132,000 10,131 0.043    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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