| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR HIGH YIELD OPPRT 20 | 7 | Q2 2024 | 9.2% |
| APPLE INC | 7 | Q2 2024 | 7.9% |
| AMAZON COM INC | 7 | Q2 2024 | 6.3% |
| EATON VANCE LTD DURATION INC | 7 | Q2 2024 | 3.6% |
| FIRST TR HIGH INCOME LONG / | 7 | Q2 2024 | 3.0% |
| MASTERCARD INCORPORATED | 7 | Q2 2024 | 2.7% |
| NUVEEN AMT FREE MUN CR INC F | 7 | Q2 2024 | 2.8% |
| ISHARES TR | 7 | Q2 2024 | 2.9% |
| BROADCOM INC | 7 | Q2 2024 | 3.8% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 2.6% |
View KENNEDY INVESTMENT GROUP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-06-01 |
| 13F-HR | 2023-06-01 |
View KENNEDY INVESTMENT GROUP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.