StockDriftsStockDriftsTop 50 Kennedy Investment Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 7.17% | 59.1K | $18.3M | +1.54%(+897) | $109.90(+279.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.11% | 71.5K | $18.2M | -0.56%(-404) | $144.25(+107.18%) | 2026-03-31 | |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 6.21% | 1.17M | $15.9M | -0.59%(-6.95K) | $13.60(-0.75%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.14% | 63.0K | $13.1M | -0.21%(-131) | $100.26(+169.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.59% | 67.2K | $11.7M | +0.13%(+85) | $73.82(+205.91%) | 2026-03-31 | |
| USMV | ISHARES TR | 4.24% | 116.7K | $10.8M | -0.44%(-514) | $80.96(+16.49%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.28% | 150.7K | $8.4M | +8.20%(+11.42K) | $54.49(+9.92%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.01% | 170.5K | $7.7M | +7.62%(+12.08K) | $41.40(+23.10%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.15% | 11.0K | $5.5M | +0.13%(+14) | $326.29(+50.37%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.06% | 18.3K | $5.3M | +4.33%(+761) | $107.28(+271.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.83% |
| Top 20 Holdings Unweighted | +9.00% | +29.51% |
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