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CIK: 0001569855
Total reported value
$1.6B
$1.6B
233 檔
13.6%
At the close of Q1 2024, Janney Capital Management LLC disclosed equity holdings valued at approximately $1.6B, spread across 233 reported holdings.
In Q1 2024, Janney Capital Management LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.95% | — | -2.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | -0.30% | -16.22% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 2.32% | — | -1.67% | |
| 4 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.17% | — | -2.15% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | — | -16.50% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.10% | -0.09% | -2.08% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.87% | -0.16% | -21.79% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.67% | — | -3.16% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | -0.23% | -35.62% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.38% | -0.27% | -4.02% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.36% | — | -3.37% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | +0.17% | -2.28% | |
| 13 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.31% | — | -2.43% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.11% | -3.17% | |
| 15 | BP | Bp Plc-spons Adr | Stock-Energy | 1.25% | — | -3.32% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | — | -3.67% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.20% | — | +0.43% | |
| 18 | IEUS | Ishares Msci Europe Small-ca | ETF-Other | 1.20% | — | -1.89% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.19% | — | -2.74% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.16% | — | -4.41% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.13% | — | -2.55% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.11% | — | -3.17% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.09% | +0.22% | -42.10% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.15% | -3.82% | |
| 25 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.08% | — | -2.04% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.14% | -32.29% | |
| 27 | UBS | UBS Group AG | Stock-Financials | 1.04% | — | -27.95% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | — | +190.51% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.98% | +0.12% | +5032.84% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | — | -2.70% | |
| 31 | PAYX | Paychex Inc | Stock-Tech | 0.95% | -0.64% | EXIT | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.95% | — | -3.39% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.94% | — | -0.72% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.93% | — | -4.09% | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | -0.13% | +65.39% | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 0.93% | -0.63% | — | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.93% | — | +9.61% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | — | -3.68% | |
| 39 | AKX | Ansys Inc | Stock-Other | 0.91% | — | -0.64% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | — | +2.78% | |
| 41 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.90% | — | -2.86% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.88% | — | +3.56% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | — | +20.01% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.87% | — | -1.55% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | — | -3.37% | |
| 46 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.87% | +0.13% | +2.04% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.86% | -0.10% | -2.60% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | — | -4.52% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | — | -3.43% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.10% | -24.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | +1% | +5032.84% | Add |
| 2 | TGT | Target CORP | +0.9% | NEW | New buy |
| 3 | C | Citigroup Inc | +0.5% | NEW | New buy |
| 4 | APD | Air Products & Chemicals Inc | +0.3% | +65.39% | Add |
| 5 | PDD | Pdd Holdings Inc | +0.3% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.2% | -24.47% | Trim |
| 7 | XLC | Ss Comm Select Sector Spdr | +0.2% | -2.15% | Trim |
| 8 | SLB | Slb LTD | +0.2% | +38.79% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -3.37% | Trim |
| 10 | ADP | Automatic Data Processing | +0.2% | +615.40% | Add |
| 11 | BDX | Becton Dickinson And Co | +0.2% | NEW | New buy |
| 12 | ABBV | Abbvie Inc | +0.1% | -4.02% | Trim |
| 13 | KIE | Ss Spdr S&p Insurance ETF | +0.1% | -2.43% | Trim |
| 14 | XLK | Ss Technology Select Sector | +0.1% | -1.67% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | -2.70% | Trim |
| 16 | ADBE | Adobe Inc | +0.1% | +39.14% | Add |
| 17 | VZ | Verizon Communications Inc | +0.1% | +2.78% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +190.51% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +20.01% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.14% | Trim |
| 21 | XLE | Ss Energy Select Sector | +0.1% | -1.55% | Trim |
| 22 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +2.04% | Add |
| 23 | EMR | Emerson Electric Co | +0.1% | -4.18% | Trim |
| 24 | BAC | Bank Of America CORP | +0.1% | -0.35% | Trim |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -2.94% | Trim |
| 26 | EXE | Expand Energy CORP | +0.1% | -3.85% | Trim |
| 27 | PWR | Quanta Services Inc | +0.1% | -1.98% | Trim |
| 28 | SPG | Simon Property Group Inc | +0.1% | -2.04% | Trim |
| 29 | RSG | Republic Services Inc | +0.1% | -1.18% | Trim |
| 30 | TJX | Tjx Companies Inc | -0.1% | -30.96% | Trim |
| 31 | AMT | American Tower CORP | -0.1% | -4.81% | Trim |
| 32 | ACWI | Ishares Msci Acwi ETF | -0.1% | EXIT | Sold out |
| 33 | NKE | Nike Inc -cl B | -0.1% | -2.50% | Trim |
| 34 | MCD | Mcdonald's CORP | -0.1% | -3.67% | Trim |
| 35 | LIN | Linde plc | -0.1% | -23.82% | Trim |
| 36 | MELI | Mercadolibre Inc | -0.1% | -14.23% | Trim |
| 37 | ZTS | Zoetis Inc | -0.1% | -3.07% | Trim |
| 38 | VLO | Valero Energy CORP | -0.2% | EXIT | Sold out |
| 39 | PAYX | Paychex Inc | -0.2% | -17.97% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -4.41% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | -16.22% | Trim |
| 42 | DUK | Duke Energy CORP | -0.3% | -26.88% | Trim |
| 43 | FRT | Federal Realty Invs Trust | -0.3% | -66.51% | Trim |
| 44 | LULU | Lululemon Athletica Inc | -0.3% | -24.47% | Trim |
| 45 | SDY | Ss Spdr S&p Dividend ETF | -0.4% | EXIT | Sold out |
| 46 | UBS | UBS Group AG | -0.4% | -27.95% | Trim |
| 47 | CAT | Caterpillar Inc | -0.5% | -42.10% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.5% | -32.29% | Trim |
| 49 | AVGO | Broadcom Inc | -0.5% | -35.62% | Trim |
| 50 | DRI | Darden Restaurants Inc | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Janney Capital Management LLC reported a total U.S. public equity portfolio value of $1.6B across 233 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, MSFT, XLK) accounted for 13.6% of total reported equity market value during Q1 2024.
Top New Position Initiated
TGT
市值: $14.0M
Top Position Liquidated / Trimmed
DRI
前期市值: $9.7M
During Q1 2024, Janney Capital Management LLC's top holdings by market value included IEFA (5.0%)、MSFT (2.8%)、XLK (2.3%). The largest single position, IEFA, represented 5.0% of total portfolio value.
In Q1 2024, Janney Capital Management LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 9 positions, trimming 33 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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