13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001569855
Total reported value
$1.6B
$1.6B
242 檔
13.1%
At the close of Q4 2024, Janney Capital Management LLC disclosed equity holdings valued at approximately $1.6B, spread across 242 reported holdings.
In Q4 2024, Janney Capital Management LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.22% | — | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 2.61% | -0.23% | -5.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.30% | -2.72% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.33% | — | -1.97% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.19% | — | -2.98% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.14% | -0.16% | -16.57% | |
| 7 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.87% | -0.09% | -6.51% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | — | -17.20% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.57% | — | -3.08% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.37% | +0.17% | -3.76% | |
| 11 | C | Citigroup Inc | Stock-Financials | 1.35% | +0.16% | +133.95% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.35% | — | -2.06% | |
| 13 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 1.32% | — | -3.67% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.29% | — | -2.38% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | -0.27% | -1.26% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | — | -15.84% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.22% | — | -3.47% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | +0.15% | -1.39% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.16% | — | -4.12% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.14% | — | -22.03% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | — | -3.13% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.11% | -2.05% | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.09% | — | -2.94% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | — | -2.81% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.03% | — | -3.88% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.01% | — | -4.21% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.01% | +0.12% | -17.88% | |
| 28 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.00% | -0.18% | +64.57% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | — | -1.47% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.99% | — | -5.06% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.99% | — | -4.21% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.98% | +0.22% | -1.59% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.98% | -0.13% | -6.41% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.96% | — | -10.18% | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 0.93% | -0.63% | +19.98% | |
| 36 | UBS | UBS Group AG | Stock-Financials | 0.93% | — | -1.70% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.10% | -3.29% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.90% | -0.10% | -22.90% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | — | -3.69% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | +0.14% | -2.99% | |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.89% | — | -2.92% | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.88% | — | -21.58% | |
| 43 | AKX | Ansys Inc | Stock-Other | 0.88% | — | -0.03% | |
| 44 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.84% | +0.13% | -1.85% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | — | -3.67% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.83% | — | -4.89% | |
| 47 | EXE | Expand Energy CORP | Stock-Energy | 0.82% | — | -1.53% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.82% | — | -5.69% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.81% | -0.64% | EXIT | |
| 50 | SNOW | Snowflake Inc | Stock-Tech | 0.81% | — | -1.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +4.2% | NEW | New buy |
| 2 | C | Citigroup Inc | +0.8% | +133.95% | Add |
| 3 | HSBC | Hsbc Holdings Plc-spons Adr | +0.6% | NEW | New buy |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.5% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.5% | -5.49% | Trim |
| 6 | TXN | Texas Instruments Inc | +0.5% | +273.91% | Add |
| 7 | NEE | Nextera Energy Inc | +0.5% | +260.80% | Add |
| 8 | SNPS | Synopsys Inc | +0.4% | NEW | New buy |
| 9 | PINS | Pinterest Inc- Class A | +0.3% | NEW | New buy |
| 10 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 11 | BBY | Best Buy Co Inc | +0.3% | +64.57% | Add |
| 12 | SDY | Ss Spdr S&p Dividend ETF | +0.3% | +1155.62% | Add |
| 13 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | NEW | New buy |
| 14 | SNOW | Snowflake Inc | +0.2% | -1.13% | Trim |
| 15 | SMB | Vaneck Short Muni ETF | +0.2% | NEW | New buy |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.13% | Trim |
| 18 | EXE | Expand Energy CORP | +0.1% | -1.53% | Trim |
| 19 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -6.15% | Trim |
| 20 | LIN | Linde plc | -0.1% | -3.71% | Trim |
| 21 | DHR | Danaher CORP | -0.1% | -3.75% | Trim |
| 22 | LYB | LyondellBasell Industries N.V. | -0.2% | -2.30% | Trim |
| 23 | ADBE | Adobe Inc | -0.2% | -3.12% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | -17.20% | Trim |
| 25 | LYG | Lloyds Banking Group Plc-adr | -0.2% | -1.85% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.80% | Trim |
| 27 | VZ | Verizon Communications Inc | -0.2% | -4.59% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.2% | -2.99% | Trim |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | -3.47% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -16.57% | Trim |
| 31 | ZTS | Zoetis Inc | -0.2% | -3.31% | Trim |
| 32 | 6D8 | Dupont De Nemours Inc | -0.2% | -3.03% | Trim |
| 33 | MSFT | Microsoft CORP | -0.2% | -2.72% | Trim |
| 34 | MDT | Medtronic plc | -0.2% | -4.21% | Trim |
| 35 | PFE | Pfizer Inc | -0.2% | -12.17% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -3.67% | Trim |
| 37 | WMT | Walmart Inc | -0.2% | -22.03% | Trim |
| 38 | ABBV | Abbvie Inc | -0.2% | -1.26% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -21.40% | Trim |
| 40 | XLV | Ss Health Care Select Sector | -0.2% | -5.06% | Trim |
| 41 | XLRE | Ss Real Estate Select Sector | -0.2% | -4.12% | Trim |
| 42 | SPG | Simon Property Group Inc | -0.2% | -21.58% | Trim |
| 43 | IBM | Intl Business Machines CORP | -0.3% | -15.84% | Trim |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | -0.3% | -6.51% | Trim |
| 45 | PDD | Pdd Holdings Inc | -0.3% | -37.47% | Trim |
| 46 | AMGN | Amgen Inc | -0.3% | -36.49% | Trim |
| 47 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 48 | MELI | Mercadolibre Inc | -0.4% | -26.46% | Trim |
| 49 | PEP | Pepsico Inc | -0.6% | -68.08% | Trim |
| 50 | BP | Bp Plc-spons Adr | -1% | -97.96% | Trim |
According to official SEC Form 13F filings, Janney Capital Management LLC reported a total U.S. public equity portfolio value of $1.6B across 242 disclosed positions in Q4 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, AVGO, MSFT) accounted for 13.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEFA
市值: $63.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.6M
During Q4 2024, Janney Capital Management LLC's top holdings by market value included IEFA (4.2%)、AVGO (2.6%)、MSFT (2.4%). The largest single position, IEFA, represented 4.2% of total portfolio value.
In Q4 2024, Janney Capital Management LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 5 positions, trimming 35 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.