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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2712 檔
7.6%
In Q1 2024, Janney Montgomery Scott LLC's U.S. equity holdings reached a combined market value of $51.6B, distributed across 2712 disclosed stock positions.
During Q1 2024, Janney Montgomery Scott LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2712 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | +0.39% | -18.46% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.40% | -0.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.23% | -1.62% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 2.01% | -0.15% | +1.85% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.75% | +0.21% | -8.74% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.15% | +1.27% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.11% | -8.46% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.16% | -0.12% | +4.65% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.10% | +0.06% | +36.48% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.16% | +0.31% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.00% | -0.38% | -2.27% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.98% | -0.02% | +3.63% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | — | -6.03% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +1.04% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | — | +0.31% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | +0.75% | NEW | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.05% | -3.58% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.74% | +0.37% | NEW | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.04% | +19.05% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.72% | +0.06% | -6.70% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.71% | -0.15% | -3.04% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.09% | +0.24% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.05% | +0.10% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | -0.11% | +0.59% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | -0.28% | +0.45% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.11% | +1.96% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.17% | +4.50% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.18% | -1.78% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.24% | +6.47% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.06% | +0.98% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.90% | NEW | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.06% | +1.85% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | -0.14% | +686.88% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.52% | -0.05% | +33.44% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.50% | -0.56% | -44.09% | |
| 36 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.49% | +0.02% | -4.17% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.07% | -0.66% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.24% | +0.25% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.02% | -2.18% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.08% | -0.99% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.13% | +10.66% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | +0.03% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | -0.04% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | +0.25% | NEW | |
| 45 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.44% | +0.94% | NEW | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.44% | -0.06% | +1.31% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.04% | -3.13% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.05% | -6.93% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | -0.04% | +92.55% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.40% | NEW |
According to official SEC Form 13F filings, Janney Montgomery Scott LLC reported a total U.S. public equity portfolio value of $51.6B across 2712 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AAPL) accounted for 7.6% of total reported equity market value during Q1 2024.
During Q1 2024, Janney Montgomery Scott LLC's top holdings by market value included IVV (3.0%)、MSFT (2.6%)、AAPL (2.4%). The largest single position, IVV, represented 3.0% of total portfolio value.
In Q1 2024, Janney Montgomery Scott LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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