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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2599 檔
7.9%
As reported in its official Q2 2024 Form 13F filing, Janney Montgomery Scott LLC's tracked investment portfolio stood at $51.6B with 2599 total positions.
During Q2 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 2599 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.23% | +2.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.99% | +0.39% | -7.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.40% | -0.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.95% | +0.21% | -0.18% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | -0.11% | +847.62% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.15% | +2.80% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | — | +15.02% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.13% | +0.06% | +1.48% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.16% | +0.56% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | -0.12% | -9.54% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.03% | -0.38% | -3.94% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | — | +4.50% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +1.04% | NEW | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.92% | -0.02% | -6.59% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.75% | NEW | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | -0.05% | -6.82% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.04% | -11.92% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.76% | +0.37% | NEW | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | -0.28% | +2.81% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | -0.04% | +51.94% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.70% | +0.06% | -1.80% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.15% | -4.75% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.09% | +4.11% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.90% | NEW | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.66% | -0.14% | +25.87% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.11% | -3.92% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.11% | +0.35% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.17% | -0.15% | |
| 29 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.60% | +0.94% | NEW | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | -0.06% | +1.51% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.24% | -0.48% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | +1.02% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.24% | +7.05% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.18% | -4.77% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.08% | +2.53% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.50% | -0.04% | +3.06% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.50% | -0.05% | -4.78% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.50% | -0.56% | -3.90% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.06% | -4.25% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.02% | -1.95% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.23% | +2.94% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | -0.21% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | -0.02% | +58.73% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.45% | -0.06% | +10.72% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.13% | -4.16% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.07% | -1.57% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.06% | +0.25% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.04% | -0.56% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.41% | -0.08% | +36.15% | |
| 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 2599 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 7.9% of total reported equity market value during Q2 2024.
During Q2 2024, Janney Montgomery Scott LLC's top holdings by market value included AAPL (3.1%)、IVV (3.0%)、MSFT (2.8%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q2 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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