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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2652 檔
7.9%
At the close of Q3 2024, Janney Montgomery Scott LLC disclosed equity holdings valued at approximately $51.6B, spread across 2652 reported holdings.
In Q3 2024, Janney Montgomery Scott LLC displayed an active expansion posture, initiating 12 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2652 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.23% | -1.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +0.39% | -5.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.40% | +0.51% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.67% | +0.21% | -6.28% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | -0.11% | -2.25% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 1.36% | -0.15% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.15% | +1.87% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.27% | +0.06% | +18.09% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | — | -1.61% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.16% | +0.80% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | -0.12% | -1.16% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | -0.14% | +43.97% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.91% | -0.02% | +2.48% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +1.04% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | — | +1.85% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | -0.05% | +894.50% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | +0.75% | NEW | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.79% | +0.37% | NEW | |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.73% | +0.94% | NEW | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.71% | -0.28% | +2.82% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.70% | -0.38% | -29.90% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.04% | +1.75% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.17% | +1.38% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.66% | +0.06% | -4.32% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.64% | -0.15% | -2.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.11% | -1.79% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.11% | +1.09% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.05% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | -0.04% | -6.85% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.61% | -0.56% | +22.92% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.09% | +2.03% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.90% | NEW | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.06% | +0.18% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.23% | +0.46% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.18% | +1.73% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.02% | -0.56% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.06% | -1.63% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.49% | -0.04% | +1.71% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.24% | +1.42% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.08% | -0.73% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.07% | +1.59% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.31% | +135.47% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.24% | -3.04% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | +0.69% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.45% | -0.06% | +2.88% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.45% | -0.05% | -6.07% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | -0.13% | -0.17% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | +0.25% | NEW | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.04% | -1.36% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.42% | -0.02% | -6.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +1.4% | NEW | New buy |
| 2 | V | Visa Inc-class A Shares | +0.6% | NEW | New buy |
| 3 | PEP | Pepsico Inc | +0.4% | NEW | New buy |
| 4 | XLF | Ss Financial Select Sector | +0.3% | +43.97% | Add |
| 5 | IAI | Ishares U.s. Broker-dealers | +0.3% | NEW | New buy |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +135.47% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | NEW | New buy |
| 8 | FTC | First Trust Large Cap Growth | +0.2% | NEW | New buy |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +18.09% | Add |
| 10 | XLRE | Ss Real Estate Select Sector | +0.1% | +1499.07% | Add |
| 11 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 12 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | +26.80% | Add |
| 13 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +22.92% | Add |
| 14 | CL | Colgate-palmolive Co | +0.1% | NEW | New buy |
| 15 | LHX | L3harris Technologies Inc | +0.1% | NEW | New buy |
| 16 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 17 | EVTR | Eaton Vance Total Return | +0.1% | +2143.11% | Add |
| 18 | EBAY | Ebay Inc | +0.1% | +599.34% | Add |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | NEW | New buy |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +370.09% | Add |
| 21 | ESGU | Ishares Esg Aware Msci USA | +0.1% | NEW | New buy |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +31.44% | Add |
| 23 | DAL | Delta Air Lines Inc | +0.1% | +419.51% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +0.46% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -1.85% | Trim |
| 26 | EMR | Emerson Electric Co | +0.1% | +54.56% | Add |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +57.07% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | +1.38% | Add |
| 29 | HD | Home Depot Inc | 0% | +1.59% | Add |
| 30 | TSLA | Tesla Inc | 0% | +4.26% | Add |
| 31 | XLY | Ss Consumer Disc Select Sect | 0% | +3.27% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.79% | Trim |
| 33 | AAPL | Apple Inc | — | -1.32% | Trim |
| 34 | VPL | Vanguard Ftse Pacific ETF | 0% | +2.48% | Add |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | -87.30% | Trim |
| 36 | INTC | Intel CORP | -0.1% | -45.83% | Trim |
| 37 | APO | Apollo Global Management Inc | -0.1% | EXIT | Sold out |
| 38 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 39 | TEL | TE Connectivity plc | -0.1% | EXIT | Sold out |
| 40 | TLH | Ishares 10-20 Year Treasury | -0.1% | EXIT | Sold out |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | -2.32% | Trim |
| 42 | PULS | Pgim Ultra Short Bond ETF | -0.1% | -89.69% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.85% | Add |
| 44 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | EXIT | Sold out |
| 46 | XLK | Ss Technology Select Sector | -0.3% | -6.28% | Trim |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.51% | Add |
| 48 | XLC | Ss Comm Select Sector Spdr | -0.3% | -29.90% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | EXIT | Sold out |
| 50 | VONG | Vanguard Russell 1000 Growth | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Janney Montgomery Scott LLC reported a total U.S. public equity portfolio value of $51.6B across 2652 disclosed positions in Q3 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 AAPL, IVV, MSFT) accounted for 7.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLV
市值: $488.9M
Top Position Liquidated / Trimmed
VONG
前期市值: $180.7M
During Q3 2024, Janney Montgomery Scott LLC's top holdings by market value included AAPL (3.1%)、IVV (2.7%)、MSFT (2.5%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q3 2024, Janney Montgomery Scott LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 21 positions, trimming 9 holdings, and fully liquidating 8 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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