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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2679 檔
8.3%
As reported in its official Q4 2024 Form 13F filing, Janney Montgomery Scott LLC's tracked investment portfolio stood at $51.6B with 2679 total positions.
Janney Montgomery Scott LLC executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 8 holdings and trimming 18 positions.
Showing top 200 holdings (of 2679 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.23% | -0.30% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | +0.39% | +2.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.40% | +0.75% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | +0.21% | -2.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | -0.11% | +1.51% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.15% | -0.89% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 1.31% | -0.15% | +8.18% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 1.29% | -0.14% | +26.45% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.16% | +0.11% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | — | -1.28% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | -0.05% | -2.76% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.07% | +0.06% | -12.12% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | — | -0.16% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +1.04% | NEW | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | +0.75% | NEW | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.81% | -0.02% | -1.20% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | +0.37% | NEW | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.05% | +0.44% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.73% | -0.28% | +3.26% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.72% | -0.38% | -2.91% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.12% | -26.86% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.17% | +0.18% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.90% | NEW | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.04% | -2.45% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.11% | +1.07% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.04% | +5.44% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.11% | +1.17% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.63% | -0.56% | +9.92% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.23% | +0.61% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.59% | -0.15% | -4.31% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +20.28% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.53% | -0.04% | +3.91% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.09% | +1.90% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.18% | +10.31% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.50% | +0.02% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.06% | +1.03% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.24% | +1.65% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.06% | +2.71% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.07% | +1.63% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.46% | -0.31% | +7.50% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | +0.40% | NEW | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.24% | +4.31% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.44% | -0.02% | +18.71% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.08% | -4.34% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.05% | +0.94% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.06% | +2.62% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | +0.06% | -27.20% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.02% | -5.05% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | +0.40% | NEW | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.40% | -0.06% | -0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | +0.5% | NEW | New buy |
| 2 | XLF | Ss Financial Select Sector | +0.3% | +26.45% | Add |
| 3 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.3% | -2.76% | Trim |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | New buy |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.2% | -0.89% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -0.30% | Trim |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +71.72% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +1.51% | Add |
| 11 | IGV | Ishares Expanded Tech-softwa | +0.2% | +524.70% | Add |
| 12 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +140.85% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.11% | Add |
| 14 | TLH | Ishares 10-20 Year Treasury | +0.1% | NEW | New buy |
| 15 | TSLA | Tesla Inc | +0.1% | -2.14% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.16% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.20% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +4.72% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +20.28% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | +0.1% | +0.44% | Add |
| 22 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 24 | CGGO | Cap Group Global Growth | +0.1% | NEW | New buy |
| 25 | WMT | Walmart Inc | +0.1% | +0.61% | Add |
| 26 | IAU | Ishares Gold Trust | +0.1% | +136.36% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.36% | Add |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | +183.28% | Add |
| 29 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | EXIT | Sold out |
| 30 | NEE | Nextera Energy Inc | -0.1% | -1.42% | Trim |
| 31 | NOC | Northrop Grumman CORP | -0.1% | EXIT | Sold out |
| 32 | TCAF | T Rowe Prc Cap Appreciation | -0.1% | -66.54% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +1.90% | Add |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -27.65% | Trim |
| 35 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -5.05% | Trim |
| 37 | BLV | Vanguard Long-term Bond ETF | -0.1% | EXIT | Sold out |
| 38 | KLAC | Kla CORP | -0.1% | -51.35% | Trim |
| 39 | AVY | Avery Dennison CORP | -0.1% | EXIT | Sold out |
| 40 | VPL | Vanguard Ftse Pacific ETF | -0.1% | -1.20% | Trim |
| 41 | KMB | Kimberly-clark CORP | -0.1% | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | -0.1% | -13.40% | Trim |
| 43 | XLRE | Ss Real Estate Select Sector | -0.1% | -87.55% | Trim |
| 44 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -33.07% | Trim |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -12.12% | Trim |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -27.20% | Trim |
| 47 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | -82.14% | Trim |
| 49 | VEU | Vanguard Ftse All-world Ex-u | -0.4% | -26.86% | Trim |
| 50 | BBUS | Jpmorgan Betabuilders US Equ | -0.7% | 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 2679 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 AAPL, IVV, MSFT) accounted for 8.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
VONG
市值: $180.8M
Top Position Liquidated / Trimmed
BBUS
前期市值: $261.3M
During Q4 2024, Janney Montgomery Scott LLC's top holdings by market value included AAPL (3.3%)、IVV (2.8%)、MSFT (2.5%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2024, Janney Montgomery Scott LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 15 positions, trimming 18 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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