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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2664 檔
7.2%
According to the latest 13F quarterly dataset, Janney Montgomery Scott LLC managed an equity portfolio of $51.6B at the end of Q1 2025, spanning 2664 distinct U.S. exchange-listed positions.
In Q1 2025, Janney Montgomery Scott LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 7.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $1.0B
Showing top 200 holdings (of 2664 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.92% | -0.23% | -1.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.47% | +0.39% | -9.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.40% | -0.39% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.51% | +0.21% | +0.41% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 1.43% | -0.15% | +0.55% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.15% | +0.11% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.11% | -1.48% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 1.32% | -0.14% | -2.73% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.16% | -3.36% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.13% | +0.06% | +1.36% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | — | +5.45% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +1.04% | NEW | |
| 13 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.91% | +0.94% | NEW | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.81% | -0.02% | -3.66% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.75% | NEW | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.05% | -1.85% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | — | -0.06% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.05% | -1.89% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.75% | -0.28% | +5.26% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.11% | -3.85% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.17% | +7.60% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.71% | +0.37% | NEW | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.12% | -7.34% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.69% | -0.38% | -6.11% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.04% | -1.50% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.11% | +1.11% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.65% | -0.56% | -1.84% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.18% | +3.89% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | -0.04% | +3.08% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.61% | -0.15% | -1.89% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.23% | -2.36% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.24% | +0.64% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | +0.63% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.06% | -3.01% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | -0.06% | -2.91% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.24% | +4.54% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.52% | -0.04% | +1.52% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.20% | +37.76% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.09% | -0.79% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.08% | +2.62% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.05% | -0.67% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.07% | +1.11% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | +0.40% | NEW | |
| 44 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.43% | — | +176.18% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.02% | -4.00% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.42% | +0.02% | -7.67% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.03% | -5.01% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.06% | +3.41% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | -0.31% | -22.67% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | -0.13% | +0.73% |
According to official SEC Form 13F filings, Janney Montgomery Scott LLC reported a total U.S. public equity portfolio value of $51.6B across 2664 disclosed positions in Q1 2025.
During Q1 2025, Janney Montgomery Scott LLC's top holdings by market value included AAPL (2.9%)、IVV (2.5%)、MSFT (2.2%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q1 2025, Janney Montgomery Scott LLC made 50 total portfolio adjustments, initiating 50 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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