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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2698 檔
8.1%
The Q2 2025 SEC filing reveals that Janney Montgomery Scott LLC held a total portfolio value of $51.6B, covering 2698 public equity positions.
In Q2 2025, Janney Montgomery Scott LLC displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2698 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.40% | +1.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.46% | -0.23% | -1.01% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.39% | -18.54% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.85% | +0.21% | +8.25% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | -0.11% | +1.09% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | -0.15% | +2.64% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.16% | -1.15% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | — | +6.63% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | -0.05% | +5.58% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.16% | -0.15% | -4.73% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +1.04% | NEW | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.03% | -0.38% | +43.02% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.01% | -0.14% | -21.44% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | +0.06% | -3.99% | |
| 15 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.91% | +0.94% | NEW | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.17% | +3.23% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | +0.75% | NEW | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | — | +0.59% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.75% | -0.28% | +1.28% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.74% | +0.37% | NEW | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.74% | -0.12% | +4.00% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.05% | -5.47% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.04% | +9.69% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.04% | -5.60% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.11% | +0.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.11% | +0.32% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | +2.69% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.23% | -2.18% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.58% | -0.56% | -3.49% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.57% | -0.04% | +6.68% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.31% | +36.94% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | -0.06% | -1.25% | |
| 33 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.53% | — | +9.37% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.18% | -3.73% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.20% | +9.21% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.49% | -0.15% | -13.34% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.47% | +0.02% | +1.16% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.03% | +1.43% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | -0.06% | +1.21% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.24% | -0.39% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.24% | +1.68% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | +0.40% | NEW | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.05% | +2.73% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.08% | +7.53% | |
| 45 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.43% | -0.02% | -49.58% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.06% | -1.61% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | -0.19% | +47.38% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.07% | -0.28% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | -0.13% | +4.98% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.38% | +0.40% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | +1.02% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | +1.09% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +5.58% | Add |
| 4 | EEMA | Ishares Msci Emerg Mrkt Asia | +0.4% | NEW | New buy |
| 5 | XLK | Ss Technology Select Sector | +0.3% | +8.25% | Add |
| 6 | XLC | Ss Comm Select Sector Spdr | +0.3% | +43.02% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +6.63% | Add |
| 8 | THRO | Ishares U.s. Thematic Rotati | +0.2% | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +3.23% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +12.74% | Add |
| 11 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +36.94% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +47.38% | Add |
| 13 | IAGG | Ishares Intl Aggregate Bond | +0.1% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | +2.64% | Add |
| 15 | IGV | Ishares Expanded Tech-softwa | +0.1% | +9.37% | Add |
| 16 | ETN | Eaton Corporation plc | +0.1% | +6.09% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -1.15% | Trim |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +60.62% | Add |
| 19 | UBER | Uber Technologies Inc | +0.1% | +20.84% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +9.78% | Add |
| 21 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +31.62% | Add |
| 22 | OEF | Ishares S&p 100 ETF | +0.1% | +38.94% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | -1.88% | Trim |
| 24 | VST | Vistra CORP | +0.1% | +41.19% | Add |
| 25 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +16.04% | Add |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +21.37% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | +32.84% | Add |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | NEW | New buy |
| 29 | IWF | Ishares Russell 1000 Growth | +0.1% | -2.16% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.59% | Add |
| 31 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.00% | Add |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +6.68% | Add |
| 33 | VONG | Vanguard Russell 1000 Growth | +0.1% | +1.16% | Add |
| 34 | VGT | Vanguard Info Tech ETF | +0.1% | -1.61% | Trim |
| 35 | IBM | Intl Business Machines CORP | 0% | +1.43% | Add |
| 36 | XLY | Ss Consumer Disc Select Sect | 0% | +3.05% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +2.69% | Add |
| 38 | IVW | Ishares S&p 500 Growth ETF | 0% | -5.60% | Trim |
| 39 | BBUS | Jpmorgan Betabuilders US Equ | — | -1.54% | Trim |
| 40 | BMY | Bristol-myers Squibb Co | -0.1% | -27.90% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.1% | -3.73% | Trim |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | -51.55% | Trim |
| 43 | CVX | Chevron CORP | -0.1% | -0.39% | Trim |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -13.34% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -30.53% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -0.3% | -4.73% | Trim |
| 47 | XLF | Ss Financial Select Sector | -0.3% | -21.44% | Trim |
| 48 | VPL | Vanguard Ftse Pacific ETF | -0.4% | -49.58% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.4% | -18.54% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -1.01% | Trim |
According to official SEC Form 13F filings, Janney Montgomery Scott LLC reported a total U.S. public equity portfolio value of $51.6B across 2698 disclosed positions in Q2 2025.
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 MSFT, AAPL, IVV) accounted for 8.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
EEMA
市值: $139.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $1.0B
During Q2 2025, Janney Montgomery Scott LLC's top holdings by market value included MSFT (2.7%)、AAPL (2.5%)、IVV (2.0%). The largest single position, MSFT, represented 2.7% of total portfolio value.
In Q2 2025, Janney Montgomery Scott LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 17 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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