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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2852 檔
8.9%
As reported in its official Q3 2025 Form 13F filing, Janney Montgomery Scott LLC's tracked investment portfolio stood at $51.6B with 2852 total positions.
In Q3 2025, Janney Montgomery Scott LLC displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2852 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.23% | -0.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.40% | +0.20% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.11% | +2.62% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.39% | -5.25% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.59% | +0.21% | -14.96% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.15% | +1.26% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.05% | -3.18% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | — | +2.04% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.16% | -0.74% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | — | -0.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +1.04% | NEW | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.97% | -0.38% | -4.74% | |
| 13 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.94% | +0.94% | NEW | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 0.94% | -0.14% | -0.07% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 0.85% | -0.15% | -21.72% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | +0.75% | NEW | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.17% | +3.09% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.81% | +0.06% | -12.04% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.90% | NEW | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.69% | +0.37% | NEW | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | -0.12% | -3.49% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.66% | -0.04% | +16.94% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.05% | +2.44% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.62% | -0.28% | -13.95% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.11% | +0.84% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.04% | -4.12% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.11% | +2.90% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.18% | +2.16% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | -0.11% | |
| 30 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.57% | -0.01% | +915.17% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.23% | +1.82% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.04% | -3.74% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.53% | -0.56% | +4.87% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.06% | +2.26% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.20% | +5.85% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.06% | -0.32% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.15% | +13.80% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | -0.19% | +19.79% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.31% | -7.12% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.06% | +9.64% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.46% | +0.02% | -1.50% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.24% | +2.49% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.45% | -0.01% | +91.25% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.24% | +1.85% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.07% | +0.23% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.40% | NEW | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.05% | -0.24% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | -0.03% | -0.60% | |
| 49 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.39% | -0.02% | -5.61% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.39% | +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 2852 disclosed positions in Q3 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 AAPL, MSFT, NVDA) accounted for 8.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOG
市值: $325.1M
Top Position Liquidated / Trimmed
BBIN
前期市值: $43.8M
During Q3 2025, Janney Montgomery Scott LLC's top holdings by market value included AAPL (2.8%)、MSFT (2.6%)、NVDA (2.0%). The largest single position, AAPL, represented 2.8% of total portfolio value.
In Q3 2025, Janney Montgomery Scott LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 1 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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