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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2909 檔
9.0%
At the close of Q4 2025, Janney Montgomery Scott LLC disclosed equity holdings valued at approximately $51.6B, spread across 2909 reported holdings.
In Q4 2025, Janney Montgomery Scott LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2909 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.23% | +2.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.40% | -0.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.39% | +6.52% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.11% | -1.36% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | +0.21% | +86.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.15% | +1.13% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | -0.05% | -2.46% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | — | -3.99% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.16% | -0.33% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | — | -7.81% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.15% | -0.14% | +24.62% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +1.04% | NEW | |
| 13 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.96% | +0.94% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.90% | NEW | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.90% | -0.38% | -2.83% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 0.84% | -0.15% | -7.60% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.84% | +0.75% | NEW | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.17% | +12.74% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | +0.06% | -2.64% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.20% | +38.08% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | -0.12% | -0.20% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.04% | -12.15% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.67% | -0.04% | +1.68% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.05% | +0.71% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.11% | +3.29% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.04% | +2.46% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.18% | -2.30% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | -0.19% | +22.06% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.23% | +1.07% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.11% | -0.77% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +0.19% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.06% | +12.78% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.54% | -0.56% | +5.52% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.15% | +5.55% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.06% | -0.58% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.06% | +2.77% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.45% | -0.01% | +0.59% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.24% | -0.65% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.44% | -0.31% | -13.03% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.44% | +0.02% | -1.68% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.09% | -2.08% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | -0.06% | +99.75% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | +0.37% | NEW | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.24% | -5.21% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.05% | +0.19% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.03% | -5.17% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.28% | -37.28% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.38% | +0.40% | NEW | |
| 49 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.38% | -0.02% | -2.25% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.07% | +3.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBB | Ishares Biotechnology ETF | +0.2% | +1871.46% | Add |
| 2 | XLF | Ss Financial Select Sector | +0.2% | +24.62% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.99% | Trim |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +99.75% | Add |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.2% | +38.08% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -1.26% | Trim |
| 7 | JBND | Jpmorgan Active Bond ETF | +0.2% | +255.70% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +2.70% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.52% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | -12.15% | Trim |
| 11 | IEMG | Ishares Core Msci Emerging | +0.1% | +22.06% | Add |
| 12 | ACN | Accenture plc | +0.1% | +186.07% | Add |
| 13 | TGT | Target CORP | +0.1% | +102.69% | Add |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +37.02% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -2.08% | Trim |
| 16 | ALLE | Allegion plc | +0.1% | +292.86% | Add |
| 17 | AMGN | Amgen Inc | +0.1% | +10.40% | Add |
| 18 | OMC | Omnicom Group | +0.1% | +233.32% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | +0.52% | Add |
| 20 | ATR | Aptargroup Inc | +0.1% | +2777.81% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.92% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +1.63% | Add |
| 23 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -1.28% | Trim |
| 24 | AXP | American Express Co | +0.1% | +18.35% | Add |
| 25 | AVIG | Avantis Core Fixed Income | +0.1% | +108.39% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +1.13% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +12.78% | Add |
| 28 | AMAT | Applied Materials Inc | 0% | +28.07% | Add |
| 29 | CEG | Constellation Energy | 0% | +33.29% | Add |
| 30 | WMT | Walmart Inc | 0% | +1.07% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -2.30% | Trim |
| 32 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +2.81% | Add |
| 33 | BALL | Ball CORP | -0.1% | -92.77% | Trim |
| 34 | VST | Vistra CORP | -0.1% | -29.28% | Trim |
| 35 | HD | Home Depot Inc | -0.1% | +3.58% | Add |
| 36 | TLH | Ishares 10-20 Year Treasury | -0.1% | -11.87% | Trim |
| 37 | APD | Air Products & Chemicals Inc | -0.1% | -29.83% | Trim |
| 38 | ETN | Eaton Corporation plc | -0.1% | -4.24% | Trim |
| 39 | EBAY | Ebay Inc | -0.1% | -81.02% | Trim |
| 40 | ORCL | Oracle CORP | -0.1% | +0.44% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -7.81% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | -0.1% | -38.80% | Trim |
| 43 | CMCSA | Comcast Corp-class A | -0.1% | -35.27% | Trim |
| 44 | XLK | Ss Technology Select Sector | -0.1% | +86.83% | Add |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -37.28% | Trim |
| 46 | MSFT | Microsoft CORP | -0.3% | -0.22% | Trim |
| 47 | IGM | Ishares Expanded Tech Sector | -0.3% | -45.89% | Trim |
| 48 | XLY | Ss Consumer Disc Select Sect | -0.3% | +24.50% | Add |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | UL | Unilever PLC | — | 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 2909 disclosed positions in Q4 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, IVV) accounted for 9.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $37.1M
Top Position Liquidated / Trimmed
UL
前期市值: $36.0M
During Q4 2025, Janney Montgomery Scott LLC's top holdings by market value included AAPL (2.9%)、MSFT (2.3%)、IVV (2.0%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 2025, Janney Montgomery Scott LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 18 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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