Janney Montgomery Scott LLC Top Holdings and 13F Report (2025) About Janney Montgomery Scott LLCInvestment ActivityJanney Montgomery Scott LLC has $36.08 million in total holdings as of December 31, 2024.Janney Montgomery Scott LLC owns shares of 2,679 different stocks, but just 322 companies or ETFs make up 80% of its holdings.Approximately 7.58% of the portfolio was purchased this quarter.About 6.12% of the portfolio was sold this quarter.This quarter, Janney Montgomery Scott LLC has purchased 2,652 new stocks and bought additional shares in 1,258 stocks.Janney Montgomery Scott LLC sold shares of 1,077 stocks and completely divested from 232 stocks this quarter.Largest Holdings Apple $1,174,601iShares Core S&P 500 ETF $1,013,603Microsoft $883,553Technology Select Sector SPDR Fund $598,314NVIDIA $591,315 Largest New Holdings this Quarter Vanguard Russell 1000 Growth ETF $180,769 HoldingBLACKROCK FDG INC $101,343 HoldingiShares Core MSCI EAFE ETF $86,479 HoldingPacer US Cash Cows 100 ETF $81,029 HoldingiShares 10-20 Year Treasury Bond ETF $46,906 Holding Largest Purchases this Quarter Vanguard Russell 1000 Growth ETF 1,749,942 shares (about $180.77K)BLACKROCK FDG INC 98,860 shares (about $101.34K)Financial Select Sector SPDR Fund 2,016,412 shares (about $97.45K)iShares Core MSCI EAFE ETF 1,230,491 shares (about $86.48K)Pacer US Cash Cows 100 ETF 1,434,643 shares (about $81.03K) Largest Sales this Quarter Utilities Select Sector SPDR Fund 1,266,586 shares (about $95.87K)Vanguard FTSE All-World ex-US ETF 1,598,072 shares (about $91.75K)iShares 20+ Year Treasury Bond ETF 651,505 shares (about $56.90K)iShares Core Total USD Bond Market ETF 1,173,849 shares (about $53.06K)iShares 7-10 Year Treasury Bond ETF 542,285 shares (about $50.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJanney Montgomery Scott LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$1,174,601$3,485 ▼-0.3%4,690,5253.3%Computer and TechnologyIVViShares Core S&P 500 ETF$1,013,603$21,864 ▲2.2%1,721,8232.8%ETFMSFTMicrosoft$883,553$6,578 ▲0.8%2,096,2112.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$598,314$17,915 ▼-2.9%2,573,1721.7%ETFNVDANVIDIA$591,315$8,816 ▲1.5%4,403,2691.6%Computer and TechnologyAMZNAmazon.com$555,855$5,019 ▼-0.9%2,533,6401.5%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$472,407$35,725 ▲8.2%3,433,9371.3%ETFXLFFinancial Select Sector SPDR Fund$465,964$97,453 ▲26.4%9,641,3041.3%ETFJPMJPMorgan Chase & Co.$430,334$470 ▲0.1%1,795,2271.2%FinanceQQQInvesco QQQ$406,536$5,288 ▼-1.3%795,2101.1%FinanceAVGOBroadcom$394,800$11,217 ▼-2.8%1,702,8961.1%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$384,795$53,058 ▼-12.1%8,513,1731.1%ManufacturingGOOGLAlphabet$347,668$569 ▼-0.2%1,836,6001.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$335,505$4,430 ▲1.3%572,4560.9%FinanceIWFiShares Russell 1000 Growth ETF$320,342$1,141 ▲0.4%797,7040.9%ETFVPLVanguard FTSE Pacific ETF$291,749$3,540 ▼-1.2%4,106,8250.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$289,772$25,477 ▼-8.1%1,291,6060.8%FinanceVVisa$262,470$1,153 ▲0.4%830,4970.7%Business ServicesQUALiShares MSCI USA Quality Factor ETF$262,025$8,278 ▲3.3%1,471,3870.7%ETFXLCCommunication Services Select Sector SPDR Fund$260,987$7,816 ▼-2.9%2,695,8690.7%ETFVEUVanguard FTSE All-World ex-US ETF$249,812$91,745 ▼-26.9%4,351,3590.7%ETFMETAMeta Platforms$241,698$441 ▲0.2%412,7990.7%Computer and TechnologyGOOGAlphabet$238,854$10,773 ▲4.7%1,254,2220.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$234,168$5,869 ▼-2.4%2,306,3870.6%ETFVYMVanguard High Dividend Yield ETF$230,233$2,433 ▲1.1%1,804,4710.6%ETFLLYEli Lilly and Company$229,576$11,840 ▲5.4%297,3770.6%MedicalBRK.BBerkshire Hathaway$228,812$2,646 ▲1.2%504,7920.6%FinanceXLPConsumer Staples Select Sector SPDR Fund$225,891$20,394 ▲9.9%2,873,5660.6%ETFWMTWalmart$215,820$1,310 ▲0.6%2,388,7090.6%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$213,370$9,611 ▼-4.3%1,846,5560.6%ETFVOOVanguard S&P 500 ETF$206,191$34,763 ▲20.3%382,6790.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$190,546$7,168 ▲3.9%3,717,9770.5%ETFMRKMerck & Co., Inc.$189,262$3,534 ▲1.9%1,902,5090.5%MedicalJNJJohnson & Johnson$186,963$17,472 ▲10.3%1,292,7870.5%MedicalVONGVanguard Russell 1000 Growth ETF$180,769$180,769 ▲New Holding1,749,9420.5%ETFVEAVanguard FTSE Developed Markets ETF$180,135$1,845 ▲1.0%3,766,9430.5%ETFCVXChevron$174,243$2,825 ▲1.6%1,203,0010.5%EnergyABBVAbbVie$169,980$4,486 ▲2.7%956,5560.5%MedicalHDHome Depot$167,813$2,687 ▲1.6%431,4070.5%Retail/WholesaleEFViShares MSCI EAFE Value ETF$165,678$11,553 ▲7.5%3,157,5760.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$164,142$68,557 ▲71.7%2,104,1100.5%ETFXOMExxon Mobil$160,762$6,637 ▲4.3%1,494,4820.4%EnergyEFGiShares MSCI EAFE Growth ETF$159,885$25,205 ▲18.7%1,651,1910.4%ETFPGProcter & Gamble$159,431$7,240 ▼-4.3%950,9720.4%Consumer StaplesMAMastercard$155,327$1,449 ▲0.9%294,9780.4%Business ServicesVGTVanguard Information Technology ETF$155,048$3,960 ▲2.6%249,3530.4%ETFTLTiShares 20+ Year Treasury Bond ETF$152,265$56,896 ▼-27.2%1,743,5580.4%ETFUNHUnitedHealth Group$151,160$8,034 ▼-5.0%298,8170.4%MedicalETNEaton$151,115$11,135 ▲8.0%455,3440.4%IndustrialsCMCSAComcast$144,852$419 ▼-0.3%3,859,6380.4%Consumer DiscretionaryVONVVanguard Russell 1000 Value$141,507$759 ▼-0.5%1,741,6190.4%ETFJEPIJPMorgan Equity Premium Income ETF$141,485$6,145 ▼-4.2%2,459,3230.4%ETFSDYSPDR S&P Dividend ETF$139,672$350 ▼-0.2%1,057,3190.4%ETFIBMInternational Business Machines$137,636$2,733 ▼-1.9%626,1010.4%Computer and TechnologyMBBiShares MBS ETF$136,643$514 ▲0.4%1,490,4290.4%ETFPEPPepsiCo$134,110$1,586 ▼-1.2%881,9510.4%Consumer StaplesIVEiShares S&P 500 Value ETF$127,684$2,941 ▲2.4%668,9230.4%ETFTSLATesla$127,123$2,781 ▼-2.1%314,7840.4%Auto/Tires/TrucksMCDMcDonald's$113,130$2,424 ▲2.2%390,2500.3%Retail/WholesalePNCThe PNC Financial Services Group$112,121$5,208 ▲4.9%581,3890.3%FinanceIJRiShares Core S&P Small-Cap ETF$111,074$18,562 ▲20.1%964,0130.3%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$110,296$8,089 ▼-6.8%765,4150.3%ETFRSPInvesco S&P 500 Equal Weight ETF$109,573$4,104 ▼-3.6%625,3080.3%ETFCOSTCostco Wholesale$108,393$917 ▲0.9%118,2970.3%Retail/WholesaleNEENextEra Energy$108,050$1,560 ▼-1.4%1,507,1810.3%UtilitiesBXBlackstone$107,055$1,524 ▼-1.4%620,8980.3%FinanceRTXRTX$104,566$1,817 ▼-1.7%903,6160.3%AerospaceCSCOCisco Systems$103,987$1,878 ▼-1.8%1,756,5300.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$103,810$1,754 ▼-1.7%530,1010.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$102,850$5,872 ▼-5.4%1,281,3030.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$101,488$50,134 ▼-33.1%1,097,7630.3%ETFBLACKROCK FDG INC$101,343$101,343 ▲New Holding98,8600.3%Common StockKOCoca-Cola$100,287$6,541 ▲7.0%1,610,7760.3%Consumer StaplesQCOMQUALCOMM$99,041$8,729 ▲9.7%644,7110.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$98,304$4,258 ▲4.5%1,772,8420.3%ManufacturingAMGNAmgen$98,121$15,184 ▼-13.4%376,4620.3%MedicalIYWiShares U.S. Technology ETF$96,932$2,544 ▼-2.6%607,6480.3%ManufacturingVOVanguard Mid-Cap ETF$96,624$655 ▼-0.7%365,8200.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$96,487$12,934 ▼-11.8%1,097,6920.3%ETFIXUSiShares Core MSCI Total International Stock ETF$95,391$2,041 ▼-2.1%1,442,2600.3%ManufacturingMDTMedtronic$92,203$5,155 ▲5.9%1,154,2720.3%MedicalCATCaterpillar$91,973$2,622 ▼-2.8%253,5370.3%IndustrialsJAVAJPMorgan Active Value ETF$90,289$15,622 ▲20.9%1,426,3590.3%ETFJCPBJPMorgan Core Plus Bond ETF$88,843$12,784 ▲16.8%1,928,4290.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$87,961$51,440 ▲140.9%425,0970.2%ETFIEFAiShares Core MSCI EAFE ETF$86,479$86,479 ▲New Holding1,230,4910.2%ETFBACBank of America$82,828$1,186 ▼-1.4%1,884,5890.2%FinanceVZVerizon Communications$82,455$138 ▲0.2%2,061,8980.2%Computer and TechnologyBNDXVanguard Total International Bond ETF$82,269$32 ▼0.0%1,677,2460.2%ETFIWRiShares Russell Mid-Cap ETF$81,634$74 ▲0.1%923,4630.2%ETFCOWZPacer US Cash Cows 100 ETF$81,029$81,029 ▲New Holding1,434,6430.2%ETFHDViShares Core High Dividend ETF$80,636$4,232 ▲5.5%718,2990.2%ETFEMREmerson Electric$80,304$2,308 ▲3.0%647,9770.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$79,317$2,962 ▼-3.6%1,272,9380.2%ETFJGROJPMorgan Active Growth ETF$77,661$5,963 ▲8.3%958,4260.2%ETFNFLXNetflix$74,195$5,244 ▼-6.6%83,2420.2%Consumer DiscretionaryLOWLowe's Companies$73,447$53 ▲0.1%297,5950.2%Retail/WholesaleCRMSalesforce$72,664$5,632 ▲8.4%217,3410.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$72,451$4,239 ▼-5.5%1,416,7210.2%ETFVUGVanguard Growth ETF$72,444$4,214 ▲6.2%176,5040.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
