Institutions / Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
CIK 1329948 · Institution · as of Mar 31, 2026
Portfolio value
$40.40M
Positions
2,740
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$40.40M-7.3%Positions
2,740-5.8%Top holdings
Mar 31, 2026View all 2,740 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.22M | 3.0% |
| Ishs Core Sp 500 ETF | $922.9K | 2.3% |
| Microsoft Corp | $828.6K | 2.1% |
| NVIDIA Corp | $780.9K | 1.9% |
| St Str Tech Sel SPDR ETF | $628.3K | 1.6% |
| Amazon.com Inc | $572.7K | 1.4% |
| Broadcom Inc. | $549.3K | 1.4% |
| JPMORGAN CHASE & CO | $523.1K | 1.3% |
| Alphabet Inc. | $511.7K | 1.3% |
| Inv Qqq ETF | $491.0K | 1.2% |
| St Str Finl Sel Sctr ETF | $456.9K | 1.1% |
| St Str Commn Svc Sel ETF | $411.4K | 1.0% |
| Ishs Core Unvl Usd ETF | $356.3K | 0.9% |
| St Str H/C Sel Sctr ETF | $346.2K | 0.9% |
| Johnson & Johnson | $333.9K | 0.8% |
| Meta Platforms Inc | $315.0K | 0.8% |
| Vngrd Ftse All World ETF | $301.8K | 0.7% |
| Walmart Inc. | $300.3K | 0.7% |
| Vngrd High Div Yld ETF | $288.8K | 0.7% |
| Ishs Sp 500 Value ETF | $284.9K | 0.7% |
| Ishs Sp 500 Grwth ETF | $273.3K | 0.7% |
| AbbVie Inc. | $262.6K | 0.6% |
| ELI LILLY & Co | $262.4K | 0.6% |
| Exxon Mobil Corp | $261.2K | 0.6% |
| Chevron Corp | $258.9K | 0.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 78462F103 | $-466.0K | -683K -100.00% | — | low |
| Q1 2026 as of | Exit | 46641Q399 | $-417.0K | -3.4M -100.00% | — | low |
| Q1 2026 as of | Exit | Alphabet Inc. | $-413.6K | -1.3M -100.00% | — | low |
| Q1 2026 as of | Exit | 464287614 | $-368.3K | -778K -100.00% | — | low |
| Q1 2026 as of | Exit | 81369Y407 | $-180.6K | -1.5M -100.00% | — | low |
| Q1 2026 as of | Exit | 92206C409 | $-167.5K | -2.1M -100.00% | — | low |
| Q1 2026 as of | Trim | 464287101 | $-166.7K | -524K -92.24% | 44,088 0.03% of portfolio | low |
| Q1 2026 as of | Exit | Eaton Corp plc | $-142.2K | -447K -100.00% | — | low |
| Q1 2026 as of | Exit | Pepsico Inc | $-130.4K | -909K -100.00% | — | low |
| Q1 2026 as of | Exit | 46641Q167 | $-114.0K | -1.6M -100.00% | — | low |