Janney Montgomery Scott LLC
All holdings · as of Mar 31, 2026
| 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% |
| ST STR CONS STAPLES ETF | $257.3K | 0.6% |
| Warren E. Buffett | $253.3K | 0.6% |
| ISHS CORE MSCI E/MKT ETF | $251.5K | 0.6% |
| Visa Inc | $250.2K | 0.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $245.5K | 0.6% |
| VNGRD SP 500 ETF | $231.0K | 0.6% |
| VNGRD FTSE DEV MKTS ETF | $221.7K | 0.5% |
| ISHS 37Y TRSY BD ETF | $218.8K | 0.5% |
| ISHS CORE MSCI EAFE ETF | $214.2K | 0.5% |
| CATERPILLAR INC | $205.0K | 0.5% |
| Merck & Co., Inc. | $202.0K | 0.5% |
| ISHS MSCI EAFE VAL ETF | $200.7K | 0.5% |
| ISHS CORE SP SMCP ETF | $199.5K | 0.5% |
| VNGRD RUS1000 GRW IN ETF | $197.9K | 0.5% |
| VNGRD INFO TECH ETF | $195.5K | 0.5% |
| NEXTERA ENERGY INC | $186.0K | 0.5% |
| HOME DEPOT, INC. | $174.0K | 0.4% |
| CISCO SYSTEMS, INC. | $169.3K | 0.4% |
| JPM CORE PLUS BOND ETF | $168.0K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $167.0K | 0.4% |
| iShares MSCI UAE ETF | $166.0K | 0.4% |
| PROCTER & GAMBLE Co | $162.2K | 0.4% |
| VNGRD RUS1000 VL IN ETF | $161.1K | 0.4% |
| INV SP500 EQL WGHT ETF | $159.5K | 0.4% |
| JPM EQTY PREM INCM ETF | $158.7K | 0.4% |