Janney Montgomery Scott LLC

CIK: 0001329948Latest portfolio: $43.6B · Q4 2025

Holdings

2,909

Total Value

$43.6B

New Positions

2,874

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
4,708,902$1.3B2.94%NEW
2
MSFTMICROSOFT CORP
2,109,055$1.0B2.34%NEW
3
IVVISHS CORE SP 500 ETF
1,277,205$874.0M2.00%NEW
4
NVDANVIDIA CORP
4,439,167$827.0M1.90%NEW
5
XLKST STR TECH SEL SPDR ETF
4,443,817$639.0M1.47%NEW
6
AMZNAMAZONCOM INC
2,666,064$615.0M1.41%NEW
7
AVGOBROADCOM INC
1,665,724$576.0M1.32%NEW
8
GOOGLALPHABET INC A
1,768,928$553.0M1.27%NEW
9
JPMJPMORGAN CHASE CO
1,696,703$546.0M1.25%NEW
10
NDQINV QQQ ETF
841,143$516.0M1.18%NEW
11
XLFST STR FINL SEL SCTR ETF
9,174,890$502.0M1.15%NEW
12
SPYSPDR SP 500 ETF
683,338$465.0M1.07%NEW
13
BBUSJPM BETABLDRS U S EQ ETF
3,382,109$417.0M0.96%NEW
14
GOOGALPHABET INC C
1,317,883$413.0M0.95%NEW
15
XLCST STR COMMN SVC SEL ETF
3,350,960$394.0M0.90%NEW
16
IWFISHS RUSS 1000 GRW ETF
778,101$368.0M0.84%NEW
17
XLVST STR H/C SEL SCTR ETF
2,379,303$368.0M0.84%NEW
18
METAMETA PLATFORMS INC A
532,903$351.0M0.81%NEW
19
IUSBISHS CORE UNVL USD ETF
7,094,873$330.0M0.76%NEW
20
IVEISHS SP 500 VALUE ETF
1,470,999$311.0M0.71%NEW
21
VEUVNGRD FTSE ALL WORLD ETF
4,038,583$297.0M0.68%NEW
22
DYNFISHS US EQ FCTR ROTN ETF
4,787,660$291.0M0.67%NEW
23
LLYELI LILLY CO
271,679$291.0M0.67%NEW
24
VVISA INC CL A
794,918$278.0M0.64%NEW
25
VYMVNGRD HIGH DIV YLD ETF
1,913,439$274.0M0.63%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Energy0.0% ($1.9300017800058996e+253T)
Consumer Defensive0.0% ($2.6100014900012998e+224T)
Real Estate0.0% ($5.500042000310003e+207T)
Basic Materials0.0% ($5.900052000470002e+197T)
Utilities0.0% ($1.2700080000700008e+192T)
Communication Services0.0% ($5.53000413000351e+170T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$43.6B2,909
Q3 2025Oct 27, 2025$42.2B0
Q2 2025Jul 17, 2025$38.3B2,698
Q1 2025Apr 17, 2025$35.3B2,664

Fund Information

CIK0001329948
Most Recent FilingFeb 11, 2026
Number of Filings4

Janney Montgomery Scott LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $43.6B across 2,909 holdings. The largest position is APPLE INC (AAPL), representing 2.9% of the portfolio. Compared to the previous quarter, the fund opened 2,909 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.