Janney Montgomery Scott Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$40.4M
Q ending 2026-03-31
Prior quarter
$43.6M
Q ending 2025-12-31
Change
-7.3% QoQ · +14.5% YoY
Positions
2,740
reported holdings
Largest positions
Top 100 of 2,740 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $1.2M | 4.8M |
| Ishs Core Sp 500 Etf | IVV | Shares | $923K | 1.4M |
| Microsoft Corp | MSFT | Shares | $829K | 2.2M |
| Nvidia Corp | NVDA | Shares | $781K | 4.5M |
| St Str Tech Sel Spdr Etf | XLK | Shares | $628K | 4.7M |
| Amazoncom Inc | AMZN | Shares | $573K | 2.7M |
| Broadcom Inc | AVGO | Shares | $549K | 1.8M |
| Jpmorgan Chase Co | JPM | Shares | $523K | 1.8M |
| Alphabet Inc A | GOOGL | Shares | $512K | 1.8M |
| Inv Qqq Etf | QQQ | Shares | $491K | 851K |
| St Str Finl Sel Sctr Etf | XLF | Shares | $457K | 9.3M |
| St Str Commn Svc Sel Etf | XLC | Shares | $411K | 3.7M |
| Ishs Core Unvl Usd Etf | IUSB | Shares | $356K | 7.7M |
| St Str H/C Sel Sctr Etf | XLV | Shares | $346K | 2.4M |
| Johnson Johnson | JNJ | Shares | $334K | 1.4M |
| Meta Platforms Inc A | META | Shares | $315K | 551K |
| Vngrd Ftse All World Etf | VEU | Shares | $302K | 4.0M |
| Walmart Inc | WMT | Shares | $300K | 2.4M |
| Vngrd High Div Yld Etf | VYM | Shares | $289K | 1.9M |
| Ishs Sp 500 Value Etf | IVE | Shares | $285K | 1.3M |
| Ishs Sp 500 Grwth Etf | IVW | Shares | $273K | 2.4M |
| Abbvie Inc | ABBV | Shares | $263K | 1.2M |
| Eli Lilly Co | LLY | Shares | $262K | 285K |
| Exxon Mobil Corp | XOM | Shares | $261K | 1.5M |
| Chevron Corp | CVX | Shares | $259K | 1.3M |
| St Str Cons Staples Etf | XLP | Shares | $257K | 3.1M |
| Berkshire Hathaway Inc B | BRK/B | Shares | $253K | 529K |
| Ishs Core Msci E/Mkt Etf | IEMG | Shares | $252K | 3.6M |
| Visa Inc Cl A | V | Shares | $250K | 828K |
| Ishs Us Eq Fctr Rotn Etf | DYNF | Shares | $245K | 4.2M |
| Vngrd Sp 500 Etf | VOO | Shares | $231K | 387K |
| Vngrd Ftse Dev Mkts Etf | VEA | Shares | $222K | 3.5M |
| Ishs 37Y Trsy Bd Etf | IEI | Shares | $219K | 1.8M |
| Ishs Core Msci Eafe Etf | IEFA | Shares | $214K | 2.4M |
| Caterpillar Inc | CAT | Shares | $205K | 289K |
| Merck Company Inc | MRK | Shares | $202K | 1.7M |
| Ishs Msci Eafe Val Etf | EFV | Shares | $201K | 2.7M |
| Ishs Core Sp Smcp Etf | IJR | Shares | $200K | 1.6M |
| Vngrd Rus1000 Grw In Etf | VONG | Shares | $198K | 1.8M |
| Vngrd Info Tech Etf | VGT | Shares | $195K | 280K |
| Nextera Energy Inc | NEE | Shares | $186K | 2.0M |
| Home Depot Inc | HD | Shares | $174K | 529K |
| Cisco Systems Inc | CSCO | Shares | $169K | 2.2M |
| Jpm Core Plus Bond Etf | JCPB | Shares | $168K | 3.6M |
| Intl Business Machs Corp | IBM | Shares | $167K | 689K |
| Ishs Msci Usa Qlty Etf | QUAL | Shares | $166K | 865K |
| Procter Gamble Co | PG | Shares | $162K | 1.1M |
| Vngrd Rus1000 Vl In Etf | VONV | Shares | $161K | 1.7M |
| Inv Sp500 Eql Wght Etf | RSP | Shares | $159K | 831K |
| Jpm Eqty Prem Incm Etf | JEPI | Shares | $159K | 2.8M |
| St Str Util Sel Spdr Etf | XLU | Shares | $157K | 3.4M |
| Ishs U S Treas Etf | GOVT | Shares | $151K | 6.6M |
| Ishs 1020 Trsry Etf | TLH | Shares | $150K | 1.5M |
| Rtx Corp | RTX | Shares | $148K | 768K |
| Amgen Inc | AMGN | Shares | $146K | 416K |
| Ishs Usa Momntm Fctr Etf | MTUM | Shares | $144K | 601K |
| Taiwan Semicon Mfg Co | TSM | Shares | $143K | 424K |
| Mcdonalds Corp | MCD | Shares | $141K | 453K |
| Cap Grp Div Value Etf | CGDV | Shares | $140K | 3.3M |
| Ishs Mbs Etf | MBB | Shares | $139K | 1.5M |
| Jpm Active Grwth Etf | JGRO | Shares | $132K | 1.6M |
| Mastercard Inc A | MA | Shares | $131K | 262K |
| Ishs Core Ttl Intl Etf | IXUS | Shares | $130K | 1.5M |
| Costco Wholesale Corp | COST | Shares | $130K | 130K |
| Ishs Msci Eafe Grw Etf | EFG | Shares | $127K | 1.1M |
| Vngrd Div Apprc Idx Etf | VIG | Shares | $126K | 586K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $125K | 601K |
| Medtronic Plc | Shares | $124K | 1.4M | |
| Ishs 710Y Trsy Etf | IEF | Shares | $123K | 1.3M |
| Ishs Ai Innov Tech Etf | BAI | Shares | $123K | 3.7M |
| Ishs 20 Trsy Bd Etf | TLT | Shares | $123K | 1.4M |
| Ishs Core High Div Etf | HDV | Shares | $121K | 894K |
| Coca Cola Company | KO | Shares | $121K | 1.6M |
| Netflix Inc | NFLX | Shares | $120K | 1.3M |
| Spdr Gold Trust Gold Etf | GLD | Shares | $119K | 276K |
| Ishs Exp Tech Sector Etf | IGM | Shares | $118K | 998K |
| Jpm Active Bond Etf | JBND | Shares | $117K | 2.2M |
| Vngrd Ftse Emg Mkts Etf | VWO | Shares | $113K | 2.1M |
| Jpm Intl Resh Enh Eq Etf | JIRE | Shares | $112K | 1.5M |
| Vngrd Mid Cap Etf | VO | Shares | $110K | 385K |
| Ishs Biotech Etf | IBB | Shares | $110K | 653K |
| Cap Grp F/Cor Pl Inc Etf | CGCP | Shares | $110K | 4.9M |
| Tesla Inc | TSLA | Shares | $109K | 293K |
| Ft Rising Div Achiev Etf | RDVY | Shares | $106K | 1.5M |
| Chubb Ltd | Shares | $103K | 316K | |
| Blackrock Fdg Inc | BLK | Shares | $102K | 106K |
| Vngrd Intrm Corp Bd Etf | VCIT | Shares | $101K | 1.2M |
| Ishs Us Themtc Rotn Etf | THRO | Shares | $99K | 2.7M |
| Verizon Commns Inc | VZ | Shares | $97K | 1.9M |
| Bank America Corp | BAC | Shares | $96K | 2.0M |
| Emerson Electric Co | EMR | Shares | $95K | 728K |
| Ishs Russ 2000 Etf | IWM | Shares | $94K | 381K |
| Vngrd Ttl Intl Bd Etf | BNDX | Shares | $94K | 2.0M |
| Ishs Russ Mdcp Etf | IWR | Shares | $89K | 916K |
| Quanta Services Inc | PWR | Shares | $89K | 162K |
| Blackstone Inc A | BX | Shares | $87K | 760K |
| Ge Vernova Llc | GEV | Shares | $86K | 98K |
| Target Corp | TGT | Shares | $85K | 703K |
| Honeywell Intl Inc | HONGBP | Shares | $85K | 376K |
| St Str Spdr Sp Div Etf | SDY | Shares | $84K | 573K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.