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Janney Montgomery Scott LLC

Portfolio Manager
Janney Montgomery Scott LLC
Performance
-8.52% (2026 Q1)
AUM (13F)
$40.40B
# of Holdings
2740
Performance Rank
Allocation (Top 20)
25.8%

Janney Montgomery Scott LLC Holdings Map

Top 50 Janney Montgomery Scott LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.01%4.79M$1.22B
+1.78%(+84.03K)
2025-Q1: 4.64M shares2025-Q2: 4.59M shares2025-Q3: 4.59M shares2025-Q4: 4.71M shares2026-Q1: 4.79M shares
$144.50(+106.83%)
2026-03-31
IVV
ISHS CORE SP 500 ETF
2.28%1.41M$922.9M
+10.62%(+135.69K)
2025-Q1: 1.55M shares2025-Q2: 1.27M shares2025-Q3: 1.20M shares2025-Q4: 1.28M shares2026-Q1: 1.41M shares
$361.59(+106.24%)
2026-03-31
MSFT
MICROSOFT CORP
2.05%2.24M$828.6M
+6.14%(+129.43K)
2025-Q1: 2.09M shares2025-Q2: 2.11M shares2025-Q3: 2.11M shares2025-Q4: 2.11M shares2026-Q1: 2.24M shares
$126.96(+219.17%)
2026-03-31
NVDA
NVIDIA CORP
1.93%4.48M$780.9M
+0.87%(+38.50K)
2025-Q1: 4.34M shares2025-Q2: 4.39M shares2025-Q3: 4.50M shares2025-Q4: 4.44M shares2026-Q1: 4.48M shares
$23.42(+864.17%)
2026-03-31
XLK
ST STR TECH SEL SPDR ETF
1.56%4.73M$628.3M
+6.39%(+284.04K)
2025-Q1: 2.58M shares2025-Q2: 2.80M shares2025-Q3: 2.38M shares2025-Q4: 4.44M shares2026-Q1: 4.73M shares
$65.72(+169.11%)
2026-03-31
AMZN
AMAZONCOM INC
1.42%2.75M$572.7M
+3.15%(+83.90K)
2025-Q1: 2.54M shares2025-Q2: 2.60M shares2025-Q3: 2.64M shares2025-Q4: 2.67M shares2026-Q1: 2.75M shares
$122.83(+119.92%)
2026-03-31
AVGO
BROADCOM INC
1.36%1.77M$549.3M
+6.54%(+108.96K)
2025-Q1: 1.67M shares2025-Q2: 1.76M shares2025-Q3: 1.71M shares2025-Q4: 1.67M shares2026-Q1: 1.77M shares
$170.45(+144.53%)
2026-03-31
JPM
JPMORGAN CHASE CO
1.29%1.78M$523.1M
+4.80%(+81.50K)
2025-Q1: 1.73M shares2025-Q2: 1.71M shares2025-Q3: 1.70M shares2025-Q4: 1.70M shares2026-Q1: 1.78M shares
$102.42(+193.14%)
2026-03-31
GOOGL
ALPHABET INC A
1.27%1.78M$511.7M
+0.60%(+10.57K)
2025-Q1: 1.84M shares2025-Q2: 1.85M shares2025-Q3: 1.84M shares2025-Q4: 1.77M shares2026-Q1: 1.78M shares
$124.71(+222.86%)
2026-03-31
QQQ
INV QQQ ETF
1.22%850.7K$491.0M
+1.13%(+9.54K)
2025-Q1: 838.6K shares2025-Q2: 894.1K shares2025-Q3: 912.4K shares2025-Q4: 841.1K shares2026-Q1: 850.7K shares
$333.81(+114.10%)
2026-03-31

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