Janney Montgomery Scott LLC
2,747 holdingsFiling period: 2026-03-31Current AUM: $44.99Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 4.79M | $1.22B | $1.48B | 3.29% | +84.0K | 2026-03-31 |
| 2 | IVV | ISHS CORE SP 500 ETF | 1.41M | $922.9M | $1.06B | 2.36% | +135.7K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 2.24M | $828.6M | $1.04B | 2.31% | +129.4K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORP | 4.48M | $780.9M | $898.9M | 2.00% | +38.5K | 2026-03-31 |
| 5 | XLK | ST STR TECH SEL SPDR ETF | 4.73M | $628.3M | $829.0M | 1.84% | +284.0K | 2026-03-31 |
| 6 | AMZN | AMAZONCOM INC | 2.75M | $572.7M | $746.8M | 1.66% | +83.9K | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 1.77M | $549.3M | $690.9M | 1.54% | +109.0K | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE CO | 1.78M | $523.1M | $625.6M | 1.39% | +81.5K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC A | 1.78M | $511.7M | $633.7M | 1.41% | +10.6K | 2026-03-31 |
| 10 | QQQ | INV QQQ ETF | 850.7K | $491.0M | $585.3M | 1.30% | +9.5K | 2026-03-31 |
| 11 | XLF | ST STR FINL SEL SCTR ETF | 9.25M | $456.9M | $527.0M | 1.17% | +80.0K | 2026-03-31 |
| 12 | XLC | ST STR COMMN SVC SEL ETF | 3.71M | $411.4M | $401.7M | 0.89% | +360.4K | 2026-03-31 |
| 13 | IUSB | ISHS CORE UNVL USD ETF | 7.71M | $356.3M | $350.6M | 0.78% | +618.6K | 2026-03-31 |
| 14 | XLV | ST STR H/C SEL SCTR ETF | 2.36M | $346.2M | $383.8M | 0.85% | -18,120 | 2026-03-31 |
| 15 | JNJ | JOHNSON JOHNSON | 1.37M | $333.9M | $350.2M | 0.78% | +75.4K | 2026-03-31 |
| 16 | META | META PLATFORMS INC A | 550.6K | $315.0M | $306.5M | 0.68% | +17.7K | 2026-03-31 |
| 17 | VEU | VNGRD FTSE ALL WORLD ETF | 4.02M | $301.8M | $333.0M | 0.74% | -19,362 | 2026-03-31 |
| 18 | WMT | WALMART INC | 2.42M | $300.3M | $268.7M | 0.60% | +68.6K | 2026-03-31 |
| 19 | VYM | VNGRD HIGH DIV YLD ETF | 1.95M | $288.8M | $315.8M | 0.70% | +36.4K | 2026-03-31 |
| 20 | IVE | ISHS SP 500 VALUE ETF | 1.35M | $284.9M | $312.6M | 0.69% | -121,769 | 2026-03-31 |
| 21 | IVW | ISHS SP 500 GRWTH ETF | 2.42M | $273.3M | $326.8M | 0.73% | +212.0K | 2026-03-31 |
| 22 | ABBV | ABBVIE INC | 1.21M | $262.6M | $303.0M | 0.67% | +124.4K | 2026-03-31 |
| 23 | LLY | ELI LILLY CO | 285.2K | $262.4M | $327.7M | 0.73% | +13.6K | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 1.54M | $261.2M | $239.3M | 0.53% | -67,822 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 1.54M | $261.2M | $239.3M | 0.53% | -67,822 | 2026-03-31 |
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