Janney Montgomery Scott LLC

Investment Portfolio & 13F Holdings Analysis

About

Janney Montgomery Scott LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2664 holdings worth $35.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 2,664
Total Value: 35278126
Accession Number: 0001329948-25-000004
Form Type: 13F-HR
CIK: 0001329948
Manager Name: Janney Montgomery Scott LLC

Data Enrichment

67% identified

1,796 identified868 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,664 positions • $35,278.126K total value

2,664 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

4641306(-1.0%)

Value:

$1.0B(-12.2%)

464287200

IVV|464287200

1553407(-9.8%)

Value:

$872.9M(-13.9%)

MICROSOFT CORP

MSFT|594918104

2088126(-0.4%)

Value:

$783.9M(-11.3%)

81369Y803

XLK|81369Y803

2583831(+0.4%)

Value:

$533.5M(-10.8%)

81369Y209

3452734(+0.5%)

Value:

$504.1M(+6.7%)

AMAZON COM INC

AMZN|023135106

2536411(+0.1%)

Value:

$482.6M(-13.2%)

NVIDIA CORP

NVDA|67066G104

4338240(-1.5%)

Value:

$470.2M(-20.5%)

81369Y605

9377886(-2.7%)

Value:

$467.1M(+0.2%)

JPMORGAN CHASE & CO

JPM|46625H100

1734927(-3.4%)

Value:

$425.6M(-1.1%)

46434V613

8629011(+1.4%)

Value:

$397.6M(+3.3%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

838553(+5.5%)

Value:

$393.2M(-3.3%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

574128(+0.3%)

Value:

$321.2M(-4.3%)

46641Q399

BBUS|46641Q399

3169322

Value:

$319.8M

922042866

VPL|922042866

3956398(-3.7%)

Value:

$286.7M(-1.7%)

464287614

IWF|464287614

792268(-0.7%)

Value:

$286.1M(-10.7%)

VISA INC.

V|92826C839

815103(-1.9%)

Value:

$285.7M(+8.8%)

Alphabet Inc.

GOOGL|02079K305

1835443(-0.1%)

Value:

$283.8M(-18.4%)

Broadcom Inc.

AVGO|11135F101

1670718(-1.9%)

Value:

$279.7M(-29.1%)

46432F339

QUAL|46432F339

1548765(+5.3%)

Value:

$264.7M(+1.0%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

485341(-3.9%)

Value:

$258.5M(+13.0%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	4.6M	QoQ -1.04% (-49.2K) YoY +0.23% (+10.7K)	All Managers (Combined)	$1.0B	QoQ -12.22% (-$144) YoY +29.83% (+$237)
(IVVcusip464287200)	1.6M	QoQ -9.78% (-168.4K) YoY -19.47% (-375.8K)	All Managers (Combined)	$872.9M	QoQ -13.88% (-$141) YoY -13.93% (-$141)
Microsoft Corp(MSFTcusip594918104)	2.1M	QoQ -0.38% (-8.1K) YoY +0.57% (-11.9K)	All Managers (Combined)	$783.9M	QoQ -11.28% (-$100) YoY -10.26% (-$90)
(XLKcusip81369Y803)	2.6M	QoQ +0.41% (-10.7K) YoY -8.78% (-249.0K)	All Managers (Combined)	$533.5M	QoQ -10.83% (-$65) YoY -9.57% (-$56)
(cusip81369Y209)✕	3.5M	QoQ +0.54% (+18.8K) YoY -24.58% (-1.1M)	All Managers (Combined)	$504.1M	QoQ +6.71% (+$32) YoY -25.46% (-$172)
Amazon Com Inc(AMZNcusip023135106)	2.5M	QoQ +0.10% (-2.8K) YoY +3.89% (+95.1K)	All Managers (Combined)	$482.6M	QoQ -13.18% (-$73) YoY +9.58% (+$42)
Nvidia Corp(NVDAcusip67066G104)	4.3M	QoQ -1.47% (-65.0K) YoY +826.41% (+3.9M)	All Managers (Combined)	$470.2M	QoQ -20.48% (-$121) YoY +11.12% (+$47)
(cusip81369Y605)✕	9.4M	QoQ -2.73% (-263.4K) YoY +122.88% (+5.2M)	All Managers (Combined)	$467.1M	QoQ +0.24% (-$1) YoY +163.57% (+$290)
Jpmorgan Chase & Co(JPMcusip46625H100)	1.7M	QoQ -3.35% (-60.3K) YoY -1.93% (-34.2K)	All Managers (Combined)	$425.6M	QoQ -1.10% (-$5) YoY +20.10% (-$71)
(cusip46434V613)✕	8.6M	QoQ +1.36% (+115.8K) YoY +6.75% (+545.7K)	All Managers (Combined)	$397.6M	QoQ +3.33% (+$13) YoY +7.89% (+$29)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	838.6K	QoQ +5.45% (-43.3K) YoY +17.80% (+126.8K)	All Managers (Combined)	$393.2M	QoQ -3.27% (-$13) YoY +24.41% (+$77)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	574.1K	QoQ +0.29% (-1.7K) YoY -4.60% (-27.7K)	All Managers (Combined)	$321.2M	QoQ -4.27% (-$14) YoY +2.01% (-$6)
(BBUScusip46641Q399)	3.2M	QoQ NEW(+3.2M) YoY +102.29% (+1.6M)	All Managers (Combined)	$319.8M	QoQ NEW(+$320) YoY +116.13% (+$172)
(VPLcusip922042866)	4.0M	QoQ -3.66% (-150.4K) YoY -8.88% (-385.8K)	All Managers (Combined)	$286.7M	QoQ -1.73% (-$5) YoY -13.16% (-$43)
(IWFcusip464287614)	792.3K	QoQ -0.68% (-5.4K) YoY +3.44% (+26.4K)	All Managers (Combined)	$286.1M	QoQ -10.69% (-$34) YoY +10.82% (+$28)
Visa Inc.(Vcusip92826C839)	815.1K	QoQ -1.85% (-15.4K) YoY -0.44% (-3.6K)	All Managers (Combined)	$285.7M	QoQ +8.83% (-$23) YoY +25.02% (-$57)
Alphabet Inc.(GOOGLcusip02079K305)	1.8M	QoQ -0.06% (-1.2K) YoY +6.18% (+107.0K)	All Managers (Combined)	$283.8M	QoQ -18.36% (-$64) YoY +8.79% (+$23)
Broadcom Inc.(AVGOcusip11135F101)	1.7M	QoQ -1.88% (-32.2K) YoY +784.05% (+1.5M)	All Managers (Combined)	$279.7M	QoQ -29.14% (-$115) YoY +11.67% (+$29)
(QUALcusip46432F339)	1.5M	QoQ +5.25% (+77.4K) YoY +14.90% (+200.8K)	All Managers (Combined)	$264.7M	QoQ +1.00% (+$3) YoY +19.47% (+$43)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	485.3K	QoQ -3.85% (-19.5K) YoY -4.14% (-21.0K)	All Managers (Combined)	$258.5M	QoQ +12.96% (-$30) YoY +21.40% (-$46)