Janney Montgomery Scott LLC

Est. AUM

$40.15B

13F long equity, this entity only

Positions

2,704

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	Common Stock	$1.22B	4792927	3.03%	SOLE
2	ISHS CORE SP 500 ETF	ETF/Closed End	$922.9M	1412900	2.30%	SOLE
3	MICROSOFT CORP	Common Stock	$828.6M	2238486	2.06%	SOLE
4	NVIDIA CORP	Common Stock	$780.9M	4477669	1.94%	SOLE
5	ST STR TECH SEL SPDR ETF	ETF/Closed End	$628.3M	4727854	1.56%	SOLE
6	AMAZONCOM INC	Common Stock	$572.7M	2749966	1.43%	SOLE
7	BROADCOM INC	Common Stock	$549.3M	1774688	1.37%	SOLE
8	JPMORGAN CHASE CO	Common Stock	$523.1M	1778198	1.30%	SOLE
9	ALPHABET INC A	Common Stock	$511.7M	1779495	1.27%	SOLE
10	INV QQQ ETF	ETF/Closed End	$491.0M	850685	1.22%	SOLE
11	ST STR FINL SEL SCTR ETF	ETF/Closed End	$456.9M	9254845	1.14%	SOLE
12	ST STR COMMN SVC SEL ETF	ETF/Closed End	$411.4M	3711386	1.02%	SOLE
13	ISHS CORE UNVL USD ETF	ETF/Closed End-	$356.3M	7713487	0.89%	SOLE
14	ST STR H/C SEL SCTR ETF	ETF/Closed End	$346.2M	2361183	0.86%	SOLE
15	JOHNSON JOHNSON	Common Stock	$333.9M	1366010	0.83%	SOLE
16	META PLATFORMS INC A	Common Stock	$315.0M	550613	0.78%	SOLE
17	VNGRD FTSE ALL WORLD ETF	ETF/Closed End	$301.8M	4019221	0.75%	SOLE
18	WALMART INC	Common Stock	$300.3M	2416580	0.75%	SOLE
19	VNGRD HIGH DIV YLD ETF	ETF/Closed End	$288.8M	1949873	0.72%	SOLE
20	ISHS SP 500 VALUE ETF	ETF/Closed End	$284.9M	1349230	0.71%	SOLE
21	ISHS SP 500 GRWTH ETF	ETF/Closed End	$273.3M	2416574	0.68%	SOLE
22	ABBVIE INC	Common Stock	$262.6M	1207278	0.65%	SOLE
23	ELI LILLY CO	Common Stock	$262.4M	285246	0.65%	SOLE
24	EXXON MOBIL CORP	Common Stock	$261.2M	1539743	0.65%	SOLE
25	CHEVRON CORP	Common Stock	$258.9M	1251102	0.64%	SOLE
26	ST STR CONS STAPLES ETF	ETF/Closed End	$257.3M	3138094	0.64%	SOLE
27	BERKSHIRE HATHAWAY INC B	Common Stock	$253.3M	528679	0.63%	SOLE
28	ISHS CORE MSCI E/MKT ETF	ETF/Closed End	$251.5M	3605987	0.63%	SOLE
29	VISA INC CL A	Common Stock	$250.2M	827943	0.62%	SOLE
30	ISHS US EQ FCTR ROTN ETF	ETF/Closed End	$245.5M	4219236	0.61%	SOLE
31	VNGRD SP 500 ETF	ETF/Closed End	$231.0M	386585	0.58%	SOLE
32	VNGRD FTSE DEV MKTS ETF	ETF/Closed End	$221.7M	3460078	0.55%	SOLE
33	ISHS 37Y TRSY BD ETF	ETF/Closed End-	$218.8M	1844787	0.54%	SOLE
34	ISHS CORE MSCI EAFE ETF	ETF/Closed End	$214.2M	2365635	0.53%	SOLE
35	CATERPILLAR INC	Common Stock	$205.0M	289401	0.51%	SOLE
36	MERCK COMPANY INC	Common Stock	$202.0M	1679664	0.50%	SOLE
37	ISHS MSCI EAFE VAL ETF	ETF/Closed End	$200.7M	2699024	0.50%	SOLE
38	ISHS CORE SP SMCP ETF	ETF/Closed End	$199.5M	1604971	0.50%	SOLE
39	VNGRD RUS1000 GRW IN ETF	ETF/Closed End	$197.9M	1803853	0.49%	SOLE
40	VNGRD INFO TECH ETF	ETF/Closed End	$195.5M	280153	0.49%	SOLE
41	NEXTERA ENERGY INC	Common Stock	$186.0M	2002772	0.46%	SOLE
42	HOME DEPOT INC	Common Stock	$174.0M	529032	0.43%	SOLE
43	CISCO SYSTEMS INC	Common Stock	$169.3M	2181466	0.42%	SOLE
44	JPM CORE PLUS BOND ETF	ETF/Closed End-	$168.0M	3568823	0.42%	SOLE
45	INTL BUSINESS MACHS CORP	Common Stock	$167.0M	688918	0.42%	SOLE
46	ISHS MSCI USA QLTY ETF	ETF/Closed End	$166.0M	865213	0.41%	SOLE
47	PROCTER GAMBLE CO	Common Stock	$162.2M	1122903	0.40%	SOLE
48	VNGRD RUS1000 VL IN ETF	ETF/Closed End	$161.1M	1718133	0.40%	SOLE
49	INV SP500 EQL WGHT ETF	ETF/Closed End	$159.5M	830928	0.40%	SOLE
50	JPM EQTY PREM INCM ETF	ETF/Closed End	$158.7M	2800288	0.40%	SOLE

1–50 of 2,704

1 / 55

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.