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Janney Montgomery Scott LLC

13F
Janney Montgomery Scott LLC
Last update 2025-07-17 2696 Stocks (188 new)
Value $38.26 Bil Turnover 6 %
Countries:

Janney Montgomery Scott LLC Profile

Janney Montgomery Scott LLC is a full service financial services firm based out of Philadelphia, Pennsylvania. The company was originally established in 1832 as Lawrence Turnure & Co., although the company namesake Montgomery Scott & Co. would not be established in 1929 by Col. Montgomery. Janney & Co. would acquire Wurts, Dulles & Co. to become Janney, Dulles & Co. in 1956, merging again later that year with Winthrop H. Battles to become Janney, Dulles & Battles, Inc. The current Janney Montgomery Scott would be formed out of a series of mergers in the 1970s, and would be acquired by the Penn Mutual Life Insurance Company in 1982, which it continues to operate as a subsidiary under. Janney Montgomery Scott currently operates with 1825 employees of which 735 are investment professionals. The company has expanded its operations to now have locations in Massachusetts, Georgia, Florida, Delaware, New Jersey, New York, Ohio, Virginia, Maryland, and South Carolina. Janney Montgomery Scott’s offering of a full services approach has created a “comprehensive platform that delivers superior transaction execution, sustained follow through and long-term value added client support.” The company invests most heavily in the mutual funds sector, which alone makes up almost a third of its total allocations, and also invests in the finance, health care, information technology, consumer staples, and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. The company’s holdings are highly diversified with none of its holdings except its top 1.2% holding in General Electric Co. making up over 1% of its total holdings. Janney Montgomery Scott holds over $18.5 billion in total assets under management spread across over 54,000 accounts. Both of the company’s total number of accounts and total managed assets have been increasing with its managed assets growing from $5.1 billion back in 2010 to its current amount.
Janney Montgomery Scott LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
2,109,500
1,049,290.0
+1.02%
2.740
+0.03%
0.030
+42.29%
+21.47%
3,790,894.7
Software
AAPL
Apple Inc
4,594,242
942,600.0
-1.01%
2.460
-0.03%
0.030
+10.00%
-15.06%
3,169,382.3
Hardware
IVV
iShares Core S&P 500 ETF
1,265,421
785,700.0
-18.54%
2.050
-0.46%
0.130
+22.72%
+7.98%
635,585.3
 
XLK
Technology Select Sector SPDR ETF
2,797,050
708,300.0
+8.25%
1.850
+0.14%
0.890
+39.27%
+12.73%
82,458.8
 
NVDA
NVIDIA Corp
4,385,645
692,890.0
+1.09%
1.810
+0.02%
0.020
+77.01%
+27.75%
4,183,197.7
Semiconductors
AMZN
Amazon.com Inc
2,603,361
571,150.0
+2.64%
1.490
+0.04%
0.020
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
JPM
JPMorgan Chase & Co
1,714,994
497,190.0
-1.15%
1.300
-0.01%
0.060
+27.68%
+23.35%
800,072.7
Banks
QQQ
INVESCO QQQ Trust
894,107
493,230.0
+6.62%
1.290
+0.08%
0.140
+30.41%
+10.65%
359,636.5
 
AVGO
Broadcom Inc
1,763,860
486,210.0
+5.57%
1.270
+0.07%
0.040
+73.85%
+25.01%
1,355,916.6
Semiconductors
XLV
Health Care Select Sector SPDR
3,289,584
443,400.0
-4.73%
1.160
-0.07%
1.310
-0.64%
-3.88%
32,954.0
 

Janney Montgomery Scott LLC's Historical Top Holdings Breakdowns

Janney Montgomery Scott LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Reduce
Reduce
-0.46%
â—Ź
498.8 ($573.99) 620.9
$631.73
10.06%
Reduce -18.54%
1,265,421
-287,986
VPL
Vanguard FTSE Pacific ETF
2025-06-30
Reduce
Reduce
-0.40%
â—Ź
65.04 ($76.26) 82.18
$81.72
7.16%
Reduce -49.58%
1,994,654
-1,961,744
EEMA
iShares MSCI Emerging Markets Asia Index Fund
iShares MSCI Emerging Markets Asia Index Fund
2025-06-30
New Buy
New Buy
+0.36%
â—Ź
64.59 ($76.17) 83
$85.21
11.87%
New holding
1,686,001
1,686,001
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-06-30
Add
Add
+0.31%
â—Ź
86.13 ($98.47) 108.53
$107.61
9.28%
Add 43.02%
3,619,986
1,088,896
XLF
Financial Select Sector SPDR
2025-06-30
Reduce
Reduce
-0.28%
â—Ź
43.92 ($49.5) 52.37
$52.43
5.92%
Reduce -21.44%
7,367,505
-2,010,381
BTHM
BLACKROCK ETF TRUS
2025-06-30
New Buy
New Buy
+0.16%
â—Ź
28.66 ($32.91) 35.58
$33.22
0.95%
New holding
1,740,727
1,740,727
EFV
iShares MSCI EAFE Value ETF
2025-06-30
Add
Add
+0.15%
â—Ź
52.4 ($61.15) 64.65
$63.60
4.01%
Add 36.94%
3,343,833
902,001
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+0.14%
â—Ź
47.74 ($55.77) 60.03
$61.42
10.13%
Add 47.38%
2,668,147
857,701
XLK
Technology Select Sector SPDR ETF
2025-06-30
Add
Add
+0.14%
â—Ź
179.73 ($221.69) 253.23
$261.23
17.84%
Add 8.25%
2,797,050
213,219
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-06-30
Reduce
Reduce
-0.13%
â—Ź
50.08 ($58.16) 63.14
$64.13
10.26%
Reduce -51.55%
765,607
-814,634

Janney Montgomery Scott LLC Total Holding History ($B)

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Janney Montgomery Scott LLC's Asset Allocation

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Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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