Janney Montgomery Scott LLC
•CIK: 1329948•Filing: Q4 2025
Janney Montgomery Scott LLC, with $43.6B in AUM, maintains a diversified portfolio with top holdings in tech giants like AAPL and MSFT, reflecting a strong focus on growth and innovation. Recently, the fund has made notable moves by adding high-growth sectors such as IBB and EVSD, while exiting positions in FITBM and TTEN, indicating a strategic shift towards emerging technologies and sustainable energy.
Total AUM
$43.6B
QoQ Performance
+3.3%
Positions
2,901
Top 10 Concentration
24.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.9%
MSFT2.3%
IVV2.0%
NVDA1.9%
XLK1.5%
AMZN1.4%
AVGO1.3%
GOOGL1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.9%
Technology18.9%
Financial6.1%
ETF5.2%
Consumer5.1%
Healthcare5.0%
Industrial2.0%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
+2646 more exited positions
Changes from Q3 2025
↑132 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023