Universe · entity
Janney Montgomery Scott LLC
Institutional manager (13F) · CIK 1329948
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $17M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $1M | 4,792,927 |
| 2 | ISHS CORE SP 500 ETF | $923k | 1,412,900 |
| 3 | MICROSOFT CORP | $829k | 2,238,486 |
| 4 | NVIDIA CORP | $781k | 4,477,669 |
| 5 | ST STR TECH SEL SPDR ETF | $628k | 4,727,854 |
| 6 | AMAZONCOM INC | $573k | 2,749,966 |
| 7 | BROADCOM INC | $549k | 1,774,688 |
| 8 | JPMORGAN CHASE CO | $523k | 1,778,198 |
| 9 | ALPHABET INC A | $512k | 1,779,495 |
| 10 | INV QQQ ETF | $491k | 850,685 |
| 11 | ST STR FINL SEL SCTR ETF | $457k | 9,254,845 |
| 12 | ST STR COMMN SVC SEL ETF | $411k | 3,711,386 |
| 13 | ISHS CORE UNVL USD ETF | $356k | 7,713,487 |
| 14 | ST STR H/C SEL SCTR ETF | $346k | 2,361,183 |
| 15 | JOHNSON JOHNSON | $334k | 1,366,010 |
| 16 | META PLATFORMS INC A | $315k | 550,613 |
| 17 | VNGRD FTSE ALL WORLD ETF | $302k | 4,019,221 |
| 18 | WALMART INC | $300k | 2,416,580 |
| 19 | VNGRD HIGH DIV YLD ETF | $289k | 1,949,873 |
| 20 | ISHS SP 500 VALUE ETF | $285k | 1,349,230 |
| 21 | ISHS SP 500 GRWTH ETF | $273k | 2,416,574 |
| 22 | ABBVIE INC | $263k | 1,207,278 |
| 23 | ELI LILLY CO | $262k | 285,246 |
| 24 | EXXON MOBIL CORP | $261k | 1,539,743 |
| 25 | CHEVRON CORP | $259k | 1,251,102 |
| 26 | ST STR CONS STAPLES ETF | $257k | 3,138,094 |
| 27 | BERKSHIRE HATHAWAY INC B | $253k | 528,679 |
| 28 | ISHS CORE MSCI E/MKT ETF | $252k | 3,605,987 |
| 29 | VISA INC CL A | $250k | 827,943 |
| 30 | ISHS US EQ FCTR ROTN ETF | $245k | 4,219,236 |
| 31 | VNGRD SP 500 ETF | $231k | 386,585 |
| 32 | VNGRD FTSE DEV MKTS ETF | $222k | 3,460,078 |
| 33 | ISHS 37Y TRSY BD ETF | $219k | 1,844,787 |
| 34 | ISHS CORE MSCI EAFE ETF | $214k | 2,365,635 |
| 35 | CATERPILLAR INC | $205k | 289,401 |
| 36 | MERCK COMPANY INC | $202k | 1,679,664 |
| 37 | ISHS MSCI EAFE VAL ETF | $201k | 2,699,024 |
| 38 | ISHS CORE SP SMCP ETF | $200k | 1,604,971 |
| 39 | VNGRD RUS1000 GRW IN ETF | $198k | 1,803,853 |
| 40 | VNGRD INFO TECH ETF | $195k | 280,153 |
| 41 | NEXTERA ENERGY INC | $186k | 2,002,772 |
| 42 | HOME DEPOT INC | $174k | 529,032 |
| 43 | CISCO SYSTEMS INC | $169k | 2,181,466 |
| 44 | JPM CORE PLUS BOND ETF | $168k | 3,568,823 |
| 45 | INTL BUSINESS MACHS CORP | $167k | 688,918 |
| 46 | ISHS MSCI USA QLTY ETF | $166k | 865,213 |
| 47 | PROCTER GAMBLE CO | $162k | 1,122,903 |
| 48 | VNGRD RUS1000 VL IN ETF | $161k | 1,718,133 |
| 49 | INV SP500 EQL WGHT ETF | $159k | 830,928 |
| 50 | JPM EQTY PREM INCM ETF | $159k | 2,800,288 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.