test

Erin E Antill

@Janney Montgomery Scott Llc

Latest period2024 - Q4ReportedManaged Assets$36.084BTotal holdings2679
Assets growth rate0.74%Assets growth rate (2-Q avg)4.97%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Janney Montgomery Scott Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2679 positions.

Assets under management

The assets under management (AUM) of Janney Montgomery Scott Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 36.084B in assets, with a quarterly growth rate of 0.74% and a 2-quarter average growth rate of 4.97%. The portfolio is managed by Erin E Antill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Decreased -2.76%
1.1%
$394.8M
1.703M shares@ $231.85 avg price
IUSBIshs Core Ttl Usd Bd Etf
Recent Activity
Decreased -12.11%
1.07%
$384.795M
8.513M shares@ $45.2 avg price
GOOGLAlphabet Inc A
Recent Activity
Decreased -0.16%
0.97%
$347.668M
1.837M shares@ $189.3 avg price
SPYSpdr Sp 500 Etf
Recent Activity
Increased 1.34%
0.93%
$335.505M
572,456 shares@ $586.08 avg price
IWFIshs Russ 1000 Grw Etf
Recent Activity
Increased 0.36%
0.89%
$320.342M
797,704 shares@ $401.59 avg price
VPLVngrd Ftse Pacific Etf
Recent Activity
Decreased -1.19%
0.81%
$291.749M
4.107M shares@ $71.05 avg price
XLYCons Dscr Sel Spdr Etf
Recent Activity
Decreased -8.08%
0.81%
$289.772M
1.292M shares@ $224.36 avg price
VVisa Inc Cl A
Recent Activity
Increased 0.45%
0.73%
$262.47M
830,497 shares@ $316.04 avg price
QUALIshs Msci Usa Qlty Etf
Recent Activity
Increased 3.27%
0.73%
$262.025M
1.471M shares@ $178.09 avg price
XLCSelect Commn Svc Sel Etf
Recent Activity
Decreased -2.9%
0.73%
$260.987M
2.696M shares@ $96.81 avg price