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
IBMIntl Business Machs Corp
Recent Activity
Decreased -1.94%
0.39%
$137.636M
626,101 shares@ $219.84 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.16%
0.38%
$134.11M
881,951 shares@ $152.07 avg price
TSLATesla Inc
Recent Activity
Decreased -2.14%
0.36%
$127.123M
314,784 shares@ $403.85 avg price
IAIIshs Us Brkr Deal Etf
Recent Activity
Decreased -6.83%
0.31%
$110.296M
765,415 shares@ $144.1 avg price
RSPInv Sp Equal Wt Etf
Recent Activity
Decreased -3.6%
0.31%
$109.573M
625,308 shares@ $175.24 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.42%
0.3%
$108.05M
1.507M shares@ $71.7 avg price
BXBlackstone Inc A
Recent Activity
Decreased -1.4%
0.3%
$107.055M
620,898 shares@ $172.42 avg price
RTXRtx Corp
Recent Activity
Decreased -1.7%
0.29%
$104.566M
903,616 shares@ $115.72 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -1.77%
0.29%
$103.987M
1.757M shares@ $59.21 avg price
VIGVngrd Div Apprec Etf
Recent Activity
Decreased -1.66%
0.29%
$103.81M
530,101 shares@ $195.84 avg price