Janney Montgomery Scott LLC Reduced Holdings in Q2 2025

Janney Montgomery Scott LLC

  • $38.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.96M
- 49.58%
$65.04 - $82.18 $128M - $161M
1.99M $164M
AAPL
Apple Inc.

Technology
-47.1K
- 1.01%
$172.42 - $223.89 $8.11M - $10.5M
4.59M $943M
UNH
Unitedhealth Group Inc

Healthcare
-87.6K
- 30.53%
$274.35 - $599.47 $24M - $52.5M
199K $62.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-288K
- 18.54%
$498.8 - $620.9 $144M - $179M
1.27M $786M
XLF
Financial Sector Spdr

ETFs
-2.01M
- 21.44%
$43.92 - $52.37 $88.3M - $105M
7.37M $386M
XLV
Select Sector Spdr Fund Health

ETFs
-163K
- 4.73%
$128.77 - $144.3 $21M - $23.5M
3.29M $443M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-815K
- 51.55%
$50.08 - $63.14 $40.8M - $51.4M
766K $48.3M
CVX
Chevron Corp

Energy
-4.74K
- 0.39%
$133.73 - $168.51 $633K - $798K
1.21M $173M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-242K
- 13.34%
$116.93 - $119.39 $28.3M - $28.8M
1.57M $187M
BMY
Bristol Myers Squibb CO

Healthcare
-273K
- 27.9%
$44.12 - $59.6 $12M - $16.3M
706K $32.7M
MRK
Merck & Co., Inc.

Healthcare
-43K
- 2.28%
$73.47 - $87.12 $3.16M - $3.75M
1.84M $146M
PEP
Pepsico Inc

Consumer Defensive
-45.2K
- 4.98%
$128.02 - $151.37 $5.79M - $6.85M
864K $114M
AMGN
Amgen Inc

Healthcare
-24.7K
- 6.01%
$262.28 - $309.85 $6.48M - $7.66M
387K $108M
BRO
Brown & Brown, Inc.

Financial Services
-144K
- 54.43%
$104.48 - $124.43 $15.1M - $18M
121K $13.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19K
- 15.53%
$390.26 - $489.06 $7.42M - $9.3M
103K $41.9M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-270K
- 91.68%
$47.91 - $70.14 $12.9M - $18.9M
24.5K $1.27M
VRSK
Verisk Analytics, Inc.

Industrials
-56.1K
- 72.27%
$277.03 - $321.33 $15.5M - $18M
21.5K $6.7M
PAC
Pacific Airport Group

Industrials
-86.5K
- 98.65%
$175.11 - $238.95 $15.1M - $20.7M
1.18K $272K
VGSH
Vanguard

ETFs
-253K
- 72.58%
$58.32 - $58.95 $14.8M - $14.9M
95.6K $5.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-344K
- 3.99%
$45.12 - $46.23 $15.5M - $15.9M
8.28M $383M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-125K
- 9.79%
$83.97 - $92.85 $10.5M - $11.6M
1.15M $101M
HLI
Houlihan Lokey, Inc.

Financial Services
-86.6K
- 95.51%
$141.59 - $182.75 $12.3M - $15.8M
4.07K $733K
LOGI
Logitech International S.A.

Technology
-165K
- 97.76%
$65.57 - $90.16 $10.8M - $14.9M
3.78K $340K
QLYS
Qualys, Inc.

Technology
-109K
- 94.77%
$115.21 - $142.87 $12.5M - $15.6M
6K $857K
RIO
Rio Tinto PLC

Basic Materials
-219K
- 71.1%
$52.32 - $62.75 $11.5M - $13.8M
89.2K $5.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-281K
- 26.13%
$45.11 - $52.34 $12.7M - $14.7M
794K $41.6M
HSY
Hershey CO

Consumer Defensive
-74K
- 40.62%
$151.29 - $173.13 $11.2M - $12.8M
108K $18M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-82.9K
- 96.55%
$139.81 - $165.8 $11.6M - $13.7M
2.96K $460K
DXCM
Dexcom Inc

Healthcare
-195K
- 81.94%
$59.83 - $87.57 $11.7M - $17.1M
43.1K $3.76M
FANG
Diamondback Energy, Inc.

Energy
-64.4K
- 40.78%
$119.25 - $161.49 $7.67M - $10.4M
93.5K $12.8M
V
Visa Inc.

Financial Services
-44.6K
- 5.47%
$308.27 - $373.31 $13.8M - $16.7M
770K $274M
DOW
Dow Inc.

Basic Materials
-169K
- 19.03%
$25.81 - $34.89 $4.36M - $5.89M
718K $19M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-316K
- 51.37%
$32.99 - $38.56 $10.4M - $12.2M
300K $11.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-157K
- 7.79%
$77.94 - $79.5 $12.2M - $12.4M
1.85M $147M
CSX
Csx Corp

Industrials
-435K
- 46.45%
$26.69 - $32.91 $11.6M - $14.3M
502K $16.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15.5K
- 55.1%
$483.07 - $625.6 $7.46M - $9.67M
12.6K $6.61M
NDSN
Nordson Corp

Industrials
-59.5K
- 44.5%
$167.51 - $223.5 $9.97M - $13.3M
74.2K $15.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-11.4K
- 3.01%
$285.55 - $321.23 $3.25M - $3.65M
367K $107M
JPHY
Jp Morgan High Yield Research

ETFs
-242K
- 39.85%
N/A
366K $17.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-445K
- 29.1%
$27.3 - $31.8 $12.2M - $14.2M
1.09M $34.5M
SLV
I Shares Silver Trust

ETFs
-373K
- 51.07%
$27.08 - $33.74 $10.1M - $12.6M
358K $11.7M
Victory F/Cash Flow ETF
-318K
- 81.31%
N/A
73K $2.58M
VZ
Verizon Communications Inc

Communication Services
-156K
- 8.12%
$41.67 - $45.62 $6.51M - $7.13M
1.77M $76.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-145K
- 11.65%
$79.56 - $82.92 $11.5M - $12M
1.1M $91.3M
SPYG
Spdr Portfolio

ETFs
-241K
- 28.93%
$71.83 - $95.32 $17.3M - $23M
593K $56.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-211K
- 82.21%
$48.13 - $49.85 $10.2M - $10.5M
45.6K $2.24M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-429K
- 96.99%
$22.4 - $23.8 $9.62M - $10.2M
13.3K $317K
XLP
Consumer Staples Sector Spdr

ETFs
-98.4K
- 3.49%
N/A
2.72M $220M
SNPS
Synopsys Inc

Technology
-28.2K
- 49.97%
$380.9 - $517.66 $10.8M - $14.6M
28.3K $14.5M
Activity Summary
Buys All Purchases 1349 New Holdings 184 Increased Positions 1165 Sells All Sells 1240 Reductions 1240 Sold out 0 Options Calls 0 Puts 0
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