Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHS CORE MSCI EAFE ETF (IEFA) | 1,033,917 | -63,504 | $72,736 |
IEFA | 1,033,917 | -63,504 | $72,736 |
MICROSOFT CORP | 119,322 | -3,520 | $44,870 |
MSFT | 119,322 | -3,520 | $44,870 |
BROADCOM INC | 29,367 | -6,516 | $32,782 |
AVGO | 29,367 | -6,516 | $32,782 |
TECH SEL SECT SPDR ETF (XLK) | 170,205 | +30,869 | $32,761 |
XLK | 170,205 | +30,869 | $32,761 |
JPMORGAN CHASE CO | 191,321 | -8,761 | $32,544 |
JPM | 191,321 | -8,761 | $32,544 |
SPDR DBLLIN T R TACT ETF (TOTL) | 805,948 | -46,725 | $32,439 |
TOTL | 805,948 | -46,725 | $32,439 |
SELECT COMMN SVC SEL ETF (XLC) | 407,931 | +71,509 | $29,640 |
XLC | 407,931 | +71,509 | $29,640 |
TAIWAN SEMICON MFG CO | 264,655 | +16,669 | $27,524 |
TSM | 264,655 | +16,669 | $27,524 |
ISHS RUSS 2000 INDX ETF (IWM) | 123,100 | -7,749 | $24,708 |
IWM | 123,100 | -7,749 | $24,708 |
JOHNSON JOHNSON | 150,800 | +150,800 | $23,636 |
JNJ | 150,800 | +150,800 | $23,636 |
CATERPILLAR INC | 77,468 | -3,786 | $22,905 |
CAT | 77,468 | -3,786 | $22,905 |
UBS GROUP AG | 704,117 | -21,901 | $21,757 |
UBS | 704,117 | -21,901 | $21,757 |
APPLE INC | 106,238 | -8,676 | $20,454 |
AAPL | 106,238 | -8,676 | $20,454 |
MCDONALDS CORP | 67,081 | +37,185 | $19,890 |
MCD | 67,081 | +37,185 | $19,890 |
CHEVRON CORP | 125,663 | -3,677 | $18,744 |
CVX | 125,663 | -3,677 | $18,744 |
SPDR GOLD TRUST GOLD ETF (GLD) | 97,978 | +97,978 | $18,730 |
GLD | 97,978 | +97,978 | $18,730 |
ABBVIE INC | 119,062 | -24,946 | $18,451 |
ABBV | 119,062 | -24,946 | $18,451 |
BP PLC SPON ADR | 516,342 | -75,873 | $18,279 |
BP | 516,342 | -75,873 | $18,279 |
ISHS MSCI SMCP ETF (IEUS) | 323,992 | -17,728 | $18,208 |
IEUS | 323,992 | -17,728 | $18,208 |
INTL BUSINESS MACHS CORP | 110,445 | -5,708 | $18,063 |
IBM | 110,445 | -5,708 | $18,063 |
CONS DSCR SEL SPDR ETF (XLY) | 99,815 | +6,706 | $17,848 |
XLY | 99,815 | +6,706 | $17,848 |
SEL SECT RL EST SPDR ETF (XLRE) | 442,342 | -22,677 | $17,720 |
XLRE | 442,342 | -22,677 | $17,720 |
SPDR SP INSURANCE ETF (KIE) | 386,622 | -18,337 | $17,483 |
KIE | 386,622 | -18,337 | $17,483 |
CISCO SYSTEMS INC | 340,383 | -14,626 | $17,196 |
CSCO | 340,383 | -14,626 | $17,196 |
MEDTRONIC PLC | 205,991 | +18,476 | $16,970 |
MDT | 205,991 | +18,476 | $16,970 |
PAYCHEX INC | 142,117 | -6,330 | $16,928 |
PAYX | 142,117 | -6,330 | $16,928 |
ISHS U S ARERO DEF ETF (ITA) | 130,297 | -8,028 | $16,496 |
ITA | 130,297 | -8,028 | $16,496 |
SIMON PPTY GRP INC NEW | 105,747 | -7,123 | $15,084 |
SPG | 105,747 | -7,123 | $15,084 |
JPM CORE PLUS BOND ETF (JCPB) | 316,368 | +77,196 | $14,896 |
JCPB | 316,368 | +77,196 | $14,896 |
ANSYS INC | 39,648 | +39,648 | $14,387 |
ANSS | 39,648 | +39,648 | $14,387 |
VANECK FALLEN ANGELS ETF (ANGL) | 482,736 | -30,433 | $13,893 |
ANGL | 482,736 | -30,433 | $13,893 |
DUKE ENERGY CORP NEW | 142,126 | -6,627 | $13,792 |
DUK | 142,126 | -6,627 | $13,792 |
WALMART INC | 87,259 | -2,324 | $13,756 |
WMT | 87,259 | -2,324 | $13,756 |
INV OPTIMUM YLD K1 ETF (PDBC) | 1,030,055 | -62,659 | $13,700 |
PDBC | 1,030,055 | -62,659 | $13,700 |
GOLDMAN SACHS GROUP INC | 35,046 | -1,637 | $13,520 |
GS | 35,046 | -1,637 | $13,520 |
UPS INC B | 85,660 | -12,155 | $13,468 |
UPS | 85,660 | -12,155 | $13,468 |
ALPHABET INC A | 95,586 | -1,608 | $13,352 |
GOOGL | 95,586 | -1,608 | $13,352 |
PFIZER INC | 459,934 | +44,969 | $13,242 |
PFE | 459,934 | +44,969 | $13,242 |
PEPSICO INC | 77,088 | -3,373 | $13,093 |
PEP | 77,088 | -3,373 | $13,093 |
HONEYWELL INTL INC | 62,209 | -2,060 | $13,046 |
HON | 62,209 | -2,060 | $13,046 |
LINDE PLC NEW | 30,674 | -348 | $12,598 |
LIN | 30,674 | -348 | $12,598 |
AMAZONCOM INC | 82,529 | -1,233 | $12,539 |
AMZN | 82,529 | -1,233 | $12,539 |
VISA INC CL A | 47,290 | -2,389 | $12,312 |
V | 47,290 | -2,389 | $12,312 |
SERVICENOW INC | 17,403 | +17,403 | $12,295 |
NOW | 17,403 | +17,403 | $12,295 |
DUPONT DE NEMOURS INC | 158,974 | +158,974 | $12,230 |
DD | 158,974 | +158,974 | $12,230 |
SPROTT URANIUM MINRS ETF (URNM) | 253,344 | -15,244 | $12,229 |
URNM | 253,344 | -15,244 | $12,229 |
PROCTER GAMBLE CO | 82,645 | -3,459 | $12,111 |
PG | 82,645 | -3,459 | $12,111 |
HOME DEPOT INC | 34,658 | -1,868 | $12,011 |
HD | 34,658 | -1,868 | $12,011 |
VERIZON COMMNS INC | 316,956 | -37,695 | $11,949 |
VZ | 316,956 | -37,695 | $11,949 |
LULULEMON ATHLETICA INC | 23,199 | -268 | $11,861 |
LULU | 23,199 | -268 | $11,861 |
See Full List: All Stocks Held By Janney Capital Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Janney Capital Management LLC
Size ($ in 1000's)
At 12/31/2023: $1,490,641 At 09/30/2023: $1,307,985 Janney Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Janney Capital Management LLC 13F filings. Link to 13F filings: SEC filings |