Portfolio (Quarterly)
Guide ↗
Janney Montgomery Scott LLC
· CIK 0001329948| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | CRK | COMSTOCK RES INC 0001 | Energy | 9,524 | $221K | 0.00% | SOLD |
| 342 | PENN | PENN ENTMNT INC | Consumer Cyclical | 14,882 | $220K | 0.00% | SOLD |
| 343 | DBA | INV DB AGRICULTRE FD ETF | Financial Services | 8,553 | $218K | 0.00% | SOLD |
| 344 | PML | PIMCO MUN INCOME FD II | Financial Services | 28,740 | $217K | — | SOLD |
| 345 | XSW | ST STR SP COMPUTER ETF | — | 1,159 | $217K | — | SOLD |
| 346 | ICUI | ICU MEDICAL INC | Healthcare | 1,515 | $216K | — | SOLD |
| 347 | TMP | TOMPKINS FINL CORP | Financial Services | 2,940 | $213K | — | SOLD |
| 348 | UUU | UNVL SAFETY PRODS INC | Industrials | 41,293 | $213K | — | SOLD |
| 349 | TQQQ | PROSH U/P QQQ 3X ETF | — | 4,000 | $211K | — | SOLD |
| 350 | ARKF | ARK BLOCKCHAIN FIN ETF | — | 4,412 | $210K | — | SOLD |
| 351 | JKS | JINKOSOLAR HLDG CO ADR | Energy | 8,115 | $209K | — | SOLD |
| 352 | HGV | HILTON GRAND VACATION | Consumer Cyclical | 4,635 | $207K | — | SOLD |
| 353 | IVVW | ISHS SP 500 BW ETF | — | 4,550 | $207K | — | SOLD |
| 354 | BWZ | SPDR BLOOMBERG SHORT ETF | — | 7,519 | $206K | — | SOLD |
| 355 | — | BLKRK MUNIVEST FD II INC | — | 19,005 | $205K | — | SOLD |
| 356 | APLD | APPLIED DIGITAL CORP | Technology | 8,265 | $203K | — | SOLD |
| 357 | UTZ | UTZ BRANDS INC A | Consumer Defensive | 19,455 | $202K | — | SOLD |
| 358 | DDIV | FT DW MOMNTM DIV ETF | — | 4,848 | $201K | — | SOLD |
| 359 | CARL | CARLSMED INC | Healthcare | 15,800 | $195K | — | SOLD |
| 360 | FRSH | FRESHWORKS INC A | Technology | 12,965 | $159K | — | SOLD |
Sector Allocation
Technology
26.4%
Financial Services
17.8%
Industrials
12.2%
Healthcare
11.5%
Consumer Cyclical
7.9%
Communication Services
6.4%
Consumer Defensive
5.7%
Energy
4.6%
Utilities
3.3%
Basic Materials
2.2%