Portfolio (Quarterly)
Guide ↗
Janney Montgomery Scott LLC
· CIK 0001329948| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PIPR | PIPER SANDLER COS | Financial Services | 10,609 | $812K | 0.00% | SOLD |
| 22 | — | ASTRANA HEALTH INC NEW | — | 32,451 | $796K | 0.00% | SOLD |
| 23 | UDMY | UDEMY INC | Consumer Defensive | 169,615 | $784K | 0.00% | SOLD |
| 24 | CLOA | ISHS AAA CLO ACTIVE ETF | — | 14,865 | $771K | 0.00% | SOLD |
| 25 | LRN | STRIDE INC | Consumer Defensive | 8,429 | $743K | 0.00% | SOLD |
| 26 | PAYO | PAYONEER GLOBAL INC | Technology | 152,630 | $737K | 0.00% | SOLD |
| 27 | CSNR | CS NAT RES ACTIVE ETF | — | 18,641 | $701K | 0.00% | SOLD |
| 28 | MGOV | FT INTER GOVT OPPTY ETF | — | 33,660 | $683K | 0.00% | SOLD |
| 29 | IEO | ISHS US O/GAS EXPL ETF | — | 5,038 | $629K | 0.00% | SOLD |
| 30 | RHI | ROBERT HALF INC | Industrials | 24,003 | $610K | 0.00% | SOLD |
| 31 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 32,898 | $605K | 0.00% | SOLD |
| 32 | QLTA | ISHS AAAA RT CRP BD ETF | — | 11,599 | $552K | 0.00% | SOLD |
| 33 | ACAD | ACADIA PHARMACEUTICAL | Healthcare | 23,472 | $522K | 0.00% | SOLD |
| 34 | — | THOMSON REUTERS NO PAR | — | 5,573 | $502K | 0.00% | SOLD |
| 35 | — | QIAGEN NV | — | 12,397 | $496K | 0.00% | SOLD |
| 36 | — | INNOV IBD 50 ETF | — | 14,386 | $481K | 0.00% | SOLD |
| 37 | EPI | WISDOM INDIA EARNGS ETF | — | 11,651 | $475K | 0.00% | SOLD |
| 38 | FELG | FID ENH LGCP GRW ETF | — | 12,459 | $467K | 0.00% | SOLD |
| 39 | PD | PAGERDUTY INC | Technology | 74,655 | $464K | 0.00% | SOLD |
| 40 | MCR | M F S CHARTER INCOME TR | Financial Services | 74,063 | $449K | 0.00% | SOLD |
Sector Allocation
Technology
28.0%
Financial Services
19.3%
Industrials
12.1%
Healthcare
9.9%
Communication Services
7.1%
Consumer Cyclical
7.1%
Consumer Defensive
5.4%
Energy
4.1%
Utilities
3.2%
Basic Materials
1.9%