Janney Montgomery Scott LLC
Top Portfolio Positions
1,649 positions ·
$21,927,845,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,792,927 | $1,216,396,943 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
2,238,486 | $828,620,362 | 3.78% | |
| NVDA |
Nvidia Corp
Technology
|
4,477,669 | $780,905,473 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,749,966 | $572,735,418 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
1,774,688 | $549,283,682 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,778,198 | $523,074,723 | 2.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,779,495 | $511,711,582 | 2.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
850,685 | $490,998,368 | 2.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,366,010 | $333,907,484 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
550,613 | $315,022,215 | 1.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,364,990 | 111,125 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,922,912 | 107,242 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,977,966 | 100,403 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,385,109 | 93,563 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,225,247 | 68,385 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,912,998 | 60,366 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,213,625 | 67,468 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,082,576 | 76,229 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,874,474 | 69,528 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,567,685 | 58,627 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,981,071 | 80,368 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,431,660 | 88,682 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,663,122 | 93,838 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,411,883 | 85,316 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,352,855 | 86,375 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,720,963 | 87,773 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,432,351 | 99,287 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,692,720 | 76,672 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,162,656 | 65,995 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,314,998 | 67,473 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,159,242 | 64,455 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,147,679 | 65,498 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,149,122 | 68,684 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,231,871 | 73,952 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,952,153 | 67,901 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||