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Janney Montgomery Scott LLC
Anthony M. Miller · Investment Advisor · Multi-Strategy
Janney Montgomery Scott LLC is a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia. With history dating back to 1832, the firm has established a long-standing reputation for providing knowledgeable financial consultation to individual, corporate, and institutional clients. Janney held the second oldest membership on the New York Stock Exchange and has evolved over nearly two centuries to become a prominent player in the US financial landscape. The firm offers comprehensive services, including asset management, retirement planning, and capital markets solutions. Recently acquired by KKR, Janney remains committed to a client-first philosophy, focusing on building deep relationships and delivering tailored advice. With over 850 advisors across more than 100 locations, it oversees over $150 billion in assets under advisement, continuing its legacy of trust, integrity, and stability.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.6% |
| YTD return | +11.6% |
| Sharpe ratio | 3.85 |
| Win rate | 59% |
| AUM | $10.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $10.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.janney.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.5% | +29.3% |
| MSFT | Microsoft Corporation | 10.8% | -1.2% |
| GOOGL | Alphabet Inc Class A | 10.5% | +19.7% |
| NVDA | NVIDIA Corporation | 9.8% | +17.7% |
| AMZN | Amazon.com Inc | 7.2% | +12.8% |
| AVGO | Broadcom Inc | 7.1% | +4.4% |
| JPM | JPMorgan Chase & Co | 6.0% | +13.3% |
| LLY | Eli Lilly and Company | 3.3% | +37.6% |
| JNJ | Johnson & Johnson | 3.2% | +43.3% |
| META | Meta Platforms Inc. | 3.1% | -2.0% |
| V | Visa Inc. Class A | 2.9% | +6.9% |
| BRK-A | Berkshire Hathaway Inc | 2.9% | +2.9% |
| ABBV | AbbVie Inc | 2.8% | +13.0% |
| CSCO | Cisco Systems Inc | 2.5% | -8.9% |
| WMT | Walmart Inc. Common Stock | 2.5% | +4.5% |
| CAT | Caterpillar Inc | 2.3% | -8.0% |
| XOM | Exxon Mobil Corp | 2.3% | +45.5% |
| CVX | Chevron Corp | 2.2% | +35.5% |
| ETN | Eaton Corporation PLC | 2.1% | -5.3% |
| MRK | Merck & Company Inc | 2.0% | +60.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | ABBV | 3.3% → 2.8% |
| Aug 10, 2026 | SELL | BRK-A | 3.0% → 2.9% |
| Aug 10, 2026 | SELL | AAPL | 16.8% → 14.5% |
| Aug 10, 2026 | SELL | AMZN | 6.7% → 7.2% |
| Aug 10, 2026 | SELL | CVX | 2.6% → 2.2% |
Investment Style Analysis
Janney Montgomery Scott LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $10.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Janney Montgomery Scott LLC made a significant move by reducing the position in ABBV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Janney’s investment philosophy is centered on a client-first, planning-led approach that emphasizes long-term relationships and tailored financial strategies. The firm believes that a disciplined asset allocation, grounded in a deep understanding of each client’s unique goals, risk tolerance, and time horizon, is the foundation for successful wealth management. Its philosophy prioritizes risk management and cash flow over chasing short-term performance, advocating for a holistic view of a client's financial life. By combining personalized attention with comprehensive institutional resources, Janney aims to provide objective advice that helps clients grow, protect, and transfer their wealth across generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Janney Montgomery Scott LLC.
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Frequently asked questions
How is the simulated portfolio for Janney Montgomery Scott LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Janney Montgomery Scott LLC's largest holding?
As of the latest filing, Janney Montgomery Scott LLC's top position is Apple Inc (AAPL), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Janney Montgomery Scott LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.6% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.85, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Janney Montgomery Scott LLC primarily invest in?
Janney Montgomery Scott LLC has a strong preference for the Semiconductors sector, which makes up 17.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Janney Montgomery Scott LLC's portfolio concentrated or diversified?
Janney Montgomery Scott LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Janney Montgomery Scott LLC performed in 2026?
Our AI-simulated model portfolio for Janney Montgomery Scott LLC tracks a Year-to-Date (YTD) return of +11.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Anthony M. Miller manage Janney Montgomery Scott LLC directly?
Yes, Anthony M. Miller serves as the key portfolio manager for Janney Montgomery Scott LLC, overseeing the investment strategy and final capital allocation decisions.