JANNEY CAPITAL MANAGEMENT LLC

PrivateCIK: 1569855
Location

PITTSBURGH, PA

253
Positions
$1.59M
Total AUM (reported)
18.11M
Total Shares

Allocation by class

TOTAL AUM$1.59M253 positions
COMMON STOCK$1.08M67.8%
ETF/CLOSED END$373.2K23.4%
ETF/CLOSED END-$83.7K5.3%
ALTERNATIVES -$29.9K1.9%
REIT$26.3K1.7%

Portfolio Concentration

Top 39.5%4–1013.8%11–2519.0%Rest57.8%TOP 1023.2%0%100%
Top 3$150.4K9.5%
4–10$218.9K13.8%
11–25$302.8K19.0%
Rest$919.5K57.8%

Top 3 weight

9.5%

Top 10 weight

23.2%

Voting Authority Distribution

Total shares with voting rights: 18.11M

Sole

Full voting authority

18.11M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole253
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings253
Rows:

ISHS CORE MSCI EAFE ETF

SOLE
ETF/Closed End
Shares838.03K
TypeSH
Market value$75.0K
4.71%
Sole
838.03K
Shared
0.00
None
0.00

ST STR TECH SEL SPDR ETF

SOLE
ETF/Closed End
Shares273.79K
TypeSH
Market value$39.4K
2.48%
Sole
273.79K
Shared
0.00
None
0.00

ST STR COMMN SVC SEL ETF

SOLE
ETF/Closed End
Shares306.03K
TypeSH
Market value$36.0K
2.26%
Sole
306.03K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
Common Stock
Shares70.56K
TypeSH
Market value$34.1K
2.14%
Sole
70.56K
Shared
0.00
None
0.00

CITIGROUP INC NEW

SOLE
Common Stock
Shares282.38K
TypeSH
Market value$33.0K
2.07%
Sole
282.38K
Shared
0.00
None
0.00

JPMORGAN CHASE CO

SOLE
Common Stock
Shares100.10K
TypeSH
Market value$32.3K
2.03%
Sole
100.10K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
Common Stock
Shares91.96K
TypeSH
Market value$31.8K
2.00%
Sole
91.96K
Shared
0.00
None
0.00

TAIWAN SEMICON MFG CO

SOLE
Common Stock
Shares101.01K
TypeSH
Market value$30.7K
1.93%
Sole
101.01K
Shared
0.00
None
0.00

SPDR GOLD TRUST GOLD ETF

SOLE
Alternatives -
Shares75.40K
TypeSH
Market value$29.9K
1.88%
Sole
75.40K
Shared
0.00
None
0.00

ST STR DOUBLE T/RET ETF

SOLE
ETF/Closed End-
Shares674.14K
TypeSH
Market value$27.1K
1.70%
Sole
674.14K
Shared
0.00
None
0.00

ISHS RUSS 2000 ETF

SOLE
ETF/Closed End
Shares98.28K
TypeSH
Market value$24.2K
1.52%
Sole
98.28K
Shared
0.00
None
0.00

ISHS U S AERO DEFNS ETF

SOLE
ETF/Closed End
Shares104.56K
TypeSH
Market value$22.4K
1.41%
Sole
104.56K
Shared
0.00
None
0.00

JOHNSON JOHNSON

SOLE
Common Stock
Shares106.65K
TypeSH
Market value$22.1K
1.39%
Sole
106.65K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
Common Stock
Shares71.20K
TypeSH
Market value$21.8K
1.37%
Sole
71.20K
Shared
0.00
None
0.00

CISCO SYSTEMS INC

SOLE
Common Stock
Shares282.10K
TypeSH
Market value$21.7K
1.37%
Sole
282.10K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
Common Stock
Shares37.45K
TypeSH
Market value$21.5K
1.35%
Sole
37.45K
Shared
0.00
None
0.00

INTL BUSINESS MACHS CORP

SOLE
Common Stock
Shares68.12K
TypeSH
Market value$20.2K
1.27%
Sole
68.12K
Shared
0.00
None
0.00

APPLE INC

SOLE
Common Stock
Shares74.21K
TypeSH
Market value$20.2K
1.27%
Sole
74.21K
Shared
0.00
None
0.00

ST STR SP BANK ETF

SOLE
ETF/Closed End
Shares319.81K
TypeSH
Market value$19.4K
1.22%
Sole
319.81K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
Common Stock
Shares108.20K
TypeSH
Market value$19.2K
1.21%
Sole
108.20K
Shared
0.00
None
0.00

ALPHABET INC A

SOLE
Common Stock
Shares61.13K
TypeSH
Market value$19.1K
1.20%
Sole
61.13K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
Common Stock
Shares81.60K
TypeSH
Market value$18.6K
1.17%
Sole
81.60K
Shared
0.00
None
0.00

ST STR UTIL SEL SPDR ETF

SOLE
ETF/Closed End
Shares426K
TypeSH
Market value$18.2K
1.14%
Sole
426K
Shared
0.00
None
0.00

HSBC HLDGS PLC SPONS ADR

SOLE
Common Stock
Shares219.60K
TypeSH
Market value$17.3K
1.09%
Sole
219.60K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
Common Stock
Shares19.28K
TypeSH
Market value$16.9K
1.06%
Sole
19.28K
Shared
0.00
None
0.00
Page 1 of 11