Janney Capital Management LLC Top Holdings and 13F Report (2023) → I’m afraid WWIII is a very real possibility (From Porter & Company) (Ad) About Janney Capital Management LLCInvestment ActivityJanney Capital Management LLC has $1.50 million in total holdings as of June 30, 2023.Janney Capital Management LLC owns shares of 233 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 5.07% of the portfolio was purchased this quarter.About 9.59% of the portfolio was sold this quarter.This quarter, Janney Capital Management LLC has purchased 234 new stocks and bought additional shares in 33 stocks.Janney Capital Management LLC sold shares of 173 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $74,482Microsoft $42,060Technology Select Sector SPDR Fund $34,856Communication Services Select Sector SPDR Fund $32,596JPMorgan Chase & Co. $31,998 Largest New Holdings this Quarter Target $13,958 HoldingCitigroup $7,764 HoldingPDD $4,332 HoldingBecton, Dickinson and Company $2,214 HoldingConfluent $404 Holding Largest Purchases this Quarter Morgan Stanley 152,948 shares (about $14.40K)Target 78,768 shares (about $13.96K)Walmart 166,237 shares (about $10.00K)Citigroup 122,775 shares (about $7.76K)Air Products and Chemicals 22,804 shares (about $5.52K) Largest Sales this Quarter Broadcom 10,460 shares (about $13.86K)Caterpillar 32,614 shares (about $11.95K)Microsoft 19,352 shares (about $8.14K)Taiwan Semiconductor Manufacturing 57,668 shares (about $7.85K)Johnson & Johnson 48,698 shares (about $7.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJanney Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$74,482$2,255 ▼-2.9%1,003,5295.0%ETFMSFTMicrosoft$42,060$8,142 ▼-16.2%99,9702.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$34,856$593 ▼-1.7%167,3582.3%ETFXLCCommunication Services Select Sector SPDR Fund$32,596$716 ▼-2.1%399,1622.2%ETFJPMJPMorgan Chase & Co.$31,998$6,323 ▼-16.5%159,7512.1%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$31,607$671 ▼-2.1%789,1972.1%ETFTSMTaiwan Semiconductor Manufacturing$28,161$7,846 ▼-21.8%206,9871.9%Computer and TechnologyIWMiShares Russell 2000 ETF$25,070$818 ▼-3.2%119,2111.7%FinanceAVGOBroadcom$25,061$13,865 ▼-35.6%18,9071.7%Computer and TechnologyABBVAbbVie$20,810$872 ▼-4.0%114,2751.4%MedicalIBMInternational Business Machines$20,379$711 ▼-3.4%106,7201.4%Computer and TechnologyGLDSPDR Gold Shares$19,697$459 ▼-2.3%95,7481.3%FinanceKIESPDR S&P Insurance ETF$19,643$489 ▼-2.4%377,2381.3%ETFCVXChevron$19,194$628 ▼-3.2%121,6811.3%Oils/EnergyBPBP$18,810$646 ▼-3.3%499,1901.3%Oils/EnergyMCDMcDonald's$18,220$694 ▼-3.7%64,6211.2%Retail/WholesaleMDTMedtronic$18,029$77 ▲0.4%206,8761.2%MedicalIEUSiShares MSCI Europe Small-Cap ETF$18,003$347 ▼-1.9%317,8581.2%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$17,851$504 ▼-2.7%97,0761.2%FinanceAAPLApple$17,414$804 ▼-4.4%101,5491.2%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$17,041$445 ▼-2.5%431,0801.1%ETFITAiShares U.S. Aerospace & Defense ETF$16,645$545 ▼-3.2%126,1651.1%ETFCATCaterpillar$16,436$11,951 ▼-42.1%44,8541.1%Industrial ProductsCSCOCisco Systems$16,339$650 ▼-3.8%327,3691.1%Computer and TechnologySPGSimon Property Group$16,212$337 ▼-2.0%103,5951.1%FinanceJNJJohnson & Johnson$16,152$7,704 ▼-32.3%102,1021.1%MedicalUBSUBS Group$15,585$6,045 ▼-27.9%507,3401.0%FinanceWMTWalmart$15,253$10,003 ▲190.5%253,4961.0%Retail/WholesaleMSMorgan Stanley$14,688$14,402 ▲5,032.8%155,9871.0%FinanceAMZNAmazon.com$14,485$402 ▼-2.7%80,3021.0%Retail/WholesalePAYXPaychex$14,316$3,137 ▼-18.0%116,5761.0%Business ServicesJCPBJPMorgan Core Plus Bond ETF$14,257$500 ▼-3.4%305,6410.9%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$14,184$103 ▼-0.7%1,022,6610.9%ManufacturingGSThe Goldman Sachs Group$14,040$599 ▼-4.1%33,6120.9%FinanceAPDAir Products and Chemicals$13,973$5,525 ▲65.4%57,6760.9%Basic MaterialsTGTTarget$13,958$13,958 ▲New Holding78,7680.9%Retail/WholesaleUPSUnited Parcel Service$13,955$1,223 ▲9.6%93,8880.9%TransportationGOOGLAlphabet$13,897$530 ▼-3.7%92,0730.9%Computer and TechnologyANSSANSYS$13,676$89 ▼-0.6%39,3930.9%Computer and TechnologyVZVerizon Communications$13,669$370 ▲2.8%325,7730.9%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$13,608$401 ▼-2.9%468,9130.9%ManufacturingPFEPfizer$13,218$455 ▲3.6%476,3220.9%MedicalUNHUnitedHealth Group$13,104$2,185 ▲20.0%26,4890.9%MedicalXLEEnergy Select Sector SPDR Fund$13,043$206 ▼-1.6%138,1520.9%ETFPEPPepsiCo$13,037$455 ▼-3.4%74,4910.9%Consumer StaplesLYGLloyds Banking Group$13,014$261 ▲2.0%5,024,6850.9%FinanceNOWServiceNow$12,923$345 ▼-2.6%16,9510.9%Computer and TechnologyPGProcter & Gamble$12,803$606 ▼-4.5%78,9090.9%Consumer StaplesVVisa$12,745$452 ▼-3.4%45,6690.8%Business ServicesNVDANVIDIA$12,648$4,099 ▼-24.5%13,9980.8%Computer and TechnologyHONHoneywell International$12,378$390 ▼-3.1%60,3070.8%Multi-Sector ConglomeratesURNMSprott Uranium Miners ETF$12,119$368 ▼-3.0%245,8700.8%ETFSNOWSnowflake$12,072$2,690 ▲28.7%74,7050.8%Computer and TechnologyHDHome Depot$12,022$1,273 ▼-9.6%31,3400.8%Retail/WholesaleADBEAdobe$11,985$3,371 ▲39.1%23,7520.8%Computer and TechnologyEMREmerson Electric$11,871$518 ▼-4.2%104,6660.8%Industrial ProductsDDDuPont de Nemours$11,802$387 ▼-3.2%153,9300.8%Basic MaterialsCHKChesapeake Energy$11,726$470 ▼-3.9%132,0010.8%Oils/EnergyFMXFomento Económico Mexicano$11,322$310 ▼-2.7%86,9140.8%Consumer StaplesBACBank of America$11,119$39 ▼-0.4%293,2270.7%FinanceBRK.BBerkshire Hathaway$11,111$480 ▼-4.1%26,4230.7%FinanceTMOThermo Fisher Scientific$10,939$466 ▼-4.1%18,8200.7%MedicalLINDE PLC NEW$10,850$3,392 ▼-23.8%23,3680.7%Common StockULTAUlta Beauty$10,669$292 ▼-2.7%20,4040.7%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$10,483$83 ▲0.8%110,7900.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$10,149$155 ▼-1.5%107,2100.7%ETFDUKDuke Energy$10,050$3,694 ▼-26.9%103,9230.7%UtilitiesASMLASML$9,955$1,639 ▼-14.1%10,2580.7%Computer and TechnologyACNAccenture$9,831$261 ▼-2.6%28,3640.7%Business ServicesMELIMercadoLibre$9,749$1,618 ▼-14.2%6,4480.6%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$9,733$235 ▼-2.4%233,0250.6%ETFZTSZoetis$9,488$300 ▼-3.1%56,0720.6%MedicalLYBLyondellBasell Industries$9,455$391 ▼-4.0%92,4450.6%Basic MaterialsDHRDanaher$9,156$222 ▼-2.4%36,6660.6%Multi-Sector ConglomeratesSHELShell$8,781$355 ▼-3.9%130,9740.6%Oils/EnergyKHCKraft Heinz$8,494$45 ▼-0.5%230,1800.6%Consumer StaplesRSGRepublic Services$8,449$101 ▼-1.2%44,1330.6%Business ServicesAMTAmerican Tower$8,068$407 ▼-4.8%40,8300.5%FinancePMPhilip Morris International$7,975$296 ▼-3.6%87,0420.5%Consumer StaplesSLBSchlumberger$7,826$2,187 ▲38.8%142,7880.5%Oils/EnergyCCitigroup$7,764$7,764 ▲New Holding122,7750.5%FinanceCOPConocoPhillips$7,550$242 ▼-3.1%59,3200.5%Oils/EnergyPWRQuanta Services$7,490$151 ▼-2.0%28,8280.5%ConstructionNKENIKE$7,321$188 ▼-2.5%77,9020.5%Consumer DiscretionaryVRTXVertex Pharmaceuticals$7,276$205 ▼-2.7%17,4070.5%MedicalSPGIS&P Global$7,258$157 ▼-2.1%17,0600.5%Business ServicesLULULululemon Athletica$6,845$2,217 ▼-24.5%17,5230.5%Consumer DiscretionaryCBChubb$6,771$232 ▼-3.3%26,1270.5%FinanceHDBHDFC Bank$5,742$134 ▲2.4%102,5920.4%FinanceXOMExxon Mobil$5,709$177 ▼-3.0%49,1100.4%Oils/EnergyHDViShares Core High Dividend ETF$5,256$84 ▼-1.6%47,6940.3%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$5,092$8 ▼-0.1%99,8070.3%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$4,955$112 ▼-2.2%53,2270.3%ETFETNEaton$4,923$240 ▼-4.7%15,7450.3%Industrial ProductsBLKBlackRock$4,452$254 ▼-5.4%5,3390.3%FinancePDDPDD$4,332$4,332 ▲New Holding37,2640.3%Retail/WholesalePPGPPG Industries$3,963$3 ▼-0.1%27,3470.3%Basic MaterialsALLAllstate$3,607$2,068 ▼-36.4%20,8500.2%FinanceVYMIVanguard International High Dividend Yield ETF$3,444$54 ▼-1.5%50,0620.2%ETFFTHIFirst Trust BuyWrite Income ETF$3,193$51 ▼-1.6%142,1210.2%ETFShowing largest 100 holdings. 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