Janney Capital Management LLC Diversified Active

CIK: 0001569855 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 27, 2017

Total Value: $2.119B (100.0% shares, 0.0% debt)

Holdings (180)

SPY SPDR SP 500 ETF 6.4%
Value $136M Shares 560,914 Est. Cost $216.34 Unrealized
HEDJ WISDOMTREE TRUST 4.9%
Value $104M Shares 1,669,940 Est. Cost $60.72 Unrealized
DXJ WISDOMTREE JAPAN HEDGED 4.5%
Value $96.1M Shares 1,848,158 Est. Cost $51.29 Unrealized
IWM ISHARES RUSSELL 2000 3.8%
Value $80.86M Shares 573,804 Est. Cost $127.83 Unrealized
MSFT Microsoft Corp 2.1%
Value $43.7M Shares 633,945 Est. Cost $45.98 Unrealized +35.5%
BOND PIMCO ACTIVE BD ETF 2.0%
Value $43.23M Shares 407,657 Est. Cost $107.13 Unrealized
ACN Accenture PLC Ireland Class A New 2.0%
Value $42.38M Shares 342,688 Est. Cost $81.95 Unrealized +30.7%
JNJ Johnson Johnson 1.9%
Value $41.24M Shares 311,726 Est. Cost $63.40 Unrealized +58.3%
ETN Eaton Corp 1.7%
Value $36.17M Shares 464,800 Est. Cost $46.82 Unrealized +36.6%
ITB ISHARES U S 1.7%
Value $35.53M Shares 1,046,812 Est. Cost $27.57 Unrealized
VCSH VNGRD SHRT TRM CORP ETF 1.6%
Value $33.83M Shares 422,658 Est. Cost $79.74 Unrealized
IJH ISHARES CORE SP MID 1.6%
Value $33.8M Shares 194,305 Est. Cost $154.65 Unrealized
T ATT Inc 1.6%
Value $33.75M Shares 894,496 Est. Cost $12.98 Unrealized +22.7%
IBB ISHARES NASDAQ 1.6%
Value $33.47M Shares 107,925 Est. Cost $290.43 Unrealized
XLI SECTOR INDUSTRIAL 1.4%
Value $30.32M Shares 445,168 Est. Cost $68.11 Unrealized
CVX Chevron Corp 1.4%
Value $29.75M Shares 285,156 Est. Cost $70.55 Unrealized +3.8%
PG Procter Gamble Co 1.4%
Value $29.33M Shares 336,501 Est. Cost $56.46 Unrealized +24.2%
VOD VODAFONE GROUP PLC NEW 1.3%
Value $28.24M Shares 982,934 Est. Cost $31.21 Unrealized
PM Phillip Morris International Inc 1.3%
Value $27.28M Shares 232,254 Est. Cost $48.89 Unrealized +51.9%
JPM J P Morgan Chase Co 1.2%
Value $25.2M Shares 275,719 Est. Cost $49.54 Unrealized +38.3%
SNY Sanofi Spons ADR 1.2%
Value $24.75M Shares 516,594 Est. Cost $40.53 Unrealized
Coach Inc 1.1%
Value $24.2M Shares 511,091 Est. Cost $36.56 Unrealized
HEEM ISHARES INC 1.1%
Value $23.89M Shares 991,431 Est. Cost $23.68 Unrealized
GENERAL ELECTRIC COMPANY 1.1%
Value $23.57M Shares 872,812 Est. Cost $25.02 Unrealized
WELL Welltower Inc 1.1%
Value $23M Shares 307,348 Est. Cost $44.33 Unrealized +20.9%
AZN Astrazeneca PLC Spon Adr 1.1%
Value $22.76M Shares 667,690 Est. Cost $33.79 Unrealized
CSCO Cisco Sys Inc 1.1%
Value $22.75M Shares 726,961 Est. Cost $20.37 Unrealized +23.0%
PAYX Paychex Inc 1.0%
Value $21.75M Shares 381,999 Est. Cost $26.98 Unrealized +68.4%
C Citigroup Inc New 1.0%
Value $21.58M Shares 322,647 Est. Cost $37.06 Unrealized +25.3%
GlaxoSmithKline PLC 1.0%
Value $21.5M Shares 498,684 Est. Cost $39.64 Unrealized
GLD SPDR GOLD TRUST 1.0%
Value $21.09M Shares 178,683 Est. Cost $119.10 Unrealized
PFE Pfizer Inc 1.0%
Value $21.07M Shares 627,301 Est. Cost $20.95 Unrealized +3.1%
GM General Motors Co 1.0%
Value $20.63M Shares 590,539 Est. Cost $24.57 Unrealized +18.2%
PEP Pepsico Inc 0.9%
Value $20.04M Shares 173,552 Est. Cost $58.28 Unrealized +51.3%
WMT Wal Mart Stores Inc 0.9%
Value $19.85M Shares 262,243 Est. Cost $18.92 Unrealized +16.4%
AAPL APPLE INC 0.9%
Value $19.75M Shares 137,153 Est. Cost $25.73 Unrealized +33.4%
HON Honeywell Intl Inc 0.9%
Value $19.52M Shares 146,427 Est. Cost $56.47 Unrealized +74.9%
DUK Duke Energy Co 0.9%
Value $18.86M Shares 225,643 Est. Cost $46.93 Unrealized +25.9%
SAP SAP Aktiengesellschaft 0.9%
Value $18.82M Shares 179,856 Est. Cost $80.42 Unrealized
PNC PNC Finl Svcs Group Inc 0.9%
Value $18.59M Shares 148,921 Est. Cost $51.62 Unrealized +75.0%
HYLS FT IV TACTICL HI YLD ETF 0.9%
Value $18.44M Shares 375,162 Est. Cost $48.38 Unrealized
Total S A Sponsored ADR 0.9%
Value $18.43M Shares 371,569 Est. Cost $45.83 Unrealized
ZBH Zimmer Hldgs Inc 0.9%
Value $18.1M Shares 140,945 Est. Cost $105.40 Unrealized +4.8%
V Visa Inc Class A 0.9%
Value $18.09M Shares 192,928 Est. Cost $65.76 Unrealized +33.0%
TSM Taiwan Semiconductor Manufacturing Co Ltd Spos ADR 0.8%
Value $17.9M Shares 512,151 Est. Cost $18.75 Unrealized
CVS CVS Corp 0.8%
Value $17.73M Shares 220,371 Est. Cost $74.51 Unrealized -19.0%
ORANY Orange Spons ADR 0.8%
Value $17.69M Shares 1,107,171 Est. Cost $14.58 Unrealized
CCI Crown Castle Intl Corp 0.8%
Value $17.06M Shares 170,261 Est. Cost $61.66 Unrealized +11.0%
Allergan PLC 0.8%
Value $16.89M Shares 69,502 Est. Cost $287.10 Unrealized
KMB Kimberly Clark Corp 0.8%
Value $16.86M Shares 130,555 Est. Cost $65.79 Unrealized +46.3%
VYX NCR Corp 0.8%
Value $16.22M Shares 397,119 Est. Cost $15.80 Unrealized +60.7%
LVS Las Vegas Sands Corp 0.8%
Value $16.2M Shares 253,538 Est. Cost $49.42 Unrealized 0.0%
Royal Dutch Shell PLC Sponsored ADR REPSTG B Share 0.8%
Value $16.09M Shares 295,625 Est. Cost $66.52 Unrealized
SO Southern Co 0.8%
Value $15.99M Shares 333,971 Est. Cost $33.63 Unrealized +4.4%
HSBC HSBC Holdings PLC ADR 0.8%
Value $15.96M Shares 344,124 Est. Cost $37.68 Unrealized
VZ Verizon Communications 0.7%
Value $15.62M Shares 349,686 Est. Cost $29.97 Unrealized -1.5%
VNQ VANGUARD REIT INDEX ETF 0.7%
Value $15.48M Shares 186,060 Est. Cost $86.10 Unrealized
FDX Fedex Corp 0.7%
Value $15.21M Shares 69,970 Est. Cost $140.93 Unrealized +21.3%
MMM 3M Company 0.7%
Value $15.15M Shares 72,753 Est. Cost $84.45 Unrealized +47.6%
DHR Danaher Corp 0.7%
Value $15.02M Shares 177,941 Est. Cost $27.22 Unrealized +163.6%
Laboratory Corp Of American Hldgs New 0.7%
Value $14.35M Shares 93,083 Est. Cost $129.77 Unrealized
PHM Pulte Group, Inc 0.7%
Value $14.25M Shares 581,037 Est. Cost $19.47 Unrealized +8.8%
GOOGL Alphabet Inc Class A 0.7%
Value $14.24M Shares 15,318 Est. Cost $38.82 Unrealized +19.6%
WHR Whirlpool Corp 0.7%
Value $13.93M Shares 72,704 Est. Cost $165.57 Unrealized +10.5%
DAL Delta Airlines Inc New 0.7%
Value $13.79M Shares 256,581 Est. Cost $43.95 Unrealized +0.8%
CB CHUBB LTD 0.7%
Value $13.78M Shares 94,785 Est. Cost $108.37 Unrealized +11.5%
DWX SPDR International Dividend ETF 0.6%
Value $13.77M Shares 351,908 Est. Cost $38.08 Unrealized
GS Goldman Sachs Group Inc 0.6%
Value $13.67M Shares 61,625 Est. Cost $126.31 Unrealized +46.2%
CIEN Ciena Corp New 0.6%
Value $13.18M Shares 526,719 Est. Cost $24.52 Unrealized -2.3%
Outfront Media Inc 0.6%
Value $12.71M Shares 549,588 Est. Cost $20.97 Unrealized
KCE SPDR SP CAPITAL 0.6%
Value $12.48M Shares 253,747 Est. Cost $46.74 Unrealized
PMT PennyMac Mortgage Investment Trust 0.6%
Value $12.46M Shares 681,017 Est. Cost $15.49 Unrealized
ANGL VANECK FALLEN ANGELS ETF 0.6%
Value $12.24M Shares 412,922 Est. Cost $29.23 Unrealized
AMGN Amgen 0.6%
Value $12.21M Shares 70,893 Est. Cost $127.43 Unrealized -1.6%
PWRSH SR LOAN PORT ETF 0.6%
Value $12.16M Shares 525,752 Est. Cost $24.01 Unrealized
MINT PIMCO ENH SHRT MATY ETF 0.6%
Value $12.02M Shares 118,200 Est. Cost $101.67 Unrealized
AMT American Tower Corp Class A 0.6%
Value $11.95M Shares 90,314 Est. Cost $87.85 Unrealized +17.1%
LYB LyondellBasell Industries N V 0.5%
Value $11.29M Shares 133,816 Est. Cost $47.57 Unrealized +4.7%
HAL Halliburton Co 0.5%
Value $11.19M Shares 262,044 Est. Cost $34.68 Unrealized +11.5%
AES AES Corp 0.5%
Value $11.15M Shares 1,003,780 Est. Cost $8.27 Unrealized +1.3%
MHK Mohawk Inds Inc 0.5%
Value $10.97M Shares 45,410 Est. Cost $196.35 Unrealized +20.2%
VANECK VECTORS 0.5%
Value $9.545M Shares 682,796 Est. Cost $13.98 Unrealized
COP ConocoPhillips 0.4%
Value $9.411M Shares 214,095 Est. Cost $36.56 Unrealized -2.9%
Powershares SP 500 High Dividend Low Volatility E 0.4%
Value $7.838M Shares 194,842 Est. Cost $37.47 Unrealized
DES WisdomTree SmallCap Dividend 0.4%
Value $7.572M Shares 94,094 Est. Cost $82.71 Unrealized
OXY Occidental Pete Corp 0.4%
Value $7.529M Shares 125,758 Est. Cost $58.07 Unrealized -16.5%
MDY SPDR SP 400 MidCap ETF 0.3%
Value $7.373M Shares 23,216 Est. Cost $212.63 Unrealized
IJR iShares SP SmallCap 600 Index ETF 0.3%
Value $6.096M Shares 86,957 Est. Cost $106.33 Unrealized
PWRSH VRDO TAX FR WK ETF 0.2%
Value $4.904M Shares 196,637 Est. Cost $24.94 Unrealized
SHM SPDR NUV BLOOMBERG ETF 0.2%
Value $4.892M Shares 100,868 Est. Cost $47.94 Unrealized
XOM Exxon Mobil Corp 0.2%
Value $4.692M Shares 58,130 Est. Cost $54.26 Unrealized +2.2%
VANECK AMT FR INTERM ETF 0.2%
Value $4.124M Shares 172,440 Est. Cost $23.19 Unrealized
BIZD VANECK VECTORS BDC INCOME ETF 0.2%
Value $3.924M Shares 213,765 Est. Cost $18.36 Unrealized
ALPS Alerian Mlp Etf 0.2%
Value $3.918M Shares 327,641 Est. Cost $11.96 Unrealized
PPG PPG Inds Inc 0.2%
Value $3.837M Shares 34,897 Est. Cost $77.81 Unrealized +18.4%
MDRX Allscripts Healthcare Solutions, Inc 0.2%
Value $3.743M Shares 293,411 Est. Cost $12.14 Unrealized 0.0%
REM iShares NAREIT Mortgage ETF 0.1%
Value $2.719M Shares 58,630 Est. Cost $42.05 Unrealized
MUNI PIMCO INTRM MUN BD ETF 0.1%
Value $1.582M Shares 29,591 Est. Cost $53.82 Unrealized
KO Coca Cola Co 0.1%
Value $1.081M Shares 24,110 Est. Cost $27.86 Unrealized +20.9%
SCHW Schwab Charles Corp New 0.0%
Value $983K Shares 22,891 Est. Cost $22.70 Unrealized +57.5%
MRK Merck Co Inc New 0.0%
Value $968K Shares 15,105 Est. Cost $34.59 Unrealized +34.6%
BMY BristolMyers Squibb 0.0%
Value $900K Shares 16,156 Est. Cost $29.55 Unrealized +35.0%
SYY Sysco Corp 0.0%
Value $749K Shares 14,892 Est. Cost $26.20 Unrealized +62.7%
OPPE Wisdomtree Euro Hedged Small Cap ETF 0.0%
Value $730K Shares 24,792 Est. Cost $26.95 Unrealized
United Technologies 0.0%
Value $725K Shares 5,941 Est. Cost $110.90 Unrealized
XPH Spdr Series Trust SP Pharmaceuticals Etf 0.0%
Value $709K Shares 16,480 Est. Cost $43.02 Unrealized
ROK Rockwell Automation Inc 0.0%
Value $709K Shares 4,379 Est. Cost $75.76 Unrealized +77.5%
MO Altria Group Inc 0.0%
Value $641K Shares 8,614 Est. Cost $29.94 Unrealized +31.2%
BAC Bank Of America Corp (new) 0.0%
Value $603K Shares 24,892 Est. Cost $13.41 Unrealized +42.5%
IIVI Inc 0.0%
Value $602K Shares 17,573 Est. Cost $16.81 Unrealized
LMT Lockheed Martin Corp 0.0%
Value $591K Shares 2,131 Est. Cost $128.49 Unrealized +69.9%
DIS Disney Walt Co 0.0%
Value $588K Shares 5,540 Est. Cost $92.18 Unrealized +11.1%
BA Boeing Co 0.0%
Value $563K Shares 2,848 Est. Cost $129.49 Unrealized +35.1%
Du Pont E I De Nemours 0.0%
Value $561K Shares 6,954 Est. Cost $56.34 Unrealized
ABBV AbbVie Inc 0.0%
Value $555K Shares 7,667 Est. Cost $41.27 Unrealized +13.8%
WFC Wells Fargo Co New 0.0%
Value $542K Shares 9,796 Est. Cost $33.22 Unrealized +27.0%
INTC Intel Corp 0.0%
Value $538K Shares 15,958 Est. Cost $19.93 Unrealized +48.4%
GLIN VanEck Vectors India Small Cap Index ETF 0.0%
Value $519K Shares 9,325 Est. Cost $55.66 Unrealized
FNB FNB Corp 0.0%
Value $502K Shares 35,456 Est. Cost $9.43 Unrealized +6.4%
TXN Texas Instrs Inc 0.0%
Value $497K Shares 6,466 Est. Cost $25.31 Unrealized +149.5%
Rockwell Collins Inc 0.0%
Value $490K Shares 4,665 Est. Cost $70.59 Unrealized
IBM IBM 0.0%
Value $458K Shares 2,978 Est. Cost $95.35 Unrealized +8.8%
Esterline Technologies Corp 0.0%
Value $428K Shares 4,515 Est. Cost $72.22 Unrealized
CBFV CB Financial Services Inc 0.0%
Value $426K Shares 16,433 Est. Cost $13.77 Unrealized +40.1%
L Loews Corp 0.0%
Value $421K Shares 9,000 Est. Cost $42.08 Unrealized +7.1%
SPGI SP GLOBAL INC 0.0%
Value $418K Shares 2,867 Est. Cost $109.91 Unrealized +17.0%
PH Parker Hannifin Corp 0.0%
Value $413K Shares 2,589 Est. Cost $75.97 Unrealized +83.0%
HBAN Huntington Bancshares Inc 0.0%
Value $394K Shares 29,185 Est. Cost $7.29 Unrealized +22.0%
ALL Allstate Corp 0.0%
Value $384K Shares 4,345 Est. Cost $49.83 Unrealized +40.0%
BK Bank of New York Mellon Corp 0.0%
Value $367K Shares 7,210 Est. Cost $32.47 Unrealized +16.9%
POWERSHARES DYNAMIC 0.0%
Value $363K Shares 13,055 Est. Cost $27.72 Unrealized
EFX Equifax Inc 0.0%
Value $362K Shares 2,639 Est. Cost $110.67 Unrealized +14.6%
PPL PPL Corp 0.0%
Value $359K Shares 9,297 Est. Cost $24.64 Unrealized +6.6%
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value $356K Shares 2,104 Est. Cost $135.40 Unrealized +22.8%
MCD McDonalds Corp 0.0%
Value $323K Shares 2,113 Est. Cost $72.21 Unrealized +63.3%
HEALTHCARE TRUST AMERICAN INC CL A 0.0%
Value $311K Shares 10,000 Est. Cost $31.10 Unrealized
MASI Masimo Corp 0.0%
Value $308K Shares 3,382 Est. Cost $50.89 Unrealized +80.4%
GPN Global Payments Inc 0.0%
Value $308K Shares 3,420 Est. Cost $75.22 Unrealized +9.4%
Luxoft Holdings CL A Ord 0.0%
Value $308K Shares 5,073 Est. Cost $62.29 Unrealized
FCB Financial Holidngs Inc CL A 0.0%
Value $305K Shares 6,406 Est. Cost $47.61 Unrealized
Dow Chem Co 0.0%
Value $302K Shares 4,801 Est. Cost $51.28 Unrealized
AMZN Amazoncom Inc 0.0%
Value $301K Shares 311 Est. Cost $38.55 Unrealized +23.8%
CRTO Criteo SA ADS 0.0%
Value $296K Shares 6,046 Est. Cost $49.56 Unrealized
ABT Abbott Labs 0.0%
Value $295K Shares 6,083 Est. Cost $38.24 Unrealized +1.7%
META Facebook Inc Cl A 0.0%
Value $291K Shares 1,934 Est. Cost $115.21 Unrealized +28.2%
Blackstone Group 0.0%
Value $285K Shares 8,550 Est. Cost $21.81 Unrealized
OMCL Omnicell Inc 0.0%
Value $281K Shares 6,527 Est. Cost $37.23 Unrealized +11.5%
ITW Illinois Tool Wks 0.0%
Value $279K Shares 1,952 Est. Cost $84.82 Unrealized +33.6%
TRV Travelers Companies Inc 0.0%
Value $277K Shares 2,197 Est. Cost $82.60 Unrealized +23.3%
HD Home Depot Inc 0.0%
Value $274K Shares 1,792 Est. Cost $105.07 Unrealized +18.5%
ZBRA Zebra Technologies Corporation 0.0%
Value $271K Shares 2,699 Est. Cost $86.66 Unrealized +14.3%
KHC Kraft Heinz Company 0.0%
Value $269K Shares 3,150 Est. Cost $59.93 Unrealized +1.3%
EXPD Expeditors Intl Wash Inc 0.0%
Value $264K Shares 4,683 Est. Cost $37.16 Unrealized +33.1%
Crane Company 0.0%
Value $262K Shares 3,308 Est. Cost $74.99 Unrealized
CDNS Cadence Design Systems Inc 0.0%
Value $261K Shares 7,820 Est. Cost $29.52 Unrealized +12.7%
GOOG Alphabet Inc Class C 0.0%
Value $259K Shares 286 Est. Cost $37.69 Unrealized +20.6%
ORCL Oracle Sys Corp 0.0%
Value $258K Shares 5,156 Est. Cost $36.49 Unrealized +9.9%
WEX WEX Inc 0.0%
Value $258K Shares 2,477 Est. Cost $110.34 Unrealized -6.8%
CL Colgate Palmolive Co 0.0%
Value $248K Shares 3,351 Est. Cost $51.74 Unrealized +17.2%
WGO Winnebago Inds Inc 0.0%
Value $242K Shares 6,924 Est. Cost $28.01 Unrealized 0.0%
GT Goodyear Tire and Rubber Co 0.0%
Value $242K Shares 6,946 Est. Cost $34.00 Unrealized +1.3%
UNP Union Pac Corp 0.0%
Value $235K Shares 2,158 Est. Cost $76.10 Unrealized +18.4%
HELE Helen of Troy LTD 0.0%
Value $234K Shares 2,488 Est. Cost $94.23 Unrealized -1.2%
UHAL Amerco 0.0%
Value $234K Shares 640 Est. Cost $37.48 Unrealized -3.2%
TROW Price T Rowe Group Inc 0.0%
Value $231K Shares 3,125 Est. Cost $50.99 Unrealized +1.8%
TriState Capital Holdings Inc 0.0%
Value $230K Shares 9,133 Est. Cost $22.02 Unrealized
SLB Schlumberger Ltd 0.0%
Value $221K Shares 3,357 Est. Cost $58.92 Unrealized -5.3%
KOP Koppers Holdings Inc 0.0%
Value $215K Shares 5,953 Est. Cost $40.43 Unrealized -7.6%
CLX Clorox Co 0.0%
Value $214K Shares 1,611 Est. Cost $100.47 Unrealized +4.8%
XLE Sector SPDR Tr Energy ETF 0.0%
Value $213K Shares 3,285 Est. Cost $72.87 Unrealized
Cyrusone Inc 0.0%
Value $210K Shares 3,773 Est. Cost $55.66 Unrealized
FTA FT Large Cap Value Opportunity Alphadex ETF 0.0%
Value $210K Shares 4,191 Est. Cost $41.37 Unrealized
APOG APOGEE ENTERPRISES INC 0.0%
Value $208K Shares 3,668 Est. Cost $45.73 Unrealized 0.0%
Aetna Inc Class A 0.0%
Value $207K Shares 1,365 Est. Cost $151.65 Unrealized
CSX CSX Corp 0.0%
Value $206K Shares 3,786 Est. Cost $15.23 Unrealized 0.0%
CPB Campbell Soup Co 0.0%
Value $205K Shares 3,932 Est. Cost $37.26 Unrealized +14.4%
CMCSA Comcast Corp Cl A New 0.0%
Value $203K Shares 5,217 Est. Cost $31.91 Unrealized 0.0%
WCC Wesco International Inc 0.0%
Value $202K Shares 3,527 Est. Cost $60.35 Unrealized 0.0%
On Deck Capital 0.0%
Value $46,000 Shares 10,000 Est. Cost $4.60 Unrealized
GGB Gerdau SA ADR 0.0%
Value $30,000 Shares 10,000 Est. Cost $1.80 Unrealized