Allegheny Financial Group
Latest statistics and disclosures from Allegheny Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PVAL, J P Morgan Flexible Debt Etf, NVR, DGRO, ERIE, and represent 29.34% of Allegheny Financial Group's stock portfolio.
- Added to shares of these 10 stocks: J P Morgan Flexible Debt Etf (+$30M), PVAL (+$19M), SNPS (+$8.2M), JGRO (+$5.4M), KMID, FTRB, Ea Series Trust, HELO, IMCG, MFSG.
- Started 26 new stock positions in IEMG, SNPS, VTWO, Ea Series Trust, TRV, DTE, URTH, J P Morgan Flexible Debt Etf, MOG.A, IWV.
- Reduced shares in these 10 stocks: , FBND, AMGN, GLD, VTIP, FETH, , TSLA, , T.
- Sold out of its positions in VALQ, ANSS, FETH, FIS, TQQQ, XLF, XLU, SBUX, UPS, VTIP. WAB.
- Allegheny Financial Group was a net buyer of stock by $60M.
- Allegheny Financial Group has $535M in assets under management (AUM), dropping by 18.84%.
- Central Index Key (CIK): 0001844148
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Portfolio Holdings for Allegheny Financial Group
Allegheny Financial Group holds 263 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 11.3 | $61M | +43% | 1.4M | 42.72 |
|
| J P Morgan Exchange Traded F Flexible Debt Et | 5.7 | $30M | NEW | 603k | 50.22 |
|
| NVR (NVR) | 4.5 | $24M | 3.0k | 8035.72 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 4.0 | $21M | 311k | 68.08 |
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| Erie Indty Cl A (ERIE) | 3.9 | $21M | 66k | 318.16 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.9 | $21M | 647k | 31.91 |
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| Apple (AAPL) | 3.7 | $20M | 78k | 254.63 |
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| Exxon Mobil Corporation (XOM) | 2.7 | $14M | 126k | 112.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $13M | 26k | 502.74 |
|
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 2.3 | $12M | +16% | 150k | 82.73 |
|
| Microsoft Corporation (MSFT) | 2.3 | $12M | 23k | 517.96 |
|
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.9 | $10M | +2% | 102k | 99.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $9.0M | +8% | 47k | 189.70 |
|
| Synopsys (SNPS) | 1.5 | $8.2M | NEW | 17k | 493.40 |
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| PPG Industries (PPG) | 1.4 | $7.4M | 70k | 105.11 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.2 | $6.5M | +482% | 69k | 93.75 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 1.2 | $6.4M | +43% | 254k | 25.39 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $6.2M | +22% | 9.4k | 666.21 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $6.2M | 8.1k | 763.09 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $4.8M | +4% | 74k | 65.26 |
|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.8 | $4.4M | +46% | 122k | 36.19 |
|
| Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) | 0.7 | $3.9M | +125% | 159k | 24.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.8M | 16k | 243.56 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.7 | $3.8M | +3% | 16k | 233.78 |
|
| Mfs Active Exchange Traded F Growth Etf (MFSG) | 0.7 | $3.7M | +79% | 132k | 28.15 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.6 | $3.4M | 35k | 97.08 |
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| International Business Machines (IBM) | 0.6 | $3.4M | 12k | 282.17 |
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| Broadcom (AVGO) | 0.6 | $3.4M | 10k | 329.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.2M | 13k | 243.11 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.6 | $3.2M | 62k | 51.23 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $3.1M | 9.9k | 315.43 |
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| Caterpillar (CAT) | 0.6 | $3.0M | +21% | 6.3k | 477.16 |
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| Amazon (AMZN) | 0.6 | $3.0M | 14k | 219.58 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $2.9M | -39% | 64k | 46.24 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.9M | 6.1k | 468.43 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.8M | +5% | 4.1k | 669.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.6M | +26% | 5.5k | 479.67 |
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| PNC Financial Services (PNC) | 0.5 | $2.6M | 13k | 200.94 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.5 | $2.6M | +238% | 40k | 65.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.5M | 12k | 203.59 |
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| Merck & Co (MRK) | 0.5 | $2.5M | -3% | 30k | 83.93 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $2.5M | +2% | 19k | 129.73 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.5M | -4% | 16k | 153.65 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.5 | $2.4M | +3% | 16k | 155.87 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.3M | 6.4k | 365.51 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $2.3M | +10% | 16k | 142.41 |
|
| Philip Morris International (PM) | 0.4 | $2.2M | 14k | 162.21 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.2M | 12k | 186.59 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $2.2M | 12k | 176.82 |
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| Abbvie (ABBV) | 0.4 | $2.1M | -3% | 9.0k | 231.56 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.1M | 6.4k | 328.21 |
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| AFLAC Incorporated (AFL) | 0.4 | $2.0M | 18k | 111.70 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.9M | -8% | 11k | 185.42 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $1.9M | 18k | 106.78 |
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| Ea Series Trust City Diffnt Invt | 0.4 | $1.9M | NEW | 77k | 24.91 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.9M | +32% | 8.1k | 236.38 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | 2.0k | 926.06 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.9M | +6% | 7.4k | 254.31 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.9M | +7% | 16k | 113.88 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.9M | +26% | 6.3k | 293.75 |
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| BlackRock Insured Municipal Income Trust (BYM) | 0.3 | $1.8M | 168k | 10.95 |
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| Boston Scientific Corporation (BSX) | 0.3 | $1.7M | 18k | 97.63 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $1.6M | 17k | 95.89 |
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| Verizon Communications (VZ) | 0.3 | $1.5M | +6% | 35k | 43.95 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.5M | +59% | 8.1k | 186.51 |
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| Hershey Company (HSY) | 0.3 | $1.5M | 8.0k | 187.07 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.5M | 7.7k | 192.74 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.4M | 19k | 76.40 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.4M | +13% | 10k | 139.67 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | 4.6k | 300.83 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.3 | $1.4M | +5% | 22k | 63.69 |
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| Oracle Corporation (ORCL) | 0.3 | $1.4M | +2% | 4.9k | 281.28 |
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| At&t (T) | 0.2 | $1.3M | -16% | 47k | 28.24 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.3M | 12k | 108.96 |
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| Home Depot (HD) | 0.2 | $1.3M | 3.2k | 405.22 |
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| American Express Company (AXP) | 0.2 | $1.3M | 3.9k | 332.17 |
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| Altria (MO) | 0.2 | $1.3M | +4% | 20k | 66.06 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 11k | 118.83 |
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| 3M Company (MMM) | 0.2 | $1.3M | 8.1k | 155.18 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.2M | +19% | 16k | 76.72 |
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| Nextera Energy (NEE) | 0.2 | $1.2M | 16k | 75.49 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.1M | -3% | 5.8k | 194.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 1.9k | 600.62 |
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| Southern Company (SO) | 0.2 | $1.1M | 12k | 94.77 |
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| Pfizer (PFE) | 0.2 | $1.1M | -3% | 44k | 25.48 |
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| Chevron Corporation (CVX) | 0.2 | $1.1M | 7.2k | 155.30 |
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| Meta Platforms Cl A (META) | 0.2 | $1.1M | -2% | 1.5k | 734.64 |
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| Deere & Company (DE) | 0.2 | $1.1M | 2.4k | 457.34 |
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| Cigna Corp (CI) | 0.2 | $1.1M | 3.8k | 288.31 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.1M | 15k | 71.37 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | -21% | 2.3k | 444.80 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.0M | +5% | 10k | 103.07 |
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| Norfolk Southern (NSC) | 0.2 | $1.0M | 3.4k | 300.48 |
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| PPL Corporation (PPL) | 0.2 | $1.0M | 27k | 37.16 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.0M | +2% | 3.1k | 320.04 |
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| Trane Technologies SHS (TT) | 0.2 | $993k | 2.4k | 421.98 |
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| ConocoPhillips (COP) | 0.2 | $982k | 10k | 94.59 |
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| Dick's Sporting Goods (DKS) | 0.2 | $977k | 4.4k | 222.26 |
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| Abbott Laboratories (ABT) | 0.2 | $958k | 7.1k | 133.95 |
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| Sonos (SONO) | 0.2 | $951k | NEW | 60k | 15.80 |
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| Visa Com Cl A (V) | 0.2 | $931k | +2% | 2.7k | 341.38 |
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| Bank of America Corporation (BAC) | 0.2 | $920k | 18k | 51.59 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $904k | 2.0k | 447.23 |
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| Parnassus Income Fds Core Select Etf (PRCS) | 0.2 | $883k | NEW | 34k | 26.18 |
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| Summit Hotel Properties (INN) | 0.2 | $872k | -20% | 159k | 5.49 |
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| Strategy Cl A New (MSTR) | 0.2 | $868k | +32% | 2.7k | 322.23 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.2 | $838k | 7.3k | 114.70 |
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| Coca-Cola Company (KO) | 0.2 | $833k | 13k | 66.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $833k | +3% | 3.4k | 241.99 |
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| Netflix (NFLX) | 0.2 | $829k | +2% | 691.00 | 1198.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $817k | -51% | 2.3k | 355.54 |
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| Constellation Energy (CEG) | 0.1 | $795k | -8% | 2.4k | 329.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $787k | 2.0k | 391.64 |
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| Qualcomm (QCOM) | 0.1 | $758k | -3% | 4.6k | 166.37 |
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| Cisco Systems (CSCO) | 0.1 | $742k | -3% | 11k | 68.42 |
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| Carvana Cl A (CVNA) | 0.1 | $738k | 2.0k | 377.24 |
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| Ge Vernova (GEV) | 0.1 | $720k | 1.2k | 615.17 |
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| Eaton Corp SHS (ETN) | 0.1 | $718k | +2% | 1.9k | 374.37 |
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| Emerson Electric (EMR) | 0.1 | $716k | -5% | 5.5k | 131.20 |
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| Danaher Corporation (DHR) | 0.1 | $693k | 3.5k | 198.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $684k | +2% | 1.1k | 612.86 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $680k | 727.00 | 934.70 |
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| Globe Life (GL) | 0.1 | $679k | 4.8k | 142.97 |
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| McDonald's Corporation (MCD) | 0.1 | $675k | -14% | 2.2k | 303.92 |
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| Sherwin-Williams Company (SHW) | 0.1 | $669k | 1.9k | 346.30 |
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| Pepsi (PEP) | 0.1 | $640k | -5% | 4.6k | 140.46 |
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| Howmet Aerospace (HWM) | 0.1 | $632k | 3.2k | 196.24 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $627k | +34% | 9.2k | 67.84 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $623k | +152% | 7.1k | 87.31 |
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| Range Resources (RRC) | 0.1 | $622k | 17k | 37.64 |
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| Boeing Company (BA) | 0.1 | $608k | 2.8k | 215.85 |
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| FedEx Corporation (FDX) | 0.1 | $598k | +14% | 2.5k | 235.90 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $597k | +8% | 2.3k | 259.67 |
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| First Commonwealth Financial (FCF) | 0.1 | $590k | 35k | 17.05 |
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| Nike CL B (NKE) | 0.1 | $577k | -5% | 8.3k | 69.73 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $570k | +18% | 4.0k | 140.97 |
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| Morgan Stanley Com New (MS) | 0.1 | $552k | 3.5k | 158.99 |
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| Walt Disney Company (DIS) | 0.1 | $548k | +2% | 4.8k | 114.51 |
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| Amgen (AMGN) | 0.1 | $536k | -76% | 1.9k | 282.30 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $522k | 4.2k | 123.78 |
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| Allstate Corporation (ALL) | 0.1 | $491k | 2.3k | 214.65 |
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| Wells Fargo & Company (WFC) | 0.1 | $476k | -5% | 5.7k | 83.82 |
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| National Fuel Gas (NFG) | 0.1 | $470k | 5.1k | 92.38 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $470k | -2% | 9.9k | 47.52 |
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| Talen Energy Corp (TLN) | 0.1 | $465k | -23% | 1.1k | 425.38 |
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| Xylem (XYL) | 0.1 | $464k | 3.1k | 147.55 |
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| Waste Management (WM) | 0.1 | $457k | +2% | 2.1k | 220.92 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $457k | +32% | 3.2k | 142.59 |
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| Honeywell International (HON) | 0.1 | $454k | 2.2k | 210.56 |
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| Dupont De Nemours (DD) | 0.1 | $452k | 5.8k | 77.90 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $452k | 14k | 31.42 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $451k | 5.0k | 89.36 |
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| Automatic Data Processing (ADP) | 0.1 | $446k | -20% | 1.5k | 293.52 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $441k | +30% | 7.4k | 59.92 |
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| Flex Ord (FLEX) | 0.1 | $436k | -2% | 7.5k | 57.97 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $431k | -2% | 5.9k | 73.47 |
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| Global Net Lease Com New (GNL) | 0.1 | $420k | -2% | 52k | 8.13 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $417k | 8.3k | 50.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $417k | 3.5k | 120.72 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $414k | 6.6k | 62.48 |
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| Tidewater (TDW) | 0.1 | $414k | +45% | 7.8k | 53.33 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $413k | -27% | 2.7k | 154.23 |
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| Adams Express Company (ADX) | 0.1 | $412k | 19k | 22.30 |
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| Imperial Pete Com New (IMPP) | 0.1 | $400k | +6% | 84k | 4.78 |
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| EQT Corporation (EQT) | 0.1 | $399k | 7.3k | 54.43 |
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| Corteva (CTVA) | 0.1 | $394k | 5.8k | 67.63 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $387k | 22k | 17.27 |
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| MetLife (MET) | 0.1 | $383k | +9% | 4.6k | 82.38 |
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| Corning Incorporated (GLW) | 0.1 | $382k | 4.7k | 82.04 |
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| Paychex (PAYX) | 0.1 | $377k | 3.0k | 126.77 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $374k | +2% | 1.1k | 352.75 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $371k | NEW | 8.4k | 44.23 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $368k | 7.4k | 49.95 |
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| Us Bancorp Del Com New (USB) | 0.1 | $361k | 7.5k | 48.34 |
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| Affiliated Managers (AMG) | 0.1 | $360k | -2% | 1.5k | 238.43 |
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| Community Bank System (CBU) | 0.1 | $360k | 6.1k | 58.64 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $358k | 4.0k | 88.85 |
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| Snowflake Com Shs (SNOW) | 0.1 | $349k | -17% | 1.5k | 225.55 |
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| Public Service Enterprise (PEG) | 0.1 | $347k | 4.2k | 83.46 |
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| Colgate-Palmolive Company (CL) | 0.1 | $344k | 4.3k | 79.94 |
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| Bristol Myers Squibb (BMY) | 0.1 | $342k | -2% | 7.6k | 45.10 |
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| Biogen Idec (BIIB) | 0.1 | $339k | 2.4k | 140.12 |
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| Phillips 66 (PSX) | 0.1 | $339k | +3% | 2.5k | 136.06 |
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| Prudential Financial (PRU) | 0.1 | $332k | +8% | 3.2k | 103.76 |
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| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.1 | $330k | 5.6k | 59.47 |
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| O'reilly Automotive (ORLY) | 0.1 | $326k | 3.0k | 107.81 |
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| Cardinal Health (CAH) | 0.1 | $323k | 2.1k | 157.03 |
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| Asp Isotopes (ASPI) | 0.1 | $322k | 34k | 9.62 |
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| Consolidated Edison (ED) | 0.1 | $319k | 3.2k | 100.54 |
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| Dominion Resources (D) | 0.1 | $315k | NEW | 5.1k | 61.18 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $311k | +15% | 2.4k | 132.17 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $309k | -14% | 543.00 | 569.67 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $304k | 1.6k | 190.58 |
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| Exelon Corporation (EXC) | 0.1 | $303k | -16% | 6.7k | 45.02 |
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| McKesson Corporation (MCK) | 0.1 | $300k | 388.00 | 772.54 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $297k | 3.5k | 84.01 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $296k | 1.2k | 256.45 |
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| CSX Corporation (CSX) | 0.1 | $291k | 8.2k | 35.51 |
|
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| Sempra Energy (SRE) | 0.1 | $288k | 3.2k | 90.00 |
|
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| Invesco Db Multi-sector Comm Oil Fd (DBO) | 0.1 | $284k | +8% | 21k | 13.45 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $283k | +5% | 1.0k | 281.86 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.1 | $283k | 9.0k | 31.41 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $281k | 1.1k | 246.74 |
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| Air Products & Chemicals (APD) | 0.1 | $280k | 1.0k | 272.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $279k | NEW | 3.8k | 72.78 |
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| Cameco Corporation (CCJ) | 0.1 | $277k | -26% | 3.3k | 83.86 |
|
| WSFS Financial Corporation (WSFS) | 0.1 | $276k | 5.1k | 53.94 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $275k | 1.5k | 187.21 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $274k | 2.6k | 106.51 |
|
|
| FirstEnergy (FE) | 0.1 | $273k | 6.0k | 45.83 |
|
|
| Proshares Tr Ultr Russl2000 (URTY) | 0.1 | $271k | -41% | 5.1k | 53.00 |
|
| Dow (DOW) | 0.0 | $267k | 12k | 22.93 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $266k | +8% | 446.00 | 597.02 |
|
| Crane Company Common Stock (CR) | 0.0 | $265k | 1.4k | 184.14 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $263k | 8.4k | 31.27 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $257k | 1.3k | 195.86 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $256k | +7% | 3.0k | 84.71 |
|
| L3harris Technologies (LHX) | 0.0 | $251k | 822.00 | 305.41 |
|
|
| Intel Corporation (INTC) | 0.0 | $249k | NEW | 7.4k | 33.55 |
|
| Capital One Financial (COF) | 0.0 | $247k | -2% | 1.2k | 212.73 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $246k | 1.7k | 142.14 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $245k | 20k | 12.39 |
|
|
| Grand Canyon Education (LOPE) | 0.0 | $245k | -3% | 1.1k | 219.52 |
|
| Kinder Morgan (KMI) | 0.0 | $243k | 8.6k | 28.31 |
|
|
| Goldman Sachs (GS) | 0.0 | $242k | 304.00 | 796.65 |
|
|
| UnitedHealth (UNH) | 0.0 | $241k | -20% | 697.00 | 345.68 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $240k | -6% | 2.6k | 91.43 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $240k | NEW | 3.6k | 65.92 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $238k | NEW | 2.4k | 97.82 |
|
| General Mills (GIS) | 0.0 | $236k | -10% | 4.7k | 50.42 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $231k | 1.1k | 209.46 |
|
|
| S&T Ban (STBA) | 0.0 | $231k | 6.1k | 37.59 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $223k | NEW | 6.5k | 34.47 |
|
| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.0 | $222k | 7.0k | 31.96 |
|
|
| Valaris Cl A (VAL) | 0.0 | $222k | NEW | 4.5k | 48.77 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $221k | 5.2k | 42.04 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $215k | 1.7k | 127.02 |
|
|
| Insmed Com Par $.01 (INSM) | 0.0 | $213k | NEW | 1.5k | 144.01 |
|
| DTE Energy Company (DTE) | 0.0 | $213k | NEW | 1.5k | 141.45 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $212k | NEW | 436.00 | 485.22 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $212k | -6% | 3.0k | 69.38 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $210k | NEW | 1.2k | 181.62 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $209k | 2.4k | 88.45 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $209k | NEW | 4.6k | 45.22 |
|
| Moog Cl A (MOG.A) | 0.0 | $208k | NEW | 1.0k | 207.67 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $207k | NEW | 547.00 | 379.21 |
|
| Travelers Companies (TRV) | 0.0 | $207k | NEW | 740.00 | 279.37 |
|
| Moog CL B (MOG.B) | 0.0 | $206k | NEW | 1.0k | 206.17 |
|
| United Ins Hldgs (ACIC) | 0.0 | $205k | 18k | 11.39 |
|
|
| MercadoLibre (MELI) | 0.0 | $201k | 86.00 | 2336.94 |
|
|
| Patria Investments Com Cl A (PAX) | 0.0 | $180k | 12k | 14.60 |
|
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.0 | $174k | -2% | 13k | 13.15 |
|
| Burford Cap Ord Shs (BUR) | 0.0 | $150k | 13k | 11.96 |
|
|
| Flywire Corporation Com Vtg (FLYW) | 0.0 | $147k | NEW | 11k | 13.54 |
|
| Ihs Holding Ord Shs (IHS) | 0.0 | $144k | NEW | 21k | 6.82 |
|
| Annexon (ANNX) | 0.0 | $131k | 43k | 3.05 |
|
|
| Ford Motor Company (F) | 0.0 | $120k | NEW | 10k | 11.96 |
|
| Realogy Hldgs (HOUS) | 0.0 | $114k | 11k | 10.59 |
|
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $63k | 52k | 1.20 |
|
|
| Precigen (PGEN) | 0.0 | $56k | -68% | 17k | 3.29 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $49k | NEW | 15k | 3.27 |
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $34k | 20k | 1.69 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $16k | 13k | 1.24 |
|
Past Filings by Allegheny Financial Group
SEC 13F filings are viewable for Allegheny Financial Group going back to 2020
- Allegheny Financial Group 2025 Q3 filed Nov. 6, 2025
- Allegheny Financial Group 2025 Q2 filed Aug. 13, 2025
- Allegheny Financial Group 2025 Q1 filed May 13, 2025
- Allegheny Financial Group 2024 Q4 filed Feb. 14, 2025
- Allegheny Financial Group 2024 Q3 filed Nov. 14, 2024
- Allegheny Financial Group 2024 Q2 filed Aug. 1, 2024
- Allegheny Financial Group 2024 Q1 filed May 7, 2024
- Allegheny Financial Group 2023 Q4 filed Feb. 8, 2024
- Allegheny Financial Group 2023 Q3 filed Nov. 14, 2023
- Allegheny Financial Group 2023 Q2 filed Aug. 7, 2023
- Allegheny Financial Group 2023 Q1 filed May 5, 2023
- Allegheny Financial Group 2022 Q4 filed Feb. 8, 2023
- Allegheny Financial Group 2022 Q3 filed Nov. 1, 2022
- Allegheny Financial Group 2022 Q2 filed Aug. 11, 2022
- Allegheny Financial Group 2021 Q4 restated filed May 11, 2022
- Allegheny Financial Group 2022 Q1 filed May 11, 2022