Allegheny Financial Group
Latest statistics and disclosures from Allegheny Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ERIE, NVR, DGRO, AAPL, ANSS, and represent 29.95% of Allegheny Financial Group's stock portfolio.
- Added to shares of these 10 stocks: PVAL (+$6.6M), TLN, AVGO, FBTC, NEE, IBM, IMPP, RYAAY, IWN, PPL.
- Started 25 new stock positions in RYAAY, WM, SBUX, IWN, F, VXF, CCI, PVAL, ORLY, PPL.
- Reduced shares in these 10 stocks: RH, ERIE, SCHG, SPHR, , QNST, AAPL, EFA, IYR, GLNG.
- Sold out of its positions in FDX, EFA, SPHR, RH.
- Allegheny Financial Group was a net buyer of stock by $21M.
- Allegheny Financial Group has $405M in assets under management (AUM), dropping by 16.23%.
- Central Index Key (CIK): 0001844148
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Portfolio Holdings for Allegheny Financial Group
Allegheny Financial Group holds 242 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Erie Indty Cl A (ERIE) | 8.7 | $35M | 66k | 539.82 |
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| NVR (NVR) | 7.4 | $30M | 3.1k | 9810.39 |
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| Ishares Tr Core Div Grwth (DGRO) | 4.7 | $19M | 304k | 62.69 |
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| Apple (AAPL) | 4.6 | $19M | 79k | 233.00 |
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| Ansys (ANSS) | 4.5 | $18M | 57k | 318.63 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.1 | $17M | -2% | 161k | 104.18 |
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| Exxon Mobil Corporation (XOM) | 3.7 | $15M | +3% | 128k | 117.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $14M | 30k | 460.26 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.4 | $9.8M | +2% | 210k | 46.74 |
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| PPG Industries (PPG) | 2.4 | $9.6M | +4% | 73k | 132.46 |
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| Microsoft Corporation (MSFT) | 2.3 | $9.2M | +5% | 21k | 430.31 |
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| Eli Lilly & Co. (LLY) | 1.7 | $6.9M | 7.8k | 885.89 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.6 | $6.6M | NEW | 173k | 37.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.1M | 7.2k | 573.76 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.9 | $3.7M | -4% | 37k | 101.87 |
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| Merck & Co (MRK) | 0.9 | $3.7M | 33k | 113.56 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.9 | $3.5M | 67k | 51.82 |
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| International Business Machines (IBM) | 0.8 | $3.3M | +28% | 15k | 221.08 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.8 | $3.1M | 15k | 207.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.0M | +2% | 48k | 62.32 |
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| QuinStreet (QNST) | 0.7 | $3.0M | -6% | 156k | 19.13 |
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| Amazon (AMZN) | 0.7 | $2.9M | +3% | 16k | 186.33 |
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| Procter & Gamble Company (PG) | 0.7 | $2.8M | +6% | 16k | 173.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.7M | 16k | 167.19 |
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| Amgen (AMGN) | 0.6 | $2.5M | 7.7k | 322.21 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.4M | 15k | 162.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $2.4M | +8% | 13k | 179.16 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.3M | 9.5k | 246.49 |
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| BlackRock Insured Municipal Income Trust (BYM) | 0.5 | $2.2M | +5% | 185k | 12.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.2M | 13k | 165.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.1M | 11k | 189.79 |
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| PNC Financial Services (PNC) | 0.5 | $2.0M | 11k | 184.85 |
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| AFLAC Incorporated (AFL) | 0.5 | $2.0M | +30% | 18k | 111.80 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.0M | 19k | 106.19 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $2.0M | +19% | 16k | 123.62 |
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| Abbvie (ABBV) | 0.5 | $1.9M | 9.6k | 197.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.9M | -5% | 3.2k | 576.77 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $1.8M | +2% | 20k | 91.93 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | 8.6k | 210.87 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.8M | 2.0k | 886.61 |
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| Broadcom (AVGO) | 0.4 | $1.7M | +908% | 9.9k | 172.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.7M | 6.0k | 283.18 |
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| Summit Hotel Properties (INN) | 0.4 | $1.7M | -2% | 246k | 6.86 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.4 | $1.7M | +15% | 23k | 72.97 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.7M | 5.3k | 314.36 |
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| Verizon Communications (VZ) | 0.4 | $1.6M | +16% | 36k | 44.91 |
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| Talen Energy Corp (TLN) | 0.4 | $1.6M | NEW | 8.9k | 178.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.5M | +8% | 4.0k | 383.97 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.5M | 13k | 117.29 |
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| Boston Scientific Corporation (BSX) | 0.4 | $1.5M | 18k | 83.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.5M | 3.9k | 375.34 |
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| Philip Morris International (PM) | 0.4 | $1.5M | -2% | 12k | 121.40 |
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| Tesla Motors (TSLA) | 0.4 | $1.4M | +3% | 5.4k | 261.63 |
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| Home Depot (HD) | 0.4 | $1.4M | -2% | 3.5k | 405.16 |
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| Nextera Energy (NEE) | 0.3 | $1.4M | +124% | 17k | 84.53 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.4M | +12% | 13k | 107.65 |
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| Caterpillar (CAT) | 0.3 | $1.3M | 3.4k | 391.08 |
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| Hershey Company (HSY) | 0.3 | $1.3M | 6.9k | 191.78 |
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| Constellation Energy (CEG) | 0.3 | $1.3M | +3% | 5.0k | 260.02 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | -2% | 8.8k | 147.27 |
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| Cigna Corp (CI) | 0.3 | $1.3M | 3.8k | 346.43 |
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| Trane Technologies SHS (TT) | 0.3 | $1.3M | -3% | 3.3k | 388.76 |
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| Danaher Corporation (DHR) | 0.3 | $1.3M | 4.6k | 278.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.3M | 5.4k | 237.22 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $1.3M | NEW | 23k | 55.53 |
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| American Express Company (AXP) | 0.3 | $1.3M | +2% | 4.7k | 271.19 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.3M | 7.7k | 162.91 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.2M | 3.7k | 331.46 |
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| Pfizer (PFE) | 0.3 | $1.2M | +8% | 41k | 28.94 |
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| At&t (T) | 0.3 | $1.1M | +19% | 52k | 22.00 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.3 | $1.1M | +12% | 19k | 59.91 |
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| Southern Company (SO) | 0.3 | $1.1M | +68% | 12k | 90.18 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.0M | 2.1k | 491.27 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.0M | 5.7k | 179.30 |
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| Bristol Myers Squibb (BMY) | 0.2 | $989k | 19k | 51.74 |
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| Golar Lng SHS (GLNG) | 0.2 | $982k | -14% | 27k | 36.76 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $980k | 3.7k | 263.80 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $975k | 7.4k | 132.24 |
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| Coca-Cola Company (KO) | 0.2 | $969k | -5% | 14k | 71.86 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $949k | 2.0k | 465.08 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $939k | 15k | 63.00 |
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| NVIDIA Corporation (NVDA) | 0.2 | $930k | +13% | 7.7k | 121.44 |
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| Pepsi (PEP) | 0.2 | $907k | +6% | 5.3k | 170.04 |
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| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.2 | $899k | 72k | 12.58 |
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| Visa Com Cl A (V) | 0.2 | $870k | +2% | 3.2k | 274.91 |
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| Dick's Sporting Goods (DKS) | 0.2 | $867k | -2% | 4.2k | 208.68 |
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| Ge Aerospace Com New (GE) | 0.2 | $866k | +2% | 4.6k | 188.58 |
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| McDonald's Corporation (MCD) | 0.2 | $864k | 2.8k | 304.47 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $857k | +4% | 12k | 71.86 |
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| Norfolk Southern (NSC) | 0.2 | $846k | 3.4k | 248.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $845k | -3% | 7.2k | 116.96 |
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| Valaris Cl A (VAL) | 0.2 | $844k | +69% | 15k | 55.75 |
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| Qualcomm (QCOM) | 0.2 | $840k | 4.9k | 170.06 |
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| Nike CL B (NKE) | 0.2 | $838k | 9.5k | 88.40 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.2 | $830k | 8.1k | 102.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $829k | 1.7k | 488.18 |
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| Abbott Laboratories (ABT) | 0.2 | $821k | 7.2k | 114.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $820k | 2.9k | 284.00 |
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| Altria (MO) | 0.2 | $816k | -2% | 16k | 51.04 |
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| Oracle Corporation (ORCL) | 0.2 | $813k | 4.8k | 170.38 |
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| Deere & Company (DE) | 0.2 | $804k | 1.9k | 417.40 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $801k | +12% | 19k | 41.77 |
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| Bank of America Corporation (BAC) | 0.2 | $800k | -5% | 20k | 39.68 |
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| ConocoPhillips (COP) | 0.2 | $795k | -3% | 7.5k | 105.28 |
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| United Ins Hldgs (ACIC) | 0.2 | $781k | +18% | 69k | 11.27 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $780k | +2% | 12k | 67.70 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $774k | 19k | 39.82 |
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| First Commonwealth Financial (FCF) | 0.2 | $770k | -14% | 45k | 17.15 |
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| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.2 | $733k | 14k | 51.65 |
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| Sherwin-Williams Company (SHW) | 0.2 | $730k | 1.9k | 381.57 |
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| Cameco Corporation (CCJ) | 0.2 | $717k | +17% | 15k | 47.76 |
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| Meta Platforms Cl A (META) | 0.2 | $707k | -10% | 1.2k | 572.35 |
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| Allstate Corporation (ALL) | 0.2 | $700k | +6% | 3.7k | 189.66 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $693k | +6% | 4.7k | 147.14 |
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| Honeywell International (HON) | 0.2 | $682k | +14% | 3.3k | 206.73 |
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| 3M Company (MMM) | 0.2 | $676k | 4.9k | 136.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $663k | -16% | 3.8k | 174.56 |
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| Cisco Systems (CSCO) | 0.2 | $653k | 12k | 53.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $648k | 5.1k | 128.20 |
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| Imperial Pete Com New (IMPP) | 0.2 | $647k | NEW | 156k | 4.15 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $644k | 727.00 | 885.34 |
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| Flex Ord (FLEX) | 0.2 | $633k | +2% | 19k | 33.43 |
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| MercadoLibre (MELI) | 0.2 | $630k | -11% | 307.00 | 2051.96 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.2 | $624k | NEW | 14k | 45.18 |
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| Dupont De Nemours (DD) | 0.2 | $623k | 7.0k | 89.11 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $608k | NEW | 3.6k | 166.80 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $605k | 2.1k | 282.24 |
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| UnitedHealth (UNH) | 0.1 | $601k | 1.0k | 584.49 |
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| Automatic Data Processing (ADP) | 0.1 | $582k | 2.1k | 276.73 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $575k | 12k | 46.34 |
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| PPL Corporation (PPL) | 0.1 | $552k | NEW | 17k | 33.08 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $551k | -6% | 8.5k | 64.74 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $547k | +3% | 1.1k | 517.78 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $537k | +85% | 4.7k | 115.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $529k | -9% | 2.4k | 220.90 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $517k | +19% | 3.8k | 135.44 |
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| Affiliated Managers (AMG) | 0.1 | $516k | +10% | 2.9k | 177.80 |
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| Range Resources (RRC) | 0.1 | $508k | 17k | 30.76 |
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| Global Net Lease Com New (GNL) | 0.1 | $506k | 60k | 8.42 |
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| Globe Life (GL) | 0.1 | $503k | 4.8k | 105.91 |
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| BP Sponsored Adr (BP) | 0.1 | $501k | 16k | 31.39 |
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| Exelon Corporation (EXC) | 0.1 | $494k | +4% | 12k | 40.55 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $491k | 794.00 | 618.40 |
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| General Mills (GIS) | 0.1 | $490k | 6.6k | 73.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $490k | 1.4k | 353.50 |
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| Fidelity Ethereum SHS | 0.1 | $487k | NEW | 19k | 25.97 |
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| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $475k | +2% | 25k | 19.06 |
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| Fortune Brands (FBIN) | 0.1 | $475k | 5.3k | 89.52 |
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| Biogen Idec (BIIB) | 0.1 | $470k | -15% | 2.4k | 193.81 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $470k | 1.9k | 243.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $465k | 6.3k | 73.67 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $461k | +52% | 934.00 | 493.69 |
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| Emerson Electric (EMR) | 0.1 | $461k | 4.2k | 109.37 |
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| Adams Express Company (ADX) | 0.1 | $456k | 21k | 21.56 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $448k | +5% | 5.1k | 87.80 |
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| Lowe's Companies (LOW) | 0.1 | $438k | 1.6k | 270.89 |
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| Walt Disney Company (DIS) | 0.1 | $435k | -3% | 4.5k | 96.18 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $432k | 4.0k | 107.47 |
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| Dow (DOW) | 0.1 | $425k | 7.8k | 54.63 |
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| Xylem (XYL) | 0.1 | $425k | +7% | 3.1k | 135.03 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $417k | 8.3k | 49.94 |
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| Corteva (CTVA) | 0.1 | $411k | 7.0k | 58.79 |
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| Alcoa (AA) | 0.1 | $409k | 11k | 38.58 |
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| Paychex (PAYX) | 0.1 | $404k | 3.0k | 134.18 |
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| Boeing Company (BA) | 0.1 | $398k | -25% | 2.6k | 152.07 |
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| American Intl Group Com New (AIG) | 0.1 | $398k | 5.4k | 73.23 |
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| Grand Canyon Education (LOPE) | 0.1 | $385k | +2% | 2.7k | 141.85 |
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| CSX Corporation (CSX) | 0.1 | $384k | 11k | 34.53 |
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| Despegar Com Corp Ord Shs (DESP) | 0.1 | $377k | 30k | 12.40 |
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| Wyndham Hotels And Resorts (WH) | 0.1 | $372k | +2% | 4.8k | 78.14 |
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| Public Service Enterprise (PEG) | 0.1 | $369k | NEW | 4.1k | 89.20 |
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| Wal-Mart Stores (WMT) | 0.1 | $366k | -3% | 4.5k | 80.75 |
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| Burford Cap Ord Shs (BUR) | 0.1 | $363k | +3% | 27k | 13.26 |
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| MetLife (MET) | 0.1 | $357k | 4.3k | 82.48 |
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| Community Bank System (CBU) | 0.1 | $357k | 6.1k | 58.07 |
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| Wells Fargo & Company (WFC) | 0.1 | $353k | 6.2k | 56.49 |
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| Prudential Financial (PRU) | 0.1 | $351k | 2.9k | 121.11 |
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| Us Bancorp Del Com New (USB) | 0.1 | $350k | 7.7k | 45.73 |
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| Carlisle Companies (CSL) | 0.1 | $344k | +3% | 764.00 | 449.75 |
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| Becton, Dickinson and (BDX) | 0.1 | $339k | 1.4k | 241.17 |
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| Howmet Aerospace (HWM) | 0.1 | $337k | 3.4k | 100.26 |
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| United Parcel Service CL B (UPS) | 0.1 | $334k | 2.4k | 136.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $331k | 3.5k | 95.75 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $329k | 22k | 14.70 |
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| Consolidated Edison (ED) | 0.1 | $328k | +24% | 3.2k | 104.11 |
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| Stagwell Com Cl A (STGW) | 0.1 | $322k | +3% | 46k | 7.02 |
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| National Fuel Gas (NFG) | 0.1 | $315k | NEW | 5.2k | 60.61 |
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| Waste Management (WM) | 0.1 | $314k | NEW | 1.5k | 207.56 |
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| Phillips 66 (PSX) | 0.1 | $311k | -14% | 2.4k | 131.45 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $304k | +8% | 5.3k | 57.53 |
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| Netflix (NFLX) | 0.1 | $294k | -3% | 414.00 | 709.27 |
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| Morgan Stanley Com New (MS) | 0.1 | $290k | +15% | 2.8k | 104.26 |
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| Ge Vernova (GEV) | 0.1 | $290k | NEW | 1.1k | 254.98 |
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| Api Group Corp Com Stk (APG) | 0.1 | $289k | +2% | 8.7k | 33.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $286k | +15% | 1.9k | 151.60 |
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| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.1 | $285k | 9.9k | 28.84 |
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| CarMax (KMX) | 0.1 | $284k | +2% | 3.7k | 77.38 |
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| FTI Consulting (FCN) | 0.1 | $277k | +3% | 1.2k | 227.56 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $275k | -11% | 483.00 | 569.66 |
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| Modine Manufacturing (MOD) | 0.1 | $272k | 2.1k | 132.79 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $271k | 1.2k | 225.76 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $271k | 3.5k | 76.68 |
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| Sempra Energy (SRE) | 0.1 | $271k | NEW | 3.2k | 83.63 |
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| EQT Corporation (EQT) | 0.1 | $268k | +17% | 7.3k | 36.64 |
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| FirstEnergy (FE) | 0.1 | $264k | NEW | 5.9k | 44.35 |
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| Ingersoll Rand (IR) | 0.1 | $261k | -3% | 2.7k | 98.16 |
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| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.1 | $261k | 9.1k | 28.53 |
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| S&T Ban (STBA) | 0.1 | $261k | 6.2k | 41.97 |
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| Patria Investments Com Cl A (PAX) | 0.1 | $260k | +2% | 23k | 11.17 |
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| Northwest Bancshares (NWBI) | 0.1 | $259k | 19k | 13.38 |
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| WSFS Financial Corporation (WSFS) | 0.1 | $258k | 5.1k | 50.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $256k | 1.9k | 135.08 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $255k | 2.4k | 107.93 |
|
|
| Discover Financial Services (DFS) | 0.1 | $255k | NEW | 1.8k | 140.31 |
|
| Starbucks Corporation (SBUX) | 0.1 | $253k | NEW | 2.6k | 97.47 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $244k | 2.7k | 90.80 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $236k | 2.3k | 103.83 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $234k | 1.2k | 202.76 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $232k | NEW | 201.00 | 1151.60 |
|
| Crocs (CROX) | 0.1 | $230k | +10% | 1.6k | 144.81 |
|
| Crane Company Common Stock (CR) | 0.1 | $228k | 1.4k | 158.28 |
|
|
| Papa John's Int'l (PZZA) | 0.1 | $222k | -4% | 4.1k | 53.87 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $218k | NEW | 4.8k | 45.32 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $218k | 3.0k | 73.41 |
|
|
| Snowflake Cl A (SNOW) | 0.1 | $217k | 1.9k | 114.86 |
|
|
| Intel Corporation (INTC) | 0.1 | $216k | -3% | 9.2k | 23.46 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $215k | NEW | 1.2k | 182.04 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $215k | NEW | 2.2k | 97.40 |
|
| Crown Castle Intl (CCI) | 0.1 | $211k | NEW | 1.8k | 118.63 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $207k | NEW | 3.4k | 61.52 |
|
| Moog Cl A (MOG.A) | 0.0 | $202k | NEW | 1.0k | 202.02 |
|
| Moog CL B (MOG.B) | 0.0 | $200k | NEW | 1.0k | 200.39 |
|
| Invesco Db Multi-sector Comm Oil Fd (DBO) | 0.0 | $195k | 14k | 13.97 |
|
|
| Sotera Health (SHC) | 0.0 | $194k | +3% | 12k | 16.70 |
|
| Annexon (ANNX) | 0.0 | $149k | 25k | 5.92 |
|
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| Ford Motor Company (F) | 0.0 | $108k | NEW | 10k | 10.56 |
|
| Realogy Hldgs (HOUS) | 0.0 | $55k | 11k | 5.08 |
|
|
| Landec Corporation (LFCR) | 0.0 | $51k | +3% | 10k | 4.93 |
|
| Bluebird Bio (BLUE) | 0.0 | $41k | +217% | 79k | 0.52 |
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $18k | 20k | 0.91 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $15k | 13k | 1.14 |
|
|
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.0 | $2.9k | 15k | 0.19 |
|
Past Filings by Allegheny Financial Group
SEC 13F filings are viewable for Allegheny Financial Group going back to 2020
- 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
- Allegheny Financial Group 2021 Q4 filed Feb. 9, 2022
- Allegheny Financial Group 2021 Q3 filed Nov. 5, 2021
- Allegheny Financial Group 2021 Q2 filed Aug. 10, 2021
- Allegheny Financial Group 2021 Q1 filed May 12, 2021