Allegheny Financial Group
Latest statistics and disclosures from Allegheny Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PVAL, JFLX, CDIG, DHLX, DGRO, and represent 29.19% of Allegheny Financial Group's stock portfolio.
- Added to shares of these 10 stocks: DHLX (+$26M), PVAL (+$26M), CDIG (+$25M), MFSG (+$8.3M), KMID (+$6.9M), QLTY, IJH, FEGE, RSP, JGRO.
- Started 30 new stock positions in BASG, STX, ICUI, AMD, AGG, MU, XME, JSMD, DECW, RSPE.
- Reduced shares in these 10 stocks: SNPS, FBND, ETHO, INN, SNOW, BRK.B, , , VXF, IYE.
- Sold out of its positions in CCJ, DTE, EHC, LOPE, Realogy Hldgs, SNOW, VXF.
- Allegheny Financial Group was a net buyer of stock by $137M.
- Allegheny Financial Group has $676M in assets under management (AUM), dropping by 26.23%.
- Central Index Key (CIK): 0001844148
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Portfolio Holdings for Allegheny Financial Group
Allegheny Financial Group holds 286 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 13.4 | $90M | +39% | 2.0M | 45.57 |
|
| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 4.7 | $32M | +6% | 639k | 50.22 |
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| Ea Series Trust City Diffnt Invt (CDIG) | 3.9 | $27M | +1280% | 1.1M | 24.92 |
|
| Diamond Hill Funds Large Cap Concen (DHLX) | 3.9 | $26M | NEW | 2.0M | 13.25 |
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| Ishares Tr Core Div Grwth (DGRO) | 3.3 | $22M | 316k | 69.42 |
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| NVR (NVR) | 3.2 | $22M | 3.0k | 7294.13 |
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| Apple (AAPL) | 3.2 | $21M | 78k | 271.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.1 | $21M | 649k | 32.62 |
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| Erie Indty Cl A (ERIE) | 2.8 | $19M | 66k | 286.65 |
|
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| Exxon Mobil Corporation (XOM) | 2.3 | $15M | 127k | 120.34 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $13M | +43% | 68k | 191.56 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.9 | $13M | +7% | 162k | 79.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $13M | -2% | 25k | 502.66 |
|
| Mfs Active Exchange Traded F Growth Etf (MFSG) | 1.8 | $12M | +221% | 424k | 28.30 |
|
| Microsoft Corporation (MSFT) | 1.7 | $11M | 23k | 483.63 |
|
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| Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) | 1.6 | $11M | +177% | 441k | 24.38 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.4 | $9.5M | +48% | 102k | 92.80 |
|
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 1.4 | $9.4M | +100% | 244k | 38.46 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $9.0M | +84% | 136k | 66.00 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $8.6M | 8.0k | 1074.79 |
|
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| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 1.3 | $8.5M | +32% | 335k | 25.39 |
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| PPG Industries (PPG) | 1.2 | $8.1M | +12% | 79k | 102.46 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.2 | $7.8M | 103k | 76.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $6.4M | 9.4k | 681.92 |
|
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.8 | $5.2M | +95% | 78k | 66.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.7M | -4% | 15k | 313.80 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.7 | $4.4M | +1045% | 96k | 46.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.1M | -2% | 13k | 313.02 |
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| Synopsys (SNPS) | 0.6 | $4.1M | -48% | 8.7k | 469.73 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.6 | $3.9M | +2% | 17k | 236.00 |
|
| Parnassus Income Fds Core Select Etf (PRCS) | 0.6 | $3.7M | +313% | 140k | 26.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.7M | +39% | 7.7k | 487.92 |
|
| Caterpillar (CAT) | 0.5 | $3.6M | 6.3k | 572.93 |
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| International Business Machines (IBM) | 0.5 | $3.5M | 12k | 296.23 |
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| Broadcom (AVGO) | 0.5 | $3.5M | 10k | 346.11 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.5 | $3.3M | 35k | 93.89 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.2M | 10k | 322.25 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $3.2M | +2% | 64k | 50.01 |
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| Merck & Co (MRK) | 0.5 | $3.1M | 30k | 105.26 |
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| Amazon (AMZN) | 0.5 | $3.1M | -2% | 13k | 230.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.9M | 6.2k | 473.33 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.9M | +87% | 15k | 191.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.9M | 4.2k | 685.07 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.9M | +49% | 11k | 257.97 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.8M | +118% | 23k | 120.18 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.7M | +46% | 9.2k | 290.24 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.6M | +2% | 13k | 210.34 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $2.6M | +2% | 16k | 159.93 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $2.5M | 19k | 131.60 |
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| PNC Financial Services (PNC) | 0.4 | $2.5M | -7% | 12k | 208.74 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.4M | 6.4k | 373.45 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.4M | +6% | 13k | 186.51 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $2.3M | 17k | 136.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.2M | 12k | 181.22 |
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| Philip Morris International (PM) | 0.3 | $2.2M | 14k | 160.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.2M | +3% | 6.6k | 335.29 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.2M | +54% | 16k | 141.06 |
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| Procter & Gamble Company (PG) | 0.3 | $2.2M | -4% | 15k | 143.32 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.2M | 11k | 206.96 |
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| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.3 | $2.0M | NEW | 55k | 37.10 |
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| Abbvie (ABBV) | 0.3 | $2.0M | -2% | 8.9k | 228.51 |
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| AFLAC Incorporated (AFL) | 0.3 | $2.0M | 18k | 110.27 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.9M | 18k | 106.71 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.9M | +2% | 17k | 113.92 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.9M | 8.1k | 231.33 |
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| BlackRock Insured Municipal Income Trust (BYM) | 0.3 | $1.8M | 168k | 10.94 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | 2.0k | 862.54 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.7M | 17k | 95.35 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.7M | 17k | 96.88 |
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| Advisors Inner Circle Fd Iii Brown Advisory (BASG) | 0.2 | $1.6M | NEW | 61k | 25.87 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.5M | -5% | 18k | 85.77 |
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| Hershey Company (HSY) | 0.2 | $1.5M | 8.1k | 181.98 |
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| American Express Company (AXP) | 0.2 | $1.5M | 3.9k | 369.96 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | +473% | 2.5k | 579.49 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.4M | +13% | 18k | 77.53 |
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| Verizon Communications (VZ) | 0.2 | $1.4M | 35k | 40.73 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.4M | 4.6k | 308.08 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $1.4M | -53% | 30k | 46.04 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.4M | -3% | 12k | 116.10 |
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| Federated Hermes Etf Trust Mdt Large Cap (FLCV) | 0.2 | $1.3M | NEW | 42k | 31.11 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.3M | +3% | 8.0k | 162.65 |
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| Nextera Energy (NEE) | 0.2 | $1.3M | 16k | 80.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.2M | +6% | 2.0k | 614.40 |
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| 3M Company (MMM) | 0.2 | $1.2M | -5% | 7.6k | 160.11 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +5% | 11k | 111.42 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.2M | +2% | 16k | 73.56 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.2M | 5.8k | 198.62 |
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| At&t (T) | 0.2 | $1.1M | 46k | 24.84 |
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| Deere & Company (DE) | 0.2 | $1.1M | 2.4k | 465.66 |
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| Pfizer (PFE) | 0.2 | $1.1M | 45k | 24.90 |
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| Home Depot (HD) | 0.2 | $1.1M | 3.2k | 344.13 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.1M | -4% | 1.9k | 566.36 |
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| Tesla Motors (TSLA) | 0.2 | $1.1M | +4% | 2.4k | 449.80 |
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| Altria (MO) | 0.2 | $1.1M | -6% | 18k | 57.66 |
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| Chevron Corporation (CVX) | 0.2 | $1.1M | -4% | 6.9k | 152.42 |
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| Cigna Corp (CI) | 0.2 | $1.0M | 3.8k | 275.25 |
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| Southern Company (SO) | 0.2 | $1.0M | 12k | 87.20 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.0M | 3.1k | 323.09 |
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| Meta Platforms Cl A (META) | 0.1 | $1.0M | 1.5k | 660.36 |
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| Oracle Corporation (ORCL) | 0.1 | $996k | +4% | 5.1k | 194.92 |
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| Bank of America Corporation (BAC) | 0.1 | $990k | 18k | 55.00 |
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| Norfolk Southern (NSC) | 0.1 | $984k | 3.4k | 288.74 |
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| PPL Corporation (PPL) | 0.1 | $951k | 27k | 35.02 |
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| ConocoPhillips (COP) | 0.1 | $932k | -4% | 10k | 93.62 |
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| Visa Com Cl A (V) | 0.1 | $932k | -2% | 2.7k | 350.76 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $926k | +9% | 3.8k | 246.21 |
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| Trane Technologies SHS (TT) | 0.1 | $916k | 2.4k | 389.25 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $908k | 2.0k | 453.36 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $901k | 2.3k | 396.38 |
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| Abbott Laboratories (ABT) | 0.1 | $897k | 7.2k | 125.30 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.1 | $895k | NEW | 14k | 64.38 |
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| Sonos (SONO) | 0.1 | $882k | -16% | 50k | 17.56 |
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| Coca-Cola Company (KO) | 0.1 | $879k | 13k | 69.91 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $870k | +260% | 8.7k | 99.52 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.1 | $867k | 7.3k | 118.17 |
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| Dick's Sporting Goods (DKS) | 0.1 | $857k | 4.3k | 198.01 |
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| Constellation Energy (CEG) | 0.1 | $854k | 2.4k | 353.29 |
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| Cisco Systems (CSCO) | 0.1 | $819k | 11k | 77.03 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $809k | +22% | 11k | 71.41 |
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| Danaher Corporation (DHR) | 0.1 | $802k | 3.5k | 228.93 |
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| Ge Vernova (GEV) | 0.1 | $766k | 1.2k | 653.89 |
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| Qualcomm (QCOM) | 0.1 | $761k | -2% | 4.4k | 171.07 |
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| Carvana Cl A (CVNA) | 0.1 | $735k | -10% | 1.7k | 422.02 |
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| FedEx Corporation (FDX) | 0.1 | $726k | 2.5k | 288.93 |
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| Emerson Electric (EMR) | 0.1 | $722k | 5.4k | 132.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $713k | 1.1k | 627.66 |
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| Globe Life (GL) | 0.1 | $665k | 4.8k | 139.86 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $664k | 2.3k | 287.94 |
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| Howmet Aerospace (HWM) | 0.1 | $664k | 3.2k | 205.03 |
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| McDonald's Corporation (MCD) | 0.1 | $662k | -2% | 2.2k | 305.76 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $658k | +2% | 7.3k | 89.46 |
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| Pepsi (PEP) | 0.1 | $655k | 4.6k | 143.54 |
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| Netflix (NFLX) | 0.1 | $651k | +904% | 6.9k | 93.76 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $627k | +200% | 2.2k | 287.28 |
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| Sherwin-Williams Company (SHW) | 0.1 | $626k | 1.9k | 324.04 |
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| Boeing Company (BA) | 0.1 | $612k | 2.8k | 217.14 |
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| Morgan Stanley Com New (MS) | 0.1 | $609k | 3.4k | 177.58 |
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| Amgen (AMGN) | 0.1 | $608k | -2% | 1.9k | 327.39 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $608k | +37% | 8.1k | 75.45 |
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| Eaton Corp SHS (ETN) | 0.1 | $596k | -2% | 1.9k | 318.67 |
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| First Commonwealth Financial (FCF) | 0.1 | $584k | 35k | 16.86 |
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| Range Resources (RRC) | 0.1 | $583k | 17k | 35.26 |
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| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.1 | $573k | NEW | 7.0k | 81.56 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $565k | NEW | 6.9k | 82.35 |
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| Walt Disney Company (DIS) | 0.1 | $551k | 4.8k | 113.77 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $545k | -6% | 3.8k | 143.56 |
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| Wells Fargo & Company (WFC) | 0.1 | $541k | +2% | 5.8k | 93.21 |
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| Nike CL B (NKE) | 0.1 | $519k | 8.1k | 63.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $511k | +11% | 8.2k | 62.47 |
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| Allstate Corporation (ALL) | 0.1 | $476k | 2.3k | 208.22 |
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| Tidewater (TDW) | 0.1 | $475k | +21% | 9.4k | 50.51 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $472k | -4% | 4.0k | 117.23 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $463k | 3.2k | 143.33 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.1 | $460k | -67% | 7.0k | 65.30 |
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| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.1 | $451k | NEW | 15k | 29.79 |
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| Waste Management (WM) | 0.1 | $444k | -2% | 2.0k | 219.80 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $440k | +94% | 9.8k | 44.71 |
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| Affiliated Managers (AMG) | 0.1 | $431k | 1.5k | 288.28 |
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| Adams Express Company (ADX) | 0.1 | $431k | 19k | 23.32 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $431k | NEW | 4.5k | 96.29 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $429k | 14k | 29.89 |
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| Xylem (XYL) | 0.1 | $428k | 3.1k | 136.22 |
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| Global Net Lease Com New (GNL) | 0.1 | $427k | -3% | 50k | 8.60 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $426k | 3.5k | 123.26 |
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| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.1 | $425k | NEW | 3.4k | 123.97 |
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| Cardinal Health (CAH) | 0.1 | $423k | 2.1k | 205.59 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $416k | 8.3k | 49.84 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $415k | 2.7k | 155.12 |
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| Strategy Cl A New (MSTR) | 0.1 | $415k | 2.7k | 151.96 |
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| Honeywell International (HON) | 0.1 | $412k | 2.1k | 195.15 |
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| Bristol Myers Squibb (BMY) | 0.1 | $411k | 7.6k | 53.94 |
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| National Fuel Gas (NFG) | 0.1 | $410k | 5.1k | 80.07 |
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| Us Bancorp Del Com New (USB) | 0.1 | $398k | 7.5k | 53.37 |
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| Corteva (CTVA) | 0.1 | $395k | 5.9k | 67.03 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $393k | 7.4k | 53.37 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $389k | 22k | 17.35 |
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| Corning Incorporated (GLW) | 0.1 | $378k | -7% | 4.3k | 87.56 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $374k | NEW | 9.2k | 40.86 |
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| Automatic Data Processing (ADP) | 0.1 | $373k | -4% | 1.5k | 257.25 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $368k | +18% | 643.00 | 571.62 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $362k | -2% | 1.0k | 349.99 |
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| MetLife (MET) | 0.1 | $360k | 4.6k | 78.94 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $358k | 6.7k | 53.83 |
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| Prudential Financial (PRU) | 0.1 | $356k | 3.2k | 112.88 |
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| Community Bank System (CBU) | 0.1 | $353k | 6.1k | 57.44 |
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| Colgate-Palmolive Company (CL) | 0.1 | $341k | 4.3k | 79.04 |
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| Talen Energy Corp (TLN) | 0.1 | $340k | -17% | 906.00 | 374.84 |
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| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.1 | $339k | 5.6k | 60.81 |
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| Public Service Enterprise (PEG) | 0.0 | $334k | 4.2k | 80.30 |
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| Paychex (PAYX) | 0.0 | $334k | 3.0k | 112.19 |
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| Flex Ord (FLEX) | 0.0 | $333k | -26% | 5.5k | 60.42 |
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| EQT Corporation (EQT) | 0.0 | $326k | -16% | 6.1k | 53.60 |
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| Louisiana-Pacific Corporation (LPX) | 0.0 | $325k | 4.0k | 80.77 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $318k | +15% | 3.0k | 107.11 |
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| McKesson Corporation (MCK) | 0.0 | $318k | 387.00 | 820.30 |
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| Alcoa (AA) | 0.0 | $316k | NEW | 5.9k | 53.14 |
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| Consolidated Edison (ED) | 0.0 | $315k | 3.2k | 99.34 |
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| Valaris Cl A (VAL) | 0.0 | $315k | +37% | 6.2k | 50.40 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $302k | 3.6k | 84.89 |
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| Dominion Resources (D) | 0.0 | $300k | 5.1k | 58.60 |
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| CSX Corporation (CSX) | 0.0 | $299k | 8.2k | 36.25 |
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| Ihs Holding Ord Shs (IHS) | 0.0 | $294k | +86% | 39k | 7.46 |
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| Phillips 66 (PSX) | 0.0 | $294k | -8% | 2.3k | 129.06 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $289k | +100% | 2.0k | 143.97 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $289k | 1.2k | 250.31 |
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| Becton, Dickinson and (BDX) | 0.0 | $285k | 1.5k | 194.11 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $283k | 5.1k | 55.25 |
|
|
| Sempra Energy (SRE) | 0.0 | $283k | 3.2k | 88.31 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $278k | -10% | 3.4k | 81.18 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $277k | 1.6k | 173.53 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $275k | 3.1k | 90.02 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $274k | 3.0k | 91.21 |
|
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $274k | +2% | 2.4k | 113.39 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $273k | NEW | 1.9k | 141.07 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $271k | NEW | 3.3k | 82.74 |
|
| Goldman Sachs (GS) | 0.0 | $270k | 306.00 | 880.89 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $269k | 8.4k | 32.06 |
|
|
| Dow (DOW) | 0.0 | $269k | 12k | 23.38 |
|
|
| FirstEnergy (FE) | 0.0 | $268k | 6.0k | 44.77 |
|
|
| Exelon Corporation (EXC) | 0.0 | $266k | -9% | 6.1k | 43.59 |
|
| Crane Company Common Stock (CR) | 0.0 | $266k | 1.4k | 184.43 |
|
|
| Capital One Financial (COF) | 0.0 | $264k | -6% | 1.1k | 242.44 |
|
| Invesco Db Multi-sector Comm Oil Fd (DBO) | 0.0 | $264k | +2% | 22k | 12.20 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.0 | $262k | -8% | 8.2k | 31.92 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $262k | 1.3k | 199.71 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $261k | -3% | 431.00 | 604.51 |
|
| Proshares Tr Ultr Russl2000 (URTY) | 0.0 | $258k | -5% | 4.8k | 53.18 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $258k | 1.5k | 174.04 |
|
|
| Intel Corporation (INTC) | 0.0 | $255k | -6% | 6.9k | 36.90 |
|
| Biogen Idec (BIIB) | 0.0 | $254k | -40% | 1.4k | 176.07 |
|
| Micron Technology (MU) | 0.0 | $254k | NEW | 889.00 | 285.56 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $253k | +8% | 2.9k | 88.52 |
|
| Air Products & Chemicals (APD) | 0.0 | $252k | 1.0k | 247.19 |
|
|
| Moog CL B (MOG.B) | 0.0 | $248k | 1.0k | 248.29 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $248k | 3.7k | 67.22 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $247k | -47% | 5.2k | 47.53 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $245k | 1.7k | 141.16 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $245k | -19% | 912.00 | 268.36 |
|
| Moog Cl A (MOG.A) | 0.0 | $244k | 1.0k | 243.55 |
|
|
| United Ins Hldgs (ACIC) | 0.0 | $242k | +6% | 19k | 12.63 |
|
| S&T Ban (STBA) | 0.0 | $242k | 6.2k | 39.36 |
|
|
| MercadoLibre (MELI) | 0.0 | $242k | +39% | 120.00 | 2014.26 |
|
| L3harris Technologies (LHX) | 0.0 | $241k | 822.00 | 293.57 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $241k | 20k | 12.00 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $239k | NEW | 2.9k | 81.66 |
|
| Kinder Morgan (KMI) | 0.0 | $236k | 8.6k | 27.49 |
|
|
| Dupont De Nemours (DD) | 0.0 | $236k | 5.9k | 40.20 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $235k | +7% | 3.3k | 71.64 |
|
| UnitedHealth (UNH) | 0.0 | $233k | 705.00 | 330.22 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $232k | NEW | 1.1k | 214.26 |
|
| Carlisle Companies (CSL) | 0.0 | $232k | NEW | 724.00 | 319.93 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $231k | NEW | 5.5k | 42.03 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $230k | 5.3k | 43.64 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $230k | 2.4k | 97.13 |
|
|
| General Mills (GIS) | 0.0 | $228k | +4% | 4.9k | 46.50 |
|
| United Parcel Service CL B (UPS) | 0.0 | $228k | NEW | 2.3k | 99.22 |
|
| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.0 | $226k | 7.0k | 32.54 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $225k | 6.5k | 34.73 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $221k | NEW | 1.4k | 156.73 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $220k | NEW | 797.00 | 275.42 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $218k | 4.6k | 46.92 |
|
|
| Travelers Companies (TRV) | 0.0 | $215k | 742.00 | 290.32 |
|
|
| Annexon (ANNX) | 0.0 | $215k | 43k | 5.02 |
|
|
| Ishares Msci World Etf (URTH) | 0.0 | $214k | 1.2k | 185.83 |
|
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $214k | NEW | 1.5k | 142.67 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $212k | 548.00 | 387.50 |
|
|
| Api Group Corp Com Stk (APG) | 0.0 | $212k | NEW | 5.5k | 38.26 |
|
| Imperial Pete Com New (IMPP) | 0.0 | $210k | -30% | 58k | 3.62 |
|
| Flywire Corporation Com Vtg (FLYW) | 0.0 | $209k | +35% | 15k | 14.16 |
|
| Wabtec Corporation (WAB) | 0.0 | $209k | NEW | 977.00 | 213.55 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $208k | NEW | 1.2k | 171.20 |
|
| Spdr Series Trust State Street Spd (XME) | 0.0 | $207k | NEW | 2.0k | 103.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $207k | NEW | 2.1k | 99.91 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $205k | NEW | 2.7k | 75.56 |
|
| Aim Etf Products Trust Allianzim Us Eqt (DECW) | 0.0 | $200k | NEW | 5.9k | 33.95 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.0 | $196k | +18% | 16k | 12.51 |
|
| Patria Investments Com Cl A (PAX) | 0.0 | $196k | 12k | 15.89 |
|
|
| Asp Isotopes (ASPI) | 0.0 | $184k | +2% | 35k | 5.35 |
|
| Summit Hotel Properties (INN) | 0.0 | $160k | -79% | 33k | 4.87 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $145k | +75% | 26k | 5.50 |
|
| Ford Motor Company (F) | 0.0 | $136k | +3% | 10k | 13.12 |
|
| Burford Cap Ord Shs (BUR) | 0.0 | $132k | +17% | 15k | 8.92 |
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $103k | 52k | 1.97 |
|
|
| Precigen (PGEN) | 0.0 | $71k | 17k | 4.18 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $33k | 20k | 1.67 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $11k | 13k | 0.83 |
|
Past Filings by Allegheny Financial Group
SEC 13F filings are viewable for Allegheny Financial Group going back to 2020
- Allegheny Financial Group 2025 Q4 filed Feb. 2, 2026
- 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