Allegheny Financial Group
Latest statistics and disclosures from Allegheny Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PVAL, DHLX, JFLX, CDIG, DGRO, and represent 31.17% of Allegheny Financial Group's stock portfolio.
- Added to shares of these 10 stocks: PVAL (+$14M), DHLX (+$13M), JGRO (+$5.9M), MFSG (+$5.9M), QLTY (+$5.7M), IMCG, KMID, CDIG, FPAG, JFLX.
- Started 13 new stock positions in AVMV, VLRS, CGIC, IJS, MADE, TDY, FESM, NEAR, TDUP, MHD. ANGX, NMAX, DTE.
- Reduced shares in these 10 stocks: BYM, IJR, FBND, , VUSB, VAL, IHS, AAPL, ACIC, GIS.
- Sold out of its positions in APG, DECW, BYM, GIS, ICUI, ACIC, VUSB, XYL, IHS.
- Allegheny Financial Group was a net buyer of stock by $76M.
- Allegheny Financial Group has $742M in assets under management (AUM), dropping by 9.81%.
- Central Index Key (CIK): 0001844148
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Portfolio Holdings for Allegheny Financial Group
Allegheny Financial Group holds 290 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 14.3 | $106M | +15% | 2.3M | 46.40 |
|
| Diamond Hill Funds Large Cap Concen (DHLX) | 5.2 | $38M | +51% | 3.0M | 12.80 |
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| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 4.7 | $35M | +9% | 698k | 49.67 |
|
| Ea Series Trust City Diffnt Invt (CDIG) | 4.0 | $30M | +12% | 1.2M | 24.83 |
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| Ishares Tr Core Div Grwth (DGRO) | 3.0 | $23M | 321k | 70.18 |
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| Exxon Mobil Corporation (XOM) | 2.9 | $21M | 126k | 169.66 |
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| Apple (AAPL) | 2.6 | $20M | 77k | 253.79 |
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| NVR (NVR) | 2.6 | $20M | 3.0k | 6591.07 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.6 | $20M | +2% | 668k | 29.13 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 2.3 | $17M | +36% | 220k | 78.77 |
|
| Mfs Active Exchange Traded F Growth Etf (MFSG) | 2.3 | $17M | +54% | 653k | 25.59 |
|
| Erie Indty Cl A (ERIE) | 2.2 | $17M | 66k | 251.31 |
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| Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) | 2.0 | $15M | +40% | 620k | 23.84 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 2.0 | $15M | +68% | 172k | 84.52 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 2.0 | $15M | +64% | 401k | 36.18 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $14M | +10% | 75k | 191.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $12M | 25k | 479.22 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $9.3M | 138k | 67.53 |
|
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 1.2 | $9.2M | +8% | 365k | 25.15 |
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| Microsoft Corporation (MSFT) | 1.2 | $8.7M | 24k | 370.17 |
|
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| PPG Industries (PPG) | 1.1 | $8.5M | 79k | 106.88 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.0 | $7.5M | +51% | 118k | 63.91 |
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| Eli Lilly & Co. (LLY) | 1.0 | $7.4M | 8.0k | 919.81 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $6.1M | 9.4k | 650.40 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.8 | $6.1M | 103k | 59.03 |
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| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.7 | $5.3M | +164% | 146k | 36.28 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.7 | $5.2M | +16% | 111k | 47.00 |
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| Caterpillar (CAT) | 0.6 | $4.5M | 6.3k | 708.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.3M | 15k | 286.88 |
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| Parnassus Income Fds Core Select Etf (PRCS) | 0.5 | $4.1M | +16% | 163k | 25.00 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.5 | $3.8M | 17k | 229.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.6M | -4% | 13k | 287.58 |
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| Merck & Co (MRK) | 0.5 | $3.6M | 30k | 120.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $3.5M | +4% | 8.0k | 436.82 |
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| Synopsys (SNPS) | 0.5 | $3.5M | 8.8k | 396.49 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.5 | $3.4M | +2% | 36k | 94.56 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.3M | +10% | 17k | 196.20 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $3.3M | 65k | 50.04 |
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| Broadcom (AVGO) | 0.4 | $3.2M | 10k | 309.51 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.4 | $3.2M | +240% | 47k | 66.77 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.1M | +17% | 11k | 287.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.1M | +5% | 12k | 261.94 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.0M | +9% | 4.6k | 653.32 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.9M | 10k | 294.17 |
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| International Business Machines (IBM) | 0.4 | $2.9M | 12k | 242.40 |
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| Advisors Inner Circle Fd Iii Brown Advisory (BASG) | 0.4 | $2.9M | +110% | 127k | 22.72 |
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| Amazon (AMZN) | 0.4 | $2.7M | 13k | 208.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.7M | 6.3k | 426.40 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.7M | 13k | 213.68 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $2.7M | 16k | 167.23 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.6M | 11k | 244.46 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $2.5M | 19k | 132.50 |
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| PNC Financial Services (PNC) | 0.3 | $2.5M | 12k | 208.10 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.4M | +6% | 17k | 145.75 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.4M | +2% | 13k | 189.60 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.3M | 6.4k | 356.59 |
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| Philip Morris International (PM) | 0.3 | $2.3M | 14k | 165.34 |
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| Procter & Gamble Company (PG) | 0.3 | $2.2M | 15k | 144.44 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $2.2M | +3% | 17k | 128.12 |
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| NVIDIA Corporation (NVDA) | 0.3 | $2.2M | 13k | 174.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.1M | 6.5k | 320.83 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.0M | 2.0k | 996.80 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.0M | 8.2k | 242.63 |
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| AFLAC Incorporated (AFL) | 0.3 | $2.0M | 18k | 109.71 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.9M | 7.9k | 244.21 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $1.9M | +12% | 19k | 100.62 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.9M | 18k | 106.51 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.9M | +2% | 17k | 111.37 |
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| Abbvie (ABBV) | 0.3 | $1.9M | 8.7k | 217.51 |
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| Verizon Communications (VZ) | 0.2 | $1.8M | 35k | 50.20 |
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| BlackRock MuniHoldings Fund (MHD) | 0.2 | $1.8M | NEW | 156k | 11.28 |
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| Hershey Company (HSY) | 0.2 | $1.7M | 8.1k | 207.91 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.6M | 18k | 91.77 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.5M | +3% | 19k | 78.41 |
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| Nextera Energy (NEE) | 0.2 | $1.5M | 16k | 92.88 |
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| Federated Hermes Etf Trust Mdt Large Cap (FLCV) | 0.2 | $1.4M | +8% | 45k | 31.50 |
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| Chevron Corporation (CVX) | 0.2 | $1.4M | -2% | 6.8k | 206.92 |
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| At&t (T) | 0.2 | $1.4M | +4% | 48k | 28.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.4M | -52% | 11k | 124.31 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.4M | 12k | 118.64 |
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| Deere & Company (DE) | 0.2 | $1.4M | 2.4k | 563.47 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.3M | 4.6k | 283.80 |
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| ConocoPhillips (COP) | 0.2 | $1.3M | 9.8k | 132.01 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.3M | 10k | 124.29 |
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| Pfizer (PFE) | 0.2 | $1.3M | 45k | 28.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.3M | +35% | 5.1k | 248.03 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | 2.5k | 491.57 |
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| Altria (MO) | 0.2 | $1.2M | 19k | 65.99 |
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| American Express Company (AXP) | 0.2 | $1.2M | 4.0k | 302.49 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.2M | 16k | 75.10 |
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| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.2 | $1.2M | NEW | 16k | 74.18 |
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| Southern Company (SO) | 0.2 | $1.2M | 12k | 96.53 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.2 | $1.1M | +93% | 13k | 84.79 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.1M | 5.8k | 191.81 |
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| 3M Company (MMM) | 0.2 | $1.1M | 7.7k | 145.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -3% | 1.9k | 577.40 |
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| Boston Scientific Corporation (BSX) | 0.1 | $1.1M | 17k | 62.75 |
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| Home Depot (HD) | 0.1 | $1.1M | +2% | 3.3k | 328.93 |
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| PPL Corporation (PPL) | 0.1 | $1.0M | 27k | 38.20 |
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| Ge Vernova (GEV) | 0.1 | $1.0M | 1.2k | 873.40 |
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| Cigna Corp (CI) | 0.1 | $1.0M | 3.8k | 266.82 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $991k | -4% | 2.1k | 474.67 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $987k | 3.1k | 313.87 |
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| Trane Technologies SHS (TT) | 0.1 | $984k | 2.4k | 416.83 |
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| Norfolk Southern (NSC) | 0.1 | $981k | 3.4k | 287.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $980k | 2.3k | 430.31 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $941k | +11% | 13k | 74.35 |
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| Tesla Motors (TSLA) | 0.1 | $927k | +2% | 2.5k | 371.81 |
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| Coca-Cola Company (KO) | 0.1 | $915k | -4% | 12k | 76.06 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $901k | 2.0k | 446.54 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $898k | 1.9k | 460.99 |
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| Meta Platforms Cl A (META) | 0.1 | $880k | 1.5k | 572.40 |
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| Bank of America Corporation (BAC) | 0.1 | $867k | 18k | 48.75 |
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| Dick's Sporting Goods (DKS) | 0.1 | $853k | 4.3k | 198.33 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.1 | $850k | 7.4k | 115.25 |
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| Cisco Systems (CSCO) | 0.1 | $836k | 11k | 77.59 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $835k | -4% | 8.3k | 100.18 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $828k | -39% | 18k | 45.62 |
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| Visa Com Cl A (V) | 0.1 | $809k | 2.7k | 302.33 |
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| FedEx Corporation (FDX) | 0.1 | $788k | -12% | 2.2k | 356.23 |
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| Tidewater (TDW) | 0.1 | $780k | 9.3k | 83.55 |
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| Oracle Corporation (ORCL) | 0.1 | $758k | 5.1k | 147.12 |
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| Range Resources (RRC) | 0.1 | $747k | 17k | 45.18 |
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| Abbott Laboratories (ABT) | 0.1 | $741k | 7.2k | 102.67 |
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| Netflix (NFLX) | 0.1 | $726k | +8% | 7.6k | 96.15 |
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| Emerson Electric (EMR) | 0.1 | $718k | 5.5k | 131.03 |
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| Pepsi (PEP) | 0.1 | $715k | 4.6k | 155.30 |
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| Howmet Aerospace (HWM) | 0.1 | $715k | -4% | 3.1k | 230.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $709k | +14% | 9.2k | 77.12 |
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| Eaton Corp SHS (ETN) | 0.1 | $677k | 1.9k | 357.73 |
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| Constellation Energy (CEG) | 0.1 | $676k | 2.4k | 279.34 |
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| Sonos (SONO) | 0.1 | $673k | 50k | 13.40 |
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| McDonald's Corporation (MCD) | 0.1 | $671k | 2.2k | 310.93 |
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| Danaher Corporation (DHR) | 0.1 | $670k | 3.5k | 189.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $666k | 7.4k | 90.53 |
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| Globe Life (GL) | 0.1 | $661k | 4.8k | 139.17 |
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| Amgen (AMGN) | 0.1 | $646k | 1.8k | 351.98 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $629k | 2.3k | 272.35 |
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| Sherwin-Williams Company (SHW) | 0.1 | $620k | 1.9k | 320.57 |
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| First Commonwealth Financial (FCF) | 0.1 | $611k | 35k | 17.58 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $606k | 9.9k | 61.26 |
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| Corning Incorporated (GLW) | 0.1 | $593k | 4.4k | 135.98 |
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| UnitedHealth (UNH) | 0.1 | $571k | +199% | 2.1k | 270.63 |
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| Boeing Company (BA) | 0.1 | $567k | 2.8k | 199.05 |
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| Morgan Stanley Com New (MS) | 0.1 | $565k | 3.4k | 164.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $563k | 3.8k | 148.12 |
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| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.1 | $557k | 7.0k | 79.36 |
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| Qualcomm (QCOM) | 0.1 | $555k | -3% | 4.3k | 128.80 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $554k | +27% | 5.7k | 97.24 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $530k | 4.0k | 130.97 |
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| Bristol Myers Squibb (BMY) | 0.1 | $527k | +14% | 8.7k | 60.65 |
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| Corteva (CTVA) | 0.1 | $513k | +3% | 6.1k | 83.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $507k | -3% | 7.9k | 64.09 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $498k | -26% | 834.00 | 597.63 |
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| Carvana Cl A (CVNA) | 0.1 | $486k | -11% | 1.5k | 314.38 |
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| National Fuel Gas (NFG) | 0.1 | $484k | 5.1k | 93.97 |
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| Honeywell International (HON) | 0.1 | $481k | 2.1k | 226.07 |
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| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.1 | $479k | +7% | 3.7k | 130.24 |
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| Allstate Corporation (ALL) | 0.1 | $477k | 2.3k | 207.40 |
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| Waste Management (WM) | 0.1 | $469k | 2.0k | 229.90 |
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| Walt Disney Company (DIS) | 0.1 | $457k | -2% | 4.7k | 96.39 |
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| Global Net Lease Com New (GNL) | 0.1 | $451k | -3% | 48k | 9.36 |
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| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.1 | $446k | 15k | 29.43 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $444k | +2% | 2.7k | 161.76 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $444k | +7% | 15k | 28.71 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $441k | -6% | 3.0k | 145.80 |
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| Cardinal Health (CAH) | 0.1 | $440k | 2.1k | 211.40 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $433k | +92% | 10k | 42.54 |
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| Wells Fargo & Company (WFC) | 0.1 | $422k | -8% | 5.3k | 79.61 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $420k | 7.4k | 57.07 |
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| Phillips 66 (PSX) | 0.1 | $417k | 2.3k | 182.25 |
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| Invesco Db Multi-sector Comm Oil Fd (DBO) | 0.1 | $417k | 21k | 19.67 |
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| Affiliated Managers (AMG) | 0.1 | $414k | 1.5k | 276.70 |
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| Imperial Pete Com New (IMPP) | 0.1 | $411k | +65% | 96k | 4.28 |
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| Nike CL B (NKE) | 0.1 | $411k | -4% | 7.8k | 52.82 |
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| Proshares Tr Ultr Russl2000 (URTY) | 0.1 | $410k | +63% | 7.9k | 51.55 |
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| Adams Express Company (ADX) | 0.1 | $404k | 19k | 21.89 |
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| Us Bancorp Com New (USB) | 0.1 | $393k | 7.6k | 52.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $391k | 3.5k | 113.11 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.1 | $389k | -16% | 5.9k | 66.09 |
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| EQT Corporation (EQT) | 0.1 | $389k | 6.1k | 63.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $385k | 6.7k | 57.65 |
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| Spdr Index Shs Fds State Street Spd (GWX) | 0.1 | $383k | 9.1k | 42.23 |
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| Colgate-Palmolive Company (CL) | 0.0 | $370k | 4.3k | 85.23 |
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| Talen Energy Corp (TLN) | 0.0 | $361k | +24% | 1.1k | 319.23 |
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| Community Bank System (CBU) | 0.0 | $361k | 6.1k | 58.65 |
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| Flextronics Intl Ord (FLEX) | 0.0 | $360k | 5.5k | 65.46 |
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| Public Service Enterprise (PEG) | 0.0 | $359k | +6% | 4.4k | 80.96 |
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| Consolidated Edison (ED) | 0.0 | $359k | 3.2k | 113.20 |
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| Strategy Cl A New (MSTR) | 0.0 | $348k | +2% | 2.8k | 124.80 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $342k | -2% | 22k | 15.65 |
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| McKesson Corporation (MCK) | 0.0 | $338k | 391.00 | 865.37 |
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| MercadoLibre (MELI) | 0.0 | $337k | +62% | 195.00 | 1729.02 |
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| CSX Corporation (CSX) | 0.0 | $331k | -2% | 8.1k | 41.05 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $327k | -3% | 2.8k | 115.41 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $325k | -3% | 5.0k | 65.46 |
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| Alcoa (AA) | 0.0 | $322k | -18% | 4.8k | 66.34 |
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| Dominion Resources (D) | 0.0 | $319k | 5.2k | 61.83 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $319k | -5% | 4.9k | 64.78 |
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| Enterprise Products Partners (EPD) | 0.0 | $318k | 8.4k | 37.84 |
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| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.0 | $315k | 5.6k | 56.50 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $313k | 1.6k | 195.98 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $312k | 797.00 | 391.80 |
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| Sempra Energy (SRE) | 0.0 | $312k | 3.2k | 97.20 |
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| Prudential Financial (PRU) | 0.0 | $311k | 3.2k | 97.70 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.0 | $308k | NEW | 8.1k | 38.00 |
|
| Micron Technology (MU) | 0.0 | $307k | +2% | 908.00 | 338.03 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $306k | -2% | 2.9k | 106.18 |
|
| Ishares Tr Us Manufacturing (MADE) | 0.0 | $304k | NEW | 9.1k | 33.32 |
|
| FirstEnergy (FE) | 0.0 | $303k | 6.0k | 50.66 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $302k | 3.4k | 88.17 |
|
|
| Exelon Corporation (EXC) | 0.0 | $299k | 6.1k | 49.02 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $298k | -2% | 3.5k | 86.36 |
|
| Air Products & Chemicals (APD) | 0.0 | $296k | 1.0k | 290.69 |
|
|
| Moog CL B (MOG.B) | 0.0 | $295k | 1.0k | 294.90 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $294k | +6% | 1.2k | 240.00 |
|
| Automatic Data Processing (ADP) | 0.0 | $294k | 1.4k | 203.20 |
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|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $293k | 4.0k | 72.75 |
|
|
| Moog Cl A (MOG.A) | 0.0 | $293k | 1.0k | 292.64 |
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|
| MetLife (MET) | 0.0 | $292k | -9% | 4.1k | 70.74 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $290k | 3.1k | 94.24 |
|
|
| Intel Corporation (INTC) | 0.0 | $287k | -5% | 6.5k | 44.14 |
|
| L3harris Technologies (LHX) | 0.0 | $286k | 827.00 | 345.16 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $284k | -6% | 6.1k | 47.01 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $284k | +3% | 3.4k | 83.44 |
|
| Dupont De Nemours (DD) | 0.0 | $281k | +4% | 6.1k | 45.80 |
|
| Valaris Cl A (VAL) | 0.0 | $279k | -54% | 2.8k | 98.04 |
|
| O'reilly Automotive (ORLY) | 0.0 | $277k | 3.0k | 92.31 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $277k | +3% | 2.0k | 138.39 |
|
| Paychex (PAYX) | 0.0 | $276k | 3.0k | 92.12 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $274k | +17% | 1.7k | 165.79 |
|
| Goldman Sachs (GS) | 0.0 | $273k | +5% | 322.00 | 846.93 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $269k | 2.0k | 132.93 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $267k | -16% | 534.00 | 500.44 |
|
| Kinder Morgan (KMI) | 0.0 | $267k | -7% | 8.0k | 33.53 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $267k | 432.00 | 617.34 |
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|
| Biogen Idec (BIIB) | 0.0 | $266k | 1.5k | 183.41 |
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|
| Dow (DOW) | 0.0 | $264k | -44% | 6.3k | 41.65 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $264k | 1.7k | 151.44 |
|
|
| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 0.0 | $263k | 5.5k | 47.91 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $262k | 1.2k | 213.73 |
|
|
| Aim Etf Products Trust Allianzim Us Eqt (SEPW) | 0.0 | $259k | 8.2k | 31.59 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $259k | 3.7k | 69.75 |
|
|
| S&T Ban (STBA) | 0.0 | $258k | 6.2k | 41.84 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $257k | NEW | 5.1k | 50.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $255k | 1.1k | 243.08 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $255k | 20k | 12.69 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $255k | 2.9k | 88.72 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $246k | 1.4k | 171.00 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $246k | 985.00 | 250.04 |
|
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $245k | 2.4k | 102.18 |
|
|
| Insmed Com Par $.01 (INSM) | 0.0 | $242k | 1.5k | 163.52 |
|
|
| Carlisle Companies (CSL) | 0.0 | $241k | 723.00 | 333.75 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $238k | 1.3k | 181.51 |
|
|
| Annexon (ANNX) | 0.0 | $238k | 43k | 5.54 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $235k | 1.5k | 157.31 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $233k | +28% | 1.2k | 198.35 |
|
| Capital Group International SHS (CGIC) | 0.0 | $233k | NEW | 7.0k | 33.11 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $231k | 3.2k | 71.74 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $229k | 2.3k | 98.40 |
|
|
| Travelers Companies (TRV) | 0.0 | $226k | +4% | 772.00 | 292.04 |
|
| Aim Etf Products Trust Allianzim Us Equ (AUGW) | 0.0 | $224k | 7.0k | 32.15 |
|
|
| DTE Energy Company (DTE) | 0.0 | $222k | NEW | 1.5k | 146.24 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $221k | 4.7k | 47.53 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $221k | 2.7k | 81.23 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $219k | 1.1k | 203.53 |
|
|
| Spdr Series Trust State Street Spd (XME) | 0.0 | $216k | 2.0k | 108.01 |
|
|
| Ishares Msci World Etf (URTH) | 0.0 | $208k | 1.2k | 180.08 |
|
|
| Capital One Financial (COF) | 0.0 | $205k | +3% | 1.1k | 182.48 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $205k | NEW | 338.00 | 605.01 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $204k | 550.00 | 370.70 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $202k | NEW | 1.7k | 118.46 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $201k | 2.4k | 84.89 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $200k | -2% | 2.0k | 99.32 |
|
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.0 | $195k | NEW | 27k | 7.24 |
|
| Asp Isotopes (ASPI) | 0.0 | $180k | +17% | 41k | 4.42 |
|
| Flywire Corporation Com Vtg (FLYW) | 0.0 | $169k | 15k | 11.64 |
|
|
| Patria Investments Com Cl A (PAX) | 0.0 | $154k | 12k | 12.60 |
|
|
| Thredup Cl A (TDUP) | 0.0 | $154k | NEW | 47k | 3.28 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.0 | $151k | 16k | 9.61 |
|
|
| Summit Hotel Properties (INN) | 0.0 | $139k | -4% | 32k | 4.42 |
|
| Ford Motor Company (F) | 0.0 | $123k | +3% | 11k | 11.54 |
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $73k | 52k | 1.40 |
|
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $69k | NEW | 13k | 5.22 |
|
| Burford Capital Ord Shs (BUR) | 0.0 | $67k | 15k | 4.52 |
|
|
| Precigen (PGEN) | 0.0 | $66k | 17k | 3.87 |
|
|
| Angel Studios Cl A Com (ANGX) | 0.0 | $56k | NEW | 18k | 3.05 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $54k | -54% | 12k | 4.47 |
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $32k | 20k | 1.58 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $8.0k | 13k | 0.64 |
|
Past Filings by Allegheny Financial Group
SEC 13F filings are viewable for Allegheny Financial Group going back to 2020
- Allegheny Financial Group 2026 Q1 filed April 16, 2026
- 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