Allegheny Financial Group Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$390.1B

Holdings

231

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (231 positions)

#StockSharesValue% PortfolioType
101
VEGNETF SER SOLUTIONS
15,388$765.1M0.20%
102
VTVVANGUARD INDEX FDS
4,344$750.4M0.19%
103
PEPPEPSICO INC
4,837$725.4M0.19%
104
DHRDANAHER CORPORATION
3,466$710.5M0.18%
105
CSCOCISCO SYS INC
11,011$679.5M0.17%
106
SHWSHERWIN WILLIAMS CO
1,919$670.2M0.17%
107
VYMVANGUARD WHITEHALL FDS
5,129$661.5M0.17%
108
RRCRANGE RES CORP
16,525$659.9M0.17%
109
WMTWALMART INC
7,488$657.4M0.17%
110
ORCLORACLE CORP
4,698$656.9M0.17%
111
NFLXNETFLIX INC
685$638.8M0.16%
112
GLGLOBE LIFE INC
4,752$625.9M0.16%
113
VOOVANGUARD INDEX FDS
1,184$608.5M0.16%
114
PPLPPL CORP
16,642$601.0M0.15%
115
ADPAUTOMATIC DATA PROCESSING IN
1,919$586.3M0.15%
116
NKENIKE INC
9,210$584.7M0.15%
117
VHTVANGUARD WORLD FD
2,121$561.5M0.14%
118
EMREMERSON ELEC CO
5,048$553.5M0.14%
119
BABOEING CO
3,181$542.6M0.14%
120
VXUSVANGUARD STAR FDS
8,382$520.6M0.13%
121
MMM3M CO
3,538$519.7M0.13%
122
FCFFIRST COMWLTH FINL CORP PA
33,369$518.6M0.13%
123
CEGCONSTELLATION ENERGY CORP
2,568$517.9M0.13%
124
DUKDUKE ENERGY CORP NEW
4,215$514.2M0.13%
125
UNHUNITEDHEALTH GROUP INC
978$512.2M0.13%
126
ETNEATON CORP PLC
1,865$507.2M0.13%
127
CMCSACOMCAST CORP NEW
13,738$506.9M0.13%
128
IYEISHARES TR
10,097$497.8M0.13%
129
GQ9SPDR GOLD TR
1,719$495.3M0.13%
130
XLISELECT SECTOR SPDR TR
3,678$482.1M0.12%
131
BMYBRISTOL-MYERS SQUIBB CO
7,893$481.4M0.12%
132
ALSALLSTATE CORP
2,264$468.9M0.12%
133
MPLXMPLX LP
8,728$467.1M0.12%
134
WMWASTE MGMT INC DEL
2,014$466.3M0.12%
135
DDDUPONT DE NEMOURS INC
6,173$461.1M0.12%
136
PAYXPAYCHEX INC
2,966$457.7M0.12%
137
HONHONEYWELL INTL INC
2,138$452.9M0.12%
138
TLNTALEN ENERGY CORP
2,261$451.5M0.12%
139
DISDISNEY WALT CO
4,571$451.2M0.12%
140
XLESELECT SECTOR SPDR TR
4,741$443.1M0.11%
141
GNLGLOBAL NET LEASE INC
54,876$441.2M0.11%
142
WFCWELLS FARGO CO NEW
5,948$427.0M0.11%
143
MDLZMONDELEZ INTL INC
6,220$422.0M0.11%
144
VUSBVANGUARD BD INDEX FDS
8,346$416.1M0.11%
145
DOWDOW INC
11,668$407.5M0.10%
146
DWDMORGAN STANLEY
3,477$405.7M0.10%
147
HWMHOWMET AEROSPACE INC
3,110$403.5M0.10%
148
NFGNATIONAL FUEL GAS CO
5,026$398.0M0.10%
149
ADBEADOBE INC
1,035$397.0M0.10%
150
EQTEQT CORP
7,323$391.3M0.10%
151
APDAIR PRODS & CHEMS INC
1,324$390.6M0.10%
152
FETHFIDELITY ETHEREUM FD
20,932$382.0M0.10%
153
LOWLOWES COS INC
1,625$379.0M0.10%
154
CTVACORTEVA INC
6,003$377.8M0.10%
155
XYLXYLEM INC
3,143$375.6M0.10%
156
GISGENERAL MLS INC
6,209$371.3M0.10%
157
LPXLOUISIANA PAC CORP
4,023$370.1M0.09%
158
CVNACARVANA CO
1,749$365.7M0.09%
159
PEOEXELON CORP
7,882$363.2M0.09%
160
KMIKINDER MORGAN INC DEL
12,687$362.0M0.09%
161
ACNACCENTURE PLC IRELAND
1,148$358.3M0.09%
162
DGXQUEST DIAGNOSTICS INC
2,097$354.8M0.09%
163
ADXADAMS DIVERSIFIED EQUITY FD
18,473$350.8M0.09%
164
EDCONSOLIDATED EDISON INC
3,151$348.5M0.09%
165
CBUCOMMUNITY FINANCIAL SYSTEM I
6,112$347.6M0.09%
166
HBANHUNTINGTON BANCSHARES INC
22,739$341.3M0.09%
167
PEGPUBLIC SVC ENTERPRISE GRP IN
4,143$341.0M0.09%
168
MAMASTERCARD INCORPORATED
611$335.3M0.09%
169
GEVGE VERNOVA INC
1,096$334.7M0.09%
170
BDXBECTON DICKINSON & CO
1,456$333.7M0.09%
171
METMETLIFE INC
4,152$333.4M0.09%
172
EFVISHARES TR
5,650$333.1M0.09%
173
BIIBBIOGEN INC
2,419$331.1M0.08%
174
VALVALARIS LTD
8,286$325.3M0.08%
175
PRUPRUDENTIAL FINL INC
2,901$324.0M0.08%
176
IVWISHARES TR
3,456$320.8M0.08%
177
USBUS BANCORP DEL
7,516$317.3M0.08%
178
PSXPHILLIPS 66
2,407$297.3M0.08%
179
FDXFEDEX CORP
1,204$293.6M0.08%
180
ORLYOREILLY AUTOMOTIVE INC
201$287.9M0.07%
181
EPDENTERPRISE PRODS PARTNERS L
8,398$286.7M0.07%
182
AUGWAIM ETF PRODUCTS TRUST
9,878$284.7M0.07%
183
SNOWSNOWFLAKE INC
1,874$273.9M0.07%
184
FLEXFLEX LTD
8,236$272.4M0.07%
185
DTDWISDOMTREE TR
3,498$269.2M0.07%
186
WSFSWSFS FINL CORP
5,082$263.6M0.07%
187
UPSUNITED PARCEL SERVICE INC
2,391$263.1M0.07%
188
SEPWAIM ETF PRODUCTS TRUST
9,138$260.9M0.07%
189
MCKMCKESSON CORP
386$259.8M0.07%
190
XLFSELECT SECTOR SPDR TR
5,018$250.0M0.06%
191
URTYPROSHARES TR
7,245$248.6M0.06%
192
NOMDNOMAD FOODS LTD
12,544$246.5M0.06%
193
CSXCSX CORP
8,272$243.5M0.06%
194
FEFIRSTENERGY CORP
5,962$241.0M0.06%
195
MDYSPDR S&P MIDCAP 400 ETF TR
451$240.8M0.06%
196
NWBINORTHWEST BANCSHARES INC MD
19,513$234.6M0.06%
197
MTUMISHARES TR
1,153$233.1M0.06%
198
MLB1MERCADOLIBRE INC
119$232.2M0.06%
199
AQLTISHARES TR
1,722$231.3M0.06%
200
INTCINTEL CORP
10,032$227.8M0.06%
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