Allegheny Financial Group LTD Portfolio Holdings

Allegheny Financial Group LTD

  • $459 Million
  • Q3 2025

Allegheny Financial Group LTD has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $459 Million distributed in 263 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Putnam ETF Tr Putnam Focused L with a value of $60.7M, Nvr Inc with a value of $24M, Ishares Core Dividend Growth E with a value of $21.2M, Erie Indemnity CO with a value of $20.9M, and Schwab Strategic Tr Us Large C with a value of $20.6M.

Examining the 13F form we can see an increase of $35.3M in the current position value, from $424M to 459M.

Allegheny Financial Group LTD is based out at Pittsburgh, PA

Below you can find more details about Allegheny Financial Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $459 Million
ETFs: $146 Million
Technology: $56.1 Million
Financial Services: $55.6 Million
Consumer Cyclical: $33.3 Million
Healthcare: $23.4 Million
Energy: $22.3 Million
Industrials: $17 Million
Consumer Defensive: $13.3 Million
Other: $30.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.7 Million 13.23% of portfolio
1,420,552
Q3 2025 Added 43.84%
$23.4B
$24 Million 5.24% of portfolio
2,992
Q3 2025 Reduced 0.63%
$0
$21.2 Million 4.61% of portfolio
310,868
Q3 2025 Added 0.29%
$13.2B
$20.9 Million 4.55% of portfolio
65,637
Q3 2025 Reduced 0.01%
$0
$20.6 Million 4.5% of portfolio
646,788
Q3 2025 Added 0.67%
$4.3T
$19.8 Million 4.32% of portfolio
77,930
Q3 2025 Reduced 1.13%
$490B
$14.3 Million 3.11% of portfolio
126,404
Q3 2025 Reduced 0.56%
$662B
$12.9 Million 2.81% of portfolio
25,656
Q3 2025 Added 0.63%
$0
$12.4 Million 2.7% of portfolio
149,820
Q3 2025 Added 17.0%
$3.78T
$12.1 Million 2.64% of portfolio
23,368
Q3 2025 Added 0.69%
$0
$8.95 Million 1.95% of portfolio
47,203
Q3 2025 Added 8.21%
$59.7B
$8.25 Million 1.8% of portfolio
16,718
Q3 2025 New
$22.8B
$7.4 Million 1.61% of portfolio
70,428
Q3 2025 Added 0.02%
$0
$6.24 Million 1.36% of portfolio
9,361
Q3 2025 Added 22.77%
$971B
$6.16 Million 1.34% of portfolio
8,067
Q3 2025 Added 0.1%
$0
$4.82 Million 1.05% of portfolio
73,789
Q3 2025 Added 4.82%
$0
$3.79 Million 0.83% of portfolio
16,197
Q3 2025 Added 3.08%
$0
$3.41 Million 0.74% of portfolio
35,148
Q3 2025 Reduced 0.84%
$266B
$3.39 Million 0.74% of portfolio
12,002
Q3 2025 Reduced 0.4%
$139B
$3.36 Million 0.73% of portfolio
10,187
Q3 2025 Reduced 0.89%
$1.65T
$3.23 Million 0.7% of portfolio
13,300
Q3 2025 Reduced 1.79%
$0
$3.2 Million 0.7% of portfolio
62,413
Q3 2025 Reduced 1.58%
$881B
$3.13 Million 0.68% of portfolio
9,938
Q3 2025 Added 0.24%
$291B
$3.01 Million 0.66% of portfolio
6,301
Q3 2025 Added 21.92%
$2.39T
$3 Million 0.65% of portfolio
13,660
Q3 2025 Added 1.03%
$0
$2.94 Million 0.64% of portfolio
63,610
Q3 2025 Reduced 39.37%
$0
$2.87 Million 0.63% of portfolio
6,125
Q3 2025 Added 1.86%
$0
$2.76 Million 0.6% of portfolio
4,128
Q3 2025 Added 5.98%
$0
$2.64 Million 0.58% of portfolio
5,510
Q3 2025 Added 26.09%
$74.3B
$2.61 Million 0.57% of portfolio
13,014
Q3 2025 Added 1.38%
$346B
$2.47 Million 0.54% of portfolio
16,068
Q3 2025 Reduced 4.67%
$235B
$2.48 Million 0.54% of portfolio
29,570
Q3 2025 Reduced 3.05%
$0
$2.48 Million 0.54% of portfolio
19,085
Q3 2025 Added 2.16%
$0
$2.49 Million 0.54% of portfolio
12,210
Q3 2025 Added 0.09%
$0
$2.44 Million 0.53% of portfolio
15,675
Q3 2025 Added 3.7%
$0
$2.32 Million 0.51% of portfolio
16,298
Q3 2025 Added 10.51%
$0
$2.32 Million 0.51% of portfolio
6,353
Q3 2025 Added 0.03%
$237B
$2.24 Million 0.49% of portfolio
13,819
Q3 2025 Added 0.11%
$465B
$2.22 Million 0.48% of portfolio
11,892
Q3 2025 Reduced 0.82%
$0
$2.18 Million 0.48% of portfolio
12,338
Q3 2025 Added 0.29%
$414B
$2.09 Million 0.46% of portfolio
9,047
Q3 2025 Reduced 3.22%
$0
$2.09 Million 0.46% of portfolio
6,379
Q3 2025 Reduced 1.88%
$72.3B
$2.01 Million 0.44% of portfolio
17,952
Q3 2025 Reduced 0.68%
$0
$1.93 Million 0.42% of portfolio
18,066
Q3 2025 Added 0.08%
$136B
$1.92 Million 0.42% of portfolio
8,128
Q3 2025 Added 32.51%
$522B
$1.94 Million 0.42% of portfolio
10,470
Q3 2025 Reduced 8.41%
$0
$1.87 Million 0.41% of portfolio
16,408
Q3 2025 Added 7.22%
$0
$1.88 Million 0.41% of portfolio
7,377
Q3 2025 Added 6.51%
$404B
$1.89 Million 0.41% of portfolio
2,037
Q3 2025 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 263
  • Current Value $459 Million
  • Prior Value $424 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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