Allegheny Financial Group LTD Incresed Positions in Q3 2025

Allegheny Financial Group LTD

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
433K
+ 43.84%
$39.93 - $42.72 $17.3M - $18.5M
1.42M $60.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
21.8K
+ 17.0%
$79.89 - $83.25 $1.74M - $1.81M
150K $12.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.28K
+ 0.67%
$28.92 - $32.19 $124K - $138K
647K $20.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.74K
+ 22.77%
$617.65 - $666.84 $1.07M - $1.16M
9.36K $6.24M
DGRO
Ishares Core Dividend Growth E

ETFs
892
+ 0.29%
$64.12 - $68.08 $57.2K - $60.7K
311K $21.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.58K
+ 8.21%
$181.56 - $190.33 $650K - $681K
47.2K $8.95M
CAT
Caterpillar Inc

Industrials
1.13K
+ 21.92%
$390.92 - $477.15 $443K - $541K
6.3K $3.01M
VUG
Vanguard Growth ETF

ETFs
1.14K
+ 26.09%
$433.97 - $484.08 $495K - $552K
5.51K $2.64M
VTV
Vanguard Value ETF

ETFs
3.03K
+ 59.65%
$175.51 - $186.57 $532K - $566K
8.12K $1.51M
MSFT
Microsoft Corp

Technology
161
+ 0.69%
$491.09 - $535.64 $79.1K - $86.2K
23.4K $12.1M
VTWG
Vanguard Russell 2000 Growth E

ETFs
484
+ 3.08%
$208.02 - $237.84 $101K - $115K
16.2K $3.79M
UNP
Union Pacific Corp

Industrials
1.99K
+ 32.51%
$214.91 - $237.16 $429K - $473K
8.13K $1.92M
VO
Vanguard Mid Cap ETF

ETFs
1.34K
+ 26.91%
$279.83 - $293.74 $374K - $393K
6.31K $1.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.39K
+ 4.82%
$62.09 - $66.51 $210K - $225K
73.8K $4.82M
IEFA
Ishares Tr

ETFs
4.31K
+ 152.16%
$81.7 - $87.53 $352K - $377K
7.14K $623K
IVV
Ishares Core S&P 500 ETF

ETFs
233
+ 5.98%
$620.67 - $670.08 $145K - $156K
4.13K $2.76M
VTWV
Vanguard Russell 2000 Value Et

ETFs
559
+ 3.7%
$138.45 - $158.63 $77.4K - $88.7K
15.7K $2.44M
ORCL
Oracle Corp

Technology
136
+ 2.87%
$218.96 - $328.33 $29.8K - $44.7K
4.87K $1.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 1.86%
$420.11 - $472.68 $47.1K - $52.9K
6.13K $2.87M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.55K
+ 10.51%
$137.51 - $145.26 $213K - $225K
16.3K $2.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.68K
+ 19.79%
$72.04 - $77.35 $193K - $207K
16.2K $1.24M
JPM
Jpmorgan Chase & CO

Financial Services
24
+ 0.24%
$282.78 - $316.06 $6.79K - $7.59K
9.94K $3.13M
IWN
Ishares Russell2000 Val ETF

ETFs
36
+ 0.29%
$157.1 - $178.94 $5.66K - $6.44K
12.3K $2.18M
IWS
Ishares Russell Midcap Value E

ETFs
1.21K
+ 13.54%
$132.83 - $140.61 $160K - $170K
10.1K $1.41M
VB
Vanguard Small Cap ETF

ETFs
451
+ 6.51%
$237.58 - $259.17 $107K - $117K
7.38K $1.88M
PNC
Pnc Financial Services Group, Inc.

Financial Services
177
+ 1.38%
$185.88 - $207.44 $32.9K - $36.7K
13K $2.61M
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 0.08%
$90.65 - $109.75 $907 - $1.1K
12.1K $1.32M
EFV
Msci Eafe Value ETF

ETFs
2.4K
+ 34.99%
$62.79 - $68.42 $151K - $164K
9.25K $627K
MO
Altria Group, Inc.

Consumer Defensive
785
+ 4.17%
$57.75 - $67.68 $45.3K - $53.1K
19.6K $1.3M
HSY
Hershey CO

Consumer Defensive
16
+ 0.2%
$161.95 - $193.45 $2.59K - $3.1K
8.04K $1.5M
TDW
Tidewater Inc

Energy
2.42K
+ 45.42%
$46.32 - $63.19 $112K - $153K
7.76K $413K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
403
+ 2.16%
$122.57 - $132.57 $49.4K - $53.4K
19.1K $2.48M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.03%
$339.37 - $366.46 $679 - $733
6.35K $2.32M
EFG
Msci Eafe Growth ETF

ETFs
1.11K
+ 7.22%
$106.99 - $114.46 $118K - $126K
16.4K $1.87M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
786
+ 32.53%
$133.48 - $144.38 $105K - $113K
3.2K $456K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
65
+ 2.12%
$284.45 - $324.95 $18.5K - $21.1K
3.14K $1M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.03%
$357.4 - $423.42 $357 - $423
3.23K $1.31M
VZ
Verizon Communications Inc

Communication Services
2.24K
+ 6.81%
$40.84 - $45.06 $91.6K - $101K
35.2K $1.55M
VEA
Vanguard Ftse Developed Market

ETFs
1.74K
+ 30.86%
$56.02 - $60.3 $97.3K - $105K
7.36K $441K
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.09%
$192.76 - $203.86 $2.12K - $2.24K
12.2K $2.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
629
+ 18.44%
$132.9 - $142.03 $83.6K - $89.3K
4.04K $569K
IWM
Ishares Russell 2000 ETF

ETFs
115
+ 3.46%
$214.92 - $244.84 $24.7K - $28.2K
3.44K $832K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7
+ 0.07%
$108.46 - $120.63 $759 - $844
10.6K $1.27M
WMT
Walmart Inc.

Consumer Defensive
505
+ 5.33%
$94.4 - $104.27 $47.7K - $52.7K
9.98K $1.03M
IJK
Ishares S&P Midcap 400 Growth

ETFs
162
+ 0.96%
$91.28 - $97.59 $14.8K - $15.8K
17K $1.63M
PDD
Pinduoduo Inc.

Consumer Cyclical
321
+ 15.81%
$102.41 - $134.86 $32.9K - $43.3K
2.35K $310K
FDX
Fedex Corp

Industrials
312
+ 14.05%
$217.1 - $243.2 $67.7K - $75.9K
2.53K $597K
PPL
Ppl Corp

Utilities
127
+ 0.47%
$33.54 - $37.24 $4.26K - $4.73K
27K $1M
VHT
Vanguard Health Care ETF

ETFs
175
+ 8.24%
$239.12 - $259.95 $41.8K - $45.5K
2.3K $596K
Activity Summary
Buys All Purchases 141 New Holdings 26 Increased Positions 115 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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