Allegheny Financial Group Ltd Top Holdings and 13F Report (2024) About Allegheny Financial Group LtdInvestment ActivityAllegheny Financial Group Ltd has $388.28 million in total holdings as of September 30, 2024.Allegheny Financial Group Ltd owns shares of 230 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 9.50% of the portfolio was purchased this quarter.About 6.77% of the portfolio was sold this quarter.This quarter, Allegheny Financial Group Ltd has purchased 242 new stocks and bought additional shares in 94 stocks.Allegheny Financial Group Ltd sold shares of 105 stocks and completely divested from 25 stocks this quarter.Largest Holdings Erie Indemnity $27,120,579NVR $24,762,094Apple $19,535,241iShares Core Dividend Growth ETF $18,954,705ANSYS $17,432,872 Largest New Holdings this Quarter Vanguard S&P 500 ETF $655,410 HoldingCarvana $353,922 HoldingCapital Group Dividend Value ETF $346,015 HoldingVanguard FTSE All-World ex-US Small-Cap ETF $294,662 HoldingDominion Energy $280,722 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 463,506 shares (about $12.92M)Putnam Focused Large Cap Value ETF 173,572 shares (about $6.44M)FIDELITY WISE ORIGIN BITCOIN 45,912 shares (about $3.75M)iShares Morningstar Mid-Cap Growth ETF 35,136 shares (about $2.65M)iShares Russell 2000 Value ETF 4,674 shares (about $767.39K) Largest Sales this Quarter ANSYS 5,466 shares (about $1.84M)Berkshire Hathaway 2,970 shares (about $1.35M)TALEN ENERGY CORP 5,384 shares (about $1.08M)Tesla 1,852 shares (about $748.10K)Trane Technologies 1,982 shares (about $732.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllegheny Financial Group Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorERIEErie Indemnity$27,120,579$62,248 ▲0.2%65,7897.0%FinanceNVRNVR$24,762,094$384,479 ▼-1.5%3,0276.4%ConstructionAAPLApple$19,535,241$294,748 ▼-1.5%78,0095.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$18,954,705$291,427 ▲1.6%309,0104.9%ETFANSSANSYS$17,432,872$1,843,881 ▼-9.6%51,6784.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$17,392,197$12,917,918 ▲288.7%624,0474.5%ETFXOMExxon Mobil$14,142,471$332,177 ▲2.4%131,4723.6%Oils/EnergyPVALPutnam Focused Large Cap Value ETF$12,855,760$6,443,006 ▲100.5%346,3293.3%ETFBRK.BBerkshire Hathaway$12,078,660$1,346,254 ▼-10.0%26,6473.1%FinanceFBNDFidelity Total Bond ETF$9,443,556$18,128 ▲0.2%210,4642.4%ETFMSFTMicrosoft$8,634,485$402,535 ▼-4.5%20,4852.2%Computer and TechnologyPPGPPG Industries$8,363,012$339,002 ▼-3.9%70,0122.2%Basic MaterialsLLYEli Lilly and Company$6,096,343$50,957 ▲0.8%7,8961.6%MedicalFIDELITY WISE ORIGIN BITCOIN$5,608,364$3,745,545 ▲201.1%68,7461.4%SHSIMCGiShares Morningstar Mid-Cap Growth ETF$4,389,874$2,653,865 ▲152.9%58,1201.1%ETFSPYSPDR S&P 500 ETF Trust$4,363,179$164,117 ▲3.9%7,4441.1%FinanceQNSTQuinStreet$3,920,137$333,824 ▲9.3%169,9231.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,527,225$511,696 ▲17.0%56,6070.9%ETFIYRiShares U.S. Real Estate ETF$3,385,252$25,033 ▼-0.7%36,3770.9%ETFIAGGiShares Core International Aggregate Bond ETF$3,356,756$16,274 ▲0.5%67,2420.9%ETFVTWGVanguard Russell 2000 Growth ETF$3,276,294$167,272 ▲5.4%15,5910.8%ETFAMZNAmazon.com$3,152,371$267,890 ▼-7.8%14,3680.8%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,953,509$622,944 ▲26.7%16,8550.8%ETFMRKMerck & Co., Inc.$2,945,124$292,175 ▼-9.0%29,6050.8%MedicalGOOGAlphabet$2,772,148$315,000 ▼-10.2%14,5560.7%Computer and TechnologyIBMInternational Business Machines$2,760,496$562,563 ▼-16.9%12,5570.7%Computer and TechnologyPGProcter & Gamble$2,702,174$32,191 ▼-1.2%16,1170.7%Consumer StaplesGOOGLAlphabet$2,380,059$114,535 ▼-4.6%12,5720.6%Computer and TechnologyAVGOBroadcom$2,319,953$13,680 ▲0.6%10,0060.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,245,218$189,215 ▲9.2%12,1270.6%ETFIWFiShares Russell 1000 Growth ETF$2,199,666$618,895 ▲39.2%5,4770.6%ETFBYMBlackRock Municipal Income Quality Trust$2,188,256$183,311 ▲9.1%201,6820.6%Financial ServicesPNCThe PNC Financial Services Group$2,181,462$55,930 ▲2.6%11,3110.6%FinanceIVViShares Core S&P 500 ETF$2,066,968$157,775 ▲8.3%3,5110.5%ETFAMGNAmgen$2,066,910$65,161 ▲3.3%7,9300.5%MedicalJPMJPMorgan Chase & Co.$1,999,361$55,857 ▼-2.7%8,3400.5%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$1,987,310$125 ▲0.0%15,9030.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,948,354$11,392 ▼-0.6%18,4710.5%ETFIWPiShares Russell Mid-Cap Growth ETF$1,947,452$309,661 ▲18.9%15,3640.5%ETFUNPUnion Pacific$1,875,905$296,916 ▼-13.7%8,2260.5%TransportationAFLAflac$1,862,8120.0%18,0080.5%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$1,838,990$15,276 ▲0.8%20,2240.5%ETFCOSTCostco Wholesale$1,834,435$6,414 ▲0.4%2,0020.5%Retail/WholesaleVUGVanguard Growth ETF$1,776,571$148,595 ▲9.1%4,3280.5%ETFVTIVanguard Total Stock Market ETF$1,760,026$16,809 ▲1.0%6,0730.5%ETFJNJJohnson & Johnson$1,748,575$386,885 ▼-18.1%12,0900.5%MedicalIWBiShares Russell 1000 ETF$1,736,451$21,585 ▲1.3%5,3900.4%ETFABBVAbbVie$1,683,206$14,927 ▼-0.9%9,4720.4%MedicalPMPhilip Morris International$1,648,490$196,177 ▲13.5%13,6970.4%Consumer StaplesBSXBoston Scientific$1,584,051$5,717 ▲0.4%17,7340.4%MedicalVBVanguard Small-Cap ETF$1,517,374$225,384 ▲17.4%6,3150.4%ETFEFGiShares MSCI EAFE Growth ETF$1,451,819$205,383 ▲16.5%14,9930.4%ETFTSLATesla$1,448,544$748,105 ▼-34.1%3,5860.4%Auto/Tires/TrucksINNSummit Hotel Properties$1,448,268$234,277 ▼-13.9%211,4260.4%FinanceAXPAmerican Express$1,371,623$14,544 ▼-1.0%4,6210.4%FinanceIWNiShares Russell 2000 Value ETF$1,365,839$767,392 ▲128.2%8,3190.4%ETFHSYHershey$1,354,681$189,848 ▲16.3%7,9990.3%Consumer StaplesVZVerizon Communications$1,347,856$105,016 ▼-7.2%33,7040.3%Computer and TechnologyHDHome Depot$1,227,908$136,564 ▼-10.0%3,1560.3%Retail/WholesaleCATCaterpillar$1,224,647$14,151 ▼-1.1%3,3750.3%Industrial ProductsNEENextEra Energy$1,179,498$9,679 ▼-0.8%16,4520.3%UtilitiesPFEPfizer$1,170,744$71,419 ▲6.5%44,1290.3%MedicalAMPLIFY ETF TR$1,161,386$42,178 ▲3.8%19,4400.3%AMPLIFY ETHO CLIIWSiShares Russell Mid-Cap Value ETF$1,137,102$183,028 ▲19.2%8,7910.3%ETFNVDANVIDIA$1,126,697$97,898 ▲9.5%8,3900.3%Computer and TechnologyCEGConstellation Energy$1,121,5040.0%5,0130.3%Oils/EnergyISRGIntuitive Surgical$1,089,3310.0%2,0870.3%MedicalMPCMarathon Petroleum$1,071,666$977 ▲0.1%7,6820.3%Oils/EnergyVOVanguard Mid-Cap ETF$1,057,551$76,087 ▲7.8%4,0030.3%ETFCVXChevron$1,054,165$224,796 ▼-17.6%7,2780.3%Oils/EnergyCIThe Cigna Group$1,042,285$5,800 ▲0.6%3,7740.3%MedicalQUALiShares MSCI USA Quality Factor ETF$1,020,762$3,384 ▲0.3%5,7320.3%ETFSOSouthern$983,110$2,470 ▲0.3%11,9420.3%UtilitiesTAT&T$961,090$216,614 ▼-18.4%42,2080.2%Computer and TechnologyDKSDICK'S Sporting Goods$955,260$4,348 ▲0.5%4,1740.2%Retail/WholesaleBKBank of New York Mellon$917,027$231 ▲0.0%11,9350.2%FinanceQQQInvesco QQQ$902,855$34,253 ▲3.9%1,7660.2%FinanceVEUVanguard FTSE All-World ex-US ETF$869,665$13,951 ▲1.6%15,1480.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$869,091$169,250 ▲24.2%14,3060.2%ETFMCDMcDonald's$859,662$36,822 ▲4.5%2,9650.2%Retail/WholesaleKOCoca-Cola$857,798$18,305 ▲2.2%13,7770.2%Consumer StaplesVVisa$851,770$147,914 ▼-14.8%2,6950.2%Business ServicesFIDELITY ETHEREUM FD$845,038$218,410 ▲34.9%25,2920.2%SHSMOAltria Group$844,162$7,896 ▲0.9%16,1430.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$839,731$7,489 ▲0.9%7,2880.2%ETFEQWLInvesco S&P 100 Equal Weight ETF$832,989$3,784 ▲0.5%8,1440.2%ETFIWOiShares Russell 2000 Growth ETF$832,045$576 ▲0.1%2,8900.2%ETFVTWVVanguard Russell 2000 Value ETF$827,417$146,653 ▲21.5%5,7210.2%ETFCOPConocoPhillips$818,152$69,527 ▲9.3%8,2490.2%Oils/EnergyVRTXVertex Pharmaceuticals$813,051$8,457 ▼-1.0%2,0190.2%MedicalABTAbbott Laboratories$810,763$4,072 ▼-0.5%7,1670.2%MedicalTPLTexas Pacific Land$804,6630.0%7270.2%Oils/EnergyNSCNorfolk Southern$798,624$235 ▼0.0%3,4020.2%TransportationDHRDanaher$797,484$259,859 ▼-24.6%3,4740.2%MedicalBACBank of America$787,858$98,054 ▼-11.1%17,9260.2%FinanceVEGNUS Vegan Climate ETF$764,185$1,667 ▲0.2%14,2150.2%ETFFCFFirst Commonwealth Financial$746,302$12,876 ▼-1.7%44,1070.2%FinanceIWMiShares Russell 2000 ETF$741,960$212,399 ▲40.1%3,3570.2%FinanceGEGeneral Electric$740,529$25,190 ▼-3.3%4,4390.2%TransportationORCLOracle$738,230$57,159 ▼-7.2%4,4300.2%Computer and TechnologyShowing largest 100 holdings. 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