Allegheny Financial Group LTD Incresed Positions in Q1 2025

Allegheny Financial Group LTD

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
165K
+ 47.72%
$36.8 - $39.59 $6.08M - $6.54M
512K $19.5M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
35.2K
+ 60.49%
$69.69 - $79.99 $2.45M - $2.81M
93.3K $6.66M
VTWV
Vanguard Russell 2000 Value Et

ETFs
8.43K
+ 147.4%
$131.51 - $149.24 $1.11M - $1.26M
14.2K $1.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.8K
+ 26.08%
$57.21 - $65.8 $845K - $971K
71.4K $4.16M
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 0.47%
$117.15 - $158.79 $7.5K - $10.2K
13.8K $2.18M
T
At&T Inc.

Communication Services
9.26K
+ 21.95%
$21.56 - $28.28 $200K - $262K
51.5K $1.46M
AMGN
Amgen Inc

Healthcare
71
+ 0.9%
$258.59 - $327.36 $18.4K - $23.2K
8K $2.49M
JPM
Jpmorgan Chase & CO

Financial Services
1.44K
+ 17.3%
$225.19 - $279.95 $325K - $404K
9.78K $2.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.3K
+ 13.66%
$169.43 - $182.84 $390K - $421K
19.2K $3.32M
NFLX
Netflix Inc

Communication Services
361
+ 111.42%
$828.4 - $1058.6 $299K - $382K
685 $638K
TT
Trane Technologies PLC

Industrials
1.02K
+ 76.58%
$332.0 - $400.86 $339K - $409K
2.35K $792K
QCOM
Qualcomm Inc

Technology
1.64K
+ 46.78%
$151.94 - $175.86 $249K - $288K
5.14K $788K
CVX
Chevron Corp

Energy
468
+ 6.43%
$146.71 - $167.97 $68.7K - $78.6K
7.75K $1.3M
DGRO
Ishares Core Dividend Growth E

ETFs
1.7K
+ 0.55%
$60.46 - $64.42 $103K - $110K
311K $19.2M
META
Meta Platforms, Inc.

Communication Services
429
+ 39.04%
$576.36 - $736.67 $247K - $316K
1.53K $880K
WMT
Walmart Inc.

Consumer Defensive
2.48K
+ 49.58%
$84.5 - $105.05 $210K - $261K
7.49K $657K
BA
Boeing CO

Industrials
1.05K
+ 48.99%
$148.15 - $186.25 $155K - $195K
3.18K $542K
WM
Waste Management Inc

Industrials
500
+ 33.03%
$200.54 - $233.78 $100K - $117K
2.01K $466K
IWD
Ishares Russell 1000 Val ETF

ETFs
529
+ 4.36%
$182.82 - $196.21 $96.7K - $104K
12.7K $2.38M
MO
Altria Group, Inc.

Consumer Defensive
158
+ 0.98%
$50.81 - $60.02 $8.03K - $9.48K
16.3K $978K
IWM
Ishares Russell 2000 ETF

ETFs
965
+ 28.75%
$198.1 - $229.79 $191K - $222K
4.32K $862K
DOW
Dow Inc.

Basic Materials
4.05K
+ 53.06%
$34.36 - $41.92 $139K - $170K
11.7K $407K
PG
Procter & Gamble CO

Consumer Defensive
332
+ 2.06%
$158.56 - $176.26 $52.6K - $58.5K
16.4K $2.8M
COP
Conocophillips

Energy
503
+ 6.1%
$88.6 - $105.85 $44.6K - $53.2K
8.75K $919K
NVDA
Nvidia Corp

Technology
2.91K
+ 34.72%
$106.98 - $149.43 $312K - $435K
11.3K $1.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.6K
+ 21.9%
$102.49 - $119.96 $164K - $191K
8.88K $928K
CAT
Caterpillar Inc

Industrials
602
+ 17.84%
$326.75 - $407.63 $197K - $245K
3.98K $1.31M
GLD
Spdr Gold Trust

ETFs
16
+ 0.94%
$243.19 - $288.14 $3.89K - $4.61K
1.72K $495K
XLE
Energy Sector Spdr

ETFs
458
+ 10.69%
$85.7 - $93.96 $39.3K - $43K
4.74K $443K
VO
Vanguard Mid Cap ETF

ETFs
350
+ 8.74%
$251.87 - $277.95 $88.2K - $97.3K
4.35K $1.13M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.45%
$890.62 - $1076.86 $8.02K - $9.69K
2.01K $1.9M
PPL
Ppl Corp

Utilities
43
+ 0.26%
$31.68 - $36.11 $1.36K - $1.55K
16.6K $600K
VTV
Vanguard Value ETF

ETFs
264
+ 6.47%
$167.73 - $179.21 $44.3K - $47.3K
4.34K $750K
MS
Morgan Stanley

Financial Services
707
+ 25.52%
$111.68 - $141.08 $79K - $99.7K
3.48K $405K
VEU
Vanguard Ftse All World Ex Us

ETFs
46
+ 0.3%
$56.51 - $62.98 $2.6K - $2.9K
15.2K $921K
PAYX
Paychex Inc

Industrials
1
+ 0.03%
$136.06 - $154.52 $136 - $155
2.97K $457K
ALL
Allstate Corp

Financial Services
9
+ 0.4%
$180.99 - $210.18 $1.63K - $1.89K
2.26K $468K
EMR
Emerson Electric CO

Industrials
820
+ 19.39%
$108.64 - $131.17 $89.1K - $108K
5.05K $553K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25
+ 0.3%
$58.01 - $64.46 $1.45K - $1.61K
8.38K $520K
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.24%
$254.06 - $273.83 $1.27K - $1.37K
2.12K $561K
CVNA
Carvana Co.

Consumer Cyclical
9
+ 0.52%
$166.52 - $285.33 $1.5K - $2.57K
1.75K $365K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.5%
$100.56 - $108.28 $4.12K - $4.44K
8.19K $843K
BDX
Becton Dickinson & CO

Healthcare
15
+ 1.04%
$222.79 - $249.08 $3.34K - $3.74K
1.46K $333K
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.35%
$85.68 - $97.5 $685 - $780
2.28K $213K
DVY
Ishares Tr

ETFs
4
+ 0.23%
$128.58 - $138.1 $514 - $552
1.72K $231K
FE
Firstenergy Corp

Utilities
10
+ 0.17%
$37.95 - $43.5 $380 - $435
5.96K $240K
STGW
Stagwell Inc

Communication Services
2.94K
+ 11.93%
$5.93 - $6.75 $17.4K - $19.8K
27.6K $166K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
1.17K
+ 8.25%
$48.94 - $56.01 $57.4K - $65.7K
15.4K $765K
Fidelity Wise Origin Bitcoin
36.7K
+ 53.44%
N/A
105K $0
Activity Summary
Buys All Purchases 97 New Holdings 18 Increased Positions 79 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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