Allegheny Financial Group LTD Reduced Holdings in Q2 2025

Allegheny Financial Group LTD

  • $424 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-79.7K
- 43.16%
$44.68 - $45.96 $3.56M - $3.66M
105K $4.8M
XOM
Exxon Mobil Corp

Energy
-504
- 0.39%
$99.93 - $119.04 $50.4K - $60K
127K $13.7M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
-9.84K
- 63.93%
$44.25 - $56.02 $435K - $551K
5.55K $310K
MRK
Merck & Co., Inc.

Healthcare
-359
- 1.16%
$73.47 - $87.12 $26.4K - $31.3K
30.5K $2.41M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
-24.5K
- 12.7%
$10.17 - $10.91 $249K - $267K
168K $1.78M
CVX
Chevron Corp

Energy
-521
- 6.73%
$133.73 - $168.51 $69.7K - $87.8K
7.23K $1.03M
UNH
Unitedhealth Group Inc

Healthcare
-98
- 10.02%
$274.35 - $599.47 $26.9K - $58.7K
880 $274K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.72K
- 33.5%
$114.78 - $133.31 $197K - $229K
3.41K $454K
JNJ
Johnson & Johnson

Healthcare
-124
- 1.07%
$146.36 - $159.82 $18.1K - $19.8K
11.4K $1.75M
IWM
Ishares Russell 2000 ETF

ETFs
-996
- 23.04%
$174.82 - $215.79 $174K - $215K
3.33K $717K
KMI
Kinder Morgan, Inc.

Energy
-4K
- 31.54%
$25.21 - $29.4 $101K - $118K
8.69K $255K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.48K
- 5.21%
$50.09 - $51.09 $175K - $178K
63.4K $3.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.35K
- 28.06%
$55.54 - $69.09 $131K - $162K
6.03K $416K
GIS
General Mills Inc

Consumer Defensive
-999
- 16.09%
$50.37 - $60.97 $50.3K - $60.9K
5.21K $269K
APD
Air Products & Chemicals, Inc.

Basic Materials
-298
- 22.51%
$248.61 - $294.96 $74.1K - $87.9K
1.03K $289K
DOW
Dow Inc.

Basic Materials
-38
- 0.33%
$25.81 - $34.89 $981 - $1.33K
11.6K $307K
MPLX
Mplx LP

Energy
-1.36K
- 15.63%
$46.68 - $53.89 $63.7K - $73.5K
7.36K $379K
INN
Summit Hotel Properties, Inc.

Real Estate
-3.58K
- 1.76%
$3.74 - $5.47 $13.4K - $19.6K
200K $1.02M
IYR
Ishares Tr

ETFs
-501
- 1.39%
$84.48 - $96.25 $42.3K - $48.2K
35.4K $3.36M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.41K
- 12.47%
$73.7 - $90.98 $177K - $219K
16.9K $1.54M
DGX
Quest Diagnostics Inc

Healthcare
-500
- 23.84%
N/A
1.6K $218K
DD
Du Pont De Nemours, Inc.

Basic Materials
-310
- 5.02%
$55.13 - $75.25 $17.1K - $23.3K
5.86K $402K
KO
Coca Cola CO

Consumer Defensive
-591
- 4.5%
$68.37 - $73.9 $40.4K - $43.7K
12.5K $887K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-909
- 11.11%
$91.62 - $109.97 $83.3K - $100K
7.28K $800K
GNL
Global Net Lease, Inc.

Real Estate
-1.9K
- 3.46%
$6.82 - $8.08 $13K - $15.3K
53K $399K
QCOM
Qualcomm Inc

Technology
-391
- 7.61%
$124.66 - $159.48 $48.7K - $62.4K
4.75K $755K
ACN
Accenture PLC

Technology
-33
- 2.87%
$279.23 - $323.21 $9.21K - $10.7K
1.12K $333K
IWD
Ishares Russell 1000 Val ETF

ETFs
-457
- 3.61%
$166.82 - $194.23 $76.2K - $88.8K
12.2K $2.37M
MELI
Mercadolibre Inc

Consumer Cyclical
-33
- 27.73%
$1794.73 - $2613.63 $59.2K - $86.2K
86 $224K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-39
- 8.65%
$468.22 - $566.51 $18.3K - $22.1K
412 $233K
FE
Firstenergy Corp

Utilities
-60
- 1.01%
$38.31 - $43.17 $2.3K - $2.59K
5.9K $237K
Talen Energy Corp
-839
- 37.11%
N/A
1.42K $0
Aim ETF Products Trust
-2.93K
- 29.64%
N/A
6.95K $0
Fidelity Wise Origin Bitcoin
-6.44K
- 6.11%
N/A
99K $0
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-279
- 7.92%
$52.84 - $65.52 $14.7K - $18.3K
3.24K $212K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-96
- 8.11%
$456.74 - $568.03 $43.8K - $54.5K
1.09K $618K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-31
- 2.61%
$162.37 - $200.76 $5.03K - $6.22K
1.16K $218K
NWBI
Northwest Bancshares, Inc.

Financial Services
-58
- 0.3%
$10.9 - $12.84 $632 - $745
19.5K $248K
AXP
American Express CO

Financial Services
-646
- 14.15%
$231.39 - $318.98 $149K - $206K
3.92K $1.25M
PAX
Patria Investments LTD

Financial Services
-155
- 1.22%
$9.68 - $14.06 $1.5K - $2.18K
12.5K $176K
NKE
Nike, Inc.

Consumer Cyclical
-468
- 5.08%
$53.27 - $72.04 $24.9K - $33.7K
8.74K $621K
TQQQ
Proshares Ultrapro Qqq

ETFs
-600
- 17.14%
$38.9 - $83.0 $23.3K - $49.8K
2.9K $240K
BA
Boeing CO

Industrials
-369
- 11.6%
$136.59 - $217.51 $50.4K - $80.3K
2.81K $589K
CTVA
Corteva, Inc.

Basic Materials
-173
- 2.88%
$55.52 - $74.53 $9.6K - $12.9K
5.83K $434K
BAC
Bank Of America Corp

Financial Services
-967
- 5.14%
$34.39 - $47.46 $33.3K - $45.9K
17.9K $845K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-350
- 1.83%
$41.45 - $54.46 $14.5K - $19.1K
18.8K $977K
FLEX
Flex Ltd.

Technology
-505
- 6.13%
$26.68 - $50.09 $13.5K - $25.3K
7.73K $385K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-970
- 1.36%
$51.16 - $62.02 $49.6K - $60.2K
70.4K $4.37M
PPG
Ppg Industries Inc

Basic Materials
-732
- 1.03%
$91.66 - $115.04 $67.1K - $84.2K
70.4K $8.01M
Activity Summary
Buys All Purchases 169 New Holdings 27 Increased Positions 142 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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