Allegheny Financial Group LTD has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $397 Million distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Erie Indemnity CO with a value of $35.4M, Nvr Inc with a value of $30.2M, Ishares Core Dividend Growth E with a value of $19.1M, Apple Inc. with a value of $18.4M, and Ansys Inc with a value of $18.2M.

Examining the 13F form we can see an increase of $51.4M in the current position value, from $346M to 397M.

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 $397 Million
ETFs: $107 Million
Financial Services: $70.2 Million
Technology: $56.3 Million
Consumer Cyclical: $41.9 Million
Healthcare: $29 Million
Energy: $23.5 Million
Industrials: $16.3 Million
Communication Services: $13.2 Million
Other: $33.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $397 Million
  • Prior Value $346 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
Track This Portfolio

Track Allegheny Financial Group LTD Portfolio

Follow Allegheny Financial Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allegheny Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Allegheny Financial Group LTD with notifications on news.