Allegheny Financial Group LTD Portfolio Holdings
Allegheny Financial Group LTD
- $424 Million
- Q2 2025
Allegheny Financial Group LTD has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $424 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Putnam ETF Tr Putnam Focused L with a value of $39.7M, Erie Indemnity CO with a value of $22.8M, Nvr Inc with a value of $22.2M, Ishares Core Dividend Growth E with a value of $19.8M, and Schwab Strategic Tr Us Large C with a value of $18.8M.
Examining the 13F form we can see an increase of $47M in the current position value, from $377M to 424M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 248
- Current Value $424 Million
- Prior Value $377 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 27 stocks
- Additional Purchases 142 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks