Fund HoldingsAllegheny Financial Group

Total Portfolio Value
$324.04M
Total Bought
$21.68M
Total Sold
$30.94M
Net Transaction
-$9.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)3,4158,434+5,0191,9906,5622.02%+4,571
NVR INC(NVR)3,0873,082-521,60724,9607.70%+3,353
ERIE INDTY CO(ERIE)70,33665,730-4,60623,55726,3958.15%+2,838
BERKSHIRE HATHAWAY INC DEL27,69129,626+1,9359,87612,4583.84%+2,582
SCHWAB STRATEGIC TR147,457157,904+10,44712,23314,6414.52%+2,408
ISHARES TR
CORE DIV GRWTH
264,174276,852+12,67814,21816,0744.96%+1,856
EXXON MOBIL CORP0122,690+122,690014,2624.40%+14,262
QUINSTREET INC(QNST)166,453166,45302,1342,9400.91%+806
AMPLIFY ETF TR010,313+10,31306030.19%+603
FIDELITY MERRIMACK STR TR175,168188,911+13,7438,0658,5602.64%+495
GOLAR LNG LTD
SHS
038,493+38,49309260.29%+926
ISHARES TR13,58418,684+5,1008761,3210.41%+445
VALARIS LTD(VAL)09,213+9,21306930.21%+693
MERCK & CO INC(MRK)32,57629,886-2,6903,5513,9431.22%+392
CATERPILLAR INC(CAT)03,312+3,31201,2140.37%+1,214
RANGE RES CORP(RRC)021,289+21,28907330.23%+733
BOSTON SCIENTIFIC CORP(BSX)019,032+19,03201,3040.40%+1,304
AMERICAN COASTAL INS CORP32,25753,116+20,8593055680.18%+263
CONSTELLATION ENERGY CORP(CEG)04,551+4,55108410.26%+841
SPDR S&P 500 ETF TR(SPY)6,5366,423-1133,1073,3601.04%+253
INGERSOLL RAND INC(IR)02,558+2,55802430.07%+243
EATON CORP PLC(ETN)03,652+3,65201,1420.35%+1,142
BLACKROCK MUN INCOME QUALITY136,327151,891+15,5641,5281,7620.54%+234
VERIZON COMMUNICATIONS INC(VZ)28,55831,134+2,5761,0771,3060.40%+230
GLOBE LIFE INC04,752+4,75205530.17%+553
NASDAQ INC(NDAQ)03,483+3,48302200.07%+220
INVESCO DB MULTI-SECTOR COMM(DBO)013,988+13,98802170.07%+217
ABBVIE INC(ABBV)07,568+7,56801,3780.43%+1,378
EDWARDS LIFESCIENCES CORP02,222+2,22202120.07%+212
MASTERCARD INCORPORATED(MA)0434+43402090.06%+209
TARGET CORP(TGT)01,174+1,17402080.06%+208
FEDEX CORP(FDX)0702+70202030.06%+203
MSA SAFETY INC(MSA)01,046+1,04602030.06%+203
CROCS INC(CROX)01,392+1,39202000.06%+200
DICKS SPORTING GOODS INC(DKS)5,1104,224-8867519500.29%+199
META PLATFORMS INC(META)01,459+1,45907090.22%+709
ISHARES TR17,42217,125-2971,3801,5630.48%+182
TRANE TECHNOLOGIES PLC(TT)3,2213,22107869670.30%+181
MERCADOLIBRE INC(MELI)173298+1252724510.14%+179
AMERICAN EXPRESS CO(AXP)4,5804,548-328581,0360.32%+177
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,1937,732+5391,1351,3100.40%+175
CAMECO CORP(CCJ)014,702+14,70206370.20%+637
ISHARES TR10,51710,562+451,7381,8920.58%+154
INTERNATIONAL BUSINESS MACHS(IBM)12,04611,112-9341,9702,1220.65%+152
THE CIGNA GROUP(CI)3,8423,583-2591,1511,3010.40%+151
NOMAD FOODS LTD(NOMD)023,208+23,20804540.14%+454
AFLAC INC(AFL)013,787+13,78701,1840.37%+1,184
PROCTER AND GAMBLE CO(PG)014,307+14,30702,3210.72%+2,321
BLACKROCK MUNICIPAL INCOME(BLK)65,03373,556+8,5237578870.27%+130
ISHARES TR02,920+2,92007910.24%+791
QUALCOMM INC(QCOM)4,9464,919-277158330.26%+118
AFFILIATED MANAGERS GROUP IN02,211+2,21103700.11%+370
ISHARES TR6,23830,196+23,9581,7291,8340.57%+105
CORTEVA INC(CTVA)06,997+6,99704040.12%+404
DISNEY WALT CO(DIS)04,114+4,11405030.16%+503
WELLS FARGO CO NEW(WFC)06,265+6,26503630.11%+363
HERSHEY CO(HSY)6,6916,834+1431,2471,3290.41%+82
ISHARES TR
CORE INTL AGGR
65,91567,344+1,4293,2833,3641.04%+81
SPDR S&P MIDCAP 400 ETF TR(MDY)0589+58903280.10%+328
CARLISLE COS INC(CSL)0857+85703360.10%+336
NORFOLK SOUTHN CORP(NSC)3,7633,766+38899600.30%+70
RH(RH)09,900+9,90003,4481.06%+3,448
ANYWHERE REAL ESTATE INC010,764+10,7640670.02%+67
EMERSON ELEC CO(EMR)4,2494,230-194144800.15%+66
GENERAL ELECTRIC CO(GE)5,5764,428-1,1487127770.24%+66
ISHARES TR2,4352,634+1994895540.17%+65
DOW INC(DOW)07,777+7,77704510.14%+451
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
08,028+8,02807620.24%+762
TEXTRON INC(TXT)03,969+3,96903810.12%+381
ORACLE CORP(ORCL)04,727+4,72705940.18%+594
ALTRIA GROUP INC(MO)016,204+16,20407070.22%+707
AMAZON COM INC(AMZN)13,22211,462-1,7602,0092,0680.64%+59
BRISTOL-MYERS SQUIBB CO(BMY)019,534+19,53401,0590.33%+1,059
ANNEXON INC(ANNX)021,700+21,70001560.05%+156
AT&T INC(T)43,11844,203+1,0857247780.24%+54
JPMORGAN CHASE & CO(JPM)7,2346,413-8211,2311,2850.40%+54
BP PLC(BP)015,953+15,95306010.19%+601
VANGUARD WORLD FD
HEALTH CAR ETF
01,885+1,88505100.16%+510
LOUISIANA PAC CORP(LPX)04,023+4,02303380.10%+338
VANGUARD INTL EQUITY INDEX F2,5462,953+4072933450.11%+52
SPHERE ENTERTAINMENT CO(SPHR)05,341+5,34102620.08%+262
NETFLIX INC(NFLX)433427-62112590.08%+49
FORTUNE BRANDS INNOVATIONS I(FBIN)05,305+5,30504490.14%+449
BANK NEW YORK MELLON CORP11,45611,068-3885966380.20%+41
TEXAS PACIFIC LAND CORPORATI(TPL)0727+72704200.13%+420
WALMART INC(WMT)04,438+4,43802670.08%+267
CARMAX INC(KMX)03,454+3,45403010.09%+301
DUPONT DE NEMOURS INC(DD)06,982+6,98205350.17%+535
COMCAST CORP NEW(CCZ)017,398+17,39807540.23%+754
AUTOMATIC DATA PROCESSING IN02,114+2,11405280.16%+528
HOME DEPOT INC(HD)3,3333,102-2311,1551,1900.37%+35
ISHARES TR13,50013,283-2171,5401,5710.48%+32
SHERWIN WILLIAMS CO(SHW)1,6911,606-855275580.17%+30
GENERAL MLS INC(GIS)06,590+6,59004610.14%+461
MCDONALDS CORP(MCD)02,372+2,37206690.21%+669
LOWES COS INC(LOW)01,585+1,58504040.12%+404
VANGUARD STAR FDS09,080+9,08005480.17%+548
DANAHER CORPORATION(DHR)01,228+1,22803070.09%+307
CHEVRON CORP NEW(CVX)08,641+8,64101,3630.42%+1,363
ZIMMER BIOMET HOLDINGS INC(ZBH)02,363+2,36303120.10%+312
Page 1 of 1