Fund HoldingsAllegheny Financial Group

Total Portfolio Value
$450.33M
Total Bought
$82.60M
Total Sold
$15.69M
Net Transaction
+$66.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PUTNAM ETF TRUST511,611987,572+475,96119,48239,7308.82%+20,248
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
19,15843,623+24,4653,3197,9281.76%+4,609
ISHARES TR93,276128,055+34,7796,66310,2742.28%+3,611
FEDERATED HERMES ETF TRUST
TOTA RETU BD ETF
39,283176,833+137,5509844,4390.99%+3,454
MICROSOFT CORP(MSFT)023,207+23,207011,5442.56%+11,544
SCHWAB STRATEGIC TR0642,509+642,509018,7684.17%+18,768
2023 ETF SERIES TRUST II
US QUALITY ETF
27,81782,842+55,0258702,8380.63%+1,969
MFS ACTIVE EXCHANGE TRADED F
GROWTH ETF
073,577+73,57701,9510.43%+1,951
ANSYS INC051,680+51,680018,1514.03%+18,151
VIRTUS ETF TR II
KAR MID-CAP ETF
070,183+70,18301,7600.39%+1,760
FIDELITY WISE ORIGIN BITCOIN(FBTC)105,48499,042-6,4427,5929,3092.07%+1,717
BROADCOM INC(AVGO)010,278+10,27802,8330.63%+2,833
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
011,869+11,86901,0220.23%+1,022
SPDR GOLD TR(GLD)1,7194,734+3,0154951,4430.32%+948
MICROSTRATEGY INC(MSTR)02,032+2,03208220.18%+822
VANGUARD MALVERN FDS015,988+15,98808040.18%+804
ISHARES TR03,895+3,89502,4180.54%+2,418
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
011,777+11,77707370.16%+737
3M CO(MMM)3,5388,089+4,5515201,2320.27%+712
CATERPILLAR INC(CAT)3,9775,168+1,1911,3122,0060.45%+695
NVIDIA CORPORATION(NVDA)11,30311,990+6871,2251,8940.42%+669
ISHARES TR012,302+12,30201,9410.43%+1,941
ISHARES TR
CORE DIV GRWTH
310,713309,976-73719,19619,8204.40%+624
INTERNATIONAL BUSINESS MACHS(IBM)12,21312,050-1633,0373,5520.79%+515
SPDR S&P 500 ETF TR(SPY)07,625+7,62504,7111.05%+4,711
ISHARES TR06,351+6,35102,1570.48%+2,157
JPMORGAN CHASE & CO.(JPM)9,7839,914+1312,4002,8740.64%+474
VANGUARD INDEX FDS04,370+4,37001,9160.43%+1,916
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
015,713+15,71303,2760.73%+3,276
ISHARES TR06,013+6,01302,5530.57%+2,553
AMAZON COM INC(AMZN)013,521+13,52102,9660.66%+2,966
NVR INC(NVR)03,011+3,011022,2394.94%+22,239
ORACLE CORP(ORCL)04,732+4,73201,0350.23%+1,035
ISHARES TR018,682+18,68202,3090.51%+2,309
PNC FINL SVCS GROUP INC(PNC)012,837+12,83702,3930.53%+2,393
CARDINAL HEALTH INC(CAH)02,057+2,05703460.08%+346
ALPHABET INC(GOOG)015,856+15,85602,8130.62%+2,813
CAMECO CORP(CCJ)04,498+4,49803340.07%+334
ISHARES TR014,748+14,74802,0450.45%+2,045
CONSTELLATION ENERGY CORP(CEG)02,629+2,62908490.19%+849
PHILIP MORRIS INTL INC(PM)13,76113,804+432,1842,5140.56%+330
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,035+4,03503290.07%+329
VANGUARD INTL EQUITY INDEX F02,416+2,41603250.07%+325
VANGUARD INDEX FDS06,926+6,92601,6420.36%+1,642
VANGUARD TAX-MANAGED FDS05,626+5,62603210.07%+321
VANGUARD INDEX FDS06,501+6,50101,9760.44%+1,976
PPL CORP(PPL)16,64226,917+10,2756019120.20%+311
GE AEROSPACE(GE)4,3404,578+2388691,1790.26%+310
CARVANA CO(CVNA)01,988+1,98806700.15%+670
GE VERNOVA INC(GEV)01,173+1,17306210.14%+621
ALPHABET INC(GOOG)013,542+13,54202,3870.53%+2,387
ISHARES TR02,572+2,57202690.06%+269
ISHARES TR015,303+15,30301,7140.38%+1,714
WALMART INC(WMT)7,4889,470+1,9826579260.21%+269
VANGUARD INDEX FDS4,3534,969+6161,1261,3910.31%+265
NETFLIX INC(NFLX)685672-136399010.20%+262
META PLATFORMS INC(META)1,5281,543+158811,1390.25%+258
CAPITAL ONE FINL CORP(COF)01,194+1,19402540.06%+254
ASP ISOTOPES INC033,891+33,89102490.06%+249
TIDEWATER INC NEW(TDW)05,337+5,33702460.05%+246
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0950+95002410.05%+241
TRANE TECHNOLOGIES PLC(TT)2,3522,356+47931,0310.23%+238
ISHARES TR
CORE MSCI EAFE
02,830+2,83002360.05%+236
ISHARES TR8,88410,641+1,7579291,1630.26%+234
PPG INDS INC(PPG)070,415+70,41508,0101.78%+8,010
FIDELITY NATL INFORMATION SV(FIS)02,784+2,78402270.05%+227
ISHARES TR01,300+1,30002250.05%+225
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
14,15415,116+9621,8842,1030.47%+219
GOLDMAN SACHS GROUP INC(GS)0306+30602170.05%+217
EMERSON ELEC CO(EMR)5,0485,767+7195547690.17%+215
PDD HOLDINGS INC(PDD)02,031+2,03102130.05%+213
VANGUARD INDEX FDS01,101+1,10102120.05%+212
NASDAQ INC(NDAQ)02,368+2,36802120.05%+212
FEDEX CORP(FDX)1,2042,221+1,0172945050.11%+211
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
05,306+5,30602100.05%+210
ENCOMPASS HEALTH CORP(EHC)01,696+1,69602080.05%+208
L3HARRIS TECHNOLOGIES INC(LHX)0822+82202060.05%+206
WABTEC(WAB)0978+97802050.05%+205
ISHARES TR71,36970,399-9704,1644,3660.97%+202
HOWMET AEROSPACE INC(HWM)3,1103,183+734045930.13%+189
DEERE & CO(DE)2,2252,421+1961,0451,2310.27%+187
TESLA INC(TSLA)02,972+2,97209440.21%+944
INVESCO QQQ TR01,881+1,88101,0380.23%+1,038
COLGATE PALMOLIVE CO(CL)04,290+4,29003900.09%+390
AT&T INC(T)51,47155,990+4,5191,4561,6200.36%+165
EATON CORP PLC(ETN)01,871+1,87106680.15%+668
MARATHON PETE CORP(MPC)7,6787,689+111,1191,2770.28%+159
ISHARES TR013,537+13,53709840.22%+984
ISHARES TR08,904+8,90401,1770.26%+1,177
VANGUARD INDEX FDS4,3445,083+7397508990.20%+148
SNOWFLAKE INC(SNOW)01,877+1,87704200.09%+420
FIDELITY ETHEREUM FD020,932+20,93205270.12%+527
ISHARES TR
MSCI USA QLT FCT
06,051+6,05101,1060.25%+1,106
ALTRIA GROUP INC(MO)16,30118,837+2,5369781,1040.25%+126
DISNEY WALT CO(DIS)04,651+4,65105770.13%+577
BOSTON SCIENTIFIC CORP(BSX)17,67017,680+101,7831,8990.42%+117
FLEX LTD(FLEX)07,731+7,73103860.09%+386
VANGUARD INTL EQUITY INDEX F15,19415,304+1109221,0290.23%+107
IMPERIAL PETE INC
COM NEW
078,539+78,53902420.05%+242
COSTCO WHSL CORP NEW(COST)2,0112,029+181,9032,0090.45%+106
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