Fund HoldingsAllegheny Financial Group

Total Portfolio Value
$266.89M
Total Bought
$58.87M
Total Sold
$10.56M
Net Transaction
+$48.31M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NVR INC(NVR)1,5043,107+1,6039,55118,5256.94%+8,974
ERIE INDTY CO(ERIE)73,85970,329-3,53015,51120,6627.74%+5,151
ISHARES TR
CORE DIV GRWTH
165,825252,054+86,2298,54512,4844.68%+3,939
SCHWAB STRATEGIC TR96,174140,375+44,2017,20810,2083.82%+3,000
BERKSHIRE HATHAWAY INC DEL16,64424,119+7,4755,6768,4493.17%+2,773
EXXON MOBIL CORP110,956119,786+8,83011,90014,0845.28%+2,184
FIDELITY MERRIMACK STR TR101,142154,658+53,5164,5946,7372.52%+2,143
QUINSTREET INC(QNST)0153,745+153,74501,3790.52%+1,379
ALPHABET INC(GOOG)7,59815,964+8,3669192,1050.79%+1,186
APPLE INC(AAPL)58,99172,381+13,39011,44212,3924.64%+950
BOSTON SCIENTIFIC CORP(BSX)017,472+17,47209230.35%+923
MICROSOFT CORP(MSFT)15,91020,053+4,1435,4186,3322.37%+914
NIKE INC(NKE)09,229+9,22908820.33%+882
ISHARES TR27,77340,412+12,6392,4033,1581.18%+754
TESLA INC(TSLA)1,9204,739+2,8195031,1860.44%+683
AMAZON COM INC(AMZN)6,50311,971+5,4688481,5220.57%+674
CHEVRON CORP NEW(CVX)4,0707,773+3,7036401,3110.49%+670
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
07,947+7,94706240.23%+624
ISHARES TR
CORE INTL AGGR
49,07361,833+12,7602,4193,0161.13%+597
ISHARES TR3,0905,599+2,5098081,3960.52%+588
ISHARES TR14,17819,877+5,6991,4752,0450.77%+569
ABBVIE INC(ABBV)4,0467,360+3,3145451,0970.41%+552
ASSURED GUARANTY LTD(AGO)08,123+8,12304920.18%+492
ISHARES TR2,5914,770+2,1796321,1210.42%+489
VANGUARD STAR FDS09,092+9,09204870.18%+487
FLEX LTD(FLEX)017,422+17,42204700.18%+470
AMGEN INC(AMGN)7,2507,670+4201,6102,0610.77%+452
ISHARES TR1,3462,437+1,0916001,0460.39%+446
CAMECO CORP(CCJ)011,212+11,21204440.17%+444
ISHARES TR8,09512,897+4,8028671,3020.49%+434
VANGUARD WORLD FDS
HEALTH CAR ETF
01,820+1,82004280.16%+428
ISHARES TR3,2866,175+2,8895199370.35%+419
RANGE RES CORP(RRC)012,621+12,62104090.15%+409
VANGUARD BD INDEX FDS
VANGUARD ULTRA
08,279+8,27904070.15%+407
ACCENTURE PLC IRELAND
SHS CLASS A
01,295+1,29503980.15%+398
PAPA JOHNS INTL INC(PZZA)05,670+5,67003870.14%+387
MARATHON PETE CORP(MPC)6,4037,489+1,0867471,1330.42%+387
ELI LILLY & CO(LLY)2,9533,299+3461,3851,7720.66%+387
UNITED PARCEL SERVICE INC(UPS)02,426+2,42603780.14%+378
GOLAR LNG LTD
SHS
015,103+15,10303660.14%+366
HORIZON THERAPEUTICS PUB L17,07918,316+1,2371,7572,1190.79%+362
GRAND CANYON ED INC(LOPE)02,958+2,95803460.13%+346
ISHARES TR12,28917,487+5,1989221,2630.47%+342
API GROUP CORP(APG)012,838+12,83803330.12%+333
ROCKWELL AUTOMATION INC(ROK)01,114+1,11403190.12%+319
DOW INC(DOW)06,172+6,17203180.12%+318
ISHARES TR012,599+12,59907200.27%+720
VALARIS LTD(VAL)04,012+4,01203010.11%+301
ABBOTT LABS05,527+5,52705350.20%+535
TARGET CORP(TGT)02,694+2,69402980.11%+298
BURFORD CAP LTD
ORD SHS
020,778+20,77802910.11%+291
NVIDIA CORPORATION(NVDA)0625+62502720.10%+272
ISHARES TR4,6517,792+3,1414637350.28%+271
VANGUARD INDEX FDS01,256+1,25602670.10%+267
PRUDENTIAL FINL INC(PFH)02,765+2,76502620.10%+262
COMMUNITY BK SYS INC(CBU)06,179+6,17902610.10%+261
VANGUARD WHITEHALL FDS05,655+5,65505840.22%+584
WYNDHAM HOTELS & RESORTS INC(WH)03,694+3,69402570.10%+257
COMCAST CORP NEW(CCZ)11,21116,080+4,8694667130.27%+247
CARMAX INC(KMX)03,430+3,43002430.09%+243
VANGUARD INDEX FDS3,4774,906+1,4296929280.35%+236
PAYCHEX INC(PAYX)02,036+2,03602350.09%+235
WALMART INC(WMT)01,452+1,45202320.09%+232
WELLS FARGO CO NEW(WFC)05,669+5,66902320.09%+232
PATRIA INVESTMENTS LIMITED
COM CL A
015,704+15,70402290.09%+229
ALPHABET INC(GOOG)10,09310,948+8551,2081,4330.54%+225
VANGUARD INDEX FDS2,8163,739+9237971,0180.38%+222
AFFILIATED MANAGERS GROUP IN01,698+1,69802210.08%+221
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,9965,782+1,7865988190.31%+221
FTI CONSULTING INC(FCN)01,233+1,23302200.08%+220
CARLISLE COS INC(CSL)0848+84802200.08%+220
EQT CORP(EQT)05,365+5,36502180.08%+218
NOMAD FOODS LTD(NOMD)014,277+14,27702170.08%+217
TEXAS PACIFIC LAND CORPORATI(TPL)42442405587730.29%+215
DUKE ENERGY CORP NEW(DUK)02,424+2,42402140.08%+214
COSTCO WHSL CORP NEW(COST)1,9412,227+2861,0451,2580.47%+214
HOME DEPOT INC(HD)2,4523,211+7597629700.36%+209
SPDR S&P MIDCAP 400 ETF TR(MDY)0452+45202060.08%+206
APPIAN CORP(APPN)04,480+4,48002040.08%+204
SPHERE ENTERTAINMENT CO(SPHR)05,398+5,39802010.08%+201
VANGUARD INDEX FDS03,448+3,44804760.18%+476
STAGWELL INC(STGW)041,504+41,50401950.07%+195
FIRST COMWLTH FINL CORP PA(FCF)36,10752,914+16,8074576460.24%+189
CONSTELLATION ENERGY CORP(CEG)05,018+5,01805470.21%+547
AMERICAN COASTAL INS CORP025,139+25,13901850.07%+185
CATERPILLAR INC(CAT)2,4152,849+4345947780.29%+184
DUPONT DE NEMOURS INC(DD)05,591+5,59104170.16%+417
GLOBAL NET LEASE INC(GNL)42,73163,040+20,3094396060.23%+167
MCDONALDS CORP(MCD)1,4802,282+8024426010.23%+159
AFLAC INC(AFL)20,98921,132+1431,4651,6220.61%+157
BLACKROCK MUNICIPAL INCOME(BLK)39,45359,022+19,5694515990.22%+148
INTERNATIONAL BUSINESS MACHS(IBM)11,62612,131+5051,5561,7020.64%+146
BLACKROCK MUN INCOME QUALITY106,076135,504+29,4281,1931,3360.50%+143
CISCO SYS INC(CSCO)9,99412,259+2,2655176590.25%+142
META PLATFORMS INC(META)01,397+1,39704190.16%+419
THERMO FISHER SCIENTIFIC INC(TMO)0900+90004560.17%+456
VISA INC(V)2,3052,896+5915476660.25%+119
MERCK & CO INC(MRK)27,41531,802+4,3873,1633,2741.23%+111
CONOCOPHILLIPS(COP)7,7637,563-2008049060.34%+102
EATON CORP PLC(ETN)3,4663,739+2736977970.30%+100
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