Allegheny Financial Group LTD Portfolio Holdings - 13F Filings | 13F Fund Database
Allegheny Financial Group LTD 13F Holdings
CIK 02820665 · PITTSBURGH, PA
As of Sep 30, 2022, Allegheny Financial Group LTD reported
162 positions worth $212.5K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ERIE INDEMNITY CO | ERIE | Financial Services | 81,758 |
|
8.2K
8.55% |
| NVR INC | NVR | Consumer Cyclical | 3,227 |
2.9K | 6.05% |
| ANSYS INC | ANSS | Technology | 57,354 |
2.7K | 5.98% |
| EXXON MOBIL CORP | XOM | Energy | 114,581 |
0.0K | 4.71% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 224,836 |
0.0K | 4.70% |
| APPLE INC | AAPL | Technology | 67,799 | $9.4K | 4.41% |
| PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | STPZ | — | 158,479 | $7.8K | 3.68% |
| PPG INDUSTRIES INC | PPG | Basic Materials | 61,082 | $6.8K | 3.18% |
| HORIZON KINETICS INFLATION BENEFICIARIES ETF | INFL | — | 203,182 | $5.7K | 2.66% |
| RH | RH | Consumer Cyclical | 22,726 | $5.6K | 2.63% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 97,236 | $5.4K | 2.55% |
| FIDELITY TOTAL BOND ETF | FBND | — | 108,130 | $4.8K | 2.26% |
| MICROSOFT CORP | MSFT | Technology | 18,118 | $4.2K | 1.99% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,518 | $3.6K | 1.70% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 40,038 | $3.3K | 1.53% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 64,536 | $3.1K | 1.47% |
| ISHARES US REAL ESTATE ETF | IYR | — | 37,028 | $3.0K | 1.42% |
| MERCK & CO INC | MRK | Healthcare | 27,841 | $2.4K | 1.13% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,472 | $2.3K | 1.09% |
| SUMMIT HOTEL PROPERTIES INC | INN | Real Estate | 321,182 | $2.2K | 1.02% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 13,170 | $2.2K | 1.01% |
| UNION PACIFIC CORP | UNP | Industrials | 10,829 | $2.1K | 0.99% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 17,791 |
.8K | 0.86% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 14,426 |
.8K | 0.86% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 4 |
.6K | 0.76% |