ALLEGHENY FINANCIAL GROUP
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| ERIE | ERIE INDEMNITY | 65,637 | -152 | -0.23% | $236.73 | 7.06% | 0.14% | 27,505,434 | 2025-03-31 | ||||||
| NVR | NVR | 3,013 | -14 | -0.46% | $5,294.00 | 5.60% | 0.10% | 21,833,483 | 2025-03-31 | ||||||
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | 511,611 | +165,282 | +47.72% | $37.93 | 5.00% | 0.00% | 19,482,151 | 2025-03-31 | ||||||
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 310,713 | +1,703 | +0.55% | $47.33 | 4.92% | 0.06% | 19,195,869 | 2025-03-31 | ||||||
| AAPL | APPLE | 78,247 | +238 | +0.31% | $146.07 | 4.46% | 0.00% | 17,381,034 | 2025-03-31 | ||||||
| ANSS | ANSYS | 51,678 | 0 | 0.00% | $331.73 | 4.20% | 0.06% | 16,359,499 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 626,746 | +2,699 | +0.43% | $17.66 | 4.03% | 0.00% | 15,693,737 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 127,626 | -3,846 | -2.93% | $50.60 | 3.89% | 0.00% | 15,178,611 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 24,484 | -2,163 | -8.12% | $0.00 | 3.35% | 0.00% | 13,039,781 | 2025-03-31 | ||||||
| FBND | FIDELITY TOTAL BOND ETF | 184,593 | -25,871 | -12.29% | $48.37 | 2.16% | 0.00% | 8,426,691 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 22,002 | +1,517 | +7.41% | $293.73 | 2.12% | 0.00% | 8,259,472 | 2025-03-31 | ||||||
| PPG | PPG INDUSTRIES | 71,147 | +1,135 | +1.62% | $158.80 | 2.00% | 0.03% | 7,780,008 | 2025-03-31 | ||||||
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 105,484 | +36,738 | +53.44% | $72.01 | 1.95% | 0.00% | 7,591,739 | 2025-03-31 | ||||||
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 93,276 | +35,156 | +60.49% | $72.59 | 1.71% | 0.27% | 6,662,734 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 7,890 | -6 | -0.08% | $503.85 | 1.67% | 0.00% | 6,517,058 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 7,520 | +76 | +1.02% | $435.13 | 1.08% | 0.00% | 4,206,817 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 71,369 | +14,762 | +26.08% | $144.11 | 1.07% | 0.00% | 4,164,382 | 2025-03-31 | ||||||
| IYR | ISHARES US REAL ESTATE ETF | 35,947 | -430 | -1.18% | $85.38 | 0.88% | 0.10% | 3,441,940 | 2025-03-31 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 66,901 | -341 | -0.51% | $54.55 | 0.86% | 0.05% | 3,344,420 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 19,158 | +2,303 | +13.66% | $162.26 | 0.85% | 0.00% | 3,318,871 | 2025-03-31 | ||||||
| IBM | IBM | 12,213 | -344 | -2.74% | $139.02 | 0.78% | 0.00% | 3,036,989 | 2025-03-31 | ||||||
| VTWG | VANGUARD RUSSELL 2000 GROWTH INDEX FUND | 15,160 | -431 | -2.76% | $169.12 | 0.72% | 0.31% | 2,825,351 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 16,449 | +332 | +2.06% | $141.02 | 0.72% | 0.00% | 2,803,241 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 30,859 | +1,254 | +4.24% | $87.84 | 0.71% | 0.00% | 2,769,938 | 2025-03-31 | ||||||
| AMZN | AMAZON | 13,416 | -952 | -6.63% | $152.54 | 0.65% | 0.00% | 2,552,528 | 2025-03-31 | ||||||
| AMGN | AMGEN | 8,001 | +71 | +0.90% | $249.27 | 0.64% | 0.00% | 2,492,969 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 15,839 | +1,283 | +8.81% | $140.79 | 0.63% | 0.00% | 2,474,623 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 9,783 | +1,443 | +17.30% | $149.11 | 0.62% | 0.00% | 2,399,958 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 12,656 | +529 | +4.36% | $162.09 | 0.61% | 0.00% | 2,381,469 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 13,761 | +64 | +0.47% | $99.92 | 0.56% | 0.00% | 2,184,407 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 5,868 | +391 | +7.14% | $289.47 | 0.54% | 0.00% | 2,119,056 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 13,585 | +1,013 | +8.06% | $131.14 | 0.54% | 0.00% | 2,100,918 | 2025-03-31 | ||||||
| BYM | BLACKROCK MUNICIPAL INCOME QUALITY TRUST | 192,762 | -8,920 | -4.42% | $11.59 | 0.53% | 0.00% | 2,077,980 | 2025-03-31 | ||||||
| PNC | PNC FINANCIAL SERVICES GROUP | 11,643 | +332 | +2.94% | $173.33 | 0.53% | 0.00% | 2,046,638 | 2025-03-31 | ||||||
| AFL | AFLAC | 17,921 | -87 | -0.48% | $50.57 | 0.51% | 0.00% | 1,992,657 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 9,323 | -149 | -1.57% | $117.86 | 0.50% | 0.00% | 1,953,467 | 2025-03-31 | ||||||
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 16,175 | +272 | +1.71% | $107.84 | 0.50% | 0.03% | 1,936,706 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 11,556 | -534 | -4.42% | $150.53 | 0.49% | 0.00% | 1,916,490 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 2,011 | +9 | +0.45% | $408.41 | 0.49% | 0.00% | 1,902,908 | 2025-03-31 | ||||||
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND | 14,154 | +8,433 | +147.40% | $138.86 | 0.48% | 0.26% | 1,883,795 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 17,426 | -1,045 | -5.66% | $104.61 | 0.47% | 0.02% | 1,840,249 | 2025-03-31 | ||||||
| BSX | BOSTON SCIENTIFIC | 17,670 | -64 | -0.36% | $53.68 | 0.46% | 0.00% | 1,782,550 | 2025-03-31 | ||||||
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 14,579 | -785 | -5.11% | $99.28 | 0.44% | 0.01% | 1,712,894 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 10,070 | +64 | +0.64% | $109.37 | 0.43% | 0.00% | 1,686,172 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 6,044 | -29 | -0.48% | $250.83 | 0.43% | 0.00% | 1,661,386 | 2025-03-31 | ||||||
| IWB | ISHARES RUSSELL 1000 ETF | 5,392 | +2 | +0.04% | $242.42 | 0.42% | 0.00% | 1,653,999 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 2,919 | -592 | -16.86% | $462.55 | 0.42% | 0.00% | 1,640,557 | 2025-03-31 | ||||||
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 19,288 | -936 | -4.63% | $75.03 | 0.41% | 0.02% | 1,606,337 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 32,557 | -1,147 | -3.40% | $51.76 | 0.38% | 0.00% | 1,476,805 | 2025-03-31 | ||||||
| T | AT&T | 51,471 | +9,263 | +21.95% | $18.22 | 0.37% | 0.00% | 1,455,611 | 2025-03-31 | ||||||