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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Allegheny Financial Group LTD

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001085146-25-005018

Total Value
$450.3M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1PUTNAM ETF TRUST746729300987,572$39.7M8.82%
2ERIE INDTY CO29530P10265,641$22.8M5.05%
3NVR INCNVR3,011$22.2M4.94%
4ISHARES TR46434V621309,976$19.8M4.40%
5SCHWAB STRATEGIC TR808524300642,509$18.8M4.17%
6ANSYS INC03662Q10551,680$18.2M4.03%
7APPLE INCAAPL78,823$16.2M3.59%
8EXXON MOBIL CORPXOM127,122$13.7M3.04%
9BERKSHIRE HATHAWAY INC DELBRK-A25,495$12.4M2.75%
10MICROSOFT CORPMSFT23,207$11.5M2.56%
11ISHARES TR464288307128,055$10.3M2.28%
12FIDELITY WISE ORIGIN BITCOINFBTC99,042$9.3M2.07%
13PPG INDS INC69350610770,415$8.0M1.78%
14INVESCO EXCHANGE TRADED FD TIVZ43,623$7.9M1.76%
15ELI LILLY & COLLY8,059$6.3M1.40%
16FIDELITY MERRIMACK STR TR316188309104,919$4.8M1.07%
17SPDR S&P 500 ETF TRSPY7,625$4.7M1.05%
18FEDERATED HERMES ETF TRUSTFHI176,833$4.4M0.99%
19ISHARES TR46428750770,399$4.4M0.97%
20INTERNATIONAL BUSINESS MACHSINTR12,050$3.6M0.79%
21ISHARES TR46428773935,446$3.4M0.75%
22VANGUARD SCOTTSDALE FDS92206C62315,713$3.3M0.73%
23ISHARES TR46435G67263,417$3.2M0.72%
24AMAZON COM INCAMZN13,521$3.0M0.66%
25JPMORGAN CHASE & CO.VYLD9,914$2.9M0.64%
262023 ETF SERIES TRUST II90139K10082,842$2.8M0.63%
27BROADCOM INCAVGO10,278$2.8M0.63%
28ALPHABET INCGOOG15,856$2.8M0.62%
29PROCTER AND GAMBLE CO74271810916,856$2.7M0.60%
30ISHARES TR4642876146,013$2.6M0.57%
31PHILIP MORRIS INTL INC71817210913,804$2.5M0.56%
32ISHARES TR4642872003,895$2.4M0.54%
33MERCK & CO INCMRK30,500$2.4M0.54%
34PNC FINL SVCS GROUP INC69347510512,837$2.4M0.53%
35ALPHABET INCGOOG13,542$2.4M0.53%
36ISHARES TR46428759812,199$2.4M0.53%
37ISHARES TR46428770518,682$2.3M0.51%
38AMGEN INCAMGN8,011$2.2M0.50%
39ISHARES TR4642876226,351$2.2M0.48%
40VANGUARD SCOTTSDALE FDS92206C64915,116$2.1M0.47%
41ISHARES TR46428748114,748$2.0M0.45%
42COSTCO WHSL CORP NEW22160K1052,029$2.0M0.45%
43CATERPILLAR INCCAT5,168$2.0M0.45%
44VANGUARD INDEX FDS9229087696,501$2.0M0.44%
45MFS ACTIVE EXCHANGE TRADED F55286W20773,577$2.0M0.43%
46ISHARES TR46428763012,302$1.9M0.43%
47ISHARES TR46428815818,052$1.9M0.43%
48VANGUARD INDEX FDS9229087364,370$1.9M0.43%
49AFLAC INCAFL18,075$1.9M0.42%
50BOSTON SCIENTIFIC CORPBSX17,680$1.9M0.42%
51NVIDIA CORPORATIONNVDA11,990$1.9M0.42%
52BLACKROCK MUN INCOME QUALITYBLK168,283$1.8M0.39%
53VIRTUS ETF TR II92790A86870,183$1.8M0.39%
54JOHNSON & JOHNSONJNJ11,432$1.7M0.39%
55ABBVIE INCABBV9,348$1.7M0.39%
56ISHARES TR46428888515,303$1.7M0.38%
57VANGUARD INDEX FDS9229087516,926$1.6M0.36%
58AT&T INCT-PC55,990$1.6M0.36%
59ISHARES TR46428760616,883$1.5M0.34%
60SPDR GOLD TRGLD4,734$1.4M0.32%
61VERIZON COMMUNICATIONS INCVZ32,922$1.4M0.32%
62UNION PAC CORPUNP6,134$1.4M0.31%
63VANGUARD INDEX FDS9229086294,969$1.4M0.31%
64HERSHEY COHSY8,025$1.3M0.30%
65MARATHON PETE CORPMARA7,689$1.3M0.28%
66THE CIGNA GROUP1255231003,826$1.3M0.28%
67AMERICAN EXPRESS COAXP3,920$1.3M0.28%
683M COMMM8,089$1.2M0.27%
69DEERE & CODE2,421$1.2M0.27%
70AMPLIFY ETF TR03210855720,408$1.2M0.26%
71HOME DEPOT INCHD3,225$1.2M0.26%
72GE AEROSPACE3696043014,578$1.2M0.26%
73ISHARES TR4642874738,904$1.2M0.26%
74ISHARES TR46428780410,641$1.2M0.26%
75META PLATFORMS INCMETA1,543$1.1M0.25%
76NEXTERA ENERGY INCNEE-PW16,113$1.1M0.25%
77PFIZER INCPFE45,649$1.1M0.25%
78ISHARES TR46432F3396,051$1.1M0.25%
79ALTRIA GROUP INCMO18,837$1.1M0.25%
80INTUITIVE SURGICAL INCISRG2,029$1.1M0.24%
81BANK NEW YORK MELLON CORP06405810012,070$1.1M0.24%
82SOUTHERN COSOMN11,877$1.1M0.24%
83INVESCO QQQ TRIVZ1,881$1.0M0.23%
84ORACLE CORPORCL-PD4,732$1.0M0.23%
85CHEVRON CORP NEWCVX7,225$1.0M0.23%
86TRANE TECHNOLOGIES PLCTT2,356$1.0M0.23%
87VANGUARD INTL EQUITY INDEX F92204277515,304$1.0M0.23%
88J P MORGAN EXCHANGE TRADED F46654Q60911,869$1.0M0.23%
89SUMMIT HOTEL PPTYS INC866082100199,592$1.0M0.23%
90ISHARES TR46428827313,537$983,8840.22%
91VANECK ETF TRUST92189F10618,785$977,9650.22%
92ABBOTT LABSABLZF7,131$969,9100.22%
93VISA INCV2,664$945,9820.21%
94TESLA INCTSLA2,972$944,1710.21%
95CONOCOPHILLIPSCOP10,445$937,3990.21%
96WALMART INCWMT9,470$926,0270.21%
97PPL CORPPPLC26,917$912,2430.20%
98NETFLIX INCNFLX672$900,6050.20%
99VANGUARD INDEX FDS9229087445,083$898,5160.20%
100VERTEX PHARMACEUTICALS INCVRTX2,000$890,4000.20%
101COCA COLA COKO12,543$887,4800.20%
102ISHARES TR4642876483,073$878,6420.20%
103DICKS SPORTING GOODS INC2533931024,432$876,7970.19%
104NORFOLK SOUTHN CORP6558441083,404$871,5130.19%
105CONSTELLATION ENERGY CORPCEG2,629$848,7720.19%
106BANK AMERICA CORP06050510417,864$845,3660.19%
107MICROSTRATEGY INCSTRK2,032$821,7690.18%
108VANGUARD MALVERN FDS92202080515,988$803,7190.18%
109INVESCO EXCHANGE TRADED FD TIVZ7,276$800,1770.18%
110CISCO SYS INCCSCO11,275$782,2940.17%
111EMERSON ELEC COEMR5,767$768,9840.17%
112TEXAS PACIFIC LAND CORPORATITPL727$768,7610.17%
113MCDONALDS CORPMCD2,588$756,2140.17%
114QUALCOMM INCQCOM4,745$755,7310.17%
115J P MORGAN EXCHANGE TRADED F46654Q72411,777$737,0170.16%
116ISHARES TR4642876553,326$717,9220.16%
117DANAHER CORPORATION2358511023,474$686,2860.15%
118RANGE RES CORPRRC16,525$672,0950.15%
119CARVANA COCVNA1,988$669,8760.15%
120EATON CORP PLCETN1,871$667,9410.15%
121SHERWIN WILLIAMS COSHW1,926$661,5620.15%
122PEPSICO INCPEP4,841$639,3270.14%
123GE VERNOVA INCGEV1,173$621,1960.14%
124NIKE INCNKE8,742$621,0380.14%
125VANGUARD INDEX FDS9229083631,088$618,4590.14%
126AUTOMATIC DATA PROCESSING INADP1,924$593,3880.13%
127HOWMET AEROSPACE INCHWM3,183$592,5790.13%
128GLOBE LIFE INCGL-PD4,763$591,9930.13%
129BOEING COBA-PA2,812$589,3040.13%
130DISNEY WALT CO2546871064,651$576,8510.13%
131FIRST COMWLTH FINL CORP PA31982910734,477$559,5620.12%
132SELECT SECTOR SPDR TR81369Y7043,678$542,5790.12%
133VANGUARD WORLD FD92204A5042,124$527,6740.12%
134FIDELITY ETHEREUM FD31613E10320,932$526,8700.12%
135COMCAST CORP NEWCCZ14,370$512,8980.11%
136FEDEX CORPFDX2,221$504,9510.11%
137HONEYWELL INTL INC4385161062,149$500,5660.11%
138DUKE ENERGY CORP NEWDUKB4,232$499,4080.11%
139MORGAN STANLEYMS-PQ3,498$492,7460.11%
140WELLS FARGO CO NEW9497461015,980$479,1350.11%
141WASTE MGMT INC DEL94106L1092,021$462,5430.10%
142ALLSTATE CORPALL-PJ2,277$458,5760.10%
143ISHARES TR46428779610,103$456,8600.10%
144MONDELEZ INTL INC6092071056,755$455,5660.10%
145VANGUARD WHITEHALL FDS9219464063,411$454,8420.10%
146ISHARES TR4642888776,850$434,8940.10%
147CORTEVA INCCTVA5,830$434,5330.10%
148PAYCHEX INCPAYX2,971$432,2120.10%
149NATIONAL FUEL GAS CONFG5,056$428,3740.10%
150SELECT SECTOR SPDR TR81369Y5065,046$427,9780.10%
151EQT CORPEQT7,327$427,3280.09%
152SNOWFLAKE INCSNOW1,877$420,1170.09%
153VANGUARD STAR FDS9219097686,030$416,6400.09%
154VANGUARD BD INDEX FDS92203C3038,346$416,1900.09%
155TALEN ENERGY CORPTLN1,422$413,4750.09%
156XYLEM INCXYL3,145$406,9640.09%
157DUPONT DE NEMOURS INCDD5,863$402,1540.09%
158ADOBE INCADBE1,038$401,5810.09%
159ADAMS DIVERSIFIED EQUITY FD00621210418,473$401,0490.09%
160GLOBAL NET LEASE INCGNL-PE52,977$399,9790.09%
161COLGATE PALMOLIVE COCL4,290$390,0420.09%
162FLEX LTDFLEX7,731$385,9320.09%
163HUNTINGTON BANCSHARES INCHBANP22,739$381,1170.08%
164ISHARES TR4642873093,456$380,5060.08%
165MPLX LPMPLXP7,364$379,3200.08%
166BRISTOL-MYERS SQUIBB COCELG-RI7,798$361,0070.08%
167MASTERCARD INCORPORATEDMA638$358,8440.08%
168EXELON CORPEXC8,068$350,3400.08%
169PUBLIC SVC ENTERPRISE GRP IN7445731064,155$349,7730.08%
170COMMUNITY FINANCIAL SYSTEM ICBU6,122$348,1920.08%
171LOUISIANA PAC CORPLPX4,023$345,9620.08%
172CARDINAL HEALTH INCCAH2,057$345,7300.08%
173PROSHARES TR74347X7998,745$344,2910.08%
174METLIFE INCMET-PF4,243$341,2440.08%
175US BANCORP DELUSB-PS7,516$340,1000.08%
176CAMECO CORPCCJ4,498$333,8870.07%
177ACCENTURE PLC IRELANDACN1,115$333,5430.07%
178SELECT SECTOR SPDR TR81369Y8864,035$329,4980.07%
179VANGUARD INTL EQUITY INDEX F9220427182,416$324,7160.07%
180VANGUARD TAX-MANAGED FDS9219438585,626$320,7600.07%
181CONSOLIDATED EDISON INCED3,171$318,2830.07%
182PRUDENTIAL FINL INCPUKPF2,945$316,4480.07%
183ETF SER SOLUTIONS26922A2975,551$310,9990.07%
184DOW INCDOW11,630$307,9760.07%
185AFFILIATED MANAGERS GROUP INMGRE1,548$304,6000.07%
186BIOGEN INCBIIB2,419$303,8860.07%
187AIR PRODS & CHEMS INCAIIR1,026$289,5780.06%
188PHILLIPS 66PSX2,410$287,6270.06%
189QUEST DIAGNOSTICS INCDGX1,597$286,8690.06%
190MCKESSON CORPMCK388$284,8680.06%
191WSFS FINL CORP9293281025,098$280,4090.06%
192WISDOMTREE TRWT3,518$279,8120.06%
193ISHARES TR46432F3961,153$277,0890.06%
194AIM ETF PRODUCTS TRUST00888H6879,138$275,6980.06%
195UNITEDHEALTH GROUP INCUNH880$274,6330.06%
196CRANE COMPANYCR1,441$273,6310.06%
197OREILLY AUTOMOTIVE INC67103H1073,020$272,2690.06%
198CSX CORPCSX8,329$271,7860.06%
199GENERAL MLS INC3703341045,210$269,9730.06%
200ISHARES TR4642884142,572$268,7570.06%
201SELECT SECTOR SPDR TR81369Y6055,018$262,8220.06%
202ENTERPRISE PRODS PARTNERS L2937921078,398$260,4220.06%
203INVESCO DB MULTI-SECTOR COMMIVZ19,478$257,5120.06%
204KINDER MORGAN INC DELEP-PC8,686$255,3740.06%
205CAPITAL ONE FINL CORP14040H1051,194$254,1140.06%
206BECTON DICKINSON & COBDX1,464$252,1970.06%
207VANGUARD INDEX FDS9229085532,817$250,9410.06%
208ASP ISOTOPES INCASPI33,891$249,4380.06%
209NORTHWEST BANCSHARES INC MDNWBI19,455$248,6390.06%
210TIDEWATER INC NEWTDGMW5,337$246,1960.05%
211CORNING INCGLW4,662$245,2160.05%
212SEMPRASREA3,201$242,5400.05%
213UNITED PARCEL SERVICE INCUPS2,396$241,9320.05%
214IMPERIAL PETE INCY3894J18778,539$241,9000.05%
215PROSHARES TR74347X8312,900$240,7000.05%
216SELECT SECTOR SPDR TR81369Y803950$240,5690.05%
217FIRSTENERGY CORPFE5,902$237,6290.05%
218ISHARES TR46432F8422,830$236,2490.05%
219SPDR S&P MIDCAP 400 ETF TRMDY412$233,8280.05%
220S & T BANCORP INCSTBA6,125$231,6540.05%
221NOMAD FOODS LTDNOMD13,541$230,0620.05%
222ISHARES TR4642871681,726$229,3600.05%
223FIDELITY NATL INFORMATION SV31620M1062,784$226,6460.05%
224VANGUARD WHITEHALL FDS9219467942,826$226,4200.05%
225ISHARES TR4642877211,300$225,2510.05%
226MERCADOLIBRE INCMELI86$224,7720.05%
227GRAND CANYON ED INCLOPE1,156$218,4840.05%
228GOLDMAN SACHS GROUP INCGSCE306$216,6080.05%
229AMERICAN CENTY ETF TR0250722083,474$215,5900.05%
230AIM ETF PRODUCTS TRUST00888H7116,950$213,2610.05%
231PDD HOLDINGS INCPDD2,031$212,5640.05%
232VANGUARD WORLD FD9219107253,244$212,5120.05%
233VANGUARD INDEX FDS9229086521,101$212,2850.05%
234NASDAQ INCNDAQ2,368$211,7470.05%
235CAPITAL GROUP DIVIDEND VALUE14020W1065,306$209,5670.05%
236ENCOMPASS HEALTH CORPEHC1,696$207,9800.05%
237L3HARRIS TECHNOLOGIES INCLHX822$206,1920.05%
238STARBUCKS CORPSBUX2,240$205,2570.05%
239WABTEC929740108978$204,9240.05%
240AMERICAN COASTAL INS CORPACIC18,243$202,8620.05%
241BURFORD CAP LTDBUR12,560$179,1060.04%
242PATRIA INVESTMENTS LIMITEDPAX12,546$176,3970.04%
243ANNEXON INCANNX42,900$102,9600.02%
244PRECIGEN INCPGEN54,130$76,8650.02%
245NORTHERN DYNASTY MINERALS LT66510M20452,100$69,8140.02%
246ANYWHERE REAL ESTATE INC75605Y10610,764$38,9660.01%
247LINEAGE CELL THERAPEUTICS IN53566P10920,000$18,1480.00%
248MICROVISION INC DELMVIS12,729$14,5110.00%