Allegheny Financial Group LTD
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844148
Institutional-grade research for retail investors
13F Reported Value
ⓘ$741.8M
Holdings
290
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Allegheny Financial Group LTD disclosed 290 positions worth $741.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 11 new positions and exited 8 — including a new stake in $MHD and a full exit from $BYM. The portfolio is most concentrated in Other (63.4% of disclosed assets). All figures are sourced directly from Allegheny Financial Group LTD’s Form 13F-HR filing with the SEC under CIK 1844148.
AI Fund Analysis
StablePUTNAM ETF TRUST
14.3% weight
Held 7 quarters
ISHARES TR
3.0% weight
Held 9 quarters
$XOM2.9% weight
Held 9 quarters
$AAPL2.6% weight
Held 9 quarters
$NVR2.6% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
$IVZ8 quarters accumulating
$SPY8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsEnergyHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
PUTNAM ETF TRUST
—Quality
$105.9M2,281,875 shDIAMOND HILL FUNDS
—Quality
$38.3M2,992,562 shJ P MORGAN EXCHANGE TRADED F
—Quality
$34.7M697,861 shEA SERIES TRUST
—Quality
$29.9M1,202,997 shISHARES TR
—Quality
$22.5M321,068 sh- 61.8
Quality
$21.4M126,111 sh - 76.1
Quality
$19.6M77,369 sh - 62.3
Quality
$19.6M2,971 sh SCHWAB STRATEGIC TR
—Quality
$19.5M668,061 shISHARES TR
—Quality
$17.4M220,414 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PUTNAM ETF TRUST | — | $105.9M | 2,281,875 |
| DIAMOND HILL FUNDS | — | $38.3M | 2,992,562 |
| J P MORGAN EXCHANGE TRADED F | — | $34.7M | 697,861 |
| EA SERIES TRUST | — | $29.9M | 1,202,997 |
| ISHARES TR | — | $22.5M | 321,068 |
| EXXON MOBIL CORP$XOM | 61.8 | $21.4M | 126,111 |
| Apple Inc.$AAPL | 76.1 | $19.6M | 77,369 |
| NVR INC$NVR | 62.3 | $19.6M | 2,971 |
| SCHWAB STRATEGIC TR | — | $19.5M | 668,061 |
| ISHARES TR | — | $17.4M | 220,414 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Allegheny Financial Group LTD's 290 positions.
Showing top 10 of 290 holdings.
Sector Allocation
Other
$470.2M
Financials
$72.4M
Technology
$57.8M
Industrials
$38.9M
Energy
$29.6M
Healthcare
$25.6M
Materials
$11.4M
Consumer Staples
$11.2M
Full Holdings — Allegheny Financial Group LTD (Q1 2026)
All 290 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PUTNAM ETF TRUST | $105.9M | 14.3% | +15% | — |
| 2 | — | DIAMOND HILL FUNDS | $38.3M | 5.2% | +51% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $34.7M | 4.7% | +9% | — |
| 4 | — | EA SERIES TRUST | $29.9M | 4.0% | +13% | — |
| 5 | — | ISHARES TR | $22.5M | 3.0% | +1% | — |
| 6 | $XOM | EXXON MOBIL CORP | $21.4M | 2.9% | -0% | 61.8 |
| 7 | $AAPL | Apple Inc. | $19.6M | 2.6% | -1% | 76.1 |
| 8 | $NVR | NVR INC | $19.6M | 2.6% | -0% | 62.3 |
| 9 | — | SCHWAB STRATEGIC TR | $19.5M | 2.6% | +3% | — |
| 10 | — | ISHARES TR | $17.4M | 2.3% | +36% | — |
| 11 | — | MFS ACTIVE EXCHANGE TRADED F | $16.7M | 2.3% | +54% | — |
| 12 |  $ERIE | ERIE INDEMNITY CO | $16.5M | 2.2% | +0% | 74.6 |
| 13 | — | VIRTUS ETF TR II | $14.8M | 2.0% | +41% | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F | $14.6M | 2.0% | +68% | — |
| 15 | — | GMO ETF TRUST | $14.5M | 1.9% | +64% | — |
| 16 | $IVZ | Invesco Ltd. | $14.4M | 1.9% | +11% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.0M | 1.6% | +0% | 64.5 |
| 18 | — | ISHARES TR | $9.3M | 1.3% | +2% | — |
| 19 | — | FEDERATED HERMES ETF TRUST | $9.2M | 1.2% | +9% | — |
| 20 |  $MSFT | MICROSOFT CORP | $8.7M | 1.2% | +1% | 83.7 |
| 21 |  $PPG | PPG INDUSTRIES INC | $8.5M | 1.1% | +0% | 57.1 |
| 22 | — | J P MORGAN EXCHANGE TRADED F | $7.5M | 1.0% | +51% | — |
| 23 |  $LLY | ELI LILLY & Co | $7.4M | 1.0% | -0% | 89.3 |
| 24 | $SPY | SPDR S&P 500 ETF TRUST | $6.1M | 0.8% | +0% | — |
| 25 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $6.1M | 0.8% | -0% | — |
| 26 | — | INVESTMENT MANAGERS SER TR I | $5.3M | 0.7% | +165% | — |
| 27 | — | RBB FUND TRUST | $5.2M | 0.7% | +16% | — |
| 28 |  $CAT | CATERPILLAR INC | $4.5M | 0.6% | +0% | 67.8 |
| 29 |  $GOOGL | Alphabet Inc. | $4.3M | 0.6% | +0% | 80.2 |
| 30 | — | PARNASSUS INCOME FDS | $4.1M | 0.6% | +17% | — |
| 31 | — | VANGUARD SCOTTSDALE FDS | $3.8M | 0.5% | +1% | — |
| 32 |  $GOOG | Alphabet Inc. | $3.6M | 0.5% | -4% | 80.2 |
| 33 |  $MRK | Merck & Co., Inc. | $3.6M | 0.5% | +0% | 70.9 |
| 34 | — | VANGUARD INDEX FDS | $3.5M | 0.5% | +4% | — |
| 35 |  $SNPS | SYNOPSYS INC | $3.5M | 0.5% | +1% | 63.1 |
| 36 | — | ISHARES TR | $3.4M | 0.5% | +3% | — |
| 37 | — | VANGUARD INDEX FDS | $3.3M | 0.5% | +11% | — |
| 38 | — | ISHARES TR | $3.3M | 0.4% | +2% | — |
| 39 |  $AVGO | Broadcom Inc. | $3.2M | 0.4% | +1% | 86.4 |
| 40 | — | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.4% | +241% | — |
| 41 | — | VANGUARD INDEX FDS | $3.1M | 0.4% | +18% | — |
| 42 | — | VANGUARD INDEX FDS | $3.1M | 0.4% | +5% | — |
| 43 | — | ISHARES TR | $3.0M | 0.4% | +10% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.4% | +0% | 35.6 |
| 45 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.9M | 0.4% | -0% | 66.7 |
| 46 | — | ADVISORS INNER CIRCLE FD III | $2.9M | 0.4% | +110% | — |
| 47 |  $AMZN | AMAZON COM INC | $2.7M | 0.4% | -1% | 74.6 |
| 48 | — | ISHARES TR | $2.7M | 0.4% | +1% | — |
| 49 | — | ISHARES TR | $2.7M | 0.4% | +0% | — |
| 50 | — | VANGUARD SCOTTSDALE FDS | $2.7M | 0.4% | -0% | — |
| 51 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 0.3% | +1% | 72.8 |
| 52 | — | ISHARES TR | $2.5M | 0.3% | +0% | — |
| 53 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.5M | 0.3% | +0% | 70.9 |
| 54 | — | ISHARES TR | $2.4M | 0.3% | +7% | — |
| 55 | — | ISHARES TR | $2.4M | 0.3% | +2% | — |
| 56 | — | ISHARES TR | $2.3M | 0.3% | +1% | — |
| 57 |  $PM | Philip Morris International Inc. | $2.3M | 0.3% | -0% | 80.5 |
| 58 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.3% | +0% | 72.9 |
| 59 | — | ISHARES TR | $2.2M | 0.3% | +3% | — |
| 60 |  $NVDA | NVIDIA CORP | $2.2M | 0.3% | -2% | 90.2 |
| 61 | — | VANGUARD INDEX FDS | $2.1M | 0.3% | -1% | — |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.3% | +0% | 67 |
| 63 |  $UNP | UNION PACIFIC CORP | $2.0M | 0.3% | +0% | 74 |
| 64 |  $AFL | AFLAC INC | $2.0M | 0.3% | -0% | 60.3 |
| 65 |  $MPC | Marathon Petroleum Corp | $1.9M | 0.3% | -1% | 50.7 |
| 66 | — | ISHARES TR | $1.9M | 0.3% | +12% | — |
| 67 | — | ISHARES TR | $1.9M | 0.3% | +0% | — |
| 68 | — | ISHARES TR | $1.9M | 0.3% | +2% | — |
| 69 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | -2% | 59.3 |
| 70 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.2% | +1% | 71.6 |
| 71 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $1.8M | 0.2% | NEW | — |
| 72 |  $HSY | HERSHEY CO | $1.7M | 0.2% | +0% | 59.4 |
| 73 | — | VANECK ETF TRUST | $1.6M | 0.2% | -1% | — |
| 74 | — | ISHARES TR | $1.5M | 0.2% | +3% | — |
| 75 |  $NEE | NEXTERA ENERGY INC | $1.5M | 0.2% | -0% | 71.7 |
| 76 | — | FEDERATED HERMES ETF TRUST | $1.4M | 0.2% | +9% | — |
| 77 |  $CVX | CHEVRON CORP | $1.4M | 0.2% | -2% | 54.7 |
| 78 |  $T | AT&T INC. | $1.4M | 0.2% | +5% | 71.9 |
| 79 | — | ISHARES TR | $1.4M | 0.2% | -52% | — |
| 80 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.4M | 0.2% | +0% | 36.7 |
| 81 |  $DE | DEERE & CO | $1.4M | 0.2% | +0% | 57.4 |
| 82 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.2% | +1% | 74.8 |
| 83 |  $COP | CONOCOPHILLIPS | $1.3M | 0.2% | -2% | 74.8 |
| 84 |  $WMT | Walmart Inc. | $1.3M | 0.2% | -1% | 63.2 |
| 85 |  $PFE | PFIZER INC | $1.3M | 0.2% | +1% | 69 |
| 86 | — | ISHARES TR | $1.3M | 0.2% | +35% | — |
| 87 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.2M | 0.2% | -0% | 63.7 |
| 88 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.2% | +1% | 72.1 |
| 89 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.2% | +1% | 73.2 |
| 90 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.2% | +0% | — |
| 91 | — | AMERICAN CENTY ETF TR | $1.2M | 0.2% | NEW | — |
| 92 |  $SO | SOUTHERN CO | $1.2M | 0.2% | +0% | 65.1 |
| 93 | — | ISHARES TR | $1.1M | 0.1% | +93% | — |
| 94 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 95 |  $MMM | 3M CO | $1.1M | 0.1% | +1% | 60.7 |
| 96 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.1% | -4% | — |
| 97 |  $BSX | BOSTON SCIENTIFIC CORP | $1.1M | 0.1% | -0% | 79.9 |
| 98 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | +2% | 69.2 |
| 99 |  $PPL | PPL Corp | $1.0M | 0.1% | +0% | 70.3 |
| 100 |  $GEV | GE Vernova Inc. | $1.0M | 0.1% | +1% | 70.1 |
| 101 |  $CI | Cigna Group | $1.0M | 0.1% | +0% | 66.8 |
| 102 |  $TPL | Texas Pacific Land Corp | $990,632 | 0.1% | -4% | 79.1 |
| 103 | — | ISHARES TR | $986,803 | 0.1% | +0% | — |
| 104 |  $TT | Trane Technologies plc | $984,126 | 0.1% | +0% | — |
| 105 |  $NSC | NORFOLK SOUTHERN CORP | $980,869 | 0.1% | +0% | 70.8 |
| 106 |  $GLD | SPDR GOLD TRUST | $979,809 | 0.1% | +0% | — |
| 107 | — | ISHARES TR | $940,555 | 0.1% | +12% | — |
| 108 |  $TSLA | Tesla, Inc. | $927,300 | 0.1% | +3% | 50.1 |
| 109 |  $KO | COCA COLA CO | $915,327 | 0.1% | -4% | 74 |
| 110 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $901,118 | 0.1% | +1% | 76.6 |
| 111 |  $ISRG | INTUITIVE SURGICAL INC | $898,009 | 0.1% | +1% | 81.4 |
| 112 |  $META | Meta Platforms, Inc. | $879,779 | 0.1% | +1% | 80.9 |
| 113 |  $BAC | BANK OF AMERICA CORP /DE/ | $866,938 | 0.1% | -1% | 68.4 |
| 114 |  $DKS | DICK'S SPORTING GOODS, INC. | $853,019 | 0.1% | -1% | 67.9 |
| 115 | $IVZ | Invesco Ltd. | $849,587 | 0.1% | +0% | — |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $836,228 | 0.1% | +1% | 72.3 |
| 117 | — | VANGUARD SCOTTSDALE FDS | $835,087 | 0.1% | -5% | — |
| 118 | — | FIDELITY MERRIMACK STR TR | $828,075 | 0.1% | -39% | — |
| 119 |  $V | VISA INC. | $809,029 | 0.1% | +1% | 83.5 |
| 120 |  $FDX | FEDEX CORP | $787,984 | 0.1% | -12% | 60.3 |
| 121 |  $TDW | TIDEWATER INC | $779,772 | 0.1% | -1% | 64.6 |
| 122 |  $ORCL | ORACLE CORP | $757,543 | 0.1% | +1% | 67.2 |
| 123 |  $RRC | RANGE RESOURCES CORP | $746,627 | 0.1% | +0% | 82.8 |
| 124 |  $ABT | ABBOTT LABORATORIES | $741,099 | 0.1% | +1% | 67 |
| 125 |  $NFLX | NETFLIX INC | $726,413 | 0.1% | +9% | 86.7 |
| 126 |  $EMR | EMERSON ELECTRIC CO | $717,793 | 0.1% | +1% | 65.9 |
| 127 |  $PEP | PEPSICO INC | $715,302 | 0.1% | +1% | 62.7 |
| 128 |  $HWM | Howmet Aerospace Inc. | $714,730 | 0.1% | -4% | 79.1 |
| 129 | — | VANGUARD STAR FDS | $708,630 | 0.1% | +14% | — |
| 130 |  $ETN | Eaton Corp plc | $677,182 | 0.1% | +1% | — |
| 131 |  $CEG | Constellation Energy Corp | $675,735 | 0.1% | +0% | 62.5 |
| 132 |  $SONO | Sonos Inc | $672,921 | 0.1% | +0% | 34.8 |
| 133 |  $MCD | MCDONALDS CORP | $671,289 | 0.1% | -0% | 73.9 |
| 134 |  $DHR | DANAHER CORP /DE/ | $670,251 | 0.1% | +1% | 63.9 |
| 135 | — | ISHARES TR | $666,413 | 0.1% | +0% | — |
| 136 |  $GL | GLOBE LIFE INC. | $661,336 | 0.1% | +0% | 66.6 |
| 137 |  $AMGN | AMGEN INC | $646,242 | 0.1% | -1% | 79.5 |
| 138 | — | VANGUARD WORLD FD | $629,133 | 0.1% | +0% | — |
| 139 |  $SHW | SHERWIN WILLIAMS CO | $620,300 | 0.1% | +0% | 65.3 |
| 140 |  $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $610,458 | 0.1% | +0% | — |
| 141 | — | SELECT SECTOR SPDR TR | $605,595 | 0.1% | +0% | — |
| 142 |  $GLW | CORNING INC /NY | $592,889 | 0.1% | +1% | 72.7 |
| 143 |  $UNH | UNITEDHEALTH GROUP INC | $570,758 | 0.1% | +199% | 66.8 |
| 144 |  $BA | BOEING CO | $566,898 | 0.1% | +1% | 51.8 |
| 145 |  $MS | MORGAN STANLEY | $565,113 | 0.1% | +0% | — |
| 146 | — | VANGUARD WHITEHALL FDS | $562,725 | 0.1% | +0% | — |
| 147 | — | JANUS DETROIT STR TR | $557,406 | 0.1% | +0% | — |
| 148 |  $QCOM | QUALCOMM INC/DE | $554,738 | 0.1% | -3% | 81.9 |
| 149 | — | ISHARES TR | $554,355 | 0.1% | +27% | — |
| 150 |  $DUK | Duke Energy CORP | $529,641 | 0.1% | +0% | 64 |
| 151 |  $BMY | BRISTOL MYERS SQUIBB CO | $527,299 | 0.1% | +14% | 70.1 |
| 152 |  $CTVA | Corteva, Inc. | $513,241 | 0.1% | +4% | 48.4 |
| 153 | — | VANGUARD TAX-MANAGED FDS | $507,366 | 0.1% | -3% | — |
| 154 | — | VANGUARD INDEX FDS | $498,427 | 0.1% | -27% | — |
| 155 |  $CVNA | CARVANA CO. | $485,717 | 0.1% | -11% | 69.2 |
| 156 |  $NFG | NATIONAL FUEL GAS CO | $483,680 | 0.1% | +1% | 80.4 |
| 157 |  $HON | HONEYWELL INTERNATIONAL INC | $480,849 | 0.1% | +1% | 65.7 |
| 158 | — | J P MORGAN EXCHANGE TRADED F | $478,649 | 0.1% | +7% | — |
| 159 |  $ALL | ALLSTATE CORP | $477,441 | 0.1% | +1% | 76.6 |
| 160 |  $WM | WASTE MANAGEMENT INC | $469,219 | 0.1% | +1% | 70.7 |
| 161 |  $DIS | Walt Disney Co | $456,867 | 0.1% | -2% | 68.9 |
| 162 |  $GNL | Global Net Lease, Inc. | $450,753 | 0.1% | -3% | 39.5 |
| 163 | — | INVESCO EXCH TRADED FD TR II | $446,189 | 0.1% | +0% | — |
| 164 | — | SELECT SECTOR SPDR TR | $443,877 | 0.1% | +2% | — |
| 165 |  $CCZ | COMCAST CORP | $443,514 | 0.1% | +8% | 70.4 |
| 166 | — | VANGUARD INTL EQUITY INDEX F | $440,885 | 0.1% | -6% | — |
| 167 |  $CAH | CARDINAL HEALTH INC | $440,353 | 0.1% | +1% | 58.6 |
| 168 | — | CAPITAL GROUP DIVIDEND VALUE | $432,551 | 0.1% | +93% | — |
| 169 |  $WFC | WELLS FARGO & COMPANY/MN | $421,706 | 0.1% | -9% | — |
| 170 |  $MPLX | MPLX LP | $420,263 | 0.1% | +0% | 76.5 |
| 171 |  $PSX | Phillips 66 | $417,176 | 0.1% | +1% | 47.6 |
| 172 |  $DBO | Invesco DB Oil Fund | $416,678 | 0.1% | -2% | — |
| 173 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $414,220 | 0.1% | +0% | 60.3 |
| 174 | — | IMPERIAL PETE INC | $411,051 | 0.1% | +65% | — |
| 175 |  $NKE | NIKE, Inc. | $410,807 | 0.1% | -5% | 53.4 |
| 176 | — | PROSHARES TR | $409,464 | 0.1% | +64% | — |
| 177 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $404,374 | 0.1% | +0% | — |
| 178 |  $USB | US BANCORP DE | $392,822 | 0.1% | +1% | 71.4 |
| 179 | — | ISHARES TR | $390,908 | 0.1% | +0% | — |
| 180 | — | AMPLIFY ETF TR | $388,978 | 0.1% | -16% | — |
| 181 |  $EQT | EQT Corp | $388,545 | 0.1% | +0% | 83.3 |
| 182 |  $MDLZ | Mondelez International, Inc. | $385,092 | 0.1% | +0% | 53.9 |
| 183 | — | SPDR INDEX SHS FDS | $383,410 | 0.1% | -1% | — |
| 184 |  $CL | COLGATE PALMOLIVE CO | $369,819 | 0.1% | +1% | 72.4 |
| 185 |  $TLN | Talen Energy Corp | $361,049 | 0.1% | +25% | 66.5 |
| 186 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $360,647 | 0.1% | +0% | 65.8 |
| 187 |  $FLEX | FLEX LTD. | $359,506 | 0.1% | -0% | — |
| 188 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $358,975 | 0.1% | +7% | 74.6 |
| 189 |  $ED | CONSOLIDATED EDISON INC | $358,967 | 0.1% | +0% | 71.6 |
| 190 |  $MSTR | Strategy Inc | $348,080 | 0.1% | +2% | 25.4 |
| 191 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $341,830 | 0.1% | -2% | 69.4 |
| 192 |  $MCK | MCKESSON CORP | $338,360 | 0.1% | +1% | 63.7 |
| 193 |  $MELI | MERCADOLIBRE INC | $337,159 | 0.1% | +63% | 77.5 |
| 194 |  $CSX | CSX CORP | $330,721 | 0.0% | -2% | 66.4 |
| 195 |  $Q | Qnity Electronics, Inc. | $326,713 | 0.0% | -3% | — |
| 196 |  $WSFS | WSFS FINANCIAL CORP | $324,879 | 0.0% | -3% | — |
| 197 |  $AA | Alcoa Corp | $321,596 | 0.0% | -18% | 66.2 |
| 198 |  $D | DOMINION ENERGY, INC | $319,337 | 0.0% | +1% | 74.9 |
| 199 | — | ISHARES TR | $318,833 | 0.0% | -5% | — |
| 200 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $317,780 | 0.0% | +0% | 66.4 |
| 201 | — | ETF SER SOLUTIONS | $315,349 | 0.0% | +0% | — |
| 202 |  $DGX | QUEST DIAGNOSTICS INC | $312,980 | 0.0% | +0% | 69.1 |
| 203 |  $STX | Seagate Technology Holdings plc | $312,265 | 0.0% | +0% | — |
| 204 |  $SRE | SEMPRA | $311,709 | 0.0% | +0% | 47.6 |
| 205 |  $PFH | PRUDENTIAL FINANCIAL INC | $310,600 | 0.0% | +1% | 58.6 |
| 206 | — | FIDELITY COVINGTON TRUST | $307,783 | 0.0% | NEW | — |
| 207 |  $MU | MICRON TECHNOLOGY INC | $306,927 | 0.0% | +2% | 88.4 |
| 208 | — | ISHARES TR | $306,324 | 0.0% | -3% | — |
| 209 | — | ISHARES TR | $303,878 | 0.0% | -86% | — |
| 210 |  $FE | FIRSTENERGY CORP | $302,961 | 0.0% | +0% | 61.6 |
| 211 |  $IAU | ISHARES GOLD TRUST | $301,540 | 0.0% | +0% | — |
| 212 |  $EXC | EXELON CORP | $299,375 | 0.0% | +0% | 63.9 |
| 213 |  $WT | WisdomTree, Inc. | $298,045 | 0.0% | -3% | 62.9 |
| 214 |  $APD | Air Products & Chemicals, Inc. | $295,925 | 0.0% | +0% | 41.2 |
| 215 |  $MOG-A | MOOG INC. | $294,905 | 0.0% | +0% | 66.2 |
| 216 | — | ISHARES TR | $294,244 | 0.0% | +6% | — |
| 217 |  $ADP | AUTOMATIC DATA PROCESSING INC | $293,823 | 0.0% | -0% | 77.9 |
| 218 |  $LPX | LOUISIANA-PACIFIC CORP | $293,130 | 0.0% | +0% | 50.7 |
| 219 | $MOG-A | MOOG INC. | $292,640 | 0.0% | +0% | 66.2 |
| 220 |  $MET | METLIFE INC | $292,210 | 0.0% | -10% | 73.9 |
| 221 | — | VANGUARD WHITEHALL FDS | $290,267 | 0.0% | +1% | — |
| 222 |  $INTC | INTEL CORP | $287,413 | 0.0% | -6% | 41.5 |
| 223 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $285,451 | 0.0% | +1% | 66.5 |
| 224 |  $BP | BP PLC | $284,432 | 0.0% | -7% | — |
| 225 | — | ISHARES TR | $283,955 | 0.0% | +4% | — |
| 226 |  $DD | DuPont de Nemours, Inc. | $280,848 | 0.0% | +4% | 31.1 |
| 227 |  $VAL | Valaris Ltd | $278,924 | 0.0% | -54% | — |
| 228 |  $ORLY | O REILLY AUTOMOTIVE INC | $277,392 | 0.0% | +0% | 72.7 |
| 229 |  $DOV | DOVER Corp | $276,909 | 0.0% | +3% | 63.1 |
| 230 |  $PAYX | PAYCHEX INC | $275,723 | 0.0% | +1% | 75.1 |
| 231 | $IVZ | Invesco Ltd. | $273,552 | 0.0% | +17% | — |
| 232 |  $GS | GOLDMAN SACHS GROUP INC | $272,712 | 0.0% | +5% | — |
| 233 | — | SELECT SECTOR SPDR TR | $268,783 | 0.0% | +1% | — |
| 234 |  $MA | Mastercard Inc | $267,235 | 0.0% | -17% | 81.7 |
| 235 |  $KMI | KINDER MORGAN, INC. | $267,204 | 0.0% | -7% | 74.6 |
| 236 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $266,690 | 0.0% | +0% | — |
| 237 |  $BIIB | BIOGEN INC. | $265,951 | 0.0% | +1% | 65.6 |
| 238 |  $DOW | DOW INC. | $264,166 | 0.0% | -45% | 38 |
| 239 | — | ISHARES TR | $263,652 | 0.0% | +0% | — |
| 240 | — | DIREXION SHARES ETF TRUST | $263,334 | 0.0% | +0% | — |
| 241 |  $LRCX | LAM RESEARCH CORP | $262,036 | 0.0% | +1% | 82.4 |
| 242 | — | AIM ETF PRODUCTS TRUST | $259,279 | 0.0% | +0% | — |
| 243 | — | ISHARES INC | $259,135 | 0.0% | +1% | — |
| 244 |  $STBA | S&T BANCORP INC | $257,582 | 0.0% | +0% | — |
| 245 | — | ISHARES U S ETF TR | $257,064 | 0.0% | NEW | — |
| 246 |  $ADBE | ADOBE INC. | $255,234 | 0.0% | +2% | 80.4 |
| 247 |  $NWBI | Northwest Bancshares, Inc. | $254,822 | 0.0% | +0% | — |
| 248 | — | VANGUARD INDEX FDS | $254,791 | 0.0% | +1% | — |
| 249 |  $CR | Crane Co | $246,411 | 0.0% | +0% | 64.8 |
| 250 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $246,287 | 0.0% | +1% | 70.8 |
| 251 |  $PDD | PDD Holdings Inc. | $244,721 | 0.0% | -1% | — |
| 252 |  $INSM | INSMED Inc | $241,846 | 0.0% | -0% | 29.4 |
| 253 |  $CSL | CARLISLE COMPANIES INC | $241,301 | 0.0% | -0% | 65 |
| 254 | — | ISHARES TR | $237,782 | 0.0% | +0% | — |
| 255 |  $ANNX | Annexon, Inc. | $237,666 | 0.0% | +0% | — |
| 256 |  $BDX | BECTON DICKINSON & CO | $235,175 | 0.0% | +2% | 50.7 |
| 257 |  $ACN | Accenture plc | $232,668 | 0.0% | +29% | — |
| 258 | — | CAPITAL GROUP INTERNATIONAL | $232,598 | 0.0% | NEW | — |
| 259 | — | VANGUARD WORLD FD | $231,437 | 0.0% | -2% | — |
| 260 |  $UPS | UNITED PARCEL SERVICE INC | $228,496 | 0.0% | +1% | 58.2 |
| 261 |  $TRV | TRAVELERS COMPANIES, INC. | $225,452 | 0.0% | +4% | 71.5 |
| 262 | — | AIM ETF PRODUCTS TRUST | $223,469 | 0.0% | +0% | — |
| 263 |  $DTB | DTE ENERGY CO | $221,695 | 0.0% | NEW | — |
| 264 | $IVZ | Invesco Ltd. | $221,175 | 0.0% | +0% | — |
| 265 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $220,702 | 0.0% | -0% | 61.4 |
| 266 |  $AMD | ADVANCED MICRO DEVICES INC | $219,406 | 0.0% | -0% | 78.8 |
| 267 | — | SPDR SERIES TRUST | $216,020 | 0.0% | +0% | — |
| 268 | — | ISHARES INC | $207,808 | 0.0% | +0% | — |
| 269 |  $COF | CAPITAL ONE FINANCIAL CORP | $205,113 | 0.0% | +3% | 71 |
| 270 |  $TDY | TELEDYNE TECHNOLOGIES INC | $204,493 | 0.0% | NEW | 70.2 |
| 271 | — | ISHARES TR | $203,883 | 0.0% | +0% | — |
| 272 | — | ISHARES TR | $201,852 | 0.0% | -97% | — |
| 273 |  $NDAQ | NASDAQ, INC. | $200,510 | 0.0% | -0% | 78.5 |
| 274 | — | ISHARES TR | $200,225 | 0.0% | -3% | — |
| 275 |  $VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | $195,408 | 0.0% | NEW | — |
| 276 |  $ASPI | ASP Isotopes Inc. | $179,669 | 0.0% | +18% | 25.6 |
| 277 |  $FLYW | Flywire Corp | $169,385 | 0.0% | -1% | 56.2 |
| 278 |  $PAX | Patria Investments Ltd | $154,400 | 0.0% | -1% | — |
| 279 |  $TDUP | ThredUp Inc. | $154,117 | 0.0% | NEW | 31.2 |
| 280 |  $NOMD | Nomad Foods Ltd | $151,108 | 0.0% | +0% | — |
| 281 |  $INN | Summit Hotel Properties, Inc. | $139,336 | 0.0% | -4% | 38.9 |
| 282 |  $F | FORD MOTOR CO | $123,113 | 0.0% | +3% | 58.5 |
| 283 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $72,940 | 0.0% | +0% | — |
| 284 |  $NMAX | Newsmax Inc. | $69,254 | 0.0% | NEW | 33.1 |
| 285 |  $BUR | Burford Capital Ltd | $66,986 | 0.0% | +0% | — |
| 286 |  $PGEN | PRECIGEN, INC. | $66,042 | 0.0% | +0% | 38.6 |
| 287 |  $ANGX | Angel Studios, Inc. | $56,208 | 0.0% | NEW | 26 |
| 288 |  $TSHA | Taysha Gene Therapies, Inc. | $53,640 | 0.0% | -54% | 4.1 |
| 289 |  $LCTX | Lineage Cell Therapeutics, Inc. | $31,600 | 0.0% | +0% | 6.9 |
| 290 |  $MVIS | MICROVISION, INC. | $8,015 | 0.0% | -2% | 4.9 |
New Positions (11)
$MHD BLACKROCK MUNIHOLDINGS FUND, INC.$1.8M AMERICAN CENTY ETF TR$1.2M
FIDELITY COVINGTON TRUST$307,783
ISHARES U S ETF TR$257,064
CAPITAL GROUP INTERNATIONAL$232,598
$DTB DTE ENERGY CO$221,695$TDY TELEDYNE TECHNOLOGIES INC$204,493$VLRS Controladora Vuela Compania de Aviacion, S.A.B. de C.V.$195,408$TDUP ThredUp Inc.$154,117$NMAX Newsmax Inc.$69,254$ANGX Angel Studios, Inc.$56,208
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