Portfolio (Quarterly)
Guide ↗
Allegheny Financial Group
· CIK 0001844148| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 2,127 | $481K | 0.07% | SOLD |
| 2 | NKE | NIKE INC | Consumer Cyclical | 7,777 | $411K | 0.06% | SOLD |
| 3 | AA | ALCOA CORP | Basic Materials | 4,848 | $322K | 0.04% | SOLD |
| 4 | DD | DUPONT DE NEMOURS INC | Basic Materials | 6,132 | $281K | 0.04% | SOLD |
| 5 | DOW | DOW HLDGS INC | Basic Materials | 6,342 | $264K | 0.04% | SOLD |
| 6 | SEPW | AIM ETF PRODUCTS TRUST | — | 8,208 | $259K | 0.04% | SOLD |
| 7 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 2,395 | $245K | 0.03% | SOLD |
| 8 | INSM | INSMED INC | Healthcare | 1,479 | $242K | 0.03% | SOLD |
| 9 | ACN | ACCENTURE PLC IRELAND | Technology | 1,173 | $233K | 0.03% | SOLD |
| 10 | NDAQ | NASDAQ INC | Financial Services | 2,362 | $201K | 0.03% | SOLD |
| 11 | ASPI | ASP ISOTOPES INC | Basic Materials | 40,649 | $180K | 0.02% | SOLD |
| 12 | TDUP | THREDUP INC | Consumer Cyclical | 46,987 | $154K | 0.02% | SOLD |
| 13 | PGEN | PRECIGEN INC | Healthcare | 17,065 | $66K | 0.01% | SOLD |
| 14 | TSHA | TAYSHA GENE THERAPIES INC | Healthcare | 12,000 | $54K | 0.01% | SOLD |
Sector Allocation
Technology
21.0%
Financial Services
19.6%
Healthcare
11.2%
Consumer Cyclical
10.5%
Energy
9.4%
Industrials
8.2%
Basic Materials
6.5%
Communication Services
5.6%
Consumer Defensive
4.8%
Utilities
3.1%