Portfolio (Quarterly)
Guide ↗
Allegheny Financial Group
· CIK 0001844148| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK MUN INCOME QUALITY | — | 167,994 | $1.8M | 0.27% | SOLD |
| 2 | XYL | XYLEM INC | Industrials | 3,145 | $428K | 0.06% | SOLD |
| 3 | VUSB | VANGUARD BD INDEX FDS | — | 8,346 | $416K | 0.06% | SOLD |
| 4 | IHS | IHS HOLDING LIMITED | Communication Services | 39,381 | $294K | 0.04% | SOLD |
| 5 | — | AMERICAN COASTAL INS CORP | — | 19,166 | $242K | 0.04% | SOLD |
| 6 | GIS | GENERAL MLS INC | Consumer Defensive | 4,904 | $228K | 0.03% | SOLD |
| 7 | ICUI | ICU MED INC | Healthcare | 1,500 | $214K | 0.03% | SOLD |
| 8 | APG | API GROUP CORP | Industrials | 5,533 | $212K | 0.03% | SOLD |
| 9 | DECW | AIM ETF PRODUCTS TRUST | — | 5,894 | $200K | 0.03% | SOLD |
Sector Allocation
Financial Services
20.9%
Technology
18.5%
Energy
12.4%
Consumer Cyclical
11.1%
Healthcare
10.8%
Industrials
7.5%
Communication Services
5.4%
Consumer Defensive
5.2%
Basic Materials
4.5%
Utilities
3.3%