0001172661-23-000515.txt : 20230208
0001172661-23-000515.hdr.sgml : 20230208
20230208083700
ACCESSION NUMBER: 0001172661-23-000515
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230208
DATE AS OF CHANGE: 20230208
EFFECTIVENESS DATE: 20230208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Allegheny Financial Group LTD
CENTRAL INDEX KEY: 0001844148
IRS NUMBER: 251307896
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20665
FILM NUMBER: 23597205
BUSINESS ADDRESS:
STREET 1: 811 CAMP HORNE ROAD SUITE 100
CITY: PITTSBURGH
STATE: PA
ZIP: 15237
BUSINESS PHONE: 4123673880
MAIL ADDRESS:
STREET 1: 811 CAMP HORNE ROAD SUITE 100
CITY: PITTSBURGH
STATE: PA
ZIP: 15237
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001844148
XXXXXXXX
12-31-2022
12-31-2022
false
Allegheny Financial Group LTD
811 Camp Horne Road Suite 100
Pittsburgh
PA
15237
13F HOLDINGS REPORT
028-20665
000104690
801-12566
N
Stephen T Hawbaker
Chief Compliance Officer
412-367-3880
/s/ Stephen T Hawbaker
Pittsburgh
PA
02-08-2023
0
169
239220846
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
714084
8501
SH
SOLE
8501
0
0
AFLAC INC
COM
001055102
1513699
21041
SH
SOLE
21041
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
214968
2315
SH
SOLE
2315
0
0
ALCOA CORP
COM
013872106
721720
15872
SH
SOLE
15872
0
0
22ND CENTY GROUP INC
COM
90137F103
19878
21595
SH
SOLE
21595
0
0
APPLE INC
COM
037833100
8842131
68053
SH
SOLE
68053
0
0
AMGEN INC
COM
031162100
218657
833
SH
SOLE
833
0
0
ALPHABET INC
CAP STK CL C
02079K107
1221537
13767
SH
SOLE
13767
0
0
ABBVIE INC
COM
00287Y109
1266050
7834
SH
SOLE
7834
0
0
3M CO
COM
88579Y101
583096
4862
SH
SOLE
4862
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
246064
922
SH
SOLE
922
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0
ABBOTT LABS
COM
002824100
634263
5777
SH
SOLE
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0
0
ALPHA TAU MEDICAL LTD
*W EXP 03/07/202
M0740A116
3752
15000
SH
SOLE
15000
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0
ALPHABET INC
CAP STK CL A
02079K305
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10432
SH
SOLE
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ALLSTATE CORP
COM
020002101
464001
3422
SH
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
338213
1005
SH
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ANSYS INC
COM
03662Q105
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57355
SH
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AMERICAN EXPRESS CO
COM
025816109
665337
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SH
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ALTRIA GROUP INC
COM
02209S103
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LILLY ELI & CO
COM
532457108
1097536
3000
SH
SOLE
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0
AUTOMATIC DATA PROCESSING IN
COM
053015103
369834
1548
SH
SOLE
1548
0
0
CONSTELLATION ENERGY CORP
COM
21037T109
363688
4219
SH
SOLE
4219
0
0
EXXON MOBIL CORP
COM
30231G102
12617440
114392
SH
SOLE
114392
0
0
ETF MANAGERS TR
ETHO CLIMATE LEA
26924G888
386577
7829
SH
SOLE
7829
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0
CONOCOPHILLIPS
COM
20825C104
901086
7636
SH
SOLE
7636
0
0
BECTON DICKINSON & CO
COM
075887109
349355
1374
SH
SOLE
1374
0
0
BLACKROCK MUN INCOME QUALITY
COM
092479104
1130946
99643
SH
SOLE
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0
0
BANK NEW YORK MELLON CORP
COM
064058100
461708
10143
SH
SOLE
10143
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1338027
18597
SH
SOLE
18597
0
0
COCA COLA CO
COM
191216100
806498
12679
SH
SOLE
12679
0
0
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
4591958
101998
SH
SOLE
101998
0
0
CATERPILLAR INC
COM
149123101
621331
2594
SH
SOLE
2594
0
0
COMCAST CORP NEW
CL A
20030N101
968185
27686
SH
SOLE
27686
0
0
EATON CORP PLC
SHS
G29183103
544016
3466
SH
SOLE
3466
0
0
BOEING CO
COM
097023105
497271
2610
SH
SOLE
2610
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
306950
2980
SH
SOLE
2980
0
0
DANAHER CORPORATION
COM
235851102
324219
1222
SH
SOLE
1222
0
0
FIRST COMWLTH FINL CORP PA
COM
319829107
643802
46085
SH
SOLE
46085
0
0
CISCO SYS INC
COM
17275R102
598321
12559
SH
SOLE
12559
0
0
CONSOLIDATED EDISON INC
COM
209115104
241841
2537
SH
SOLE
2537
0
0
AT&T INC
COM
00206R102
749390
40706
SH
SOLE
40706
0
0
DEERE & CO
COM
244199105
462891
1080
SH
SOLE
1080
0
0
DISNEY WALT CO
COM
254687106
359301
4136
SH
SOLE
4136
0
0
BP PLC
SPONSORED ADR
055622104
412160
11800
SH
SOLE
11800
0
0
EXELON CORP
COM
30161N101
454053
10503
SH
SOLE
10503
0
0
DUPONT DE NEMOURS INC
COM
26614N102
271925
3962
SH
SOLE
3962
0
0
COSTCO WHSL CORP NEW
COM
22160K105
896698
1964
SH
SOLE
1964
0
0
CROWN CASTLE INC
COM
22822V101
206715
1524
SH
SOLE
1524
0
0
BANK AMERICA CORP
COM
060505104
677515
20456
SH
SOLE
20456
0
0
ELEVANCE HEALTH INC
COM
036752103
284185
554
SH
SOLE
554
0
0
BROADCOM INC
COM
11135F101
260837
467
SH
SOLE
467
0
0
DOW INC
COM
260557103
214156
4250
SH
SOLE
4250
0
0
CORTEVA INC
COM
22052L104
245409
4175
SH
SOLE
4175
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0
BLACKROCK MUNICIPAL INCOME
COM
09253X102
732121
64618
SH
SOLE
64618
0
0
CVS HEALTH CORP
COM
126650100
220228
2363
SH
SOLE
2363
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4152168
13442
SH
SOLE
13442
0
0
DICKS SPORTING GOODS INC
COM
253393102
711567
5915
SH
SOLE
5915
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1874844
4
SH
SOLE
4
0
0
ERIE INDTY CO
CL A
29530P102
18396964
73967
SH
SOLE
73967
0
0
DTE ENERGY CO
COM
233331107
228915
1948
SH
SOLE
1948
0
0
CHEVRON CORP NEW
COM
166764100
1374141
7656
SH
SOLE
7656
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
799453
17278
SH
SOLE
17278
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
307426
21803
SH
SOLE
21803
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
919909
6066
SH
SOLE
6066
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
452670
5404
SH
SOLE
5404
0
0
INTEL CORP
COM
458140100
272513
10311
SH
SOLE
10311
0
0
ISHARES TR
EAFE VALUE ETF
464288877
260901
5687
SH
SOLE
5687
0
0
GLOBE LIFE INC
COM
37959E102
325485
2700
SH
SOLE
2700
0
0
FORTUNE BRANDS INNOVATIONS I
COM
34964C106
302971
5305
SH
SOLE
5305
0
0
HOME DEPOT INC
COM
437076102
998377
3161
SH
SOLE
3161
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1662942
11803
SH
SOLE
11803
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
649577
2448
SH
SOLE
2448
0
0
ISHARES TR
MRGSTR MD CP GRW
464288307
677588
12576
SH
SOLE
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ISHARES TR
S&P MC 400GR ETF
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1126671
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SH
SOLE
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ISHARES TR
CORE S&P SCP ETF
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441838
4669
SH
SOLE
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0
0
ISHARES TR
RUS 1000 ETF
464287622
820186
3896
SH
SOLE
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0
0
ISHARES TR
CORE S&P500 ETF
464287200
744103
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SH
SOLE
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0
0
ISHARES TR
RUS MDCP VAL ETF
464287473
423477
4020
SH
SOLE
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0
0
HORIZON THERAPEUTICS PUB L
SHS
G46188101
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18316
SH
SOLE
18316
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
337759
1937
SH
SOLE
1937
0
0
GENERAL MLS INC
COM
370334104
539179
6430
SH
SOLE
6430
0
0
GLOBAL NET LEASE INC
COM NEW
379378201
738626
58761
SH
SOLE
58761
0
0
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
46137V449
506080
6760
SH
SOLE
6760
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
302448
4626
SH
SOLE
4626
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1144832
4733
SH
SOLE
4733
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
2088225
20027
SH
SOLE
20027
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
599784
4246
SH
SOLE
4246
0
0
HERSHEY CO
COM
427866108
1057907
4568
SH
SOLE
4568
0
0
ISHARES TR
CORE INTL AGGR
46435G672
3008761
63276
SH
SOLE
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0
HONEYWELL INTL INC
COM
438516106
1015972
4741
SH
SOLE
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0
0
ISHARES TR
U.S. ENERGY ETF
464287796
557364
11989
SH
SOLE
11989
0
0
ISHARES TR
EAFE SML CP ETF
464288273
606096
10731
SH
SOLE
10731
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
201616
2690
SH
SOLE
2690
0
0
NORFOLK SOUTHN CORP
COM
655844108
950039
3855
SH
SOLE
3855
0
0
MARATHON PETE CORP
COM
56585A102
869198
7468
SH
SOLE
7468
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
761837
3556
SH
SOLE
3556
0
0
LINEAGE CELL THERAPEUTICS IN
COM
53566P109
23400
20000
SH
SOLE
20000
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
11703520
234070
SH
SOLE
234070
0
0
NVR INC
COM
62944T105
14887369
3228
SH
SOLE
3228
0
0
LISTED FD TR
HORIZON KINETICS
53656F623
6613812
210096
SH
SOLE
210096
0
0
LOUISIANA PAC CORP
COM
546347105
235396
3976
SH
SOLE
3976
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
2977819
36686
SH
SOLE
36686
0
0
JPMORGAN CHASE & CO
COM
46625H100
1072599
7999
SH
SOLE
7999
0
0
JOHNSON & JOHNSON
COM
478160104
2333478
13210
SH
SOLE
13210
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
569336
2654
SH
SOLE
2654
0
0
LOWES COS INC
COM
548661107
267639
1343
SH
SOLE
1343
0
0
NORTHWEST BANCSHARES INC MD
COM
667340103
221638
15854
SH
SOLE
15854
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
3257315
38690
SH
SOLE
38690
0
0
NEXTERA ENERGY INC
COM
65339F101
543771
6504
SH
SOLE
6504
0
0
MICROVISION INC DEL
COM NEW
594960304
27869
11859
SH
SOLE
11859
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
537457
6429
SH
SOLE
6429
0
0
MCDONALDS CORP
COM
580135101
410047
1556
SH
SOLE
1556
0
0
ORCHARD THERAPEUTICS PLC
SPON ADS
68570P101
10666
28750
SH
SOLE
28750
0
0
NEUBERGER BERMAN REAL ESTATE
COM
64190A103
31300
10000
SH
SOLE
10000
0
0
MONDELEZ INTL INC
CL A
609207105
370955
5566
SH
SOLE
5566
0
0
IVERIC BIO INC
COM
46583P102
224805
10500
SH
SOLE
10500
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
1010893
10029
SH
SOLE
10029
0
0
ORACLE CORP
COM
68389X105
366796
4487
SH
SOLE
4487
0
0
MERCK & CO INC
COM
58933Y105
3262178
29402
SH
SOLE
29402
0
0
MICROSOFT CORP
COM
594918104
4296628
17916
SH
SOLE
17916
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
254414
2909
SH
SOLE
2909
0
0
SOUTHERN CO
COM
842587107
623748
8735
SH
SOLE
8735
0
0
QUALCOMM INC
COM
747525103
540517
4916
SH
SOLE
4916
0
0
PHILIP MORRIS INTL INC
COM
718172109
1088285
10753
SH
SOLE
10753
0
0
PAYCHEX INC
COM
704326107
235902
2041
SH
SOLE
2041
0
0
TEXTRON INC
COM
883203101
281015
3969
SH
SOLE
3969
0
0
TESLA INC
COM
88160R101
516863
4196
SH
SOLE
4196
0
0
PIMCO ETF TR
1-5 US TIP IDX
72201R205
7949477
159404
SH
SOLE
159404
0
0
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
994326
424
SH
SOLE
424
0
0
THE NECESSITY RETAIL REIT IN
COM CLASS A
02607T109
84941
14324
SH
SOLE
14324
0
0
PPL CORP
COM
69351T106
312240
10686
SH
SOLE
10686
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
536879
3194
SH
SOLE
3194
0
0
QUINSTREET INC
COM
74874Q100
1978004
137840
SH
SOLE
137840
0
0
RH
COM
74967X103
5115085
19144
SH
SOLE
19144
0
0
S & T BANCORP INC
COM
783859101
208849
6110
SH
SOLE
6110
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
92206C623
2295470
14742
SH
SOLE
14742
0
0
STARBUCKS CORP
COM
855244109
207582
2093
SH
SOLE
2093
0
0
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
616934
21526
SH
SOLE
21526
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
342862
623
SH
SOLE
623
0
0
PEPSICO INC
COM
713448108
834310
4618
SH
SOLE
4618
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
282765
2750
SH
SOLE
2750
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2482360
6491
SH
SOLE
6491
0
0
SUMMIT HOTEL PPTYS INC
COM
866082100
2197232
304326
SH
SOLE
304326
0
0
PFIZER INC
COM
717081103
1615639
31531
SH
SOLE
31531
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
890850
4180
SH
SOLE
4180
0
0
UNION PAC CORP
COM
907818108
2242429
10829
SH
SOLE
10829
0
0
US BANCORP DEL
COM NEW
902973304
327318
7506
SH
SOLE
7506
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1386684
8780
SH
SOLE
8780
0
0
PRUDENTIAL FINL INC
COM
744320102
274042
2755
SH
SOLE
2755
0
0
PHILLIPS 66
COM
718546104
254404
2444
SH
SOLE
2444
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6247771
112451
SH
SOLE
112451
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
507206
957
SH
SOLE
957
0
0
PROCTER AND GAMBLE CO
COM
742718109
2101237
13864
SH
SOLE
13864
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
456171
3250
SH
SOLE
3250
0
0
RANGE RES CORP
COM
75281A109
244096
9756
SH
SOLE
9756
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
554321
2720
SH
SOLE
2720
0
0
PPG INDS INC
COM
693506107
7682360
61097
SH
SOLE
61097
0
0
SPDR GOLD TR
GOLD SHS
78463V107
202041
1191
SH
SOLE
1191
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
92206C649
333259
2737
SH
SOLE
2737
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1075885
27307
SH
SOLE
27307
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
461610
8925
SH
SOLE
8925
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
872951
4756
SH
SOLE
4756
0
0
VIRNETX HLDG CORP
COM
92823T108
22770
17515
SH
SOLE
17515
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
279807
2195
SH
SOLE
2195
0
0
WSFS FINL CORP
COM
929328102
247497
5459
SH
SOLE
5459
0
0
WELLS FARGO CO NEW
COM
949746101
233723
5661
SH
SOLE
5661
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
577560
2000
SH
SOLE
2000
0
0
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
205380
3386
SH
SOLE
3386
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
610761
5644
SH
SOLE
5644
0
0