0001172661-23-001857.txt : 20230505
0001172661-23-001857.hdr.sgml : 20230505
20230505145821
ACCESSION NUMBER: 0001172661-23-001857
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230505
DATE AS OF CHANGE: 20230505
EFFECTIVENESS DATE: 20230505
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: 23893256
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
03-31-2023
03-31-2023
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
05-05-2023
0
164
247575248
INFORMATION TABLE
2
infotable.xml
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COM
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ABBOTT LABS
COM
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BOSTON SCIENTIFIC CORP
COM
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SOLE
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AT&T INC
COM
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SOLE
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ALTRIA GROUP INC
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SOLE
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AMAZON COM INC
COM
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SH
SOLE
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BOEING CO
COM
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SH
SOLE
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COM
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SOLE
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ABBVIE INC
COM
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0
ALLSTATE CORP
COM
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SOLE
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COM
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COM
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COM
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*W EXP 03/07/202
M0740A116
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COM
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SOLE
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0
BECTON DICKINSON & CO
COM
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CL B NEW
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CL A
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COM
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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SOLE
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AMGEN INC
COM
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7246
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0
HONEYWELL INTL INC
COM
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SH
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0
CISCO SYS INC
COM
17275R102
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SH
SOLE
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0
HORIZON THERAPEUTICS PUB L
SHS
G46188101
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CATERPILLAR INC
COM
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SH
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DOW INC
COM
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SH
SOLE
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0
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
4938105
107350
SH
SOLE
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0
CORTEVA INC
COM
22052L104
239223
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SH
SOLE
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GLOBE LIFE INC
COM
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SH
SOLE
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0
DUKE ENERGY CORP NEW
COM NEW
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3005
SH
SOLE
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DANAHER CORPORATION
COM
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307891
1222
SH
SOLE
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0
FIRST COMWLTH FINL CORP PA
COM
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SH
SOLE
46234
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0
DUPONT DE NEMOURS INC
COM
26614N102
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SH
SOLE
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0
0
EXELON CORP
COM
30161N101
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SH
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0
GLOBAL NET LEASE INC
COM NEW
379378201
742806
57761
SH
SOLE
57761
0
0
CROWN CASTLE INC
COM
22822V101
203972
1524
SH
SOLE
1524
0
0
ERIE INDTY CO
CL A
29530P102
17124564
73921
SH
SOLE
73921
0
0
CONSOLIDATED EDISON INC
COM
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SOLE
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0
COSTCO WHSL CORP NEW
COM
22160K105
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SH
SOLE
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EXXON MOBIL CORP
COM
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ETF MANAGERS TR
ETHO CLIMATE LEA
26924G888
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SOLE
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DISNEY WALT CO
COM
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SOLE
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DICKS SPORTING GOODS INC
COM
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SOLE
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COCA COLA CO
COM
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SH
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EATON CORP PLC
SHS
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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SH
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LILLY ELI & CO
COM
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SH
SOLE
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CONSTELLATION ENERGY CORP
COM
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SH
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DTE ENERGY CO
COM
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CHEVRON CORP NEW
COM
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SOLE
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COM NEW
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SOLE
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DEERE & CO
COM
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HERSHEY CO
COM
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COM
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GENERAL MLS INC
COM
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HUNTINGTON BANCSHARES INC
COM
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COM
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COM NEW
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S&P500 EQL WGT
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COM
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COM
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COM
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U.S. REAL ES ETF
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COM
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S&P 100 EQL WIGH
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COM NEW
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CORE S&P MCP ETF
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RUSSELL 2000 ETF
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EAFE VALUE ETF
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CORE DIV GRWTH
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JOHNSON & JOHNSON
COM
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LOWES COS INC
COM
548661107
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SOLE
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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SOLE
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SUMMIT HOTEL PPTYS INC
COM
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SPDR GOLD TR
GOLD SHS
78463V107
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SH
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COM
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PEPSICO INC
COM
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PPG INDS INC
COM
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ENERGY
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SPDR S&P 500 ETF TR
TR UNIT
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QUINSTREET INC
COM
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RH
COM
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COM
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COM
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COM
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COM
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COM
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PFIZER INC
COM
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STARBUCKS CORP
COM
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COM
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NVR INC
COM
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PRUDENTIAL FINL INC
COM
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PPL CORP
COM
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COM
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COM
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COM
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QUALCOMM INC
COM
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PHILLIPS 66
COM
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MONDELEZ INTL INC
CL A
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0
0
PIMCO ETF TR
1-5 US TIP IDX
72201R205
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SH
SOLE
29901
0
0
TEXTRON INC
COM
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SOLE
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0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
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SOLE
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0
0
US BANCORP DEL
COM NEW
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SOLE
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0
0
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
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21350
SH
SOLE
21350
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
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SH
SOLE
2000
0
0
VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
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0
ZIMMER BIOMET HOLDINGS INC
COM
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0
TEXAS PACIFIC LAND CORPORATI
COM
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SH
SOLE
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0
0
WSFS FINL CORP
COM
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SH
SOLE
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0
0
VANGUARD INDEX FDS
MID CAP ETF
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SH
SOLE
2809
0
0
WISDOMTREE TR
US TOTAL DIVIDND
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3407
SH
SOLE
3407
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0
VERIZON COMMUNICATIONS INC
COM
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SH
SOLE
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0
0
TRANE TECHNOLOGIES PLC
SHS
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SH
SOLE
3194
0
0
WELLS FARGO CO NEW
COM
949746101
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SH
SOLE
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0
0
TESLA INC
COM
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SOLE
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0
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VG TL INTL STK F
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VNG RUS2000GRW
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UNION PAC CORP
COM
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FTSE SMCAP ETF
922042718
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SH
SOLE
2699
0
0
THE NECESSITY RETAIL REIT IN
COM CLASS A
02607T109
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SH
SOLE
14324
0
0
VISA INC
COM CL A
92826C839
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SH
SOLE
2307
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
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SOLE
623
0
0
VIRNETX HLDG CORP
COM
92823T108
22945
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SH
SOLE
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0
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VNG RUS2000VAL
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VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD INDEX FDS
GROWTH ETF
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UNITEDHEALTH GROUP INC
COM
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TOTAL STK MKT
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