StockDriftsStockDriftsTop 50 Allegheny Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 14.27% | 2.28M | $105.9M | +15.12%(+299.73K) | $41.28(+19.73%) | 2026-03-31 | |
| DHLX | DIAMOND HILL FUNDS | 5.16% | 2.99M | $38.3M | +51.37%(+1.02M) | $13.12(+1.98%) | 2026-03-31 | |
| JFLX | J P MORGAN EXCHANGE TRADED F | 4.67% | 697.9K | $34.7M | +9.24%(+59.02K) | $50.19(-0.50%) | 2026-03-31 | |
| CDIG | EA SERIES TRUST | 4.03% | 1.20M | $29.9M | +12.71%(+135.62K) | $24.91(+6.63%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.04% | 321.1K | $22.5M | +1.47%(+4.64K) | $48.63(+50.85%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.88% | 126.1K | $21.4M | -0.39%(-488) | $52.30(+196.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.65% | 77.4K | $19.6M | -1.25%(-977) | $154.03(+84.50%) | 2026-03-31 | |
| NVR | NVR INC | 2.64% | 3.0K | $19.6M | -0.44%(-13) | $5152.32(+16.54%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.62% | 668.1K | $19.5M | +2.98%(+19.31K) | $18.42(+80.38%) | 2026-03-31 | |
| IMCG | ISHARES TR | 2.34% | 220.4K | $17.4M | +36.25%(+58.64K) | $73.51(+21.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.76% | +32.24% |
| Top 20 Holdings Unweighted | +7.77% | +25.16% |
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