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| Happy Holidays!! thanks for using AUM13F!! |
| Allegheny Investments Ltd
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| CRD # | 7597 |
| SEC # | 801-57662 |
| CIK # | 0001844148 |
| AUM | $633.8 M (2025-04-01) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 412-367-3880 |
| Address | Stone Quarry Crossing Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ERIE Indemnity Co | 22.8 | ||
| NVR Inc | 22.2 | ||
| Apple Inc | 16.2 | ||
| Exxon Mobil Corp | 13.7 | ||
| Microsoft Corp | 11.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 9.3 | ||
| PPG Industries Inc | 8.0 | ||
| Lilly Eli & Co | 6.3 | ||
| International Business Machines Corp | 3.6 | ||
| Amazon Com Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,167 | 0.3 |
| (b) Individuals (high net worth individuals) | 135 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 42 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,990 | 0.6 |
| By Discretionary | ||
| Discretionary | 2,987 | 0.6 |
| Non-Discretionary | 3 | 0.0 |
| Total | 2,990 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 2,990 | 0.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844148] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Allegheny Investments Ltd
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|
PA | 0.6 |
|
Allegheny Financial Group LTD
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|
PA | 0.0 |
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