$157 Million is the total value of Legend Financial Advisors, Inc.'s 39 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | Sell | DEERE & CO | $527,000 | -6.6% | 1,573 | -1.7% | 0.34% | -7.7% |
| FINX | Sell | GLOBAL X FDSfintech etf | $402,000 | +0.8% | 8,375 | -0.0% | 0.26% | -0.8% |
| WCLD | Sell | WISDOMTREE TR | $366,000 | +2.5% | 6,364 | -0.4% | 0.23% | +1.3% |
| CLIX | Sell | PROSHARES TRlong online shrt | $237,000 | -27.1% | 3,441 | -12.0% | 0.15% | -27.8% |
| TAN | Sell | PRICE T ROWE GROUP INCsolar etf | $208,000 | -19.1% | 2,605 | -9.3% | 0.13% | -20.0% |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -8,122 | -100.0% | -0.38% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -7,107 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TRUST UNIT SER 1 ETF | 23 | Q2 2024 | 15.0% |
| ISHARES TRUST PHLX SEMICND ETF | 23 | Q2 2024 | 13.4% |
| APPLE INC COM | 22 | Q2 2024 | 11.1% |
| WISDOMTREE TR | 22 | Q2 2024 | 5.3% |
| Schwab US Large Cap Growth | 22 | Q2 2024 | 3.7% |
| AMAZON COM INC COM | 22 | Q2 2024 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 1.0% |
| Invesco S&P 500 Equal Weight | 22 | Q2 2024 | 0.4% |
| ABRDN PALLADIUM ETF TRUST | 21 | Q2 2024 | 15.7% |
| PNC FINL SVCS GROUP INC | 19 | Q2 2024 | 0.6% |
View Legend Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| N-PX | 2024-07-19 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-18 |
| 13F-HR | 2022-08-08 |
View Legend Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.