$143 Million is the total value of Legend Financial Advisors, Inc.'s 41 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $8,125,000 | – | 102,819 | +100.0% | 5.67% | – |
| DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,870,000 | – | 65,154 | +100.0% | 1.30% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $1,440,000 | – | 7,046 | +100.0% | 1.00% | – |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $1,209,000 | – | 7,721 | +100.0% | 0.84% | – |
| DVN | New | DEVON ENERGY CORP NEW | $661,000 | – | 15,009 | +100.0% | 0.46% | – |
| UDR | New | UDR INC | $210,000 | – | 3,500 | +100.0% | 0.15% | – |
| PBT | New | PERMIAN BASIN RTY TRunit ben int | $112,000 | – | 11,053 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TRUST UNIT SER 1 ETF | 20 | Q3 2023 | 15.0% |
| ISHARES TRUST PHLX SEMICND ETF | 20 | Q3 2023 | 13.4% |
| ABRDN PALLADIUM ETF TRUST | 19 | Q3 2023 | 15.7% |
| APPLE INC COM | 19 | Q3 2023 | 11.1% |
| WISDOMTREE TR | 19 | Q3 2023 | 5.3% |
| Schwab US Large Cap Growth | 19 | Q3 2023 | 3.7% |
| AMAZON COM INC COM | 19 | Q3 2023 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q3 2023 | 1.0% |
| Invesco S&P 500 Equal Weight | 19 | Q3 2023 | 0.4% |
| PNC FINL SVCS GROUP INC | 16 | Q3 2023 | 0.6% |
View Legend Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
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.