$1.82 Billion is the total value of Legend Financial Advisors, Inc.'s 4247 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 671.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Sell | iShares Gold Trustiau | $10,216,457,000 | +88955.6% | 324,022 | -3.1% | 9.60% | -19.0% |
| QQQ | Sell | Invesco QQQ Trust Series 1qqq | $8,016,137,000 | +92018.3% | 29,992 | -3.4% | 7.53% | -16.2% |
| LCR | New | Leuthold Fds Inc Corelcr | $7,271,919,000 | – | 264,421 | +100.0% | 6.83% | – |
| LIT | Sell | Global X Lithium ETFlit | $7,058,726,000 | +89591.6% | 106,806 | -1.5% | 6.63% | -18.4% |
| SOXX | Sell | iShares PHLX SOX Semiconductorsoxx | $6,922,176,000 | +88396.2% | 21,719 | -2.9% | 6.50% | -19.5% |
| KRE | Sell | SPDR S&P Regional Bankingkre | $6,703,953,000 | +99291.4% | 113,857 | -1.9% | 6.30% | -9.6% |
| VIOV | Buy | Vanguard S&P Small-Cap 600 Valueviov | $6,448,880,000 | +119279.5% | 45,170 | +28.7% | 6.06% | +8.6% |
| FNDX | Buy | Schwab Fundamental US Large Company Index ETFfndx | $6,386,806,000 | +101746.7% | 133,727 | +8.5% | 6.00% | -7.4% |
| SPHB | Sell | Invesco S&P 500 High Betasphb | $5,420,378,000 | +96657.9% | 94,448 | -1.2% | 5.09% | -12.0% |
| PALL | Sell | Aberdeen Physical Palladium Shs ETFpall | $5,254,866,000 | +106424.8% | 26,160 | -5.3% | 4.94% | -3.1% |
| RCD | Buy | Invesco S&P 500 Equal Weight Consumer Discretionaryrcd | $5,188,526,000 | +99564.3% | 49,500 | +1.8% | 4.88% | -9.4% |
| DJP | Sell | iPath DJ-UBS Commoditydjp | $4,610,664,000 | +93937.6% | 140,100 | -0.6% | 4.33% | -14.5% |
| XME | Sell | SPDR Ser TR S&P Metals & Mining ETFxme | $4,434,293,000 | +95631.7% | 104,363 | -2.2% | 4.17% | -12.9% |
| IAK | Sell | iShares Dow Jones US Insurance Sector Indexiak | $4,412,264,000 | +94624.4% | 55,788 | -0.6% | 4.15% | -13.9% |
| IHI | Buy | iShares US Medical Devices ETFihi | $2,759,484,000 | +96453.0% | 58,488 | +3.2% | 2.59% | -12.2% |
| AAPL | Apple Incaapl | $1,654,846,000 | +100990.2% | 11,974 | 0.0% | 1.56% | -8.1% | |
| XBI | New | SPDR S&P Biotechxbi | $1,243,340,000 | – | 15,675 | +100.0% | 1.17% | – |
| VRTV | Sell | Veritiv Corpvrtv | $775,806,000 | +84595.0% | 7,935 | -6.0% | 0.73% | -23.0% |
| AMZN | Sell | Amazon com Incamzn | $687,605,000 | +106011.9% | 6,085 | -0.2% | 0.65% | -3.6% |
| SCHG | Sell | Schwab US Large Cap Growthschg | $609,200,000 | +75483.1% | 10,916 | -21.4% | 0.57% | -31.3% |
| BRKB | Sell | Berkshire Hathaway Inc Class Bbrkb | $587,978,000 | +94430.2% | 2,202 | -3.4% | 0.55% | -14.2% |
| NMIH | New | NMI Hldgs Incnmih | $513,488,000 | – | 25,208 | +100.0% | 0.48% | – |
| TBBK | New | The Bancorp Inctbbk | $493,607,000 | – | 22,457 | +100.0% | 0.46% | – |
| GPN | Sell | Global Payments Incgpn | $491,521,000 | +95526.7% | 4,549 | -2.1% | 0.46% | -13.0% |
| VUG | Sell | Vanguard Growthvug | $475,396,000 | +71603.8% | 2,222 | -25.2% | 0.45% | -34.7% |
| TPR | Sell | Tapestry Inctpr | $457,099,000 | +91137.3% | 16,078 | -2.1% | 0.43% | -17.0% |
| DIS | New | Walt Disney Codis | $437,314,000 | – | 4,636 | +100.0% | 0.41% | – |
| SBNY | New | Signature BK NYsbny | $410,267,000 | – | 2,717 | +100.0% | 0.39% | – |
| PLAB | New | Photronics Incplab | $371,904,000 | – | 25,438 | +100.0% | 0.35% | – |
| PVAC | Sell | Ranger Oil Corp Arocc | $332,739,000 | +93629.3% | 10,580 | -2.1% | 0.31% | -14.7% |
| NEE | NextEra Energy Incnee | $330,498,000 | +101279.8% | 4,215 | 0.0% | 0.31% | -7.7% | |
| RSP | Buy | Invesco S&P 500 Equal Weightrsp | $226,300,000 | +94984.0% | 1,777 | +0.5% | 0.21% | -13.4% |
| LLY | Eli Lilly and Companylly | $206,298,000 | +99560.9% | 638 | 0.0% | 0.19% | -9.3% | |
| PNC | PNC Financial Service Corppnc | $194,246,000 | +94654.1% | 1,300 | 0.0% | 0.18% | -13.7% | |
| New | WisdomTree Floating Rate Treasury Fundusfr | $175,226,000 | – | 3,485 | +100.0% | 0.16% | – | |
| HII | New | Huntington Ingalls Industries Inchii | $161,474,000 | – | 730 | +100.0% | 0.15% | – |
| STBA | Sell | S&T Bancorp Inc 0F Indiana Pennstba | $152,237,000 | +73801.5% | 5,194 | -30.7% | 0.14% | -32.9% |
| UDR | New | UDR, Incudr | $145,986,000 | – | 3,500 | +100.0% | 0.14% | – |
| AGG | New | iShares Core US Aggregate Bond ETFagg | $144,191,000 | – | 1,497 | +100.0% | 0.14% | – |
| MSFT | New | Microsoft Corpmsft | $140,438,000 | – | 604 | +100.0% | 0.13% | – |
| XLY | New | SPDR Consumer Discretionary Select Sector ETFxly | $132,051,000 | – | 927 | +100.0% | 0.12% | – |
| AWK | New | American Water Works Company Incawk | $130,160,000 | – | 1,000 | +100.0% | 0.12% | – |
| IWF | New | iShares Russell 1000 Growth ETFiwf | $114,668,000 | – | 545 | +100.0% | 0.11% | – |
| COP | New | ConocoPhillipscop | $113,393,000 | – | 1,108 | +100.0% | 0.11% | – |
| JPM | New | JP Morgan Chase & Cojpm | $104,709,000 | – | 1,003 | +100.0% | 0.10% | – |
| AMGN | New | Amgen Incamgn | $97,600,000 | – | 434 | +100.0% | 0.09% | – |
| SCHX | New | Schwab US Large Cap ETFschx | $80,515,000 | – | 1,901 | +100.0% | 0.08% | – |
| BSV | New | Vanguard Short-Term Bond Index ETFbsv | $77,209,000 | – | 1,032 | +100.0% | 0.07% | – |
| PINC | New | Premier Incpinc | $77,587,000 | – | 2,286 | +100.0% | 0.07% | – |
| GOOGL | New | Alphabet Inc Class Agoogl | $76,520,000 | – | 800 | +100.0% | 0.07% | – |
| V | New | Visa Incv | $75,324,000 | – | 424 | +100.0% | 0.07% | – |
| RHS | New | Invesco S&P 500 Equal Weight Consumer Staplesrhs | $66,898,000 | – | 436 | +100.0% | 0.06% | – |
| IVV | New | iShares Core S&P 500ivv | $66,350,000 | – | 185 | +100.0% | 0.06% | – |
| BK | New | Bank of New York Mellon Corpbk | $63,018,000 | – | 1,636 | +100.0% | 0.06% | – |
| T | New | AT&T Inct | $61,407,000 | – | 4,004 | +100.0% | 0.06% | – |
| JNJ | New | Johnson & Johnsonjnj | $59,300,000 | – | 363 | +100.0% | 0.06% | – |
| VOO | New | Vanguard S&P 500voo | $59,094,000 | – | 180 | +100.0% | 0.06% | – |
| EXPD | New | Expeditors International of Washexpd | $52,986,000 | – | 600 | +100.0% | 0.05% | – |
| VO | New | Vanguard Mid-Capvo | $52,259,000 | – | 278 | +100.0% | 0.05% | – |
| HD | New | Home Depot Inchd | $51,877,000 | – | 188 | +100.0% | 0.05% | – |
| CRWD | New | Crowdstrike Hldgs Inc Cl Acrwd | $49,608,000 | – | 301 | +100.0% | 0.05% | – |
| BIV | New | Vanguard Intermediate Term Bondbiv | $49,452,000 | – | 673 | +100.0% | 0.05% | – |
| SPY | New | SPDR S&P 500 Trustspy | $48,722,000 | – | 138 | +100.0% | 0.05% | – |
| PSX | New | Phillips 66psx | $48,512,000 | – | 601 | +100.0% | 0.05% | – |
| RTX | New | Raytheon Technologies Corprtx | $46,005,000 | – | 562 | +100.0% | 0.04% | – |
| ROK | New | Rockwell Automation Incrok | $46,249,000 | – | 215 | +100.0% | 0.04% | – |
| GOOG | New | Alphabet Inc Class Cgoog | $44,229,000 | – | 460 | +100.0% | 0.04% | – |
| ITOT | New | iShares Core S&P Total US Stock Marketitot | $43,557,000 | – | 548 | +100.0% | 0.04% | – |
| CMCSA | New | Comcast Corp Acmcsa | $43,996,000 | – | 1,500 | +100.0% | 0.04% | – |
| PFE | New | Pfizer Incpfe | $41,916,000 | – | 958 | +100.0% | 0.04% | – |
| IJH | New | iShares Core S&P Mid-Cap ETFijh | $38,590,000 | – | 176 | +100.0% | 0.04% | – |
| UNH | New | UnitedHealth Group Incunh | $36,868,000 | – | 73 | +100.0% | 0.04% | – |
| IWM | New | iShares Russell 2000 ETFiwm | $36,612,000 | – | 222 | +100.0% | 0.03% | – |
| VEA | New | Vanguard Developed Markets Index Fund ETFvea | $35,325,000 | – | 972 | +100.0% | 0.03% | – |
| MCD | New | McDonald's Corporationmcd | $33,039,000 | – | 143 | +100.0% | 0.03% | – |
| TAN | New | Invesco Solar ETFtan | $32,462,000 | – | 441 | +100.0% | 0.03% | – |
| WMT | New | Walmart Incwmt | $31,776,000 | – | 245 | +100.0% | 0.03% | – |
| MET | New | MetLife Incmet | $30,390,000 | – | 500 | +100.0% | 0.03% | – |
| PG | New | Procter & Gamble Copg | $29,999,000 | – | 238 | +100.0% | 0.03% | – |
| MA | New | Mastercard Incma | $28,434,000 | – | 100 | +100.0% | 0.03% | – |
| GSLC | New | Goldman Sachs Activebeta US LC ETFgslc | $28,621,000 | – | 403 | +100.0% | 0.03% | – |
| APAM | New | Artisan Partners Asset Managementapam | $26,930,000 | – | 1,000 | +100.0% | 0.02% | – |
| MGK | New | Vanguard Mega Cap Growthmgk | $26,318,000 | – | 151 | +100.0% | 0.02% | – |
| CEF | New | Sprott Physical Gold & Silver Tr Unitcef | $26,548,000 | – | 1,705 | +100.0% | 0.02% | – |
| QSR | New | Restaurant Brands International Incqsr | $26,590,000 | – | 500 | +100.0% | 0.02% | – |
| MRK | New | Merck & Co Incmrk | $27,117,000 | – | 316 | +100.0% | 0.02% | – |
| LOW | New | Lowe's Companies Inclow | $26,106,000 | – | 139 | +100.0% | 0.02% | – |
| PAYX | New | Paychex Incpayx | $25,809,000 | – | 230 | +100.0% | 0.02% | – |
| XLK | New | SPDR Technology Select Sectorxlk | $24,469,000 | – | 206 | +100.0% | 0.02% | – |
| DUK | New | Duke Energy Corpduk | $24,744,000 | – | 266 | +100.0% | 0.02% | – |
| ACN | New | Accenture PLCacn | $23,414,000 | – | 91 | +100.0% | 0.02% | – |
| COPX | New | Global X Copper Minerscopx | $22,608,000 | – | 800 | +100.0% | 0.02% | – |
| PYPL | New | PayPal Holdings Incpypl | $22,722,000 | – | 264 | +100.0% | 0.02% | – |
| DOW | New | Dow Incdow | $21,966,000 | – | 500 | +100.0% | 0.02% | – |
| COST | New | Costco Wholesale Corpcost | $20,780,000 | – | 44 | +100.0% | 0.02% | – |
| VLO | New | Valero Energy Corpvlo | $21,370,000 | – | 200 | +100.0% | 0.02% | – |
| VTV | New | Vanguard Valuevtv | $21,610,000 | – | 176 | +100.0% | 0.02% | – |
| PBT | New | Permian Basin Royalty Trustpbt | $21,033,000 | – | 1,288 | +100.0% | 0.02% | – |
| CARR | New | Carrier Global Corpcarr | $20,234,000 | – | 569 | +100.0% | 0.02% | – |
| FINX | New | Global X Fintechfinx | $20,280,000 | – | 1,000 | +100.0% | 0.02% | – |
| CTVA | New | Corteva Incctva | $19,030,000 | – | 334 | +100.0% | 0.02% | – |
| BIL | New | SPDR Bloomberg 1-3 Month T-Billbil | $18,961,000 | – | 207 | +100.0% | 0.02% | – |
| MGV | New | Vanguard Mega Cap Valmgv | $18,701,000 | – | 208 | +100.0% | 0.02% | – |
| ADP | New | Automatic Data Processing Incadp | $16,738,000 | – | 74 | +100.0% | 0.02% | – |
| VOT | New | Vanguard Mid-Cap Growth ETFvot | $16,543,000 | – | 97 | +100.0% | 0.02% | – |
| VWO | New | Vanguard FTSE Emerging Marketsvwo | $16,062,000 | – | 440 | +100.0% | 0.02% | – |
| ADBE | New | Adobe Incadbe | $16,237,000 | – | 59 | +100.0% | 0.02% | – |
| IBUY | New | Amplify Online Retail ETFibuy | $16,447,000 | – | 416 | +100.0% | 0.02% | – |
| FBHS | New | Fortune Brands Home & Security Incfbhs | $16,108,000 | – | 300 | +100.0% | 0.02% | – |
| SPSB | New | SPDR Portfolio Short Term Corp Bd ETFspsb | $15,341,000 | – | 525 | +100.0% | 0.01% | – |
| ADI | New | Analog Devices Incadi | $15,327,000 | – | 110 | +100.0% | 0.01% | – |
| ABT | New | Abbott Laboratoriesabt | $15,191,000 | – | 157 | +100.0% | 0.01% | – |
| IJS | New | iShares S&P Small-Cap 600 Valueijs | $14,841,000 | – | 180 | +100.0% | 0.01% | – |
| TXN | New | Texas Instruments Inctxn | $15,014,000 | – | 97 | +100.0% | 0.01% | – |
| CRM | New | Salesforce Inccrm | $14,816,000 | – | 103 | +100.0% | 0.01% | – |
| CB | New | Chubb Limitedcb | $14,187,000 | – | 78 | +100.0% | 0.01% | – |
| NSC | New | Norfolk Southern Corpnsc | $13,627,000 | – | 65 | +100.0% | 0.01% | – |
| IEMG | New | iShares Core MSCI Emerging Marketsiemg | $13,410,000 | – | 312 | +100.0% | 0.01% | – |
| IWD | New | iShares Russell 1000 Value ETFiwd | $13,599,000 | – | 100 | +100.0% | 0.01% | – |
| LIN | New | Linde PLClin | $13,480,000 | – | 50 | +100.0% | 0.01% | – |
| LHX | New | L3 Harris Technologies Inclhx | $13,509,000 | – | 65 | +100.0% | 0.01% | – |
| IWR | New | iShares Russell Mid-Cap ETFiwr | $13,425,000 | – | 216 | +100.0% | 0.01% | – |
| LMT | New | Lockheed Martin Corplmt | $13,520,000 | – | 35 | +100.0% | 0.01% | – |
| ITW | New | Illinois Tool Works Incitw | $13,549,000 | – | 75 | +100.0% | 0.01% | – |
| NWBI | New | Northwest Bancshares Incnwbi | $14,253,000 | – | 1,055 | +100.0% | 0.01% | – |
| TGT | New | Target Corporationtgt | $13,207,000 | – | 89 | +100.0% | 0.01% | – |
| BC | New | Brunswick Corpbc | $13,090,000 | – | 200 | +100.0% | 0.01% | – |
| IWO | New | iShares Russell 2000 Growth ETFiwo | $13,014,000 | – | 63 | +100.0% | 0.01% | – |
| GD | New | General Dynamics Corporationgd | $12,518,000 | – | 59 | +100.0% | 0.01% | – |
| AFL | New | AFLAC Incafl | $12,757,000 | – | 227 | +100.0% | 0.01% | – |
| IEFA | New | iShares Core MSCI EAFEiefa | $13,220,000 | – | 251 | +100.0% | 0.01% | – |
| ORCL | New | Oracle Corporationorcl | $12,580,000 | – | 206 | +100.0% | 0.01% | – |
| IJR | New | iShares Core S&P Small-Cap ETFijr | $11,335,000 | – | 130 | +100.0% | 0.01% | – |
| BLK | New | BlackRock Incblk | $11,556,000 | – | 21 | +100.0% | 0.01% | – |
| FXL | New | First Trust Technology Alphadexfxl | $11,531,000 | – | 133 | +100.0% | 0.01% | – |
| PEP | New | Pepsico Incorporatedpep | $12,081,000 | – | 74 | +100.0% | 0.01% | – |
| BDX | New | Becton, Dickinson and Companybdx | $12,033,000 | – | 54 | +100.0% | 0.01% | – |
| FMC | New | FMC Corpfmc | $10,147,000 | – | 96 | +100.0% | 0.01% | – |
| USMV | New | iShares Edge MSCI Min Vol USA ETFusmv | $10,312,000 | – | 156 | +100.0% | 0.01% | – |
| EMB | New | iShares JP Morgan USD Emerging Mrkts Bond ETFemb | $11,129,000 | – | 140 | +100.0% | 0.01% | – |
| ABNB | New | Airbnb Incabnb | $10,504,000 | – | 100 | +100.0% | 0.01% | – |
| WEC | New | WEC Energy Group Incwec | $11,089,000 | – | 124 | +100.0% | 0.01% | – |
| MSOS | New | Advisorshares Trust Pure US Cannabis ETFmsos | $10,683,000 | – | 1,199 | +100.0% | 0.01% | – |
| New | Warner Bros Discovery Inc Series Awbd | $11,122,000 | – | 968 | +100.0% | 0.01% | – | |
| SU | New | Suncor Energy Incsu | $9,543,000 | – | 339 | +100.0% | 0.01% | – |
| DLB | New | Dolby Lab Inc Cl Adlb | $9,805,000 | – | 150 | +100.0% | 0.01% | – |
| MPC | New | Marathon Petroleum Corpmpc | $9,734,000 | – | 98 | +100.0% | 0.01% | – |
| RYT | New | Invesco S&P 500 Equal Weight Technologyryt | $9,509,000 | – | 42 | +100.0% | 0.01% | – |
| APD | New | Air Products & Chemicals Incapd | $9,775,000 | – | 42 | +100.0% | 0.01% | – |
| NLOK | New | NortonLifeLock Incnlok | $10,070,000 | – | 500 | +100.0% | 0.01% | – |
| QTEC | New | First Trust Nasdaq 100 Technology Indexqtec | $9,857,000 | – | 94 | +100.0% | 0.01% | – |
| CMI | New | Cummins Inccmi | $9,565,000 | – | 47 | +100.0% | 0.01% | – |
| XLC | New | SPDR Communications Select Sectorxlc | $9,434,000 | – | 197 | +100.0% | 0.01% | – |
| STZ | New | Constellation Brands Incstz | $9,876,000 | – | 43 | +100.0% | 0.01% | – |
| NEM | New | Newmont Corporationnem | $8,953,000 | – | 213 | +100.0% | 0.01% | – |
| CVX | New | Chevron Corpcvx | $8,621,000 | – | 60 | +100.0% | 0.01% | – |
| EXAS | New | EXACT Sciences Corpexas | $8,292,000 | – | 255 | +100.0% | 0.01% | – |
| ES | New | Eversource Energyes | $8,809,000 | – | 113 | +100.0% | 0.01% | – |
| ERTH | New | Invesco MSCI Sustainable Future ETFerth | $8,091,000 | – | 166 | +100.0% | 0.01% | – |
| FDN | New | First Trust Dow Jones Internet Indexfdn | $8,204,000 | – | 65 | +100.0% | 0.01% | – |
| VHT | New | Vanguard Health Carevht | $8,501,000 | – | 38 | +100.0% | 0.01% | – |
| VBR | New | Vanguard Small-Cap Valuevbr | $8,030,000 | – | 56 | +100.0% | 0.01% | – |
| IJT | New | iShares S&P Small-Cap 600 Growth ETFijt | $7,320,000 | – | 72 | +100.0% | 0.01% | – |
| HSBC | New | HSBC Holdings PLChsbc | $7,039,000 | – | 270 | +100.0% | 0.01% | – |
| NKE | New | Nike Inc Class Bnke | $7,564,000 | – | 91 | +100.0% | 0.01% | – |
| EMR | New | Emerson Electric Coemr | $7,908,000 | – | 108 | +100.0% | 0.01% | – |
| DTE | New | DTE Energy Companydte | $7,478,000 | – | 65 | +100.0% | 0.01% | – |
| UPS | New | United Parcel Service Incups | $7,431,000 | – | 46 | +100.0% | 0.01% | – |
| AMT | New | American Tower Corpamt | $7,729,000 | – | 36 | +100.0% | 0.01% | – |
| VZ | New | Verizon Communicationsvz | $6,835,000 | – | 180 | +100.0% | 0.01% | – |
| MS | New | Morgan Stanleyms | $6,874,000 | – | 87 | +100.0% | 0.01% | – |
| CL | New | Colgate-Palmolive Cocl | $6,393,000 | – | 91 | +100.0% | 0.01% | – |
| BNDX | New | Vanguard Total International Bond Index ETFbndx | $6,021,000 | – | 126 | +100.0% | 0.01% | – |
| VXF | New | Vanguard Extended Market Indexvxf | $6,356,000 | – | 50 | +100.0% | 0.01% | – |
| ELAN | New | Elanco Animal Health Incelan | $6,205,000 | – | 500 | +100.0% | 0.01% | – |
| New | GSK PLCgsk | $5,768,000 | – | 196 | +100.0% | 0.01% | – | |
| VOE | New | Vanguard Mid-Cap Value ETFvoe | $5,601,000 | – | 46 | +100.0% | 0.01% | – |
| LQD | New | iShares iBoxx Investment Grade Corporate Bond ETFlqd | $5,635,000 | – | 55 | +100.0% | 0.01% | – |
| CSX | New | CSX Corporationcsx | $5,834,000 | – | 219 | +100.0% | 0.01% | – |
| FDX | New | FedEx Corpfdx | $5,493,000 | – | 37 | +100.0% | 0.01% | – |
| TSN | New | Tyson Foods Inctsn | $5,406,000 | – | 82 | +100.0% | 0.01% | – |
| USB | New | US Bancorpusb | $5,604,000 | – | 139 | +100.0% | 0.01% | – |
| UNP | New | Union Pacific Corpunp | $5,845,000 | – | 30 | +100.0% | 0.01% | – |
| NVS | New | Novartis AG Spons ADRnvs | $4,637,000 | – | 61 | +100.0% | 0.00% | – |
| PRU | New | Prudential Financial Incpru | $4,289,000 | – | 50 | +100.0% | 0.00% | – |
| LBTYK | New | Liberty Global PLC Clbtyk | $3,894,000 | – | 236 | +100.0% | 0.00% | – |
| PBA | New | Pembina Pipeline Corppba | $4,556,000 | – | 150 | +100.0% | 0.00% | – |
| TSLA | New | Tesla Inctsla | $3,979,000 | – | 15 | +100.0% | 0.00% | – |
| ATO | New | Atmos Energy Corpato | $3,870,000 | – | 38 | +100.0% | 0.00% | – |
| BGS | New | B&G Foods Incbgs | $4,123,000 | – | 250 | +100.0% | 0.00% | – |
| UAL | New | United Airlines Holdings Incual | $2,700,000 | – | 83 | +100.0% | 0.00% | – |
| CDNS | New | Cadence Design Systems Inccdns | $3,105,000 | – | 19 | +100.0% | 0.00% | – |
| BG | New | Bunge Ltdbg | $3,716,000 | – | 45 | +100.0% | 0.00% | – |
| INTC | New | Intel Corpintc | $3,350,000 | – | 130 | +100.0% | 0.00% | – |
| MTUM | New | iShares MSCI USA Momentum Factor ETFmtum | $2,755,000 | – | 21 | +100.0% | 0.00% | – |
| AVGO | New | Broadcom Incavgo | $3,108,000 | – | 7 | +100.0% | 0.00% | – |
| KRP | New | Kimbell Rty Partners Lp Unitkrp | $2,921,000 | – | 172 | +100.0% | 0.00% | – |
| VBK | New | Vanguard Small-Cap Growthvbk | $2,927,000 | – | 15 | +100.0% | 0.00% | – |
| GM | New | General Motors Cogm | $3,081,000 | – | 96 | +100.0% | 0.00% | – |
| ARNC | New | Arconic Corporationarnc | $3,186,000 | – | 188 | +100.0% | 0.00% | – |
| BHC | New | Bausch Health Companies Incbhc | $3,445,000 | – | 500 | +100.0% | 0.00% | – |
| FSK | New | FS KKR Capital Corpfsk | $1,644,000 | – | 97 | +100.0% | 0.00% | – |
| EA | New | Electronic Arts Incea | $1,620,000 | – | 14 | +100.0% | 0.00% | – |
| SNY | New | Sanofisny | $1,711,000 | – | 45 | +100.0% | 0.00% | – |
| C | New | Citigroup Incc | $2,542,000 | – | 61 | +100.0% | 0.00% | – |
| CVS | New | CVS Health Corpcvs | $2,098,000 | – | 22 | +100.0% | 0.00% | – |
| DTM | New | DT Midstream Incdtm | $1,660,000 | – | 32 | +100.0% | 0.00% | – |
| BMY | New | Bristol-Myers Squibb Companybmy | $2,346,000 | – | 33 | +100.0% | 0.00% | – |
| OTIS | New | Otis Worldwide Corpotis | $2,169,000 | – | 34 | +100.0% | 0.00% | – |
| KR | New | Kroger Companykr | $2,188,000 | – | 50 | +100.0% | 0.00% | – |
| DHR | New | Danaher Corpdhr | $2,583,000 | – | 10 | +100.0% | 0.00% | – |
| VSS | New | Vanguard FTSE All World ex-US Small-Capvss | $1,114,000 | – | 12 | +100.0% | 0.00% | – |
| BIO | New | Bio-Rad Laboratories Incbio | $1,251,000 | – | 3 | +100.0% | 0.00% | – |
| BIIB | New | Biogen Incbiib | $1,335,000 | – | 5 | +100.0% | 0.00% | – |
| UTHR | New | United Therapeutics Corputhr | $838,000 | – | 4 | +100.0% | 0.00% | – |
| URI | New | United Rentals Incuri | $1,351,000 | – | 5 | +100.0% | 0.00% | – |
| VTRS | New | Viatris Incvtrs | $801,000 | – | 94 | +100.0% | 0.00% | – |
| New | Haleon Plc Shs Adrhln | $1,492,000 | – | 245 | +100.0% | 0.00% | – | |
| PDM | New | Piedmont Office Realty Trust Inc Cl Apdm | $803,000 | – | 76 | +100.0% | 0.00% | – |
| SNA | New | Snap-on Incorporatedsna | $805,000 | – | 4 | +100.0% | 0.00% | – |
| LEN | New | Lennar Corp Class Alen | $1,193,000 | – | 16 | +100.0% | 0.00% | – |
| ABBV | New | AbbVie Incabbv | $671,000 | – | 5 | +100.0% | 0.00% | – |
| DMAC | New | Diamedica Therapeutics Incdmac | $1,240,000 | – | 1,000 | +100.0% | 0.00% | – |
| SWKS | New | Skyworks Solutions Incswks | $938,000 | – | 11 | +100.0% | 0.00% | – |
| ALC | New | Alcon Incalc | $1,571,000 | – | 27 | +100.0% | 0.00% | – |
| New | Embecta Corpembc | $288,000 | – | 10 | +100.0% | 0.00% | – | |
| GPRO | New | GoPro Incgpro | $493,000 | – | 100 | +100.0% | 0.00% | – |
| PHM | New | PulteGroup Incphm | $488,000 | – | 13 | +100.0% | 0.00% | – |
| LILAK | New | Liberty Latin America Ltd Class Clilak | $246,000 | – | 40 | +100.0% | 0.00% | – |
| BAC | New | Bank of America Corpbac | $333,000 | – | 11 | +100.0% | 0.00% | – |
| OGN | New | Organon & Coogn | $199,000 | – | 9 | +100.0% | 0.00% | – |
| IGT | New | International Game Technologyigt | $427,000 | – | 27 | +100.0% | 0.00% | – |
| New | Proshares TR Bitcoin Strat Ebito | $228,000 | – | 19 | +100.0% | 0.00% | – | |
| AMR | Exit | ALPHA METALLURGICAL RESOUR I | $0 | – | -3,456 | -100.0% | -0.46% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -2,429 | -100.0% | -0.53% | – |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -6,839 | -100.0% | -0.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-18
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.