$114 Million is the total value of Legend Financial Advisors, Inc.'s 4595 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 16.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Sell | iShares Gold Trustiau | $11,106,232 | -99.9% | 321,081 | -0.9% | 9.71% | +1.1% |
| VO | Buy | Vanguard Mid-Capvo | $8,584,189 | -83.6% | 42,118 | +15050.4% | 7.50% | +15212.2% |
| QQQ | Sell | Invesco QQQ Trust Series 1qqq | $7,981,843 | -99.9% | 29,972 | -0.1% | 6.98% | -7.4% |
| LCR | Sell | Leuthold Fds Inc Corelcr | $7,547,204 | -99.9% | 260,403 | -1.5% | 6.60% | -3.5% |
| SOXX | Sell | iShares PHLX SOX Semiconductorsoxx | $7,545,917 | -99.9% | 21,685 | -0.2% | 6.60% | +1.4% |
| COPX | Buy | Global X Copper Minerscopx | $7,301,983 | -67.7% | 206,096 | +25662.0% | 6.38% | +30290.5% |
| FNDX | Sell | Schwab Fundamental US Large Company Index ETFfndx | $7,050,962 | -99.9% | 131,942 | -1.3% | 6.16% | +2.7% |
| VIOV | Sell | Vanguard S&P Small-Cap 600 Valueviov | $6,825,785 | -99.9% | 43,463 | -3.8% | 5.97% | -1.6% |
| RCD | Sell | Invesco S&P 500 Equal Weight Consumer Discretionaryrcd | $5,798,885 | -99.9% | 49,231 | -0.5% | 5.07% | +4.0% |
| XME | Sell | SPDR Ser TR S&P Metals & Mining ETFxme | $5,187,994 | -99.9% | 104,157 | -0.2% | 4.53% | +8.8% |
| IAK | Sell | iShares Dow Jones US Insurance Sector Indexiak | $5,061,174 | -99.9% | 55,373 | -0.7% | 4.42% | +6.7% |
| DJP | Sell | iPath DJ-UBS Commoditydjp | $4,715,572 | -99.9% | 139,887 | -0.2% | 4.12% | -4.8% |
| PALL | Sell | Aberdeen Physical Palladium Shs ETFpall | $4,242,468 | -99.9% | 25,695 | -1.8% | 3.71% | -24.9% |
| ARB | New | AltShares Merger Arbitrage ETFarb | $3,657,929 | – | 142,005 | +100.0% | 3.20% | – |
| SPSM | New | SPDR Portfolio SmallCapspsm | $2,900,249 | – | 78,449 | +100.0% | 2.54% | – |
| AAPL | Sell | Apple Incaapl | $1,535,031 | -99.9% | 11,814 | -1.3% | 1.34% | -13.7% |
| XBI | Sell | SPDR S&P Biotechxbi | $1,299,936 | -99.9% | 15,662 | -0.1% | 1.14% | -2.7% |
| VRTV | Veritiv Corpvrtv | $965,769 | -99.9% | 7,935 | 0.0% | 0.84% | +15.8% | |
| BRKB | Buy | Berkshire Hathaway Inc Class Bbrkb | $697,807 | -99.9% | 2,259 | +2.6% | 0.61% | +10.5% |
| TBBK | Sell | The Bancorp Inctbbk | $625,126 | -99.9% | 22,027 | -1.9% | 0.55% | +17.7% |
| TPR | Sell | Tapestry Inctpr | $601,704 | -99.9% | 15,801 | -1.7% | 0.53% | +22.3% |
| SCHG | Sell | Schwab US Large Cap Growthschg | $599,706 | -99.9% | 10,794 | -1.1% | 0.52% | -8.4% |
| CPA | New | Copa Holdings SAcpa | $557,571 | – | 6,704 | +100.0% | 0.49% | – |
| SLB | New | Schlumberger NVslb | $544,703 | – | 10,189 | +100.0% | 0.48% | – |
| NMIH | Sell | NMI Hldgs Incnmih | $526,325 | -99.9% | 25,183 | -0.1% | 0.46% | -4.8% |
| AMZN | Sell | Amazon com Incamzn | $509,040 | -99.9% | 6,060 | -0.4% | 0.44% | -31.1% |
| MOD | New | Modine Manufacturing Comod | $502,361 | – | 25,295 | +100.0% | 0.44% | – |
| CHS | New | Chico's FAS Incchs | $472,285 | – | 95,993 | +100.0% | 0.41% | – |
| CHX | New | Championx Corpchx | $466,825 | – | 16,103 | +100.0% | 0.41% | – |
| LIT | Sell | Global X Lithium ETFlit | $466,232 | -100.0% | 7,956 | -92.6% | 0.41% | -93.9% |
| GPN | Sell | Global Payments Incgpn | $449,720 | -99.9% | 4,528 | -0.5% | 0.39% | -14.9% |
| PVAC | Sell | Ranger Oil Corp Arocc | $425,769 | -99.9% | 10,531 | -0.5% | 0.37% | +18.8% |
| DIS | Sell | Walt Disney Codis | $401,388 | -99.9% | 4,620 | -0.3% | 0.35% | -14.6% |
| VUG | Sell | Vanguard Growthvug | $391,059 | -99.9% | 1,835 | -17.4% | 0.34% | -23.5% |
| NEE | Buy | NextEra Energy Incnee | $371,184 | -99.9% | 4,440 | +5.3% | 0.32% | +4.2% |
| KRE | Sell | SPDR S&P Regional Bankingkre | $324,378 | -100.0% | 5,521 | -95.2% | 0.28% | -95.5% |
| RSP | Buy | Invesco S&P 500 Equal Weightrsp | $252,155 | -99.9% | 1,784 | +0.4% | 0.22% | +3.3% |
| PNC | PNC Financial Service Corppnc | $205,322 | -99.9% | 1,300 | 0.0% | 0.18% | -2.2% | |
| LLY | Sell | Eli Lilly and Companylly | $196,822 | -99.9% | 538 | -15.7% | 0.17% | -11.3% |
| MSFT | Buy | Microsoft Corpmsft | $189,218 | -99.9% | 789 | +30.6% | 0.16% | +25.0% |
| STBA | S&T Bancorp Inc 0F Indiana Pennstba | $177,530 | -99.9% | 5,194 | 0.0% | 0.16% | +8.4% | |
| WisdomTree Floating Rate Treasury Fundusfr | $175,191 | -99.9% | 3,485 | 0.0% | 0.15% | -7.3% | ||
| HII | Huntington Ingalls Industries Inchii | $168,166 | -99.9% | 730 | 0.0% | 0.15% | -3.3% | |
| JPM | Buy | JP Morgan Chase & Cojpm | $159,043 | -99.8% | 1,187 | +18.3% | 0.14% | +41.8% |
| AWK | American Water Works Company Incawk | $152,420 | -99.9% | 1,000 | 0.0% | 0.13% | +9.0% | |
| UDR | UDR, Incudr | $135,556 | -99.9% | 3,500 | 0.0% | 0.12% | -13.9% | |
| AMGN | Buy | Amgen Incamgn | $132,631 | -99.9% | 506 | +16.6% | 0.12% | +26.1% |
| SPHB | Sell | Invesco S&P 500 High Betasphb | $124,157 | -100.0% | 1,992 | -97.9% | 0.11% | -97.9% |
| XLY | SPDR Consumer Discretionary Select Sector ETFxly | $119,731 | -99.9% | 927 | 0.0% | 0.10% | -15.3% | |
| IWF | iShares Russell 1000 Growth ETFiwf | $116,761 | -99.9% | 545 | 0.0% | 0.10% | -5.6% | |
| COP | Sell | ConocoPhillipscop | $101,244 | -99.9% | 858 | -22.6% | 0.09% | -17.8% |
| IHI | Sell | iShares U S Medical Devices ETFihi | $98,049 | -100.0% | 1,865 | -96.8% | 0.09% | -96.7% |
| UNH | Buy | UnitedHealth Group Incunh | $88,012 | -99.8% | 166 | +127.4% | 0.08% | +120.0% |
| CMCSA | Buy | Comcast Corp Acmcsa | $86,971 | -99.8% | 2,487 | +65.8% | 0.08% | +85.4% |
| SCHX | Buy | Schwab US Large Cap ETFschx | $85,888 | -99.9% | 1,902 | +0.1% | 0.08% | -1.3% |
| HD | Buy | Home Depot Inchd | $85,284 | -99.8% | 270 | +43.6% | 0.08% | +53.1% |
| JNJ | Buy | Johnson & Johnsonjnj | $83,733 | -99.9% | 474 | +30.6% | 0.07% | +30.4% |
| V | Sell | Visa Incv | $81,442 | -99.9% | 392 | -7.5% | 0.07% | 0.0% |
| PINC | Premier Incpinc | $79,964 | -99.9% | 2,286 | 0.0% | 0.07% | -4.1% | |
| RHS | Invesco S&P 500 Equal Weight Consumer Staplesrhs | $74,172 | -99.9% | 436 | 0.0% | 0.06% | +3.2% | |
| T | AT&T Inct | $73,694 | -99.9% | 4,004 | 0.0% | 0.06% | +10.3% | |
| IVV | iShares Core S&P 500ivv | $71,079 | -99.9% | 185 | 0.0% | 0.06% | 0.0% | |
| GOOGL | Sell | Alphabet Inc Class Agoogl | $63,526 | -99.9% | 720 | -10.0% | 0.06% | -22.2% |
| PSX | Phillips 66psx | $62,552 | -99.9% | 601 | 0.0% | 0.06% | +19.6% | |
| VOO | Vanguard S&P 500voo | $63,242 | -99.9% | 180 | 0.0% | 0.06% | -1.8% | |
| EXPD | Expeditors International of Washexpd | $62,352 | -99.9% | 600 | 0.0% | 0.05% | +8.0% | |
| RTX | Raytheon Technologies Corprtx | $56,717 | -99.9% | 562 | 0.0% | 0.05% | +16.3% | |
| ROK | Rockwell Automation Incrok | $55,378 | -99.9% | 215 | 0.0% | 0.05% | +11.6% | |
| SPY | SPDR S&P 500 Trustspy | $52,255 | -99.9% | 138 | 0.0% | 0.05% | 0.0% | |
| MRK | Buy | Merck & Co Incmrk | $51,580 | -99.8% | 466 | +47.5% | 0.04% | +80.0% |
| BIV | Vanguard Intermediate Term Bondbiv | $50,017 | -99.9% | 673 | 0.0% | 0.04% | -4.3% | |
| PFE | Pfizer Incpfe | $49,081 | -99.9% | 958 | 0.0% | 0.04% | +10.3% | |
| BK | Sell | Bank of New York Mellon Corpbk | $47,158 | -99.9% | 1,036 | -36.7% | 0.04% | -30.5% |
| IJH | iShares Core S&P Mid-Cap ETFijh | $42,573 | -99.9% | 176 | 0.0% | 0.04% | +2.8% | |
| CB | Buy | Chubb Limitedcb | $41,693 | -99.7% | 189 | +142.3% | 0.04% | +176.9% |
| GOOG | Alphabet Inc Class Cgoog | $40,815 | -99.9% | 460 | 0.0% | 0.04% | -14.3% | |
| ORCL | Buy | Oracle Corporationorcl | $39,644 | -99.7% | 485 | +135.4% | 0.04% | +191.7% |
| IWM | iShares Russell 2000 ETFiwm | $38,708 | -99.9% | 222 | 0.0% | 0.03% | 0.0% | |
| MCD | McDonald's Corporationmcd | $37,734 | -99.9% | 143 | 0.0% | 0.03% | +6.5% | |
| MET | MetLife Incmet | $36,186 | -99.9% | 500 | 0.0% | 0.03% | +10.3% | |
| PG | Procter & Gamble Copg | $36,013 | -99.9% | 238 | 0.0% | 0.03% | +10.7% | |
| GD | Buy | General Dynamics Corporationgd | $34,735 | -99.7% | 140 | +137.3% | 0.03% | +150.0% |
| MA | Mastercard Incma | $34,773 | -99.9% | 100 | 0.0% | 0.03% | +11.1% | |
| WMT | Walmart Incwmt | $34,739 | -99.9% | 245 | 0.0% | 0.03% | 0.0% | |
| TAN | Invesco Solar ETFtan | $32,167 | -99.9% | 441 | 0.0% | 0.03% | -9.7% | |
| CRWD | Crowdstrike Hldgs Inc Cl Acrwd | $31,692 | -99.9% | 301 | 0.0% | 0.03% | -40.4% | |
| QSR | Restaurant Brands International Incqsr | $32,336 | -99.9% | 500 | 0.0% | 0.03% | +12.0% | |
| GSLC | Goldman Sachs Activebeta US LC ETFgslc | $30,680 | -99.9% | 403 | 0.0% | 0.03% | 0.0% | |
| APAM | Artisan Partners Asset Managementapam | $29,700 | -99.9% | 1,000 | 0.0% | 0.03% | +4.0% | |
| PEP | Buy | Pepsico Incorporatedpep | $30,169 | -99.8% | 167 | +125.7% | 0.03% | +136.4% |
| BDX | Buy | Becton, Dickinson and Companybdx | $28,228 | -99.8% | 111 | +105.6% | 0.02% | +127.3% |
| NKE | Buy | Nike Inc Class Bnke | $28,201 | -99.6% | 241 | +164.8% | 0.02% | +257.1% |
| DUK | Duke Energy Corpduk | $27,396 | -99.9% | 266 | 0.0% | 0.02% | +4.3% | |
| LOW | Lowe's Companies Inclow | $27,694 | -99.9% | 139 | 0.0% | 0.02% | -4.0% | |
| LMT | Buy | Lockheed Martin Corplmt | $25,784 | -99.8% | 53 | +51.4% | 0.02% | +76.9% |
| PAYX | Paychex Incpayx | $26,578 | -99.9% | 230 | 0.0% | 0.02% | -4.2% | |
| MGK | Vanguard Mega Cap Growthmgk | $25,983 | -99.9% | 151 | 0.0% | 0.02% | -8.0% | |
| VLO | Valero Energy Corpvlo | $25,372 | -99.9% | 200 | 0.0% | 0.02% | +10.0% | |
| BAC | Buy | Bank of America Corpbac | $25,042 | -92.5% | 756 | +6772.7% | 0.02% | – |
| XLK | SPDR Technology Select Sectorxlk | $25,635 | -99.9% | 206 | 0.0% | 0.02% | -4.3% | |
| DOW | Dow Incdow | $25,196 | -99.9% | 500 | 0.0% | 0.02% | +4.8% | |
| CARR | Carrier Global Corpcarr | $23,472 | -99.9% | 569 | 0.0% | 0.02% | +10.5% | |
| ACN | Accenture PLCacn | $24,283 | -99.9% | 91 | 0.0% | 0.02% | -4.5% | |
| VTV | Vanguard Valuevtv | $24,564 | -99.9% | 176 | 0.0% | 0.02% | +5.0% | |
| CEF | Sell | Sprott Physical Gold & Silver Tr Unitcef | $23,685 | -99.9% | 1,321 | -22.5% | 0.02% | -16.0% |
| VEA | Sell | Vanguard Developed Markets Index Fund ETFvea | $23,209 | -99.9% | 553 | -43.1% | 0.02% | -39.4% |
| CVS | Buy | CVS Health Corpcvs | $23,017 | -98.9% | 247 | +1022.7% | 0.02% | +900.0% |
| MGV | Vanguard Mega Cap Valmgv | $21,393 | -99.9% | 208 | 0.0% | 0.02% | +5.6% | |
| UNP | Buy | Union Pacific Corpunp | $21,743 | -99.6% | 105 | +250.0% | 0.02% | +280.0% |
| COST | Costco Wholesale Corpcost | $20,086 | -99.9% | 44 | 0.0% | 0.02% | -10.0% | |
| ADBE | Adobe Incadbe | $19,855 | -99.9% | 59 | 0.0% | 0.02% | +13.3% | |
| FINX | Global X Fintechfinx | $19,250 | -99.9% | 1,000 | 0.0% | 0.02% | -10.5% | |
| BIL | SPDR Bloomberg 1-3 Month T-Billbil | $18,934 | -99.9% | 207 | 0.0% | 0.02% | -5.6% | |
| CTVA | Corteva Incctva | $19,574 | -99.9% | 334 | 0.0% | 0.02% | -5.6% | |
| CL | Buy | Colgate-Palmolive Cocl | $18,990 | -99.7% | 241 | +164.8% | 0.02% | +183.3% |
| PBT | Sell | Permian Basin Royalty Trustpbt | $19,329 | -99.9% | 767 | -40.5% | 0.02% | -15.0% |
| PYPL | PayPal Holdings Incpypl | $18,802 | -99.9% | 264 | 0.0% | 0.02% | -23.8% | |
| BA | New | Boeing Coba | $18,288 | – | 96 | +100.0% | 0.02% | – |
| ADI | Analog Devices Incadi | $18,043 | -99.9% | 110 | 0.0% | 0.02% | +14.3% | |
| ADP | Automatic Data Processing Incadp | $17,676 | -99.9% | 74 | 0.0% | 0.02% | -6.2% | |
| ABT | Abbott Laboratoriesabt | $17,237 | -99.9% | 157 | 0.0% | 0.02% | +7.1% | |
| VOT | Vanguard Mid-Cap Growth ETFvot | $17,437 | -99.9% | 97 | 0.0% | 0.02% | -6.2% | |
| IJS | iShares S&P Small-Cap 600 Valueijs | $16,436 | -99.9% | 180 | 0.0% | 0.01% | 0.0% | |
| IBUY | Amplify Online Retail ETFibuy | $16,220 | -99.9% | 416 | 0.0% | 0.01% | -6.7% | |
| ITW | Illinois Tool Works Incitw | $16,523 | -99.9% | 75 | 0.0% | 0.01% | +7.7% | |
| IEFA | iShares Core MSCI EAFEiefa | $15,472 | -99.9% | 251 | 0.0% | 0.01% | +16.7% | |
| AFL | AFLAC Incafl | $16,330 | -99.9% | 227 | 0.0% | 0.01% | +16.7% | |
| TXN | Texas Instruments Inctxn | $16,026 | -99.9% | 97 | 0.0% | 0.01% | 0.0% | |
| NSC | Norfolk Southern Corpnsc | $16,017 | -99.9% | 65 | 0.0% | 0.01% | +7.7% | |
| LIN | Linde PLClin | $16,309 | -99.9% | 50 | 0.0% | 0.01% | +7.7% | |
| EMN | New | Eastman Chemical Coemn | $14,658 | – | 180 | +100.0% | 0.01% | – |
| BLK | BlackRock Incblk | $14,881 | -99.9% | 21 | 0.0% | 0.01% | +18.2% | |
| IWR | iShares Russell Mid-Cap ETFiwr | $14,570 | -99.9% | 216 | 0.0% | 0.01% | 0.0% | |
| IWD | iShares Russell 1000 Value ETFiwd | $15,165 | -99.9% | 100 | 0.0% | 0.01% | 0.0% | |
| IEMG | iShares Core MSCI Emerging Marketsiemg | $14,570 | -99.9% | 312 | 0.0% | 0.01% | 0.0% | |
| NWBI | Northwest Bancshares Incnwbi | $14,749 | -99.9% | 1,055 | 0.0% | 0.01% | 0.0% | |
| SPSB | SPDR Portfolio Short Term Corp Bd ETFspsb | $15,424 | -99.9% | 525 | 0.0% | 0.01% | -7.1% | |
| BSV | Sell | Vanguard Short-Term Bond Index ETFbsv | $15,357 | -100.0% | 204 | -80.2% | 0.01% | -82.2% |
| IWO | iShares Russell 2000 Growth ETFiwo | $13,515 | -99.9% | 63 | 0.0% | 0.01% | 0.0% | |
| TGT | Target Corporationtgt | $13,264 | -99.9% | 89 | 0.0% | 0.01% | 0.0% | |
| AVGO | Buy | Broadcom Incavgo | $13,979 | -99.6% | 25 | +257.1% | 0.01% | +300.0% |
| CRM | Salesforce Inccrm | $13,657 | -99.9% | 103 | 0.0% | 0.01% | -14.3% | |
| TRV | New | The Travelers Companies Inctrv | $14,061 | – | 75 | +100.0% | 0.01% | – |
| LHX | L3 Harris Technologies Inclhx | $13,534 | -99.9% | 65 | 0.0% | 0.01% | -7.7% | |
| CTSH | New | Cognizant Technology Solutions Corpctsh | $12,867 | – | 225 | +100.0% | 0.01% | – |
| IJR | iShares Core S&P Small-Cap ETFijr | $12,303 | -99.9% | 130 | 0.0% | 0.01% | 0.0% | |
| GS | New | Goldman Sachs Group Incgs | $12,363 | – | 36 | +100.0% | 0.01% | – |
| FXL | First Trust Technology Alphadexfxl | $12,176 | -99.9% | 133 | 0.0% | 0.01% | 0.0% | |
| APD | Air Products & Chemicals Incapd | $12,947 | -99.9% | 42 | 0.0% | 0.01% | +22.2% | |
| CI | New | Cigna Corpci | $11,928 | – | 36 | +100.0% | 0.01% | – |
| VWO | Sell | Vanguard FTSE Emerging Marketsvwo | $11,499 | -99.9% | 295 | -33.0% | 0.01% | -33.3% |
| MPC | Marathon Petroleum Corpmpc | $11,406 | -99.9% | 98 | 0.0% | 0.01% | +11.1% | |
| USMV | iShares Edge MSCI Min Vol USA ETFusmv | $11,248 | -99.9% | 156 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC Energy Group Incwec | $11,626 | -99.9% | 124 | 0.0% | 0.01% | 0.0% | |
| CMI | Cummins Inccmi | $11,388 | -99.9% | 47 | 0.0% | 0.01% | +11.1% | |
| DLN | New | WisdomTree LargeCap Dividenddln | $11,523 | – | 186 | +100.0% | 0.01% | – |
| AMT | Buy | American Tower Corpamt | $11,440 | -99.9% | 54 | +50.0% | 0.01% | +42.9% |
| FMC | FMC Corpfmc | $11,981 | -99.9% | 96 | 0.0% | 0.01% | 0.0% | |
| NXPI | New | NXP Semiconductors NVnxpi | $11,853 | – | 75 | +100.0% | 0.01% | – |
| QTEC | First Trust Nasdaq 100 Technology Indexqtec | $9,893 | -99.9% | 94 | 0.0% | 0.01% | 0.0% | |
| RYT | Invesco S&P 500 Equal Weight Technologyryt | $10,205 | -99.9% | 42 | 0.0% | 0.01% | 0.0% | |
| NEM | Newmont Corporationnem | $10,054 | -99.9% | 213 | 0.0% | 0.01% | +12.5% | |
| EMR | Emerson Electric Coemr | $10,374 | -99.9% | 108 | 0.0% | 0.01% | +28.6% | |
| DLB | Dolby Lab Inc Cl Adlb | $10,616 | -99.9% | 150 | 0.0% | 0.01% | 0.0% | |
| NLOK | Gen Digital Incgen | $10,716 | -99.9% | 500 | 0.0% | 0.01% | 0.0% | |
| STZ | Constellation Brands Incstz | $9,965 | -99.9% | 43 | 0.0% | 0.01% | 0.0% | |
| CSCO | New | Cisco Systems Inccsco | $10,719 | – | 225 | +100.0% | 0.01% | – |
| CVX | Sell | Chevron Corpcvx | $9,513 | -99.9% | 53 | -11.7% | 0.01% | 0.0% |
| IJT | Buy | iShares S&P Small-Cap 600 Growth ETFijt | $8,754 | -99.9% | 81 | +12.5% | 0.01% | +14.3% |
| VBR | Vanguard Small-Cap Valuevbr | $8,893 | -99.9% | 56 | 0.0% | 0.01% | 0.0% | |
| ES | Eversource Energyes | $9,474 | -99.9% | 113 | 0.0% | 0.01% | 0.0% | |
| VHT | Vanguard Health Carevht | $9,426 | -99.9% | 38 | 0.0% | 0.01% | 0.0% | |
| XLC | SPDR Communications Select Sectorxlc | $9,454 | -99.9% | 197 | 0.0% | 0.01% | -11.1% | |
| UPS | United Parcel Service Incups | $7,997 | -99.9% | 46 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE Energy Companydte | $7,639 | -99.9% | 65 | 0.0% | 0.01% | 0.0% | |
| SU | Sell | Suncor Energy Incsu | $7,615 | -99.9% | 240 | -29.2% | 0.01% | -22.2% |
| MSOS | Advisorshares Trust Pure US Cannabis ETFmsos | $8,381 | -99.9% | 1,199 | 0.0% | 0.01% | -30.0% | |
| ERTH | Invesco MSCI Sustainable Future ETFerth | $7,931 | -99.9% | 166 | 0.0% | 0.01% | -12.5% | |
| HSBC | HSBC Holdings PLChsbc | $8,413 | -99.9% | 270 | 0.0% | 0.01% | 0.0% | |
| FDN | First Trust Dow Jones Internet Indexfdn | $8,005 | -99.9% | 65 | 0.0% | 0.01% | -12.5% | |
| QCOM | New | Qualcomm Incorporated | $7,917 | – | 72 | +100.0% | 0.01% | – |
| ABNB | Airbnb Incabnb | $8,550 | -99.9% | 100 | 0.0% | 0.01% | -30.0% | |
| GSK PLCgsk | $6,887 | -99.9% | 196 | 0.0% | 0.01% | +20.0% | ||
| MS | Morgan Stanleyms | $7,397 | -99.9% | 87 | 0.0% | 0.01% | 0.0% | |
| FDX | FedEx Corpfdx | $6,408 | -99.9% | 37 | 0.0% | 0.01% | +20.0% | |
| D | New | Dominion Energy Incd | $6,807 | – | 111 | +100.0% | 0.01% | – |
| BC | Sell | Brunswick Corpbc | $7,208 | -99.9% | 100 | -50.0% | 0.01% | -50.0% |
| VXF | Vanguard Extended Market Indexvxf | $6,643 | -99.9% | 50 | 0.0% | 0.01% | 0.0% | |
| VZ | Verizon Communicationsvz | $7,092 | -99.9% | 180 | 0.0% | 0.01% | 0.0% | |
| CSX | CSX Corporationcsx | $6,785 | -99.9% | 219 | 0.0% | 0.01% | +20.0% | |
| LRCX | New | Lam Research Corplrcx | $6,306 | – | 15 | +100.0% | 0.01% | – |
| EXAS | Sell | EXACT Sciences Corpexas | $5,496 | -99.9% | 111 | -56.5% | 0.01% | -37.5% |
| USB | US Bancorpusb | $6,062 | -99.9% | 139 | 0.0% | 0.01% | 0.0% | |
| NOW | New | ServiceNow Incnow | $5,823 | – | 15 | +100.0% | 0.01% | – |
| LQD | iShares iBoxx Investment Grade Corporate Bond ETFlqd | $5,799 | -99.9% | 55 | 0.0% | 0.01% | 0.0% | |
| VOE | Vanguard Mid-Cap Value ETFvoe | $6,221 | -99.9% | 46 | 0.0% | 0.01% | 0.0% | |
| Sell | Warner Bros Discovery Inc Series Awbd | $5,389 | -100.0% | 569 | -41.2% | 0.01% | -50.0% | |
| NVS | Novartis AG Spons ADRnvs | $5,534 | -99.9% | 61 | 0.0% | 0.01% | +25.0% | |
| LBTYK | Liberty Global PLC Clbtyk | $4,585 | -99.9% | 236 | 0.0% | 0.00% | 0.0% | |
| BG | Bunge Ltdbg | $4,490 | -99.9% | 45 | 0.0% | 0.00% | +33.3% | |
| TSN | Tyson Foods Inctsn | $5,105 | -99.9% | 82 | 0.0% | 0.00% | -20.0% | |
| ATO | Atmos Energy Corpato | $4,259 | -99.9% | 38 | 0.0% | 0.00% | 0.0% | |
| PRU | Prudential Financial Incpru | $4,973 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| PBA | Pembina Pipeline Corppba | $5,093 | -99.9% | 150 | 0.0% | 0.00% | 0.0% | |
| GM | General Motors Cogm | $3,229 | -99.9% | 96 | 0.0% | 0.00% | 0.0% | |
| UAL | United Airlines Holdings Incual | $3,129 | -99.9% | 83 | 0.0% | 0.00% | 0.0% | |
| VBK | Vanguard Small-Cap Growthvbk | $3,008 | -99.9% | 15 | 0.0% | 0.00% | 0.0% | |
| KRP | Kimbell Rty Partners Lp Unitkrp | $2,872 | -99.9% | 172 | 0.0% | 0.00% | 0.0% | |
| MFC | New | Manulife Financial Corpmfc | $3,568 | – | 200 | +100.0% | 0.00% | – |
| CDNS | Cadence Design Systems Inccdns | $3,052 | -99.9% | 19 | 0.0% | 0.00% | 0.0% | |
| MTUM | iShares MSCI USA Momentum Factor ETFmtum | $3,065 | -99.9% | 21 | 0.0% | 0.00% | 0.0% | |
| DTM | DT Midstream Incdtm | $1,768 | -99.9% | 32 | 0.0% | 0.00% | 0.0% | |
| DHR | Danaher Corpdhr | $2,654 | -99.9% | 10 | 0.0% | 0.00% | 0.0% | |
| Haleon Plc Shs Adrhln | $1,960 | -99.9% | 245 | 0.0% | 0.00% | +100.0% | ||
| TSLA | Tesla Inctsla | $1,848 | -100.0% | 15 | 0.0% | 0.00% | -50.0% | |
| SNY | Sanofisny | $2,179 | -99.9% | 45 | 0.0% | 0.00% | 0.0% | |
| URI | United Rentals Incuri | $1,777 | -99.9% | 5 | 0.0% | 0.00% | +100.0% | |
| CCI | New | Crown Castle Inccci | $2,847 | – | 21 | +100.0% | 0.00% | – |
| KR | Kroger Companykr | $2,229 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| C | Citigroup Incc | $2,759 | -99.9% | 61 | 0.0% | 0.00% | 0.0% | |
| BMY | Bristol-Myers Squibb Companybmy | $2,374 | -99.9% | 33 | 0.0% | 0.00% | 0.0% | |
| ALC | Alcon Incalc | $1,851 | -99.9% | 27 | 0.0% | 0.00% | +100.0% | |
| OTIS | Otis Worldwide Corpotis | $2,663 | -99.9% | 34 | 0.0% | 0.00% | 0.0% | |
| BIO | Bio-Rad Laboratories Incbio | $1,261 | -99.9% | 3 | 0.0% | 0.00% | 0.0% | |
| INTC | Sell | Intel Corpintc | $793 | -100.0% | 30 | -76.9% | 0.00% | -66.7% |
| PDM | Piedmont Office Realty Trust Inc Cl Apdm | $697 | -99.9% | 76 | 0.0% | 0.00% | 0.0% | |
| PHM | PulteGroup Incphm | $592 | -99.9% | 13 | 0.0% | 0.00% | – | |
| FSK | FS KKR Capital Corpfsk | $1,698 | -99.9% | 97 | 0.0% | 0.00% | -50.0% | |
| EA | Electronic Arts Incea | $1,711 | -99.9% | 14 | 0.0% | 0.00% | -50.0% | |
| XLV | New | SPDR Health Care Select Sectorxlv | $679 | – | 5 | +100.0% | 0.00% | – |
| SWKS | Skyworks Solutions Incswks | $1,002 | -99.9% | 11 | 0.0% | 0.00% | 0.0% | |
| SNA | Snap-on Incorporatedsna | $914 | -99.9% | 4 | 0.0% | 0.00% | 0.0% | |
| DMAC | Diamedica Therapeutics Incdmac | $1,580 | -99.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| UTHR | United Therapeutics Corputhr | $1,112 | -99.9% | 4 | 0.0% | 0.00% | 0.0% | |
| VSS | Vanguard FTSE All World ex-US Small-Capvss | $1,234 | -99.9% | 12 | 0.0% | 0.00% | 0.0% | |
| BIIB | Biogen Incbiib | $1,385 | -99.9% | 5 | 0.0% | 0.00% | 0.0% | |
| VTRS | Viatris Incvtrs | $1,046 | -99.9% | 94 | 0.0% | 0.00% | 0.0% | |
| LEN | Lennar Corp Class Alen | $1,448 | -99.9% | 16 | 0.0% | 0.00% | 0.0% | |
| IGT | International Game Technologyigt | $612 | -99.9% | 27 | 0.0% | 0.00% | – | |
| ABBV | AbbVie Incabbv | $808 | -99.9% | 5 | 0.0% | 0.00% | 0.0% | |
| Buy | Embecta Corpembc | $481 | -99.8% | 19 | +90.0% | 0.00% | – | |
| LILAK | Exit | Liberty Latin America Ltd Class Clilak | $0 | – | -40 | -100.0% | 0.00% | – |
| New | iM DBi Managed Futures Strategy ETFdbmf | $349 | – | 12 | +100.0% | 0.00% | – | |
| OGN | Buy | Organon & Coogn | $420 | -99.8% | 15 | +66.7% | 0.00% | – |
| Exit | Proshares TR Bitcoin Strat Ebito | $0 | – | -19 | -100.0% | 0.00% | – | |
| GPRO | Exit | GoPro Incgpro | $0 | – | -100 | -100.0% | 0.00% | – |
| ARNC | Exit | Arconic Corporationarnc | $0 | – | -188 | -100.0% | -0.00% | – |
| BHC | Exit | Bausch Health Companies Incbhc | $0 | – | -500 | -100.0% | -0.00% | – |
| BGS | Exit | B&G Foods Incbgs | $0 | – | -250 | -100.0% | -0.00% | – |
| ELAN | Exit | Elanco Animal Health Incelan | $0 | – | -500 | -100.0% | -0.01% | – |
| BNDX | Exit | Vanguard Total International Bond Index ETFbndx | $0 | – | -126 | -100.0% | -0.01% | – |
| EMB | Exit | iShares JP Morgan USD Emerging Mrkts Bond ETFemb | $0 | – | -140 | -100.0% | -0.01% | – |
| FBHS | Exit | Fortune Brands Home & Security Incfbhs | $0 | – | -300 | -100.0% | -0.02% | – |
| ITOT | Exit | iShares Core S&P Total US Stock Marketitot | $0 | – | -548 | -100.0% | -0.04% | – |
| AGG | Exit | iShares Core US Aggregate Bond ETFagg | $0 | – | -1,497 | -100.0% | -0.14% | – |
| PLAB | Exit | Photronics Incplab | $0 | – | -25,438 | -100.0% | -0.35% | – |
| SBNY | Exit | Signature BK NYsbny | $0 | – | -2,717 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
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.