$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LILAK | Exit | Liberty Latin America Ltd Class Clilak | $0 | – | -40 | -100.0% | 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.