$119 Million is the total value of Legend Financial Advisors, Inc.'s 230 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTRS | Exit | Viatris Incvtrs | $0 | – | -94 | -100.0% | -0.00% | – |
| PDM | Exit | Piedmont Office Realty Trust Inc Cl Apdm | $0 | – | -76 | -100.0% | -0.00% | – |
| ALC | Exit | Alcon Incalc | $0 | – | -27 | -100.0% | -0.00% | – |
| OTIS | Exit | Otis Worldwide Corpotis | $0 | – | -34 | -100.0% | -0.00% | – |
| Exit | Haleon Plc Shs Adrhln | $0 | – | -245 | -100.0% | -0.00% | – | |
| KRP | Exit | Kimbell Rty Partners Lp Unitkrp | $0 | – | -172 | -100.0% | -0.00% | – |
| Exit | GSK PLCgsk | $0 | – | -196 | -100.0% | -0.01% | – | |
| CSX | Exit | CSX Corporationcsx | $0 | – | -219 | -100.0% | -0.01% | – |
| HSBC | Exit | HSBC Holdings PLChsbc | $0 | – | -270 | -100.0% | -0.01% | – |
| CRM | Exit | Salesforce Inccrm | $0 | – | -103 | -100.0% | -0.01% | – |
| IBUY | Exit | Amplify Online Retail ETFibuy | $0 | – | -416 | -100.0% | -0.01% | – |
| LIN | Exit | Linde PLClin | $0 | – | -50 | -100.0% | -0.01% | – |
| ADBE | Exit | Adobe Incadbe | $0 | – | -59 | -100.0% | -0.02% | – |
| PBT | Exit | Permian Basin Royalty Trustpbt | $0 | – | -767 | -100.0% | -0.02% | – |
| COST | Exit | Costco Wholesale Corpcost | $0 | – | -44 | -100.0% | -0.02% | – |
| CRWD | Exit | Crowdstrike Hldgs Inc Cl Acrwd | $0 | – | -301 | -100.0% | -0.03% | – |
| DIS | Exit | Walt Disney Codis | $0 | – | -4,620 | -100.0% | -0.35% | – |
| PVAC | Exit | Ranger Oil Corp Arocc | $0 | – | -10,531 | -100.0% | -0.37% | – |
| GPN | Exit | Global Payments Incgpn | $0 | – | -4,528 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-26
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.