$120 Million is the total value of Legend Financial Advisors, Inc.'s 238 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FISV | New | Fiserv Incstock/etf | $1,013,741 | – | 8,036 | +100.0% | 0.85% | – |
| ALV | New | Autoliv Incstock/etf | $527,759 | – | 6,206 | +100.0% | 0.44% | – |
| IAT | New | iShares Dow Jones US Regional Banksstock/etf | $128,292 | – | 3,790 | +100.0% | 0.11% | – |
| BSCN | New | Invesco BulletShares 2023 Corporate Bondstock/etf | $68,887 | – | 3,254 | +100.0% | 0.06% | – |
| FTSM | New | First Tr Enhanced Short Maturitystock/etf | $13,486 | – | 227 | +100.0% | 0.01% | – |
| PAPR | New | Innovator S&P 500 Power Buffer ETF - Aprilstock/etf | $8,745 | – | 283 | +100.0% | 0.01% | – |
| UAPR | New | Innovator S&P 500 Ultra Buffer ETF - Aprilstock/etf | $8,706 | – | 334 | +100.0% | 0.01% | – |
| SIVR | New | Aberdeen Std Silver ETF Tr Physical Silvrstock/etf | $2,797 | – | 128 | +100.0% | 0.00% | – |
| RING | New | iShares MSCI Global Gold Minersstock/etf | $1,771 | – | 76 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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.