$117 Million is the total value of Legend Financial Advisors, Inc.'s 188 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | COREBRIDGE FINL INC | $660,065 | – | 33,421 | +100.0% | 0.56% | – | |
| RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $587,148 | – | 6,040 | +100.0% | 0.50% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $202,362 | – | 2,900 | +100.0% | 0.17% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $139,553 | – | 657 | +100.0% | 0.12% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $89,251 | – | 1,866 | +100.0% | 0.08% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $80,548 | – | 1,505 | +100.0% | 0.07% | – |
| GNRC | New | GENERAC HLDGS INC | $13,620 | – | 125 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.