$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OGN | Exit | Organon & Costock/etf | $0 | – | -10 | -100.0% | 0.00% | – |
| CCI | Exit | Crown Castle Incstock/etf | $0 | – | -14 | -100.0% | -0.00% | – |
| AMT | Exit | American Tower Corpstock/etf | $0 | – | -12 | -100.0% | -0.00% | – |
| LQD | Exit | iShares iBoxx Investment Grade Corporate Bond ETFstock/etf | $0 | – | -55 | -100.0% | -0.01% | – |
| D | Exit | Dominion Energy Incstock/etf | $0 | – | -111 | -100.0% | -0.01% | – |
| NOW | Exit | ServiceNow Incstock/etf | $0 | – | -10 | -100.0% | -0.01% | – |
| QCOM | Exit | Qualcomm Incorporatedstock/etf | $0 | – | -48 | -100.0% | -0.01% | – |
| CI | Exit | The Cigna Groupstock/etf | $0 | – | -24 | -100.0% | -0.01% | – |
| TRV | Exit | The Travelers Companies Incstock/etf | $0 | – | -50 | -100.0% | -0.01% | – |
| DLN | Exit | WisdomTree LargeCap Dividendstock/etf | $0 | – | -124 | -100.0% | -0.01% | – |
| LRCX | Exit | Lam Research Corpstock/etf | $0 | – | -15 | -100.0% | -0.01% | – |
| CTSH | Exit | Cognizant Technology Solutions Corpstock/etf | $0 | – | -150 | -100.0% | -0.01% | – |
| NXPI | Exit | NXP Semiconductors NVstock/etf | $0 | – | -50 | -100.0% | -0.01% | – |
| UNP | Exit | Union Pacific Corpstock/etf | $0 | – | -50 | -100.0% | -0.01% | – |
| CSCO | Exit | Cisco Systems Incstock/etf | $0 | – | -225 | -100.0% | -0.01% | – |
| GS | Exit | Goldman Sachs Group Incstock/etf | $0 | – | -36 | -100.0% | -0.01% | – |
| IWD | Exit | iShares Russell 1000 Value ETFstock/etf | $0 | – | -100 | -100.0% | -0.01% | – |
| IWR | Exit | iShares Russell Mid-Cap ETFstock/etf | $0 | – | -216 | -100.0% | -0.01% | – |
| EMN | Exit | Eastman Chemical Costock/etf | $0 | – | -180 | -100.0% | -0.01% | – |
| SPSB | Exit | SPDR Portfolio Short Term Corp Bd ETFstock/etf | $0 | – | -525 | -100.0% | -0.01% | – |
| CVS | Exit | CVS Health Corpstock/etf | $0 | – | -225 | -100.0% | -0.01% | – |
| BSV | Exit | Vanguard Short-Term Bond Index ETFstock/etf | $0 | – | -204 | -100.0% | -0.01% | – |
| IEFA | Exit | iShares Core MSCI EAFE ETFstock/etf | $0 | – | -251 | -100.0% | -0.01% | – |
| BA | Exit | Boeing Costock/etf | $0 | – | -96 | -100.0% | -0.02% | – |
| ORCL | Exit | Oracle Corporationstock/etf | $0 | – | -186 | -100.0% | -0.02% | – |
| BIV | Exit | Vanguard Intermediate Term Bond ETFstock/etf | $0 | – | -673 | -100.0% | -0.04% | – |
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.