Legend Financial Advisors

Latest statistics and disclosures from Legend Financial Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Legend Financial Advisors

Companies in the Legend Financial Advisors portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.67 $23.33M +39% 94.21k 247.61
Wisdomtree Tr Floatng Rat Trea (USFR) 14.13 $22.47M 894.49k 25.12
Ishares Gold Trust Ishares (IAU) 12.75 $20.27M +51% 1.19M 16.99
Ark Etf Tr Innovation Etf (ARKK) 10.22 $16.25M NEW 227.95k 71.31
Ishares Tr Phlx Semicnd Etf (SOXX) 8.97 $14.26M 52.66k 270.87
Ark Etf Tr Genomic Rev Etf (ARKG) 8.28 $13.16M +1486% 252.38k 52.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.12 $12.91M -10% 41.87k 308.36
Aberdeen Std Palladium Etf T Physcl Palladm (PALL) 6.10 $9.70M 53.05k 182.78
Proshares Tr Long Online Shrt (CLIX) 5.53 $8.79M NEW 120.94k 72.72
Intel Corporation (INTC) 1.72 $2.73M -12% 45.69k 59.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.15 $1.82M -13% 17.95k 101.54
Apple (AAPL) 0.83 $1.33M -17% 3.64k 364.86
Crowdstrike Hldgs Cl A (CRWD) 0.79 $1.26M +5% 12.54k 100.25
Zscaler Incorporated (ZS) 0.77 $1.22M +5% 11.14k 109.53
Amazon (AMZN) 0.62 $988.00k -28% 358 2759.78
Franco-Nevada Corporation (FNV) 0.60 $956.00k -2% 6.84k 139.77
NVIDIA Corporation (NVDA) 0.51 $815.00k NEW 2.15k 379.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.50 $801.00k -44% 10.81k 74.10
Regeneron Pharmaceuticals (REGN) 0.50 $798.00k +7% 1.28k 623.92
Yeti Hldgs (YETI) 0.47 $743.00k NEW 17.39k 42.73
Simulations Plus (SLP) 0.46 $739.00k NEW 12.35k 59.86
eBay (EBAY) 0.46 $734.00k NEW 13.98k 52.50
Logitech Intl S A SHS (LOGI) 0.46 $727.00k NEW 11.14k 65.27
Vanguard Index Fds Growth Etf (VUG) 0.41 $659.00k -81% 3.26k 202.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.33 $523.00k -12% 2.93k 178.50
Netflix (NFLX) 0.18 $280.00k -13% 615 455.28
Merck & Co (MRK) 0.17 $268.00k NEW 3.47k 77.19
At&t (T) 0.15 $231.00k NEW 7.65k 30.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.14 $222.00k -12% 2.18k 101.65

Past Filings by Legend Financial Advisors

SEC 13F filings are viewable for Legend Financial Advisors going back to 2018