Legend Financial Advisors
Latest statistics and disclosures from Legend Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VO, IAU, QQQ, SOXX, FNDX, and represent 42.82% of Legend Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: FNDX (+$6.4M), GOLD, SCHG, V, DCI, COPX, LCR, BRK.B, ARB, PG.
- Started 117 new stock positions in MCB, SCHB, NBR, INSW, WCC, EMR, IWS, ESPO, XOS, VTI.
- Reduced shares in these 10 stocks: HAL, IAU, SLB, RSPD, VO, SOXX, PEP, IAK, SPSM, HII.
- Sold out of its positions in SIVR, DOW, AGG, IWM, IEFA, IFRA, NVO.
- Legend Financial Advisors was a net buyer of stock by $7.8M.
- Legend Financial Advisors has $142M in assets under management (AUM), dropping by -2.16%.
- Central Index Key (CIK): 0001781948
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Portfolio Holdings for Legend Financial Advisors
Legend Financial Advisors holds 267 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Mid Cap Etf (VO) | 9.6 | $14M | 52k | 264.13 |
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| Ishares Gold Tr Ishares New (IAU) | 9.4 | $13M | -3% | 270k | 49.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.4 | $13M | 26k | 511.22 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 7.6 | $11M | 50k | 215.49 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 6.8 | $9.7M | +196% | 408k | 23.68 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 6.0 | $8.6M | 92k | 93.33 |
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| Leuthold Fds Core Etf (LCR) | 5.8 | $8.3M | 241k | 34.34 |
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| Global X Fds Global X Copper (COPX) | 5.8 | $8.2M | +2% | 216k | 38.18 |
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| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 5.2 | $7.3M | -3% | 137k | 53.43 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 5.0 | $7.1M | 124k | 56.75 |
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| Ishares Tr U S Insrnce Etf (IAK) | 4.8 | $6.7M | 53k | 126.47 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 4.8 | $6.7M | 210k | 32.09 |
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| Altshares Trust Merger Arbitrage (ARB) | 3.1 | $4.4M | +2% | 161k | 27.53 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 2.7 | $3.8M | -2% | 85k | 44.92 |
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| Apple (AAPL) | 1.4 | $2.0M | 8.0k | 250.43 |
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| Amazon (AMZN) | 1.2 | $1.8M | +3% | 8.0k | 219.39 |
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| Fiserv (FI) | 1.0 | $1.5M | -4% | 7.2k | 205.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.3M | +7% | 2.9k | 453.28 |
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| Modine Manufacturing (MOD) | 0.8 | $1.2M | +2% | 9.9k | 115.93 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $883k | +286% | 32k | 27.87 |
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| First Solar (FSLR) | 0.6 | $822k | +2% | 4.7k | 176.24 |
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| Corebridge Finl (CRBG) | 0.5 | $771k | +3% | 26k | 29.93 |
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| Ban (TBBK) | 0.5 | $726k | 14k | 52.63 |
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| Barrick Gold Corp (GOLD) | 0.5 | $700k | NEW | 45k | 15.50 |
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| Nmi Hldgs Inc cl a (NMIH) | 0.5 | $687k | +6% | 19k | 36.76 |
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| Copa Holdings Sa Cl A (CPA) | 0.5 | $676k | +5% | 7.7k | 87.88 |
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| Everest Re Group (EG) | 0.5 | $674k | +6% | 1.9k | 362.46 |
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| Intel Corporation (INTC) | 0.4 | $637k | 32k | 20.05 |
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| Autoliv (ALV) | 0.4 | $595k | 6.3k | 93.79 |
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| Visa Com Cl A (V) | 0.4 | $524k | +1558% | 1.7k | 316.04 |
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| Nextera Energy (NEE) | 0.2 | $247k | -11% | 3.4k | 71.69 |
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| Eli Lilly & Co. (LLY) | 0.2 | $232k | 300.00 | 772.00 |
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| Donaldson Company (DCI) | 0.1 | $208k | NEW | 3.1k | 67.35 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $207k | 863.00 | 239.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $163k | 930.00 | 175.28 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $161k | 716.00 | 224.35 |
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| PNC Financial Services (PNC) | 0.1 | $144k | +25% | 744.00 | 192.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $141k | -3% | 350.00 | 401.58 |
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| S&T Ban (STBA) | 0.1 | $129k | 3.4k | 38.22 |
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| Pepsi (PEP) | 0.1 | $108k | -46% | 711.00 | 152.06 |
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| Amgen (AMGN) | 0.1 | $99k | 381.00 | 260.64 |
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| Procter & Gamble Company (PG) | 0.1 | $98k | +476% | 582.00 | 167.54 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $80k | 1.0k | 76.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $72k | 380.00 | 189.30 |
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| Huntington Ingalls Inds (HII) | 0.0 | $69k | -49% | 365.00 | 188.71 |
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| ConocoPhillips (COP) | 0.0 | $68k | -6% | 689.00 | 99.17 |
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| Microsoft Corporation (MSFT) | 0.0 | $58k | 138.00 | 421.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $53k | 280.00 | 190.44 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $53k | 100.00 | 526.57 |
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| Altria (MO) | 0.0 | $52k | NEW | 1.0k | 52.29 |
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| Merck & Co (MRK) | 0.0 | $49k | +58% | 490.00 | 99.56 |
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| Global X Fds Fintech Etf (FINX) | 0.0 | $43k | +36% | 1.4k | 31.22 |
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| Enbridge (ENB) | 0.0 | $42k | NEW | 1.0k | 42.43 |
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| MetLife (MET) | 0.0 | $41k | 500.00 | 81.88 |
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| Ishares Tr U S Med Dvc Etf (IHI) | 0.0 | $40k | +14% | 685.00 | 58.35 |
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| Phillips 66 (PSX) | 0.0 | $40k | 350.00 | 113.93 |
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| At&t (T) | 0.0 | $38k | 1.6k | 22.76 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $38k | -3% | 64.00 | 586.12 |
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| Rockwell Automation (ROK) | 0.0 | $37k | -13% | 130.00 | 285.79 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $35k | 919.00 | 37.53 |
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| Whirlpool Corporation (WHR) | 0.0 | $34k | NEW | 300.00 | 114.48 |
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| Carrier Global Corporation (CARR) | 0.0 | $34k | 500.00 | 68.26 |
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| NVIDIA Corporation (NVDA) | 0.0 | $34k | NEW | 250.00 | 134.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $33k | 1.1k | 30.09 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $33k | 500.00 | 65.18 |
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| Verizon Communications (VZ) | 0.0 | $31k | +69% | 780.00 | 39.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $31k | +5% | 184.00 | 169.30 |
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| Generac Holdings (GNRC) | 0.0 | $31k | 200.00 | 155.05 |
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| McDonald's Corporation (MCD) | 0.0 | $31k | 105.00 | 290.41 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $30k | +16% | 491.00 | 60.39 |
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| Home Depot (HD) | 0.0 | $30k | 76.00 | 388.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $29k | 71.00 | 410.44 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $29k | 250.00 | 115.72 |
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| Hannon Armstrong (HASI) | 0.0 | $27k | NEW | 1.0k | 26.83 |
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| PPG Industries (PPG) | 0.0 | $27k | NEW | 224.00 | 119.45 |
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| Oracle Corporation (ORCL) | 0.0 | $26k | 157.00 | 166.64 |
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| Onemain Holdings (OMF) | 0.0 | $26k | NEW | 500.00 | 52.13 |
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| UnitedHealth (UNH) | 0.0 | $26k | 51.00 | 505.86 |
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| Broadcom (AVGO) | 0.0 | $23k | 100.00 | 231.84 |
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| Dillards Cl A (DDS) | 0.0 | $23k | NEW | 53.00 | 431.74 |
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| Halliburton Company (HAL) | 0.0 | $23k | -95% | 840.00 | 27.19 |
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| Schlumberger Com Stk (SLB) | 0.0 | $22k | -94% | 581.00 | 38.34 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $22k | 500.00 | 43.05 |
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| CSX Corporation (CSX) | 0.0 | $21k | NEW | 660.00 | 32.27 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $20k | 133.00 | 148.55 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $20k | +38% | 218.00 | 90.06 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $19k | 808.00 | 23.76 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $18k | +105% | 444.00 | 40.75 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $18k | 204.00 | 88.65 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $18k | 94.00 | 188.28 |
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| Yum! Brands (YUM) | 0.0 | $18k | 131.00 | 134.16 |
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| Chubb (CB) | 0.0 | $17k | 63.00 | 276.30 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $17k | 66.00 | 253.76 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $16k | 65.00 | 243.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $16k | 420.00 | 37.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $15k | 130.00 | 115.22 |
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| Star Bulk Carriers Corp Shs Par (SBLK) | 0.0 | $15k | NEW | 1.0k | 14.95 |
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| Championx Corp (CHX) | 0.0 | $15k | 547.00 | 27.19 |
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| Pfizer (PFE) | 0.0 | $14k | +173% | 544.00 | 26.52 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $14k | +199% | 611.00 | 23.18 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $14k | 40.00 | 343.40 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $14k | 98.00 | 139.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $13k | NEW | 52.00 | 242.13 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $12k | 34.00 | 351.79 |
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| General Dynamics Corporation (GD) | 0.0 | $12k | 45.00 | 263.49 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $12k | 150.00 | 78.35 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $12k | NEW | 156.00 | 74.02 |
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| Goldman Sachs (GS) | 0.0 | $12k | 20.00 | 572.60 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $11k | NEW | 193.00 | 56.77 |
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| Morgan Stanley Com New (MS) | 0.0 | $11k | 87.00 | 125.72 |
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| Travelers Companies (TRV) | 0.0 | $11k | +9% | 45.00 | 240.89 |
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| Wells Fargo & Company (WFC) | 0.0 | $11k | NEW | 153.00 | 70.24 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $11k | NEW | 280.00 | 37.52 |
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| United Parcel Service CL B (UPS) | 0.0 | $11k | NEW | 83.00 | 126.10 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $10k | 283.00 | 36.70 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $9.8k | NEW | 242.00 | 40.31 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $9.6k | 125.00 | 76.90 |
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| Boeing Company (BA) | 0.0 | $9.6k | 54.00 | 177.00 |
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| Constellation Brands Cl A (STZ) | 0.0 | $9.5k | 43.00 | 221.00 |
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| Union Pacific Corporation (UNP) | 0.0 | $9.4k | 41.00 | 228.05 |
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| General Motors Company (GM) | 0.0 | $9.2k | +80% | 173.00 | 53.27 |
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| Bank of America Corporation (BAC) | 0.0 | $9.2k | +1650% | 210.00 | 43.88 |
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| Eastman Chemical Company (EMN) | 0.0 | $9.1k | 100.00 | 91.32 |
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| Johnson & Johnson (JNJ) | 0.0 | $9.1k | 63.00 | 144.62 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $8.9k | NEW | 71.00 | 124.96 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $8.5k | 41.00 | 207.85 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $8.1k | 104.00 | 77.79 |
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| Hldgs (UAL) | 0.0 | $8.1k | 83.00 | 97.10 |
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| Discover Financial Services (DFS) | 0.0 | $8.0k | NEW | 46.00 | 173.24 |
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| Toll Brothers (TOL) | 0.0 | $7.6k | NEW | 60.00 | 125.95 |
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| Colgate-Palmolive Company (CL) | 0.0 | $7.5k | 82.00 | 90.91 |
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| Servicenow (NOW) | 0.0 | $7.4k | 7.00 | 1060.14 |
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| Cisco Systems (CSCO) | 0.0 | $7.4k | 125.00 | 59.20 |
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| Cigna Corp (CI) | 0.0 | $7.2k | +30% | 26.00 | 276.15 |
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| Citigroup Com New (C) | 0.0 | $7.1k | +65% | 101.00 | 70.39 |
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| Becton, Dickinson and (BDX) | 0.0 | $7.0k | 31.00 | 226.87 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $6.7k | 166.00 | 40.44 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $6.6k | NEW | 281.00 | 23.54 |
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| H&R Block (HRB) | 0.0 | $6.5k | NEW | 123.00 | 52.84 |
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| Boyd Gaming Corporation (BYD) | 0.0 | $6.5k | NEW | 89.00 | 72.54 |
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| Qualcomm (QCOM) | 0.0 | $6.5k | 42.00 | 153.62 |
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| United Sts Brent Oil Unit (BNO) | 0.0 | $6.3k | NEW | 212.00 | 29.95 |
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| Nike CL B (NKE) | 0.0 | $6.2k | 82.00 | 75.67 |
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| Manulife Finl Corp (MFC) | 0.0 | $6.1k | 200.00 | 30.71 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $6.0k | NEW | 22.00 | 271.23 |
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| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $6.0k | NEW | 24.00 | 248.46 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $5.8k | -31% | 189.00 | 30.84 |
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| CVS Caremark Corporation (CVS) | 0.0 | $5.6k | 125.00 | 44.89 |
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| Devon Energy Corporation (DVN) | 0.0 | $5.4k | NEW | 166.00 | 32.73 |
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| Diamedica Therapeutics Com New (DMAC) | 0.0 | $5.4k | 1.0k | 5.43 |
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| Marriott Intl Cl A (MAR) | 0.0 | $5.3k | NEW | 19.00 | 278.95 |
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| Murphy Oil Corporation (MUR) | 0.0 | $5.3k | NEW | 175.00 | 30.26 |
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| Atmos Energy Corporation (ATO) | 0.0 | $5.3k | 38.00 | 139.26 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $5.1k | 38.00 | 135.37 |
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| TJX Companies (TJX) | 0.0 | $5.1k | NEW | 42.00 | 120.81 |
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| Lam Research Corporation | 0.0 | $5.1k | +900% | 70.00 | 72.23 |
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| United States Steel Corporation (X) | 0.0 | $5.0k | NEW | 147.00 | 33.99 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $4.9k | 10.00 | 485.90 |
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| International Seaways (INSW) | 0.0 | $4.8k | NEW | 133.00 | 35.94 |
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| Ally Financial (ALLY) | 0.0 | $4.7k | NEW | 131.00 | 36.01 |
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| Tyson Foods Cl A (TSN) | 0.0 | $4.7k | 82.00 | 57.44 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $4.6k | 1.2k | 3.81 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $4.4k | 32.00 | 137.56 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $4.2k | NEW | 2.00 | 2113.00 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $4.2k | NEW | 18.00 | 232.50 |
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| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $4.1k | NEW | 162.00 | 25.35 |
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| Diana Shipping (DSX) | 0.0 | $4.1k | NEW | 2.1k | 1.96 |
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| Viking Therapeutics (VKTX) | 0.0 | $4.0k | NEW | 100.00 | 40.24 |
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| Chevron Corporation (CVX) | 0.0 | $3.9k | NEW | 27.00 | 144.85 |
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| Prudential Financial (PRU) | 0.0 | $3.9k | NEW | 33.00 | 118.52 |
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| Citizens Financial (CFG) | 0.0 | $3.9k | NEW | 89.00 | 43.76 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.8k | NEW | 92.00 | 41.82 |
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| G-III Apparel (GIII) | 0.0 | $3.8k | NEW | 116.00 | 32.62 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $3.8k | NEW | 97.00 | 39.01 |
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| Metropolitan Bank Holding Corp (MCB) | 0.0 | $3.7k | NEW | 64.00 | 58.41 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $3.6k | NEW | 40.00 | 89.33 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $3.6k | NEW | 105.00 | 33.91 |
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| Bunge Global Sa Com Shs (BG) | 0.0 | $3.5k | 45.00 | 77.76 |
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| Dominion Resources (D) | 0.0 | $3.4k | 63.00 | 53.86 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $3.3k | 99.00 | 32.93 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $3.2k | 11.00 | 287.82 |
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| Liberty Global Com Cl C (LBTYK) | 0.0 | $3.1k | 236.00 | 13.14 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $3.1k | NEW | 72.00 | 42.75 |
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| Nordstrom (JWN) | 0.0 | $3.0k | NEW | 125.00 | 24.15 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $3.0k | 59.00 | 50.32 |
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| Cannae Holdings (CNNE) | 0.0 | $2.8k | NEW | 141.00 | 19.86 |
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| Truist Financial Corp equities (TFC) | 0.0 | $2.8k | NEW | 64.00 | 43.38 |
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| Agnico (AEM) | 0.0 | $2.7k | NEW | 34.00 | 78.21 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.6k | NEW | 99.00 | 26.33 |
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| Walt Disney Company (DIS) | 0.0 | $2.2k | 20.00 | 111.35 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $2.2k | 45.00 | 48.22 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $2.2k | NEW | 26.00 | 83.04 |
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| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $2.1k | NEW | 181.00 | 11.86 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $2.1k | 97.00 | 21.72 |
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| Vaneck Etf Trust Steel Etf (SLX) | 0.0 | $2.0k | NEW | 35.00 | 58.46 |
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| Vaneck Etf Trust Video Gmng Esprt (ESPO) | 0.0 | $2.0k | NEW | 24.00 | 83.38 |
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| Nabors Industries SHS (NBR) | 0.0 | $1.9k | NEW | 34.00 | 57.18 |
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| JetBlue Airways Corporation (JBLU) | 0.0 | $1.8k | NEW | 235.00 | 7.86 |
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| American Tower Reit (AMT) | 0.0 | $1.8k | 10.00 | 183.40 |
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| Anglogold Ashanti Com Shs (AU) | 0.0 | $1.8k | NEW | 78.00 | 23.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.8k | NEW | 6.00 | 293.67 |
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| Southwest Airlines (LUV) | 0.0 | $1.7k | NEW | 50.00 | 33.62 |
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| Lincoln National Corporation (LNC) | 0.0 | $1.6k | NEW | 51.00 | 31.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.6k | NEW | 3.00 | 538.67 |
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| American Airls (AAL) | 0.0 | $1.6k | NEW | 92.00 | 17.43 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.0 | $1.6k | NEW | 19.00 | 83.53 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $1.5k | 58.00 | 26.16 |
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| Core Labs Nv (CLB) | 0.0 | $1.5k | NEW | 85.00 | 17.31 |
|
| Caesars Entertainment (CZR) | 0.0 | $1.4k | NEW | 43.00 | 33.42 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.4k | NEW | 7.00 | 198.14 |
|
| Spdr Ser Tr S&p Transn Etf (XTN) | 0.0 | $1.4k | NEW | 16.00 | 86.69 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.4k | NEW | 60.00 | 22.70 |
|
| Kohl's Corporation (KSS) | 0.0 | $1.3k | NEW | 95.00 | 14.04 |
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $1.3k | NEW | 31.00 | 41.87 |
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.0 | $1.2k | NEW | 55.00 | 22.04 |
|
| Crown Castle Intl (CCI) | 0.0 | $1.2k | 13.00 | 90.77 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.2k | NEW | 9.00 | 129.33 |
|
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $1.1k | NEW | 64.00 | 17.53 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $972.000000 | NEW | 9.00 | 108.00 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $888.000400 | NEW | 14.00 | 63.43 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $762.000000 | NEW | 24.00 | 31.75 |
|
| Steel Dynamics (STLD) | 0.0 | $570.000000 | NEW | 5.00 | 114.00 |
|
| WESCO International (WCC) | 0.0 | $543.000000 | NEW | 3.00 | 181.00 |
|
| Viatris (VTRS) | 0.0 | $523.000800 | NEW | 42.00 | 12.45 |
|
| International Game Technolog Shs Usd (IGT) | 0.0 | $477.000900 | 27.00 | 17.67 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $463.001000 | NEW | 22.00 | 21.05 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $427.000000 | NEW | 4.00 | 106.75 |
|
| Amplify Etf Tr Amplify Mobile P (IPAY) | 0.0 | $406.000000 | NEW | 7.00 | 58.00 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $404.000000 | NEW | 20.00 | 20.20 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $386.000100 | NEW | 3.00 | 128.67 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $373.000000 | +257% | 25.00 | 14.92 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $370.000000 | NEW | 20.00 | 18.50 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $352.000000 | NEW | 8.00 | 44.00 |
|
| Hershey Company (HSY) | 0.0 | $339.000000 | NEW | 2.00 | 169.50 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $336.999500 | NEW | 17.00 | 19.82 |
|
| B2gold Corp (BTG) | 0.0 | $312.000000 | NEW | 128.00 | 2.44 |
|
| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $310.006500 | NEW | 233.00 | 1.33 |
|
| Ross Stores (ROST) | 0.0 | $303.000000 | NEW | 2.00 | 151.50 |
|
| Emerson Electric (EMR) | 0.0 | $248.000000 | NEW | 2.00 | 124.00 |
|
| Appian Corp Cl A (APPN) | 0.0 | $231.000000 | 7.00 | 33.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $215.000000 | NEW | 2.00 | 107.50 |
|
| Harley-Davidson (HOG) | 0.0 | $181.000200 | NEW | 6.00 | 30.17 |
|
| Paypal Holdings (PYPL) | 0.0 | $171.000000 | 2.00 | 85.50 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $152.000000 | 2.00 | 76.00 |
|
|
| Dollar Tree (DLTR) | 0.0 | $150.000000 | NEW | 2.00 | 75.00 |
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $145.000100 | 7.00 | 20.71 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $132.000000 | NEW | 4.00 | 33.00 |
|
| Tapestry (TPR) | 0.0 | $131.000000 | NEW | 2.00 | 65.50 |
|
| Pinterest Cl A (PINS) | 0.0 | $87.000000 | 3.00 | 29.00 |
|
|
| Amplify Etf Tr Amplify Travel T (AWAY) | 0.0 | $86.000000 | NEW | 4.00 | 21.50 |
|
| Block Cl A (SQ) | 0.0 | $85.000000 | NEW | 1.00 | 85.00 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $79.000000 | NEW | 1.00 | 79.00 |
|
| Oceanpal (OP) | 0.0 | $79.002400 | NEW | 68.00 | 1.16 |
|
| Alps Etf Tr Clean Energy (ACES) | 0.0 | $78.000000 | NEW | 3.00 | 26.00 |
|
| Lemonade (LMND) | 0.0 | $73.000000 | 2.00 | 36.50 |
|
|
| JD Spon Ads Cl A (JD) | 0.0 | $69.000000 | 2.00 | 34.50 |
|
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $60.000000 | NEW | 3.00 | 20.00 |
|
| Diana Shipping *w Exp 12/14/202 (DSX.WS) | 0.0 | $45.995100 | NEW | 417.00 | 0.11 |
|
| Capri Holdings SHS (CPRI) | 0.0 | $42.000000 | NEW | 2.00 | 21.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $42.000000 | NEW | 4.00 | 10.50 |
|
| Taseko Cad (TGB) | 0.0 | $39.000000 | NEW | 20.00 | 1.95 |
|
| Genasys (GNSS) | 0.0 | $39.000000 | NEW | 15.00 | 2.60 |
|
| Teladoc (TDOC) | 0.0 | $36.000000 | NEW | 4.00 | 9.00 |
|
| Spirit Airlines (SAVEQ) | 0.0 | $27.000000 | NEW | 80.00 | 0.34 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $17.000000 | 4.00 | 4.25 |
|
|
| Turtle Beach Corp Com New (HEAR) | 0.0 | $17.000000 | NEW | 1.00 | 17.00 |
|
| Xos (XOS) | 0.0 | $16.000000 | NEW | 5.00 | 3.20 |
|
Past Filings by Legend Financial Advisors
SEC 13F filings are viewable for Legend Financial Advisors going back to 2019
- Legend Financial Advisors 2024 Q4 filed Jan. 7, 2025
- Legend Financial Advisors 2024 Q3 filed Oct. 18, 2024
- Legend Financial Advisors 2024 Q2 filed July 26, 2024
- Legend Financial Advisors 2024 Q1 filed April 17, 2024
- Legend Financial Advisors 2023 Q4 filed Jan. 31, 2024
- Legend Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Legend Financial Advisors 2023 Q2 filed Aug. 9, 2023
- Legend Financial Advisors 2023 Q1 filed April 26, 2023
- Legend Financial Advisors 2022 Q4 filed Jan. 30, 2023
- Legend Financial Advisors 2022 Q3 filed Nov. 18, 2022
- Legend Financial Advisors 2022 Q2 filed Aug. 8, 2022
- Legend Financial Advisors 2022 Q1 filed May 12, 2022
- Legend Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Legend Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Legend Financial Advisors 2021 Q2 filed Aug. 2, 2021
- Legend Financial Advisors 2021 Q1 filed May 17, 2021