Legend Financial Advisors

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

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Positions held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legend Financial Advisors

Legend Financial Advisors holds 233 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Gold Trust Iau (IAU) 9.6 $10M -3% 324k 31.53
Invesco QQQ Trust Series 1 QQQ (QQQ) 7.5 $8.0M -3% 30k 267.26
Leuthold Fds Inc Core LCR (LCR) 6.8 $7.3M NEW 264k 27.50
Global X Lithium ETF Lit (LIT) 6.6 $7.1M 107k 66.09
iShares PHLX SOX Semiconductor Soxx (SOXX) 6.5 $6.9M -2% 22k 318.73
SPDR S&P Regional Banking Kre (KRE) 6.3 $6.7M 114k 58.88
Vanguard S&P Small-Cap 600 Value Viov (VIOV) 6.1 $6.4M +28% 45k 142.77
Schwab Fundamental US Large Company Index ETF FNDX (FNDX) 6.0 $6.4M +8% 134k 47.76
Invesco S&P 500 High Beta SPHB (SPHB) 5.1 $5.4M 94k 57.39
Aberdeen Physical Palladium Shs ETF Pall (PALL) 4.9 $5.3M -5% 26k 200.88
Invesco S&P 500 Equal Weight Consumer Discretionary RCD (RCD) 4.9 $5.2M 50k 104.82
iPath DJ-UBS Commodity DJP (DJP) 4.3 $4.6M 140k 32.91
SPDR Ser TR S&P Metals & Mining ETF Xme (XME) 4.2 $4.4M -2% 104k 42.49
iShares Dow Jones US Insurance Sector Index Iak (IAK) 4.1 $4.4M 56k 79.09

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iShares US Medical Devices ETF Ihi (IHI) 2.6 $2.8M +3% 59k 47.18
Apple Aapl (AAPL) 1.6 $1.7M 12k 138.20
SPDR S&P Biotech Xbi (XBI) 1.2 $1.2M NEW 16k 79.32
Veritiv Corp VRTV (VRTV) 0.7 $776k -6% 7.9k 97.77
Amazon Amzn (AMZN) 0.6 $688k 6.1k 113.00
Schwab US Large Cap Growth SCHG (SCHG) 0.6 $609k -21% 11k 55.81
Berkshire Hathaway Inc Class B BRKB (BRK.B) 0.6 $588k -3% 2.2k 267.03
NMI Hldgs Nmih (NMIH) 0.5 $514k NEW 25k 20.37
Bancorp TBBK (TBBK) 0.5 $494k NEW 23k 21.98
Global Payments GPN (GPN) 0.5 $492k -2% 4.5k 108.05
Vanguard Growth Vug (VUG) 0.4 $475k -25% 2.2k 213.95
Tapestry TPR (TPR) 0.4 $457k -2% 16k 28.43
Walt Disney Dis (DIS) 0.4 $437k NEW 4.6k 94.33
Signature BK NY Sbny (SBNY) 0.4 $410k NEW 2.7k 151.00
Photronics Plab (PLAB) 0.3 $372k NEW 25k 14.62
Ranger Oil Corp A Rocc (ROCC) 0.3 $333k -2% 11k 31.45
NextEra Energy Nee (NEE) 0.3 $331k 4.2k 78.41
Invesco S&P 500 Equal Weight RSP (RSP) 0.2 $227k 1.8k 127.46
Eli Lilly and Company Lly (LLY) 0.2 $206k 638.00 323.35
PNC Financial Service Corp PNC (PNC) 0.2 $194k 1.3k 149.42
WisdomTree Floating Rate Treasury Fund Usfr (USFR) 0.2 $175k NEW 3.5k 50.29
Huntington Ingalls Industries Hii (HII) 0.2 $162k NEW 730.00 221.20
S&T Bancorp Inc 0F Indiana Penn Stba (STBA) 0.1 $152k -30% 5.2k 29.31
Udr Udr (UDR) 0.1 $146k NEW 3.5k 41.71
iShares Core US Aggregate Bond ETF Agg (AGG) 0.1 $144k NEW 1.5k 96.32
Microsoft Corp MSFT (MSFT) 0.1 $141k NEW 604.00 232.89
SPDR Consumer Discretionary Select Sector ETF Xly (XLY) 0.1 $132k NEW 927.00 142.45
American Water Works Company Awk (AWK) 0.1 $130k NEW 1.0k 130.16
iShares Russell 1000 Growth ETF Iwf (IWF) 0.1 $115k NEW 545.00 210.40
ConocoPhillips Cop (COP) 0.1 $113k NEW 1.1k 102.34
JP Morgan Chase & Co JPM (JPM) 0.1 $105k NEW 1.0k 104.50
Amgen Amgn (AMGN) 0.1 $98k NEW 434.00 225.41
Schwab US Large Cap ETF SCHX (SCHX) 0.1 $81k NEW 1.9k 42.35
Premier Pinc (PINC) 0.1 $78k NEW 2.3k 33.94
Vanguard Short-Term Bond Index ETF BSV (BSV) 0.1 $77k NEW 1.0k 74.81
Alphabet Inc Class A Googl (GOOGL) 0.1 $77k NEW 800.00 95.65
Visa V (V) 0.1 $75k NEW 424.00 177.66
Invesco S&P 500 Equal Weight Consumer Staples RHS (RHS) 0.1 $67k NEW 436.00 153.44
iShares Core S&P 500 Ivv (IVV) 0.1 $66k NEW 185.00 358.65
Bank of New York Mellon Corp BK (BK) 0.1 $63k NEW 1.6k 38.52
At&t T (T) 0.1 $61k NEW 4.0k 15.34
Johnson & Johnson JNJ (JNJ) 0.1 $59k NEW 363.00 163.36
Vanguard S&P 500 Voo (VOO) 0.1 $59k NEW 180.00 328.30
Expeditors International of Wash Expd (EXPD) 0.0 $53k NEW 600.00 88.31
Vanguard Mid-Cap Vo (VO) 0.0 $52k NEW 278.00 188.00
Home Depot HD (HD) 0.0 $52k NEW 188.00 275.94
Crowdstrike Hldgs Inc Cl A CRWD (CRWD) 0.0 $50k NEW 301.00 164.81
Vanguard Intermediate Term Bond Biv (BIV) 0.0 $50k NEW 673.00 73.48
SPDR S&P 500 Trust Spy (SPY) 0.0 $49k NEW 138.00 357.18
Phillips 66 PSX (PSX) 0.0 $49k NEW 601.00 80.71
Rockwell Automation Rok (ROK) 0.0 $46k NEW 215.00 215.11
Raytheon Technologies Corp RTX (RTX) 0.0 $46k NEW 562.00 81.85
Alphabet Inc Class C Goog (GOOG) 0.0 $44k NEW 460.00 96.15
Comcast Corp A Cmcsa (CMCSA) 0.0 $44k NEW 1.5k 29.33
iShares Core S&P Total US Stock Market Itot (ITOT) 0.0 $44k NEW 548.00 79.48
Pfizer Pfe (PFE) 0.0 $42k NEW 958.00 43.76
iShares Core S&P Mid-Cap ETF Ijh (IJH) 0.0 $39k NEW 176.00 219.26
UnitedHealth Group Unh (UNH) 0.0 $37k NEW 73.00 505.05
iShares Russell 2000 ETF Iwm (IWM) 0.0 $37k NEW 222.00 164.92
Vanguard Developed Markets Index Fund ETF Vea (VEA) 0.0 $35k NEW 972.00 36.36
McDonald's Corporation MCD (MCD) 0.0 $33k NEW 143.00 231.17
Invesco Solar ETF Tan (TAN) 0.0 $33k NEW 441.00 73.61
Walmart WMT (WMT) 0.0 $32k NEW 245.00 129.70
MetLife Met (MET) 0.0 $30k NEW 500.00 60.78
Procter & Gamble PG (PG) 0.0 $30k NEW 238.00 126.26
Goldman Sachs Activebeta US LC ETF GSLC (GSLC) 0.0 $29k NEW 403.00 71.02
Mastercard Ma (MA) 0.0 $28k NEW 100.00 284.34
Merck & Co MRK (MRK) 0.0 $27k NEW 316.00 86.05
Artisan Partners Asset Management Apam (APAM) 0.0 $27k NEW 1.0k 26.93
Restaurant Brands International QSR (QSR) 0.0 $27k NEW 500.00 53.18
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $27k NEW 1.7k 15.57
Vanguard Mega Cap Growth MGK (MGK) 0.0 $26k NEW 151.00 174.30
Lowe's Companies Low (LOW) 0.0 $26k NEW 139.00 187.81
Paychex Payx (PAYX) 0.0 $26k NEW 230.00 112.21
Duke Energy Corp Duk (DUK) 0.0 $25k NEW 266.00 93.02
SPDR Technology Select Sector XLK (XLK) 0.0 $25k NEW 206.00 118.78
Accenture Acn (ACN) 0.0 $23k NEW 91.00 257.29
PayPal Holdings Pypl (PYPL) 0.0 $23k NEW 264.00 86.06
Global X Copper Miners Copx (COPX) 0.0 $23k NEW 800.00 28.26
Dow Dow (DOW) 0.0 $22k NEW 500.00 43.93
Vanguard Value VTV (VTV) 0.0 $22k NEW 176.00 122.78
Valero Energy Corp Vlo (VLO) 0.0 $21k NEW 200.00 106.85
Permian Basin Royalty Trust PBT (PBT) 0.0 $21k NEW 1.3k 16.33
Costco Wholesale Corp Cost (COST) 0.0 $21k NEW 44.00 472.27
Global X Fintech Finx (FINX) 0.0 $20k NEW 1.0k 20.28
Carrier Global Corp Carr (CARR) 0.0 $20k NEW 569.00 35.57
Corteva Ctva (CTVA) 0.0 $19k NEW 334.00 56.98
SPDR Bloomberg 1-3 Month T-Bill Bil (BIL) 0.0 $19k NEW 207.00 91.60
Vanguard Mega Cap Val MGV (MGV) 0.0 $19k NEW 208.00 89.91
Automatic Data Processing Adp (ADP) 0.0 $17k NEW 74.00 226.19
Vanguard Mid-Cap Growth ETF Vot (VOT) 0.0 $17k NEW 97.00 170.55
Amplify Online Retail ETF Ibuy (IBUY) 0.0 $16k NEW 416.00 39.54
Adobe Adbe (ADBE) 0.0 $16k NEW 59.00 275.20
Fortune Brands Home & Security FBHS (FBHS) 0.0 $16k NEW 300.00 53.69
Vanguard FTSE Emerging Markets Vwo (VWO) 0.0 $16k NEW 440.00 36.49
SPDR Portfolio Short Term Corp Bd ETF SPSB (SPSB) 0.0 $15k NEW 525.00 29.22
Analog Devices Adi (ADI) 0.0 $15k NEW 110.00 139.34
Abbott Laboratories Abt (ABT) 0.0 $15k NEW 157.00 96.76
Texas Instruments TXN (TXN) 0.0 $15k NEW 97.00 154.78
iShares S&P Small-Cap 600 Value Ijs (IJS) 0.0 $15k NEW 180.00 82.45
Salesforce CRM (CRM) 0.0 $15k NEW 103.00 143.84
Northwest Bancshares Nwbi (NWBI) 0.0 $14k NEW 1.1k 13.51
Chubb CB (CB) 0.0 $14k NEW 78.00 181.88
Norfolk Southern Corp NSC (NSC) 0.0 $14k NEW 65.00 209.65
iShares Russell 1000 Value ETF Iwd (IWD) 0.0 $14k NEW 100.00 135.99
Illinois Tool Works Itw (ITW) 0.0 $14k NEW 75.00 180.65
Lockheed Martin Corp LMT (LMT) 0.0 $14k NEW 35.00 386.29
L3 Harris Technologies LHX (LHX) 0.0 $14k NEW 65.00 207.83
Linde Lin (LIN) 0.0 $14k NEW 50.00 269.60
iShares Russell Mid-Cap ETF Iwr (IWR) 0.0 $13k NEW 216.00 62.15
iShares Core MSCI Emerging Markets Iemg (IEMG) 0.0 $13k NEW 312.00 42.98
iShares Core MSCI EAFE Iefa (IEFA) 0.0 $13k NEW 251.00 52.67
Target Corporation TGT (TGT) 0.0 $13k NEW 89.00 148.40
Brunswick Corp BC (BC) 0.0 $13k NEW 200.00 65.45
iShares Russell 2000 Growth ETF Iwo (IWO) 0.0 $13k NEW 63.00 206.59
Aflac Afl (AFL) 0.0 $13k NEW 227.00 56.20
Oracle Corporation Orcl (ORCL) 0.0 $13k NEW 206.00 61.07
General Dynamics Corporation GD (GD) 0.0 $13k NEW 59.00 212.17
Pepsico Incorporated Pep (PEP) 0.0 $12k NEW 74.00 163.26
Becton, Dickinson and Company BDX (BDX) 0.0 $12k NEW 54.00 222.83
BlackRock BLK (BLK) 0.0 $12k NEW 21.00 550.29
First Trust Technology Alphadex FXL (FXL) 0.0 $12k NEW 133.00 86.70
iShares Core S&P Small-Cap ETF Ijr (IJR) 0.0 $11k NEW 130.00 87.19
Warner Bros Discovery Inc Series A WBD (WBD) 0.0 $11k NEW 968.00 11.50
iShares JP Morgan USD Emerging Mrkts Bond ETF Emb (EMB) 0.0 $11k NEW 140.00 79.49
WEC Energy Group Wec (WEC) 0.0 $11k NEW 124.00 89.43
Advisorshares Trust Pure US Cannabis ETF Msos (MSOS) 0.0 $11k NEW 1.2k 8.91
Airbnb Abnb (ABNB) 0.0 $11k NEW 100.00 105.04
iShares Edge MSCI Min Vol USA ETF Usmv (USMV) 0.0 $10k NEW 156.00 66.10
FMC Corp FMC (FMC) 0.0 $10k NEW 96.00 105.70
NortonLifeLock Nlok (NLOK) 0.0 $10k NEW 500.00 20.14
Constellation Brands STZ (STZ) 0.0 $9.9k NEW 43.00 229.67
First Trust Nasdaq 100 Technology Index Qtec (QTEC) 0.0 $9.9k NEW 94.00 104.86
Dolby Lab Inc Cl A DLB (DLB) 0.0 $9.8k NEW 150.00 65.37
Air Products & Chemicals Apd (APD) 0.0 $9.8k NEW 42.00 232.74
Marathon Petroleum Corp MPC (MPC) 0.0 $9.7k NEW 98.00 99.33
Cummins Cmi (CMI) 0.0 $9.6k NEW 47.00 203.51
Suncor Energy Su (SU) 0.0 $9.5k NEW 339.00 28.15
Invesco S&P 500 Equal Weight Technology Ryt (RYT) 0.0 $9.5k NEW 42.00 226.40
SPDR Communications Select Sector XLC (XLC) 0.0 $9.4k NEW 197.00 47.89
Newmont Corporation Nem (NEM) 0.0 $9.0k NEW 213.00 42.04
Eversource Energy Es (ES) 0.0 $8.8k NEW 113.00 77.96
Chevron Corp CVX (CVX) 0.0 $8.6k NEW 60.00 143.71
Vanguard Health Care VHT (VHT) 0.0 $8.5k NEW 38.00 223.71
EXACT Sciences Corp Exas (EXAS) 0.0 $8.3k NEW 255.00 32.49
First Trust Dow Jones Internet Index FDN (FDN) 0.0 $8.2k NEW 65.00 126.22
Invesco MSCI Sustainable Future ETF Erth (ERTH) 0.0 $8.1k NEW 166.00 48.74
Vanguard Small-Cap Value VBR (VBR) 0.0 $8.0k NEW 56.00 143.39
Emerson Electric Emr (EMR) 0.0 $7.9k NEW 108.00 73.22
American Tower Corp Amt (AMT) 0.0 $7.7k NEW 36.00 214.69
Nike Inc Class B Nke (NKE) 0.0 $7.6k NEW 91.00 83.12
DTE Energy Company Dte (DTE) 0.0 $7.5k NEW 65.00 115.05
United Parcel Service Ups (UPS) 0.0 $7.4k NEW 46.00 161.54
iShares S&P Small-Cap 600 Growth ETF Ijt (IJT) 0.0 $7.3k NEW 72.00 101.67
HSBC Holdings HSBC (HSBC) 0.0 $7.0k NEW 270.00 26.07
Morgan Stanley MS (MS) 0.0 $6.9k NEW 87.00 79.01
Verizon Communications VZ (VZ) 0.0 $6.8k NEW 180.00 37.97
Colgate-Palmolive CL (CL) 0.0 $6.4k NEW 91.00 70.25
Vanguard Extended Market Index VXF (VXF) 0.0 $6.4k NEW 50.00 127.12
Elanco Animal Health Elan (ELAN) 0.0 $6.2k NEW 500.00 12.41
Vanguard Total International Bond Index ETF BNDX (BNDX) 0.0 $6.0k NEW 126.00 47.79
Union Pacific Corp Unp (UNP) 0.0 $5.8k NEW 30.00 194.83
CSX Corporation CSX (CSX) 0.0 $5.8k NEW 219.00 26.64
GSK GSK (GSK) 0.0 $5.8k NEW 196.00 29.43
iShares iBoxx Investment Grade Corporate Bond ETF LQD (LQD) 0.0 $5.6k NEW 55.00 102.46
US Bancorp Usb (USB) 0.0 $5.6k NEW 139.00 40.32
Vanguard Mid-Cap Value ETF Voe (VOE) 0.0 $5.6k NEW 46.00 121.76
FedEx Corp FDX (FDX) 0.0 $5.5k NEW 37.00 148.46
Tyson Foods TSN (TSN) 0.0 $5.4k NEW 82.00 65.93
Novartis AG Spons NVS (NVS) 0.0 $4.6k NEW 61.00 76.02
Pembina Pipeline Corp Pba (PBA) 0.0 $4.6k NEW 150.00 30.37
Prudential Financial Pru (PRU) 0.0 $4.3k NEW 50.00 85.78
B&G Foods BGS (BGS) 0.0 $4.1k NEW 250.00 16.49
Tesla Tsla (TSLA) 0.0 $4.0k NEW 15.00 265.27
Liberty Global PLC C Lbtyk (LBTYK) 0.0 $3.9k NEW 236.00 16.50
Atmos Energy Corp Ato (ATO) 0.0 $3.9k NEW 38.00 101.84
Bunge BG (BG) 0.0 $3.7k NEW 45.00 82.58
Bausch Health Companies BHC (BHC) 0.0 $3.4k NEW 500.00 6.89
Intel Corp Intc (INTC) 0.0 $3.4k NEW 130.00 25.77
Arconic Corporation Arnc (ARNC) 0.0 $3.2k NEW 188.00 16.95
Broadcom Avgo (AVGO) 0.0 $3.1k NEW 7.00 444.00
Cadence Design Systems CDNS (CDNS) 0.0 $3.1k NEW 19.00 163.42
General Motors GM (GM) 0.0 $3.1k NEW 96.00 32.09
Vanguard Small-Cap Growth VBK (VBK) 0.0 $2.9k NEW 15.00 195.13
Kimbell Rty Partners Lp Unit KRP (KRP) 0.0 $2.9k NEW 172.00 16.98
iShares MSCI USA Momentum Factor ETF Mtum (MTUM) 0.0 $2.8k NEW 21.00 131.19
United Airlines Holdings Ual (UAL) 0.0 $2.7k NEW 83.00 32.53
Danaher Corp DHR (DHR) 0.0 $2.6k NEW 10.00 258.30
Citigroup C (C) 0.0 $2.5k NEW 61.00 41.67
Bristol-Myers Squibb Company Bmy (BMY) 0.0 $2.3k NEW 33.00 71.09
Kroger Company KR (KR) 0.0 $2.2k NEW 50.00 43.76
Otis Worldwide Corp Otis (OTIS) 0.0 $2.2k NEW 34.00 63.79
CVS Health Corp CVS (CVS) 0.0 $2.1k NEW 22.00 95.36
Sanofi Sny (SNY) 0.0 $1.7k NEW 45.00 38.02
DT Midstream DTM (DTM) 0.0 $1.7k NEW 32.00 51.88
FS KKR Capital Corp FSK (FSK) 0.0 $1.6k NEW 97.00 16.95
Electronic Arts Ea (EA) 0.0 $1.6k NEW 14.00 115.71
Alcon Alc (ALC) 0.0 $1.6k NEW 27.00 58.19
Haleon HLN 0.0 $1.5k NEW 245.00 6.09
United Rentals Uri (URI) 0.0 $1.4k NEW 5.00 270.20
Biogen Biib (BIIB) 0.0 $1.3k NEW 5.00 267.00
Bio-Rad Laboratories Bio (BIO) 0.0 $1.3k NEW 3.00 417.00
Diamedica Therapeutics Dmac (DMAC) 0.0 $1.2k NEW 1.0k 1.24
Lennar Corp Class A Len (LEN) 0.0 $1.2k NEW 16.00 74.56
Vanguard FTSE All World ex-US Small-Cap VSS (VSS) 0.0 $1.1k NEW 12.00 92.83
Skyworks Solutions SWKS (SWKS) 0.0 $937.999700 NEW 11.00 85.27
United Therapeutics Corp Uthr (UTHR) 0.0 $838.000000 NEW 4.00 209.50
Snap-on Incorporated Sna (SNA) 0.0 $805.000000 NEW 4.00 201.25
Piedmont Office Realty Trust Inc Cl A PDM (PDM) 0.0 $803.000800 NEW 76.00 10.57
Viatris VTRS (VTRS) 0.0 $801.002200 NEW 94.00 8.52
AbbVie Abbv (ABBV) 0.0 $671.000000 NEW 5.00 134.20
GoPro Gpro (GPRO) 0.0 $493.000000 NEW 100.00 4.93
PulteGroup PHM (PHM) 0.0 $488.000500 NEW 13.00 37.54
International Game Technology Igt (IGT) 0.0 $426.999600 NEW 27.00 15.81
Bank of America Corp Bac (BAC) 0.0 $332.999700 NEW 11.00 30.27
Embecta Corp Embc (EMBC) 0.0 $288.000000 NEW 10.00 28.80
Liberty Latin America Ltd Class C Lilak (LILAK) 0.0 $246.000000 NEW 40.00 6.15
Proshares TR Bitcoin Strat E Bito (BITO) 0.0 $228.000000 NEW 19.00 12.00
Organon & Co Ogn (OGN) 0.0 $198.999900 NEW 9.00 22.11

Past Filings by Legend Financial Advisors

SEC 13F filings are viewable for Legend Financial Advisors going back to 2019