Legend Financial Advisors as of Sept. 30, 2021
Portfolio Holdings for Legend Financial Advisors
Legend Financial Advisors holds 39 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Gold Tr Ishares New (IAU) | 13.8 | $22M | 652k | 33.41 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.2 | $21M | 58k | 357.97 | |
Ark Etf Tr Innovation Etf (ARKK) | 11.7 | $18M | 167k | 110.53 | |
Ishares Tr Ishares Semicdtr (SOXX) | 10.3 | $16M | 37k | 445.88 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 10.3 | $16M | 217k | 74.72 | |
At&t Blackswan Grwt (SWAN) | 6.2 | $9.8M | 286k | 34.23 | |
Global X Fds Global X Copper (COPX) | 5.7 | $9.0M | 262k | 34.20 | |
Aberdeen Std Palladium Etf T Physcl Palladm (PALL) | 4.9 | $7.7M | 43k | 178.36 | |
Spdr Ser Tr S&p Metals Mng (XME) | 3.8 | $6.0M | 143k | 41.74 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 3.3 | $5.1M | 76k | 67.74 | |
Vanguard Index Fds Smlcp 600 Val (VIOV) | 2.7 | $4.3M | 25k | 174.02 | |
Vaneck Etf Trust Steel Etf (SLX) | 2.2 | $3.5M | 63k | 55.21 | |
Apple (AAPL) | 1.1 | $1.8M | 13k | 141.51 | |
Veritiv Corp - When Issued | 0.9 | $1.4M | 15k | 89.57 | |
Mr Cooper Group (COOP) | 0.8 | $1.2M | 30k | 41.17 | |
Amazon (AMZN) | 0.8 | $1.2M | 769.00 | 1566.97 | |
Global X Fds Lithium Btry Etf (LIT) | 0.7 | $1.1M | 13k | 81.94 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.1M | 7.1k | 148.02 | |
Carrier Global Corporation (CARR) | 0.7 | $1.0M | 20k | 51.74 | |
Franco-Nevada Corporation (FNV) | 0.6 | $938k | 7.2k | 129.97 | |
Wisdomtree Tr Growth Etf (VUG) | 0.5 | $865k | 3.0k | 290.17 | |
Hibbett Sports (HIBB) | 0.5 | $744k | 11k | 70.69 | |
Brunswick Corporation (BC) | 0.5 | $741k | 7.8k | 95.37 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $707k | 2.6k | 272.97 | |
Ufp Industries (UFPI) | 0.4 | $672k | 9.9k | 67.96 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $665k | 11k | 62.83 | |
Posco Sponsored Adr (PKX) | 0.4 | $566k | 8.2k | 68.86 | |
Deere & Company (DE) | 0.3 | $527k | 1.6k | 335.03 | |
Myr (MYRG) | 0.3 | $412k | 4.1k | 99.54 | |
Dick's Sporting Goods (DKS) | 0.3 | $412k | 3.4k | 120.05 | |
Global X Fds Fintech Etf (FINX) | 0.3 | $402k | 8.4k | 48.00 | |
Wisdomtree Tr Cloud Computng (WCLD) | 0.2 | $366k | 6.4k | 57.51 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $320k | 2.1k | 149.88 | |
Ishares Tr Floatng Rat Trea | 0.2 | $257k | 10k | 25.09 | |
PNC Financial Services (PNC) | 0.2 | $254k | 1.3k | 195.38 | |
Netflix (NFLX) | 0.2 | $242k | 397.00 | 609.57 | |
Proshares Tr Long Online Shrt (CLIX) | 0.2 | $237k | 3.4k | 68.88 | |
S&T Ban (STBA) | 0.1 | $221k | 7.5k | 29.49 | |
Price T Rowe Group Solar Etf (TAN) | 0.1 | $208k | 2.6k | 79.85 |