Legend Financial Advisors

Legend Financial Advisors as of March 31, 2023

Portfolio Holdings for Legend Financial Advisors

Legend Financial Advisors holds 229 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Gold Trust Stock/ETF (IAU) 9.8 $12M 314k 37.37
Invesco QQQ Trust Series 1 Stock/ETF (QQQ) 8.2 $9.7M 30k 320.92
iShares PHLX SOX Semiconductor Stock/ETF (SOXX) 8.1 $9.7M 22k 444.68
Vanguard Mid-Cap Stock/ETF (VO) 7.8 $9.3M 44k 210.92
Leuthold Fds Inc Core Stock/ETF (LCR) 6.5 $7.7M 261k 29.70
Global X Copper Miners Stock/ETF (COPX) 6.5 $7.7M 199k 38.71
Schwab Fundamental US Large Company Index ETF Stock/ETF (FNDX) 6.1 $7.3M 133k 54.92
Vanguard S&P Small-Cap 600 Value Stock/ETF (VIOV) 5.7 $6.8M 84k 80.76
Invesco S&P 500 Equal Weight Consumer Discretionary Stock/ETF (RSPD) 5.3 $6.3M 49k 127.86
SPDR Ser TR S&P Metals & Mining ETF Stock/ETF (XME) 4.8 $5.7M 107k 53.16
iShares Dow Jones US Insurance Sector Index Stock/ETF (IAK) 4.0 $4.7M 55k 85.62
iPath DJ-UBS Commodity Stock/ETF (DJP) 3.9 $4.6M 147k 31.59
AltShares Merger Arbitrage ETF Stock/ETF (ARB) 3.2 $3.8M 148k 25.36
Aberdeen Physical Palladium Shs ETF Stock/ETF (PALL) 3.0 $3.6M 26k 135.04
SPDR Portfolio SmallCap Stock/ETF (SPSM) 2.6 $3.0M 81k 37.77
Apple Stock/ETF (AAPL) 1.4 $1.6M 10k 164.90
Veritiv Corp Stock/ETF 0.9 $1.1M 8.3k 135.14
Berkshire Hathaway Inc Class B Stock/ETF (BRK.B) 0.7 $857k 2.8k 308.77
Schwab US Large Cap Growth Stock/ETF (SCHG) 0.6 $704k 11k 65.17
Copa Holdings SA Stock/ETF (CPA) 0.5 $637k 6.9k 92.35
Amazoncom Stock/ETF (AMZN) 0.5 $604k 5.9k 103.29
NMI Hldgs Stock/ETF (NMIH) 0.5 $587k 26k 22.33
Sanmina Corporation Stock/ETF (SANM) 0.5 $577k 9.5k 60.99
Tapestry Stock/ETF (TPR) 0.5 $575k 13k 43.11
Championx Corp Stock/ETF (CHX) 0.5 $552k 20k 27.13
Chico's FAS Stock/ETF 0.5 $543k 99k 5.50
Albemarle Corp Stock/ETF (ALB) 0.4 $527k 2.4k 221.04
Modine Manufacturing Stock/ETF (MOD) 0.4 $525k 23k 23.05
Schlumberger NV Stock/ETF (SLB) 0.4 $524k 11k 49.10
Bancorp Stock/ETF (TBBK) 0.4 $521k 19k 27.85
Halliburton Stock/ETF (HAL) 0.4 $492k 16k 31.64
Global X Lithium ETF Stock/ETF (LIT) 0.4 $444k 7.0k 63.55
Vanguard Growth Stock/ETF (VUG) 0.4 $429k 1.7k 249.44
NextEra Energy Stock/ETF (NEE) 0.3 $321k 4.2k 77.08
SPDR S&P Regional Banking Stock/ETF (KRE) 0.2 $194k 4.4k 43.86
S&T Bancorp Inc 0F Indiana Penn Stock/ETF (STBA) 0.1 $163k 5.2k 31.45
Eli Lilly and Company Stock/ETF (LLY) 0.1 $161k 469.00 343.42
Huntington Ingalls Industries Stock/ETF (HII) 0.1 $151k 729.00 207.02
American Water Works Company Stock/ETF (AWK) 0.1 $147k 1.0k 146.49
PNC Financial Service Corp Stock/ETF (PNC) 0.1 $146k 1.2k 127.10
Invesco S&P 500 Equal Weight Stock/ETF (RSP) 0.1 $146k 1.0k 144.65
JP Morgan Chase & Co Stock/ETF (JPM) 0.1 $145k 1.1k 130.31
iShares Russell 1000 Growth ETF Stock/ETF (IWF) 0.1 $133k 545.00 244.33
Microsoft Corp Stock/ETF (MSFT) 0.1 $125k 435.00 288.30
Amgen Stock/ETF (AMGN) 0.1 $116k 481.00 241.75
Intel Corp Stock/ETF (INTC) 0.1 $114k 3.5k 32.67
SPDR Consumer Discretionary Select Sector ETF Stock/ETF (XLY) 0.1 $107k 716.00 149.54
Schwab US Large Cap ETF Stock/ETF (SCHX) 0.1 $92k 1.9k 48.37
ConocoPhillips Stock/ETF (COP) 0.1 $85k 858.00 99.21
Udr Stock/ETF (UDR) 0.1 $82k 2.0k 41.06
Comcast Corp A Stock/ETF (CMCSA) 0.1 $82k 2.2k 37.91
iShares Core S&P 500 Stock/ETF (IVV) 0.1 $76k 185.00 411.08
Invesco S&P 500 Equal Weight Consumer Staples Stock/ETF (RSPS) 0.1 $74k 435.00 170.43
Premier Stock/ETF (PINC) 0.1 $74k 2.3k 32.37
Vanguard S&P 500 Stock/ETF (VOO) 0.1 $68k 180.00 376.07
Expeditors International of Wash Stock/ETF (EXPD) 0.1 $66k 600.00 110.12
iShares U.S. Medical Devices ETF Stock/ETF (IHI) 0.1 $64k 1.2k 54.02
UnitedHealth Group Stock/ETF (UNH) 0.1 $64k 135.00 472.59
Rockwell Automation Stock/ETF (ROK) 0.1 $63k 215.00 293.45
Invesco S&P 500 High Beta Stock/ETF (SPHB) 0.1 $62k 880.00 69.94
Phillips 66 Stock/ETF (PSX) 0.1 $61k 601.00 101.38
Raytheon Technologies Corp Stock/ETF (RTX) 0.0 $55k 562.00 97.93
Vanguard Intermediate Term Bond Stock/ETF (BIV) 0.0 $52k 673.00 76.74
Bank of New York Mellon Corp Stock/ETF (BK) 0.0 $47k 1.0k 45.44
SPDR S&P 500 Trust Stock/ETF (SPY) 0.0 $47k 114.00 408.96
Alphabet Inc Class A Stock/ETF (GOOGL) 0.0 $46k 440.00 103.73
Home Depot Stock/ETF (HD) 0.0 $45k 154.00 295.12
At&t Stock/ETF (T) 0.0 $45k 2.4k 19.25
iShares Core S&P Mid-Cap ETF Stock/ETF (IJH) 0.0 $44k 176.00 250.16
Johnson & Johnson Stock/ETF (JNJ) 0.0 $41k 262.00 155.00
McDonald's Corporation Stock/ETF (MCD) 0.0 $40k 143.00 279.98
iShares Russell 2000 ETF Stock/ETF (IWM) 0.0 $40k 222.00 178.40
Mastercard Stock/ETF (MA) 0.0 $36k 100.00 363.41
Merck & Co Stock/ETF (MRK) 0.0 $35k 328.00 106.52
Invesco Solar ETF Stock/ETF (TAN) 0.0 $34k 441.00 77.63
Restaurant Brands International Stock/ETF (QSR) 0.0 $34k 500.00 67.14
Goldman Sachs Activebeta US LC ETF Stock/ETF (GSLC) 0.0 $33k 403.00 81.22
SPDR Technology Select Sector Stock/ETF (XLK) 0.0 $31k 206.00 151.01
Vanguard Mega Cap Growth Stock/ETF (MGK) 0.0 $31k 151.00 204.51
Chubb Stock/ETF (CB) 0.0 $30k 152.00 194.18
Alphabet Inc Class C Stock/ETF (GOOG) 0.0 $29k 280.00 104.00
MetLife Stock/ETF (MET) 0.0 $29k 500.00 57.94
Valero Energy Corp Stock/ETF (VLO) 0.0 $28k 200.00 139.60
Lowe's Companies Stock/ETF (LOW) 0.0 $28k 139.00 199.97
Paychex Stock/ETF (PAYX) 0.0 $26k 230.00 114.59
Accenture Stock/ETF (ACN) 0.0 $26k 91.00 285.81
General Dynamics Corporation Stock/ETF (GD) 0.0 $26k 113.00 228.21
Duke Energy Corp Stock/ETF (DUK) 0.0 $26k 266.00 96.47
Procter & Gamble Stock/ETF (PG) 0.0 $26k 172.00 148.35
Vanguard Developed Markets Index Fund ETF Stock/ETF (VEA) 0.0 $25k 553.00 45.17
Pepsico Incorporated Stock/ETF (PEP) 0.0 $25k 136.00 182.30
Vanguard Value Stock/ETF (VTV) 0.0 $24k 175.00 138.11
Nike Inc Class B Stock/ETF (NKE) 0.0 $23k 191.00 122.64
EXACT Sciences Corp Stock/ETF (EXAS) 0.0 $23k 339.00 67.81
Carrier Global Corp Stock/ETF (CARR) 0.0 $23k 500.00 45.75
Becton, Dickinson and Company Stock/ETF (BDX) 0.0 $23k 92.00 247.54
Visa Stock/ETF (V) 0.0 $23k 100.00 225.46
Lockheed Martin Corp Stock/ETF (LMT) 0.0 $22k 47.00 472.72
Analog Devices Stock/ETF (ADI) 0.0 $22k 110.00 197.22
Bank of America Corp Stock/ETF (BAC) 0.0 $22k 756.00 28.61
SPDR S&P Biotech Stock/ETF (XBI) 0.0 $21k 278.00 76.18
Vanguard Mega Cap Val Stock/ETF (MGV) 0.0 $21k 208.00 101.02
Global X Fintech Stock/ETF (FINX) 0.0 $21k 1.0k 20.82
Corteva Stock/ETF (CTVA) 0.0 $20k 333.00 60.31
SPDR Bloomberg 1-3 Month T-Bill Stock/ETF (BIL) 0.0 $19k 207.00 91.82
Vanguard Mid-Cap Growth ETF Stock/ETF (VOT) 0.0 $19k 97.00 194.90
Illinois Tool Works Stock/ETF (ITW) 0.0 $18k 75.00 243.45
Texas Instruments Stock/ETF (TXN) 0.0 $18k 97.00 186.01
Linde Stock/ETF (LIN) 0.0 $18k 50.00 355.44
Oracle Corporation Stock/ETF (ORCL) 0.0 $17k 186.00 92.92
iShares S&P Small-Cap 600 Value Stock/ETF (IJS) 0.0 $17k 180.00 93.59
iShares Core MSCI EAFE Stock/ETF (IEFA) 0.0 $17k 251.00 66.85
Automatic Data Processing Stock/ETF (ADP) 0.0 $17k 74.00 222.64
Artisan Partners Asset Management Stock/ETF (APAM) 0.0 $16k 500.00 31.98
Abbott Laboratories Stock/ETF (ABT) 0.0 $16k 157.00 101.26
Vanguard Short-Term Bond Index ETF Stock/ETF (BSV) 0.0 $16k 204.00 76.49
SPDR Portfolio Short Term Corp Bd ETF Stock/ETF (SPSB) 0.0 $16k 525.00 29.63
Sprott Physical Gold & Silver Tr Unit Stock/ETF (CEF) 0.0 $16k 820.00 18.91
iShares Russell 1000 Value ETF Stock/ETF (IWD) 0.0 $15k 100.00 152.26
iShares Core MSCI Emerging Markets Stock/ETF (IEMG) 0.0 $15k 312.00 48.79
iShares Russell Mid-Cap ETF Stock/ETF (IWR) 0.0 $15k 216.00 69.92
Target Corporation Stock/ETF (TGT) 0.0 $15k 89.00 165.63
Aflac Stock/ETF (AFL) 0.0 $15k 227.00 64.52
Colgate-Palmolive Stock/ETF (CL) 0.0 $14k 191.00 75.15
iShares Russell 2000 Growth ETF Stock/ETF (IWO) 0.0 $14k 63.00 226.83
BlackRock Stock/ETF 0.0 $14k 21.00 669.14
First Trust Technology Alphadex Stock/ETF (FXL) 0.0 $14k 133.00 105.19
Norfolk Southern Corp Stock/ETF (NSC) 0.0 $14k 65.00 212.00
Dow Stock/ETF (DOW) 0.0 $14k 250.00 54.82
Boeing Stock/ETF (BA) 0.0 $14k 64.00 212.44
Marathon Petroleum Corp Stock/ETF (MPC) 0.0 $13k 98.00 134.83
Dolby Lab Inc Cl A Stock/ETF (DLB) 0.0 $13k 150.00 85.70
CVS Health Corp Stock/ETF (CVS) 0.0 $13k 172.00 74.31
L3 Harris Technologies Stock/ETF (LHX) 0.0 $13k 65.00 196.25
Northwest Bancshares Stock/ETF (NWBI) 0.0 $13k 1.1k 12.03
Walmart Stock/ETF (WMT) 0.0 $13k 86.00 147.45
iShares Core S&P Small-Cap ETF Stock/ETF (IJR) 0.0 $13k 130.00 96.70
Airbnb Stock/ETF (ABNB) 0.0 $12k 100.00 124.40
First Trust Nasdaq 100 Technology Index Stock/ETF (QTEC) 0.0 $12k 94.00 130.51
Broadcom Stock/ETF (AVGO) 0.0 $12k 19.00 641.53
Air Products & Chemicals Stock/ETF (APD) 0.0 $12k 42.00 287.21
Vanguard FTSE Emerging Markets Stock/ETF (VWO) 0.0 $12k 295.00 40.40
WEC Energy Group Stock/ETF (WEC) 0.0 $12k 124.00 94.79
FMC Corp Stock/ETF (FMC) 0.0 $12k 96.00 122.12
Invesco S&P 500 Equal Weight Technology Stock/ETF (RSPT) 0.0 $12k 42.00 275.98
SPDR Communications Select Sector Stock/ETF (XLC) 0.0 $11k 197.00 57.97
iShares Edge MSCI Min Vol USA ETF Stock/ETF (USMV) 0.0 $11k 156.00 72.74
Cummins Stock/ETF (CMI) 0.0 $11k 47.00 238.87
Newmont Corporation Stock/ETF (NEM) 0.0 $10k 213.00 49.02
Eastman Chemical Stock/ETF (EMN) 0.0 $10k 120.00 84.34
Union Pacific Corp Stock/ETF (UNP) 0.0 $10k 50.00 201.26
American Tower Corp Stock/ETF (AMT) 0.0 $9.8k 48.00 204.33
Constellation Brands Stock/ETF (STZ) 0.0 $9.7k 43.00 225.88
First Trust Dow Jones Internet Index Stock/ETF (FDN) 0.0 $9.6k 65.00 147.85
Emerson Electric Stock/ETF (EMR) 0.0 $9.4k 108.00 87.14
NXP Semiconductors NV Stock/ETF (NXPI) 0.0 $9.3k 50.00 186.48
Cognizant Technology Solutions Corp Stock/ETF (CTSH) 0.0 $9.1k 150.00 60.93
Vanguard Health Care Stock/ETF (VHT) 0.0 $9.1k 38.00 238.45
United Parcel Service Stock/ETF (UPS) 0.0 $8.9k 46.00 194.00
iShares S&P Small-Cap 600 Growth ETF Stock/ETF (IJT) 0.0 $8.9k 81.00 109.94
Vanguard Small-Cap Value Stock/ETF (VBR) 0.0 $8.9k 56.00 158.77
Eversource Energy Stock/ETF (ES) 0.0 $8.8k 113.00 78.26
Chevron Corp Stock/ETF (CVX) 0.0 $8.6k 53.00 163.15
Travelers Companies Stock/ETF (TRV) 0.0 $8.6k 50.00 171.42
FedEx Corp Stock/ETF (FDX) 0.0 $8.5k 37.00 228.49
Brunswick Corp Stock/ETF (BC) 0.0 $8.2k 100.00 82.00
Invesco MSCI Sustainable Future ETF Stock/ETF (ERTH) 0.0 $8.2k 166.00 49.11
Pfizer Stock/ETF (PFE) 0.0 $8.1k 199.00 40.77
Goldman Sachs Group Stock/ETF (GS) 0.0 $7.9k 24.00 327.12
Cisco Systems Stock/ETF (CSCO) 0.0 $7.8k 150.00 52.27
WisdomTree LargeCap Dividend Stock/ETF (DLN) 0.0 $7.7k 124.00 61.86
Morgan Stanley Stock/ETF (MS) 0.0 $7.6k 87.00 87.80
PayPal Holdings Stock/ETF (PYPL) 0.0 $7.6k 100.00 75.94
DTE Energy Company Stock/ETF (DTE) 0.0 $7.1k 65.00 109.54
Vanguard Extended Market Index Stock/ETF (VXF) 0.0 $7.0k 50.00 140.20
Verizon Communications Stock/ETF (VZ) 0.0 $7.0k 180.00 38.89
Advisorshares Trust Pure US Cannabis ETF Stock/ETF (MSOS) 0.0 $6.8k 1.2k 5.69
Vanguard Mid-Cap Value ETF Stock/ETF (VOE) 0.0 $6.2k 46.00 134.07
Cigna Group Stock/ETF (CI) 0.0 $6.1k 24.00 255.54
Qualcomm Incorporated Stock/ETF (QCOM) 0.0 $6.1k 48.00 127.58
iShares iBoxx Investment Grade Corporate Bond ETF Stock/ETF (LQD) 0.0 $6.0k 55.00 109.62
Novartis AG Spons Stock/ETF (NVS) 0.0 $5.6k 61.00 92.00
Lam Research Corp Stock/ETF 0.0 $5.3k 10.00 530.10
US Bancorp Stock/ETF (USB) 0.0 $5.0k 139.00 36.05
Tyson Foods Stock/ETF (TSN) 0.0 $4.9k 82.00 59.32
Pembina Pipeline Corp Stock/ETF (PBA) 0.0 $4.9k 150.00 32.40
Liberty Global PLC C Stock/ETF 0.0 $4.8k 236.00 20.38
ServiceNow Stock/ETF (NOW) 0.0 $4.6k 10.00 464.70
Bunge Stock/ETF 0.0 $4.3k 45.00 95.51
Gen Digital Stock/ETF (GEN) 0.0 $4.3k 250.00 17.16
Atmos Energy Corp Stock/ETF (ATO) 0.0 $4.3k 38.00 112.37
Dominion Energy Stock/ETF (D) 0.0 $4.1k 74.00 55.91
Prudential Financial Stock/ETF (PRU) 0.0 $4.1k 50.00 82.74
Cadence Design Systems Stock/ETF (CDNS) 0.0 $4.0k 19.00 210.11
United Airlines Holdings Stock/ETF (UAL) 0.0 $3.7k 83.00 44.25
Manulife Financial Corp Stock/ETF (MFC) 0.0 $3.7k 200.00 18.36
General Motors Stock/ETF (GM) 0.0 $3.5k 96.00 36.68
Vanguard Small-Cap Growth Stock/ETF (VBK) 0.0 $3.2k 15.00 216.40
Tesla Stock/ETF (TSLA) 0.0 $3.1k 15.00 207.47
Suncor Energy Stock/ETF (SU) 0.0 $3.1k 100.00 31.05
WisdomTree Floating Rate Treasury Fund Stock/ETF (USFR) 0.0 $3.0k 59.00 50.27
iShares MSCI USA Momentum Factor ETF Stock/ETF (MTUM) 0.0 $2.9k 21.00 139.05
Citigroup Stock/ETF (C) 0.0 $2.9k 61.00 46.89
Warner Bros Discovery Inc Series A Stock/ETF (WBD) 0.0 $2.6k 170.00 15.10
Danaher Corp Stock/ETF (DHR) 0.0 $2.5k 10.00 252.00
Kroger Company Stock/ETF (KR) 0.0 $2.5k 50.00 49.38
Sanofi Stock/ETF (SNY) 0.0 $2.4k 45.00 54.42
Bristol-Myers Squibb Company Stock/ETF (BMY) 0.0 $2.3k 33.00 69.30
United Rentals Stock/ETF (URI) 0.0 $2.0k 5.00 395.80
Crown Castle Stock/ETF (CCI) 0.0 $1.9k 14.00 133.86
FS KKR Capital Corp Stock/ETF (FSK) 0.0 $1.8k 97.00 18.51
Electronic Arts Stock/ETF (EA) 0.0 $1.7k 14.00 120.43
Lennar Corp Class A Stock/ETF (LEN) 0.0 $1.7k 16.00 105.12
DT Midstream Stock/ETF (DTM) 0.0 $1.6k 32.00 49.38
Diamedica Therapeutics Stock/ETF (DMAC) 0.0 $1.5k 1.0k 1.53
Bio-Rad Laboratories Stock/ETF (BIO) 0.0 $1.4k 3.00 479.00
Biogen Stock/ETF (BIIB) 0.0 $1.4k 5.00 278.00
US Steel Corp Stock/ETF (X) 0.0 $1.4k 52.00 26.19
Vanguard FTSE All World ex-US Small-Cap Stock/ETF (VSS) 0.0 $1.3k 12.00 109.25
Skyworks Solutions Stock/ETF (SWKS) 0.0 $1.3k 11.00 118.00
Snap-on Incorporated Stock/ETF (SNA) 0.0 $988.000000 4.00 247.00
United Therapeutics Corp Stock/ETF (UTHR) 0.0 $896.000000 4.00 224.00
AbbVie Stock/ETF (ABBV) 0.0 $797.000000 5.00 159.40
PulteGroup Stock/ETF (PHM) 0.0 $758.000100 13.00 58.31
International Game Technology Stock/ETF (IGT) 0.0 $723.999600 27.00 26.81
SPDR Health Care Select Sector Stock/ETF (XLV) 0.0 $647.000000 5.00 129.40
Embecta Corp Stock/ETF (EMBC) 0.0 $450.000000 16.00 28.12
iM DBi Managed Futures Strategy ETF Stock/ETF (DBMF) 0.0 $315.999600 12.00 26.33
Organon & Co Stock/ETF (OGN) 0.0 $235.000000 10.00 23.50