Legend Financial Advisors

Legend Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Legend Financial Advisors

Legend Financial Advisors holds 243 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Gold Trust Iau (IAU) 9.7 $11M 321k 34.59
Vanguard Mid-Cap Vo (VO) 7.5 $8.6M 42k 203.81
Invesco QQQ Trust Series 1 QQQ (QQQ) 7.0 $8.0M 30k 266.28
Leuthold Fds Inc Core LCR (LCR) 6.6 $7.5M 260k 28.98
iShares PHLX SOX Semiconductor Soxx (SOXX) 6.6 $7.5M 22k 347.98
Global X Copper Miners Copx (COPX) 6.4 $7.3M 206k 35.43
Schwab Fundamental US Large Company Index ETF FNDX (FNDX) 6.2 $7.1M 132k 53.44
Vanguard S&P Small-Cap 600 Value Viov (VIOV) 6.0 $6.8M 44k 157.05
Invesco S&P 500 Equal Weight Consumer Discretionary RCD (RSPD) 5.1 $5.8M 49k 117.79
SPDR Ser TR S&P Metals & Mining ETF Xme (XME) 4.5 $5.2M 104k 49.81
iShares Dow Jones US Insurance Sector Index Iak (IAK) 4.4 $5.1M 55k 91.43
iPath DJ-UBS Commodity DJP (DJP) 4.1 $4.7M 140k 33.71
Aberdeen Physical Palladium Shs ETF Pall (PALL) 3.7 $4.2M 26k 165.11
AltShares Merger Arbitrage ETF Arb (ARB) 3.2 $3.7M 142k 25.76
SPDR Portfolio SmallCap SPSM (SPSM) 2.5 $2.9M 78k 36.97
Apple Aapl (AAPL) 1.3 $1.5M 12k 129.93
SPDR S&P Biotech Xbi (XBI) 1.1 $1.3M 16k 83.00
Veritiv Corp VRTV 0.8 $966k 7.9k 121.71
Berkshire Hathaway Inc Class B BRKB (BRK.B) 0.6 $698k 2.3k 308.90
Bancorp TBBK (TBBK) 0.5 $625k 22k 28.38
Tapestry TPR (TPR) 0.5 $602k 16k 38.08
Schwab US Large Cap Growth SCHG (SCHG) 0.5 $600k 11k 55.56
Copa Holdings SA Cpa (CPA) 0.5 $558k 6.7k 83.17
Schlumberger NV SLB (SLB) 0.5 $545k 10k 53.46
NMI Hldgs Nmih (NMIH) 0.5 $526k 25k 20.90
Amazon Amzn (AMZN) 0.4 $509k 6.1k 84.00
Modine Manufacturing Mod (MOD) 0.4 $502k 25k 19.86
Chico's FAS CHS 0.4 $472k 96k 4.92
Championx Corp CHX (CHX) 0.4 $467k 16k 28.99
Global X Lithium ETF Lit (LIT) 0.4 $466k 8.0k 58.61
Global Payments GPN (GPN) 0.4 $450k 4.5k 99.32
Ranger Oil Corp A Rocc 0.4 $426k 11k 40.43
Walt Disney Dis (DIS) 0.4 $401k 4.6k 86.88
Vanguard Growth Vug (VUG) 0.3 $391k 1.8k 213.11
NextEra Energy Nee (NEE) 0.3 $371k 4.4k 83.60
SPDR S&P Regional Banking Kre (KRE) 0.3 $324k 5.5k 58.74
Invesco S&P 500 Equal Weight RSP (RSP) 0.2 $252k 1.8k 141.07
PNC Financial Service Corp PNC (PNC) 0.2 $205k 1.3k 157.94
Eli Lilly and Company Lly (LLY) 0.2 $197k 538.00 365.84
Microsoft Corp MSFT (MSFT) 0.2 $189k 789.00 239.82
S&T Bancorp Inc 0F Indiana Penn Stba (STBA) 0.2 $178k 5.2k 34.18
WisdomTree Floating Rate Treasury Fund Usfr (USFR) 0.2 $175k 3.5k 50.27
Huntington Ingalls Industries Hii (HII) 0.1 $168k 730.00 230.36
JP Morgan Chase & Co JPM (JPM) 0.1 $159k 1.2k 134.10
American Water Works Company Awk (AWK) 0.1 $152k 1.0k 152.42
Udr Udr (UDR) 0.1 $136k 3.5k 38.73
Amgen Amgn (AMGN) 0.1 $133k 506.00 262.62
Invesco S&P 500 High Beta SPHB (SPHB) 0.1 $124k 2.0k 62.33
SPDR Consumer Discretionary Select Sector ETF Xly (XLY) 0.1 $120k 927.00 129.16
iShares Russell 1000 Growth ETF Iwf (IWF) 0.1 $117k 545.00 214.24
ConocoPhillips Cop (COP) 0.1 $101k 858.00 118.00
iShares U S Medical Devices ETF Ihi (IHI) 0.1 $98k 1.9k 52.57
UnitedHealth Group Unh (UNH) 0.1 $88k 166.00 530.19
Comcast Corp A Cmcsa (CMCSA) 0.1 $87k 2.5k 34.97
Schwab US Large Cap ETF SCHX (SCHX) 0.1 $86k 1.9k 45.15
Home Depot HD (HD) 0.1 $85k 270.00 315.87
Johnson & Johnson JNJ (JNJ) 0.1 $84k 474.00 176.65
Visa V (V) 0.1 $81k 392.00 207.76
Premier Pinc (PINC) 0.1 $80k 2.3k 34.98
Invesco S&P 500 Equal Weight Consumer Staples RHS (RSPS) 0.1 $74k 436.00 170.12
At&t T (T) 0.1 $74k 4.0k 18.41
iShares Core S&P 500 Ivv (IVV) 0.1 $71k 185.00 384.21
Alphabet Inc Class A Googl (GOOGL) 0.1 $64k 720.00 88.23
Vanguard S&P 500 Voo (VOO) 0.1 $63k 180.00 351.35
Phillips 66 PSX (PSX) 0.1 $63k 601.00 104.08
Expeditors International of Wash Expd (EXPD) 0.1 $62k 600.00 103.92
Raytheon Technologies Corp RTX (RTX) 0.0 $57k 562.00 100.92
Rockwell Automation Rok (ROK) 0.0 $55k 215.00 257.57
SPDR S&P 500 Trust Spy (SPY) 0.0 $53k 138.00 382.43
Merck & Co MRK (MRK) 0.0 $52k 466.00 110.96
Vanguard Intermediate Term Bond Biv (BIV) 0.0 $50k 673.00 74.32
Pfizer Pfe (PFE) 0.0 $49k 958.00 51.24
Bank of New York Mellon Corp BK (BK) 0.0 $47k 1.0k 45.52
iShares Core S&P Mid-Cap ETF Ijh (IJH) 0.0 $43k 176.00 241.90
Chubb CB (CB) 0.0 $42k 189.00 220.59
Alphabet Inc Class C Goog (GOOG) 0.0 $41k 460.00 88.73
Oracle Corporation Orcl (ORCL) 0.0 $40k 485.00 81.74
iShares Russell 2000 ETF Iwm (IWM) 0.0 $39k 222.00 174.36
McDonald's Corporation MCD (MCD) 0.0 $38k 143.00 263.52
MetLife Met (MET) 0.0 $36k 500.00 72.37
Procter & Gamble PG (PG) 0.0 $36k 238.00 151.56
Mastercard Ma (MA) 0.0 $35k 100.00 347.73
Walmart WMT (WMT) 0.0 $35k 245.00 141.79
General Dynamics Corporation GD (GD) 0.0 $35k 140.00 248.11
Restaurant Brands International QSR (QSR) 0.0 $32k 500.00 64.67
Invesco Solar ETF Tan (TAN) 0.0 $32k 441.00 72.94
Crowdstrike Hldgs Inc Cl A CRWD (CRWD) 0.0 $32k 301.00 105.29
Goldman Sachs Activebeta US LC ETF GSLC (GSLC) 0.0 $31k 403.00 76.13
Pepsico Incorporated Pep (PEP) 0.0 $30k 167.00 180.65
Artisan Partners Asset Management Apam (APAM) 0.0 $30k 1.0k 29.70
Becton, Dickinson and Company BDX (BDX) 0.0 $28k 111.00 254.32
Nike Inc Class B Nke (NKE) 0.0 $28k 241.00 117.02
Lowe's Companies Low (LOW) 0.0 $28k 139.00 199.24
Duke Energy Corp Duk (DUK) 0.0 $27k 266.00 102.99
Paychex Payx (PAYX) 0.0 $27k 230.00 115.56
Vanguard Mega Cap Growth MGK (MGK) 0.0 $26k 151.00 172.07
Lockheed Martin Corp LMT (LMT) 0.0 $26k 53.00 486.50
SPDR Technology Select Sector XLK (XLK) 0.0 $26k 206.00 124.44
Valero Energy Corp Vlo (VLO) 0.0 $25k 200.00 126.86
Bank of America Corp Bac (BAC) 0.0 $25k 756.00 33.45
Dow Dow (DOW) 0.0 $25k 500.00 50.39
Vanguard Value VTV (VTV) 0.0 $25k 176.00 139.57
Accenture Acn (ACN) 0.0 $24k 91.00 266.85
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $24k 1.3k 17.93
Carrier Global Corp Carr (CARR) 0.0 $24k 569.00 41.25
Vanguard Developed Markets Index Fund ETF Vea (VEA) 0.0 $23k 553.00 41.97
CVS Health Corp CVS (CVS) 0.0 $23k 247.00 93.19
Union Pacific Corp Unp (UNP) 0.0 $22k 105.00 207.08
Vanguard Mega Cap Val MGV (MGV) 0.0 $21k 208.00 102.85
Costco Wholesale Corp Cost (COST) 0.0 $20k 44.00 456.50
Adobe Adbe (ADBE) 0.0 $20k 59.00 336.53
Corteva Ctva (CTVA) 0.0 $20k 334.00 58.60
Permian Basin Royalty Trust PBT (PBT) 0.0 $19k 767.00 25.20
Global X Fintech Finx (FINX) 0.0 $19k 1.0k 19.25
Colgate-Palmolive CL (CL) 0.0 $19k 241.00 78.80
SPDR Bloomberg 1-3 Month T-Bill Bil (BIL) 0.0 $19k 207.00 91.47
PayPal Holdings Pypl (PYPL) 0.0 $19k 264.00 71.22
Boeing Ba (BA) 0.0 $18k 96.00 190.50
Analog Devices Adi (ADI) 0.0 $18k 110.00 164.03
Automatic Data Processing Adp (ADP) 0.0 $18k 74.00 238.86
Vanguard Mid-Cap Growth ETF Vot (VOT) 0.0 $17k 97.00 179.77
Abbott Laboratories Abt (ABT) 0.0 $17k 157.00 109.79
Illinois Tool Works Itw (ITW) 0.0 $17k 75.00 220.31
iShares S&P Small-Cap 600 Value Ijs (IJS) 0.0 $16k 180.00 91.31
Aflac Afl (AFL) 0.0 $16k 227.00 71.94
Linde Lin 0.0 $16k 50.00 326.18
Amplify Online Retail ETF Ibuy (IBUY) 0.0 $16k 416.00 38.99
Texas Instruments TXN (TXN) 0.0 $16k 97.00 165.22
Norfolk Southern Corp NSC (NSC) 0.0 $16k 65.00 246.42
iShares Core MSCI EAFE Iefa (IEFA) 0.0 $16k 251.00 61.64
SPDR Portfolio Short Term Corp Bd ETF SPSB (SPSB) 0.0 $15k 525.00 29.38
Vanguard Short-Term Bond Index ETF BSV (BSV) 0.0 $15k 204.00 75.28
iShares Russell 1000 Value ETF Iwd (IWD) 0.0 $15k 100.00 151.65
BlackRock BLK (BLK) 0.0 $15k 21.00 708.62
Northwest Bancshares Nwbi (NWBI) 0.0 $15k 1.1k 13.98
Eastman Chemical Emn (EMN) 0.0 $15k 180.00 81.43
iShares Core MSCI Emerging Markets Iemg (IEMG) 0.0 $15k 312.00 46.70
iShares Russell Mid-Cap ETF Iwr (IWR) 0.0 $15k 216.00 67.45
Travelers Companies TRV (TRV) 0.0 $14k 75.00 187.48
Broadcom Avgo (AVGO) 0.0 $14k 25.00 559.17
Salesforce CRM (CRM) 0.0 $14k 103.00 132.59
L3 Harris Technologies LHX (LHX) 0.0 $14k 65.00 208.22
iShares Russell 2000 Growth ETF Iwo (IWO) 0.0 $14k 63.00 214.51
Target Corporation TGT (TGT) 0.0 $13k 89.00 149.00
Air Products & Chemicals Apd (APD) 0.0 $13k 42.00 308.26
Cognizant Technology Solutions Corp CTSH (CTSH) 0.0 $13k 225.00 57.19
Goldman Sachs Group GS (GS) 0.0 $12k 36.00 343.42
iShares Core S&P Small-Cap ETF Ijr (IJR) 0.0 $12k 130.00 94.64
First Trust Technology Alphadex FXL (FXL) 0.0 $12k 133.00 91.55
FMC Corp FMC (FMC) 0.0 $12k 96.00 124.80
Cigna Corp Ci (CI) 0.0 $12k 36.00 331.33
NXP Semiconductors NV Nxpi (NXPI) 0.0 $12k 75.00 158.04
WEC Energy Group Wec (WEC) 0.0 $12k 124.00 93.76
WisdomTree LargeCap Dividend DLN (DLN) 0.0 $12k 186.00 61.95
Vanguard FTSE Emerging Markets Vwo (VWO) 0.0 $12k 295.00 38.98
American Tower Corp Amt (AMT) 0.0 $11k 54.00 211.83
Marathon Petroleum Corp MPC (MPC) 0.0 $11k 98.00 116.39
Cummins Cmi (CMI) 0.0 $11k 47.00 242.30
iShares Edge MSCI Min Vol USA ETF Usmv (USMV) 0.0 $11k 156.00 72.10
Cisco Systems Csco (CSCO) 0.0 $11k 225.00 47.64
Gen Digital Gen (GEN) 0.0 $11k 500.00 21.43
Dolby Lab Inc Cl A DLB (DLB) 0.0 $11k 150.00 70.77
Emerson Electric Emr (EMR) 0.0 $10k 108.00 96.06
Invesco S&P 500 Equal Weight Technology Ryt (RSPT) 0.0 $10k 42.00 242.98
Newmont Corporation Nem (NEM) 0.0 $10k 213.00 47.21
Constellation Brands STZ (STZ) 0.0 $10k 43.00 231.74
First Trust Nasdaq 100 Technology Index Qtec (QTEC) 0.0 $9.9k 94.00 105.24
Chevron Corp CVX (CVX) 0.0 $9.5k 53.00 179.49
Eversource Energy Es (ES) 0.0 $9.5k 113.00 83.84
SPDR Communications Select Sector XLC (XLC) 0.0 $9.5k 197.00 47.99
Vanguard Health Care VHT (VHT) 0.0 $9.4k 38.00 248.05
Vanguard Small-Cap Value VBR (VBR) 0.0 $8.9k 56.00 158.80
iShares S&P Small-Cap 600 Growth ETF Ijt (IJT) 0.0 $8.8k 81.00 108.07
Airbnb Abnb (ABNB) 0.0 $8.6k 100.00 85.50
HSBC Holdings HSBC (HSBC) 0.0 $8.4k 270.00 31.16
Advisorshares Trust Pure US Cannabis ETF Msos (MSOS) 0.0 $8.4k 1.2k 6.99
First Trust Dow Jones Internet Index FDN (FDN) 0.0 $8.0k 65.00 123.15
United Parcel Service Ups (UPS) 0.0 $8.0k 46.00 173.85
Invesco MSCI Sustainable Future ETF Erth (ERTH) 0.0 $7.9k 166.00 47.78
Qualcomm Incorporated Qcom (QCOM) 0.0 $7.9k 72.00 109.96
DTE Energy Company Dte (DTE) 0.0 $7.6k 65.00 117.52
Suncor Energy Su (SU) 0.0 $7.6k 240.00 31.73
Morgan Stanley MS (MS) 0.0 $7.4k 87.00 85.02
Brunswick Corp BC (BC) 0.0 $7.2k 100.00 72.08
Verizon Communications VZ (VZ) 0.0 $7.1k 180.00 39.40
GSK GSK (GSK) 0.0 $6.9k 196.00 35.14
Dominion Energy D (D) 0.0 $6.8k 111.00 61.32
CSX Corporation CSX (CSX) 0.0 $6.8k 219.00 30.98
Vanguard Extended Market Index VXF (VXF) 0.0 $6.6k 50.00 132.86
FedEx Corp FDX (FDX) 0.0 $6.4k 37.00 173.19
Lam Research Corp LRCX (LRCX) 0.0 $6.3k 15.00 420.40
Vanguard Mid-Cap Value ETF Voe (VOE) 0.0 $6.2k 46.00 135.24
US Bancorp Usb (USB) 0.0 $6.1k 139.00 43.61
ServiceNow Now (NOW) 0.0 $5.8k 15.00 388.20
iShares iBoxx Investment Grade Corporate Bond ETF LQD (LQD) 0.0 $5.8k 55.00 105.43
Novartis AG Spons NVS (NVS) 0.0 $5.5k 61.00 90.72
EXACT Sciences Corp Exas (EXAS) 0.0 $5.5k 111.00 49.51
Warner Bros Discovery Inc Series A WBD (WBD) 0.0 $5.4k 569.00 9.48
Tyson Foods TSN (TSN) 0.0 $5.1k 82.00 62.26
Pembina Pipeline Corp Pba (PBA) 0.0 $5.1k 150.00 33.95
Prudential Financial Pru (PRU) 0.0 $5.0k 50.00 99.46
Liberty Global PLC C Lbtyk 0.0 $4.6k 236.00 19.43
Bunge BG 0.0 $4.5k 45.00 99.78
Atmos Energy Corp Ato (ATO) 0.0 $4.3k 38.00 112.08
Manulife Financial Corp MFC (MFC) 0.0 $3.6k 200.00 17.84
General Motors GM (GM) 0.0 $3.2k 96.00 33.64
United Airlines Holdings Ual (UAL) 0.0 $3.1k 83.00 37.70
iShares MSCI USA Momentum Factor ETF Mtum (MTUM) 0.0 $3.1k 21.00 145.95
Cadence Design Systems CDNS (CDNS) 0.0 $3.1k 19.00 160.63
Vanguard Small-Cap Growth VBK (VBK) 0.0 $3.0k 15.00 200.53
Kimbell Rty Partners Lp Unit KRP (KRP) 0.0 $2.9k 172.00 16.70
Crown Castle Cci (CCI) 0.0 $2.8k 21.00 135.57
Citigroup C (C) 0.0 $2.8k 61.00 45.23
Otis Worldwide Corp Otis (OTIS) 0.0 $2.7k 34.00 78.32
Danaher Corp DHR (DHR) 0.0 $2.7k 10.00 265.40
Bristol-Myers Squibb Company Bmy (BMY) 0.0 $2.4k 33.00 71.94
Kroger Company KR (KR) 0.0 $2.2k 50.00 44.58
Sanofi Sny (SNY) 0.0 $2.2k 45.00 48.42
Haleon HLN (HLN) 0.0 $2.0k 245.00 8.00
Alcon Alc (ALC) 0.0 $1.9k 27.00 68.56
Tesla Tsla (TSLA) 0.0 $1.8k 15.00 123.20
United Rentals Uri (URI) 0.0 $1.8k 5.00 355.40
DT Midstream DTM (DTM) 0.0 $1.8k 32.00 55.25
Electronic Arts Ea (EA) 0.0 $1.7k 14.00 122.21
FS KKR Capital Corp FSK (FSK) 0.0 $1.7k 97.00 17.51
Diamedica Therapeutics Dmac (DMAC) 0.0 $1.6k 1.0k 1.58
Lennar Corp Class A Len (LEN) 0.0 $1.4k 16.00 90.50
Biogen Biib (BIIB) 0.0 $1.4k 5.00 277.00
Bio-Rad Laboratories Bio (BIO) 0.0 $1.3k 3.00 420.33
Vanguard FTSE All World ex-US Small-Cap VSS (VSS) 0.0 $1.2k 12.00 102.83
United Therapeutics Corp Uthr (UTHR) 0.0 $1.1k 4.00 278.00
Viatris VTRS (VTRS) 0.0 $1.0k 94.00 11.13
Skyworks Solutions SWKS (SWKS) 0.0 $1.0k 11.00 91.09
Snap-on Incorporated Sna (SNA) 0.0 $914.000000 4.00 228.50
AbbVie Abbv (ABBV) 0.0 $808.000000 5.00 161.60
Intel Corp Intc (INTC) 0.0 $792.999000 30.00 26.43
Piedmont Office Realty Trust Inc Cl A PDM (PDM) 0.0 $697.003600 76.00 9.17
SPDR Health Care Select Sector XLV (XLV) 0.0 $679.000000 5.00 135.80
International Game Technology Igt (IGT) 0.0 $612.000900 27.00 22.67
PulteGroup PHM (PHM) 0.0 $592.000500 13.00 45.54
Embecta Corp Embc (EMBC) 0.0 $481.332700 19.00 25.33
Organon & Co Ogn (OGN) 0.0 $420.000000 15.00 28.00
iM DBi Managed Futures Strategy ETF DBMF (DBMF) 0.0 $348.999600 12.00 29.08