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Name: |
Legend Financial Advisors Inc. |
City: |
PITTSBURGH |
State: |
PA |
Zip: |
15237-5829 |
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Holdings
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31 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
QQQ |
Invesco QQQ Trust Series I |
4 |
- |
$453.13 |
$11,736,000 |
26,433 |
8.5% |
647,000 |
-644 |
0.006 |
Closed - End Fund - Debt |
|
IAK |
iShares Dow Jones U.S. Insu... |
11 |
- |
$113.45 |
$6,496,000 |
55,335 |
4.71% |
908,000 |
-477 |
0.527 |
Closed - End Fund - E... |
|
AAPL |
Apple Inc |
15 |
- |
$194.03 |
$1,465,000 |
8,541 |
1.06% |
-195,000 |
-79 |
0 |
Personal Computers |
|
BRK.B |
Berkshire Hathaway B |
18 |
- |
$414.79 |
$1,137,000 |
2,703 |
0.82% |
170,000 |
-8 |
0 |
Property & Casualty I... |
|
MOD |
Modine Manufacturing Co |
19 |
- |
$90.76 |
$996,000 |
10,461 |
0.72% |
-330,000 |
-11,756 |
0.02 |
Auto Parts |
|
CRBG |
Corebridge Financial, Inc. |
20 |
- |
$0.00 |
$945,000 |
32,887 |
0.68% |
221,000 |
-557 |
0.005 |
N/A |
|
RYAAY |
Ryanair Holdings Plc (ADR) |
21 |
- |
$123.35 |
$861,000 |
5,914 |
0.62% |
66,000 |
-51 |
0.003 |
Regional Airlines |
|
ALV |
Autoliv Inc |
26 |
- |
$114.83 |
$738,000 |
6,127 |
0.53% |
52,000 |
-102 |
0.007 |
Auto Parts |
|
TPR |
Tapestry Inc |
31 |
- |
$44.28 |
$632,000 |
13,313 |
0.46% |
137,000 |
-135 |
0.005 |
Textile - Apparel Foo... |
|
TBBK |
The Bancorp Inc |
32 |
- |
$32.78 |
$596,000 |
17,820 |
0.43% |
-104,000 |
-330 |
0.031 |
Domestic Regional Banks |
|
IWF |
iShares Russell 1000 Growth |
40 |
- |
$344.09 |
$152,000 |
452 |
0.11% |
6,000 |
-30 |
0 |
Closed - End Fund - E... |
|
RSP |
Guggenheim ETF Trust - Gugg... |
41 |
- |
$164.90 |
$150,000 |
884 |
0.11% |
-11,000 |
-136 |
0 |
Closed - End Fund - E... |
|
STBA |
S&T Bancorp Inc |
44 |
- |
$32.01 |
$123,000 |
3,821 |
0.09% |
-51,000 |
-1,373 |
0.01 |
Domestic Regional Banks |
|
PNC |
PNC Financial Services Grou... |
47 |
- |
$155.01 |
$96,000 |
595 |
0.07% |
-46,000 |
-325 |
0 |
Domestic Money Center... |
|
COP |
ConocoPhillips |
48 |
- |
$113.87 |
$93,000 |
733 |
0.07% |
-7,000 |
-125 |
0 |
Integrated Oil & Gas |
|
PSX |
Phillips 66 |
49 |
- |
$138.93 |
$74,000 |
451 |
0.05% |
-6,000 |
-150 |
0 |
Oil & Gas Refining, P... |
|
CMCSA |
Comcast Corp |
51 |
- |
$39.58 |
$64,000 |
1,473 |
0.05% |
-1,000 |
-5 |
0 |
CATV Systems |
|
AWK |
American Water Works Compan... |
53 |
- |
$130.77 |
$61,000 |
500 |
0.04% |
-71,000 |
-500 |
0 |
Multi Utilities |
|
UDR |
UDR Inc |
66 |
- |
$38.86 |
$37,000 |
1,000 |
0.03% |
-40,000 |
-1,000 |
0 |
REIT - Housing/Apartm... |
|
RHS |
Invesco S&p 500 Equal Weigh... |
68 |
- |
$31.66 |
$36,000 |
1,088 |
0.03% |
-32,000 |
-1,087 |
0 |
Closed - End Fund - E... |
|
SPY |
Standard & Poors Depository... |
79 |
- |
$527.80 |
$27,000 |
51 |
0.02% |
-18,000 |
-44 |
0 |
Closed - End Fund - E... |
|
MRK |
Merck & Co Inc |
84 |
- |
$131.20 |
$24,000 |
185 |
0.02% |
-4,000 |
-75 |
0 |
Drug Manufacturers - ... |
|
GOOGL |
Alphabet Inc |
111 |
- |
$173.17 |
$15,000 |
100 |
0.01% |
-38,000 |
-280 |
0 |
Search Engines & Info... |
|
DUK |
Duke Energy Corp |
120 |
- |
$103.41 |
$13,000 |
133 |
0.01% |
-13,000 |
-133 |
0 |
Electric Utilities |
|
PG |
Procter & Gamble Co |
127 |
- |
$164.65 |
$12,000 |
71 |
0.01% |
-13,000 |
-101 |
0 |
Cleaning Products |
|
MCD |
McDonalds Corp |
122 |
- |
$259.75 |
$12,000 |
42 |
0.01% |
-30,000 |
-101 |
0 |
Restaurants |
|
XLV |
SPDR Select Sector Health |
167 |
- |
$144.71 |
$3,000 |
22 |
0% |
-2,000 |
-13 |
0.005 |
Closed - End Fund - E... |
|
IWO |
iShares Russell 2000 Growth |
168 |
- |
$262.77 |
$3,000 |
11 |
0% |
-3,000 |
-11 |
0 |
Closed - End Fund - E... |
|
IJT |
iShares S&P SC600 BR Gr Indx |
172 |
- |
$130.75 |
$2,000 |
18 |
0% |
-6,000 |
-45 |
0 |
Closed - End Fund - E... |
|
SIVR |
Aberdeen Standard Physical ... |
179 |
- |
$29.20 |
$1,000 |
43 |
0% |
-2,000 |
-85 |
0 |
Closed - End Fund - Debt |
|
DBMF |
Im Dbi Managed Futures Stra... |
180 |
- |
$29.37 |
$1,000 |
25 |
0% |
-1,000 |
-35 |
0 |
N/A |
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