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  Name: Legend Financial Advisors Inc.
  City: PITTSBURGH
  State: PA
  Zip: 15237-5829
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,005,000
  Total Value Change : $13,577,000
  Securities Held Change : -8
   
All Securities Held : 185
  New Positions : 4
  Closed Positions : 12
  Increased Positions : 59
  Unchanged Positions : 91
  Decreased Positions : 31

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Holdings Found : 59     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 1 - $248.98 $12,616,000 50,494 9.14% 1,281,000 1,771 0.025    Closed - End Fund - E...
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 2 - $230.67 $12,394,000 54,858 8.98% 1,931,000 36,696 0.457    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 3 - $45.13 $12,219,000 290,865 8.85% 936,000 1,785 0.016    Closed - End Fund - E...
   (COPX)1 Year Chart         COPX Global X Copper Miners Etf 5 - $49.68 $9,048,000 213,239 6.56% 1,368,000 8,452 0.237    Closed - End Fund - E...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 6 - $67.38 $9,013,000 133,744 6.53% 919,000 3,063 0.011    N/A
   (LCR)1 Year Chart         LCR Leuthold Core Etf 7 - $0.00 $8,501,000 251,963 6.16% 514,000 3,690 2.8    N/A
   (VIOV)1 Year Chart         VIOV Vanguard S&p Small Cap ... 8 - $87.86 $7,845,000 88,723 5.68% 272,000 3,151 1.328    N/A
   (RCD)1 Year Chart         RCD Invesco S&P 500 Equal Weigh... 9 - $48.41 $7,063,000 138,435 5.12% 636,000 3,274 0.154    Closed - End Fund - E...
   (XME)1 Year Chart         XME streetTRACKS Series Trust S... 10 - $63.23 $7,002,000 116,165 5.07% 174,000 2,049 0.261    Closed - End Fund - E...
   (DJP)1 Year Chart         DJP iPath Bloomberg Commodity I... 12 - $32.96 $5,259,000 169,086 3.81% 353,000 7,639 0.564    Foreign Money Center ...
   (ARB)1 Year Chart         ARB Altshares Merger Arbitrage Etf 13 - $26.87 $4,149,000 152,643 3.01% 273,000 7,749 1.696    N/A
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 14 - $43.15 $3,633,000 84,419 2.63% 190,000 2,795 0.009    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 17 - $185.99 $1,144,000 6,342 0.83% 266,000 561 0    Internet Software & S...
   (INTC)1 Year Chart         INTC Intel Corp 24 - $31.27 $758,000 17,159 0.55% 757,000 17,148 0.01    Semiconductor- Broad...
   (CHX)1 Year Chart         CHX Championx Inc 25 - $10.34 $758,000 21,132 0.55% 162,000 720 0    N/A
   (NMIH)1 Year Chart         NMIH Nmi Holdings, Inc. 28 - $33.61 $693,000 21,433 0.5% 64,000 224 0.025    Surety & Title Insurance
   (CPA)1 Year Chart         CPA Copa Holdings SA 30 - $109.84 $650,000 6,245 0.47% -7,000 65 0.018    Regional Airlines
   (NEE)1 Year Chart         NEE NextEra Energy 35 - $77.05 $266,000 4,166 0.19% 19,000 100 0    Electric Utilities
   (PEP)1 Year Chart         PEP Pepsico Inc 36 - $179.46 $247,000 1,411 0.18% 231,000 1,317 0    Beverage Soft Drinks...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 38 - $202.11 $202,000 1,006 0.15% 34,000 18 0    Domestic Money Center...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 39 - $423.08 $180,000 427 0.13% 51,000 83 0    Application Software
   (AMGN)1 Year Chart         AMGN Amgen Inc 42 - $319.04 $138,000 484 0.1% 8,000 33 0    Biotechnology
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 50 - $517.55 $66,000 134 0.05% 17,000 41 0    Health Care Plans
   (HD)1 Year Chart         HD Home Depot Inc 55 - $348.67 $59,000 154 0.04% 20,000 41 0    Home Improvement Stores
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 61 - $152.67 $42,000 264 0.03% 8,000 50 0    Drug Manufacturers - ...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 64 - $252.97 $40,000 154 0.03% 16,000 50 0    Property & Casualty I...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 67 - $60.79 $36,000 590 0.03% 3,000 472 0.001    Closed - End Fund - E...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 69 - $56.72 $35,000 592 0.03% 10,000 123 0    Closed - End Fund - E...
   (GD)1 Year Chart         GD General Dynamics Corp 72 - $294.59 $32,000 113 0.02% 12,000 36 0    Aerospace/Defense - M...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 81 - $1,436.17 $25,000 19 0.02% 13,000 8 0    Semiconductor- Broad...
   (ORCL)1 Year Chart         ORCL Oracle Corp 82 - $121.63 $24,000 189 0.02% 17,000 125 0    Application Software
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 85 - $237.29 $23,000 91 0.02% 7,000 25 0.001    Medical Instruments &...
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 89 - $51.07 $22,000 432 0.02% 10,000 208 0    Closed - End Fund - E...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 90 - $464.08 $21,000 47 0.02% 3,000 8 0    Aerospace/Defense - M...
   (NKE)1 Year Chart         NKE Nike Inc B 96 - $91.67 $18,000 189 0.01% 5,000 66 0    Textile - Apparel Foo...
   (SPHB)1 Year Chart         SPHB Invesco S&P 500 High Beta ETF 99 - $85.58 $18,000 204 0.01% 11,000 124 0    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co 104 - $94.53 $17,000 189 0.01% 7,000 66 0    Personal Products
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 106 - $60.24 $16,000 258 0.01% 2,000 172 0    Discount, Variety Stores
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 112 - $92.61 $14,000 148 0.01% 3,000 22 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 119 - $176.99 $13,000 65 0.01% 7,000 43 0    Aerospace/Defense - M...
   (EMN)1 Year Chart         EMN Eastman Chemical Co 128 - $100.81 $12,000 120 0.01% 8,000 80 0    Diversified Chemicals
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 121 - $56.26 $12,000 150 0.01% 8,000 100 0.001    Drug Stores
   (UNP)1 Year Chart         UNP Union Pacific Corp 126 - $246.54 $12,000 49 0.01% 8,000 33 0    Railroads
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 124 - $272.00 $12,000 49 0.01% 8,000 33 0    Semiconductor- Broad...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 132 - $214.35 $11,000 49 0.01% 8,000 33 0    Property & Casualty I...
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 130 - $68.86 $11,000 150 0.01% 7,000 100 0    Business Software & S...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 136 - $466.09 $10,000 24 0.01% 7,000 16 0    Investment Brokerage ...
   (LIT)1 Year Chart         LIT Global X Lithium ETF 135 - $44.92 $10,000 216 0.01% 4,000 105 0    Closed - End Fund - E...
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 142 - $70.09 $9,000 125 0.01% 6,000 83 0    Closed - End Fund - E...
   (CI)1 Year Chart         CI Cigna Corporation 140 - $343.28 $9,000 24 0.01% 7,000 16 0    Health Care Plans
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 141 - $194.61 $9,000 51 0.01% 6,000 33 0    Communication Equipment
   (LRCX)1 Year Chart         LRCX Lam Research Corp 145 - $947.75 $8,000 8 0.01% 6,000 6 0    Semiconductor Equipme...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 147 - $49.67 $7,000 150 0.01% 4,000 100 0.003    Networking & Communic...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 152 - $760.57 $6,000 8 0% 5,000 6 0    Information Technolog...
   (D)1 Year Chart         D Dominion Energy Inc 166 - $53.22 $4,000 76 0% 3,000 50 0    Electric Utilities
   (AMT)1 Year Chart         AMT American Tower Corp 176 - $192.02 $2,000 12 0% 1,000 8 0    Integrated Telecommun...
   (CCI)1 Year Chart         CCI Crown Castle International ... 177 - $103.52 $2,000 16 0% 1,000 10 0    Integrated Telecommun...
   (OGN)1 Year Chart         OGN Organon & Co. 183 - $21.65 $0 8 0% 0 6 0    N/A
   (EMBC)1 Year Chart         EMBC Embecta Corp. 184 - $13.75 $0 12 0% 0 5 0    N/A

      59 Records Found
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