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| Name: |
Legend Financial Advisors Inc. |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15237-5829 |
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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 |
|
FISV |
Fiserv Inc |
16 |
- |
$155.01 |
$1,203,000 |
7,526 |
0.87% |
203,000 |
0 |
0.001 |
Business Software & S... |
|
|
SCHG |
Schwab Strategic Trust |
22 |
- |
$95.03 |
$760,000 |
8,199 |
0.55% |
80,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
HAL |
Halliburton Co |
27 |
- |
$37.36 |
$713,000 |
18,092 |
0.52% |
59,000 |
0 |
0.002 |
Oil & Gas Equipment &... |
|
|
SLB |
Schlumberger Ltd |
33 |
- |
$48.31 |
$577,000 |
10,524 |
0.42% |
29,000 |
0 |
0.001 |
Oil & Gas Equipment &... |
|
|
LLY |
Eli Lilly & Co |
34 |
- |
$787.02 |
$272,000 |
350 |
0.2% |
68,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
HII |
Huntington Ingalls Industri... |
37 |
- |
$251.63 |
$212,000 |
729 |
0.15% |
23,000 |
0 |
0.002 |
Aerospace/Defense Pro... |
|
|
XLY |
SPDR cnsmr discr sel sect |
43 |
- |
$178.95 |
$132,000 |
716 |
0.1% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCHX |
Schwab Strategic Trust |
45 |
- |
$62.84 |
$118,000 |
1,906 |
0.09% |
11,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
IVV |
iShares Core S&P 500 Etf |
46 |
- |
$532.48 |
$97,000 |
185 |
0.07% |
9,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ROK |
Rockwell Automation Inc |
52 |
- |
$275.23 |
$63,000 |
215 |
0.05% |
-4,000 |
0 |
0 |
Conglomerates |
|
|
BK |
Bank of New York Mellon Corp |
54 |
- |
$58.80 |
$60,000 |
1,036 |
0.04% |
6,000 |
0 |
0 |
Domestic Money Center... |
|
|
RTX |
RTX Corp |
56 |
- |
$101.02 |
$55,000 |
562 |
0.04% |
8,000 |
0 |
0 |
Conglomerates |
|
|
MA |
MasterCard Inc A |
57 |
- |
$458.00 |
$48,000 |
100 |
0.03% |
5,000 |
0 |
0 |
Business Services |
|
|
IWM |
iShares Tr Russell 2000 Indx |
58 |
- |
$209.44 |
$47,000 |
222 |
0.03% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
XLK |
SPDR Technology Sector |
59 |
- |
$213.03 |
$43,000 |
206 |
0.03% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
GSLC |
Goldman Sachs Activebeta Us... |
60 |
- |
$104.42 |
$42,000 |
403 |
0.03% |
4,000 |
0 |
0 |
N/A |
|
|
T |
AT&T Corp |
62 |
- |
$17.33 |
$41,000 |
2,307 |
0.03% |
2,000 |
0 |
0 |
Long Distance Carriers |
|
|
QSR |
Restaurant Brands Internati... |
63 |
- |
$71.43 |
$40,000 |
500 |
0.03% |
1,000 |
0 |
0 |
N/A |
|
|
MET |
MetLife Inc |
65 |
- |
$73.13 |
$37,000 |
500 |
0.03% |
4,000 |
0 |
0 |
Life & Health Insurance |
|
|
LOW |
Lowes Companies Inc |
70 |
- |
$236.08 |
$35,000 |
139 |
0.03% |
4,000 |
0 |
0 |
Home Improvement Stores |
|
|
VLO |
Valero Energy Corp |
71 |
- |
$157.71 |
$34,000 |
200 |
0.02% |
8,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
|
ACN |
Accenture Plc |
73 |
- |
$308.52 |
$32,000 |
91 |
0.02% |
0 |
0 |
0 |
Management Services |
|
|
CARR |
Carrier Global Corp |
75 |
- |
$65.80 |
$29,000 |
500 |
0.02% |
0 |
0 |
0 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
74 |
- |
$163.36 |
$29,000 |
175 |
0.02% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
FINX |
Global X Funds Global X Fin... |
76 |
- |
$26.26 |
$28,000 |
1,000 |
0.02% |
2,000 |
0 |
0.005 |
N/A |
|
|
V |
Visa Inc |
78 |
- |
$281.50 |
$28,000 |
100 |
0.02% |
2,000 |
0 |
0 |
Business Services |
|
|
PAYX |
Paychex Inc |
77 |
- |
$124.37 |
$28,000 |
230 |
0.02% |
1,000 |
0 |
0 |
Staffing & Outsourcin... |
|
|
GNRC |
Generac Holdings Inc. |
80 |
- |
$145.10 |
$25,000 |
200 |
0.02% |
-1,000 |
0 |
0 |
Electronic Equipment |
|
|
VUG |
Vanguard Growth VIPERS |
83 |
- |
$351.38 |
$24,000 |
71 |
0.02% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
APAM |
Artisan Partners Asset Mana... |
86 |
- |
$46.42 |
$23,000 |
500 |
0.02% |
1,000 |
0 |
0 |
Asset Management |
|
|
LIN |
Linde Plc |
87 |
- |
$430.82 |
$23,000 |
50 |
0.02% |
2,000 |
0 |
0 |
N/A |
|
|
ADI |
Analog Devices Inc |
88 |
- |
$215.75 |
$22,000 |
110 |
0.02% |
0 |
0 |
0 |
Semiconductor- Broad... |
|
|
ITW |
Illinois Tool Works Inc |
92 |
- |
$249.09 |
$20,000 |
75 |
0.01% |
0 |
0 |
0 |
Diversified Machinery |
|
|
MPC |
Marathon Petroleum Corp |
91 |
- |
$172.65 |
$20,000 |
98 |
0.01% |
5,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
|
AFL |
AFLAC Inc |
93 |
- |
$87.48 |
$19,000 |
227 |
0.01% |
0 |
0 |
0 |
Life & Health Insurance |
|
|
BLK |
BlackRock Inc A |
98 |
- |
$815.70 |
$18,000 |
21 |
0.01% |
1,000 |
0 |
0 |
Investment Brokerage ... |
|
|
FXL |
First Trust Technology Alph... |
95 |
- |
$136.16 |
$18,000 |
133 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
QTEC |
First Trust NASDAQ-100-Tech... |
94 |
- |
$191.40 |
$18,000 |
94 |
0.01% |
2,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
|
ABT |
Abbott Laboratories |
100 |
- |
$104.59 |
$18,000 |
157 |
0.01% |
1,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
ADP |
Automatic Data Processing Inc |
101 |
- |
$246.62 |
$18,000 |
74 |
0.01% |
1,000 |
0 |
0 |
Business Software & S... |
|
|
TXN |
Texas Instruments Inc |
103 |
- |
$195.53 |
$17,000 |
97 |
0.01% |
0 |
0 |
0 |
Semiconductor- Broad... |
|
|
CEF |
Sprott Physical Gold & Silv... |
102 |
- |
$22.56 |
$17,000 |
820 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
VOT |
Van Kampen Municipal Opport... |
105 |
- |
$234.37 |
$16,000 |
66 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
XLC |
Communication Services Sele... |
108 |
- |
$82.53 |
$16,000 |
197 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
109 |
- |
$145.80 |
$16,000 |
100 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
107 |
- |
$54.55 |
$16,000 |
312 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
RYT |
Invesco S&P 500 Equal Weigh... |
110 |
- |
$35.18 |
$15,000 |
420 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
113 |
- |
$110.88 |
$14,000 |
130 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
CMI |
Cummins Inc |
115 |
- |
$292.14 |
$14,000 |
47 |
0.01% |
3,000 |
0 |
0 |
Diversified Machinery |
|
|
TGT |
Target Corp |
114 |
- |
$157.51 |
$14,000 |
79 |
0.01% |
3,000 |
0 |
0 |
Discount, Variety Stores |
|
|
DOW |
DOW Inc |
116 |
- |
$59.06 |
$14,000 |
250 |
0.01% |
0 |
0 |
0 |
Diversified Chemicals |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
118 |
- |
$0.00 |
$13,000 |
156 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
FDN |
First Trust Dow Jones Inter... |
117 |
- |
$206.39 |
$13,000 |
65 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
EMR |
Emerson Electric Co |
129 |
- |
$114.82 |
$12,000 |
108 |
0.01% |
1,000 |
0 |
0 |
Industrial Electrical... |
|
|
MSOS |
Advisorshares Pure Us Canna... |
125 |
- |
$0.00 |
$12,000 |
1,199 |
0.01% |
4,000 |
0 |
0 |
N/A |
|
|
STZ |
Constellation Brands Inc |
123 |
- |
$252.29 |
$12,000 |
43 |
0.01% |
2,000 |
0 |
0 |
Beverage - Wineries &... |
|
|
FDX |
Fedex Corp |
131 |
- |
$259.32 |
$11,000 |
37 |
0.01% |
2,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
APD |
Air Products & Chemicals Inc |
134 |
- |
$251.60 |
$10,000 |
42 |
0.01% |
-2,000 |
0 |
0 |
Diversified Chemicals |
|
|
PAPR |
Innovator S&p 500 Power Buf... |
137 |
- |
$0.00 |
$10,000 |
283 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
VHT |
Vanguard Health Care Vipers |
133 |
- |
$267.23 |
$10,000 |
38 |
0.01% |
0 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
138 |
- |
$44.40 |
$9,000 |
221 |
0.01% |
0 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
UAPR |
Innovator S&p 500 Ultra Buf... |
139 |
- |
$0.00 |
$9,000 |
334 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
MS |
Morgan Stanley |
144 |
- |
$100.52 |
$8,000 |
87 |
0.01% |
0 |
0 |
0 |
Investment Brokerage ... |
|
|
CVX |
Chevron Corp |
146 |
- |
$163.05 |
$8,000 |
53 |
0.01% |
0 |
0 |
0 |
Integrated Oil & Gas |
|
|
VZ |
Verizon Communications Inc |
143 |
- |
$40.49 |
$8,000 |
180 |
0.01% |
1,000 |
0 |
0 |
Telecom Services - Do... |
|
|
DTE |
DTE Energy Co |
149 |
- |
$116.09 |
$7,000 |
65 |
0.01% |
0 |
0 |
0 |
Electric Utilities |
|
|
PZD |
Invesco Cleantech ETF |
150 |
- |
$42.44 |
$7,000 |
166 |
0.01% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
NEM |
Newmont Mining Corp |
148 |
- |
$43.19 |
$7,000 |
189 |
0.01% |
-1,000 |
0 |
0 |
Gold |
|
|
PRU |
Prudential Financial Inc |
154 |
- |
$119.60 |
$6,000 |
50 |
0% |
1,000 |
0 |
0 |
Life & Health Insurance |
|
|
UPS |
United Parcel Service Inc |
153 |
- |
$147.94 |
$6,000 |
38 |
0% |
0 |
0 |
0 |
AirDelivery & Freight... |
|
|
NVS |
Novartis AG (ADR) |
151 |
- |
$103.22 |
$6,000 |
61 |
0% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
|
VEA |
Vanguard Europe Pacific ETF |
157 |
- |
$49.56 |
$5,000 |
96 |
0% |
0 |
0 |
0 |
Closed - End Fund - F... |
|
|
BG |
Bunge Ltd |
160 |
- |
$105.98 |
$5,000 |
45 |
0% |
0 |
0 |
0 |
Agricultural & Fertil... |
|
|
ATO |
Atmos Energy Corp |
156 |
- |
$117.81 |
$5,000 |
38 |
0% |
1,000 |
0 |
0 |
Gas Utilities |
|
|
MFC |
Manulife Financial Corporat... |
159 |
- |
$26.15 |
$5,000 |
200 |
0% |
1,000 |
0 |
0 |
Life & Health Insurance |
|
|
PBA |
Pembina Pipeline Corp |
158 |
- |
$37.25 |
$5,000 |
150 |
0% |
0 |
0 |
0 |
Oil & Gas Pipelines &... |
|
|
TSN |
Tyson Foods Inc |
155 |
- |
$60.71 |
$5,000 |
82 |
0% |
1,000 |
0 |
0 |
Meat Products |
|
|
C |
Citigroup Inc |
165 |
- |
$64.24 |
$4,000 |
61 |
0% |
1,000 |
0 |
0 |
Domestic Money Center... |
|
|
UAL |
United Continental Holding |
164 |
- |
$50.67 |
$4,000 |
83 |
0% |
1,000 |
0 |
0 |
Major Airlines |
|
|
GM |
General Motors Co |
161 |
- |
$42.66 |
$4,000 |
96 |
0% |
1,000 |
0 |
0 |
Auto Manufacturers |
|
|
SU |
Suncor Energy Inc (USA) |
163 |
- |
$39.41 |
$4,000 |
100 |
0% |
1,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
|
LBTYK |
Liberty Global Inc |
162 |
- |
$17.57 |
$4,000 |
236 |
0% |
0 |
0 |
0 |
Telecom Services - Fo... |
|
|
DMAC |
Diamedica Therapeutics Inc. |
169 |
- |
$3.01 |
$3,000 |
1,000 |
0% |
0 |
0 |
0 |
N/A |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
171 |
- |
$50.45 |
$3,000 |
59 |
0% |
0 |
0 |
0 |
N/A |
|
|
X |
United States Steel Corp |
178 |
- |
$38.23 |
$2,000 |
52 |
0% |
-1,000 |
0 |
0 |
Metal Fabrication |
|
|
FSK |
Fs Kkr Capital Inc |
174 |
- |
$4.20 |
$2,000 |
97 |
0% |
0 |
0 |
0 |
N/A |
|
|
SNY |
Sanofi Aventis (ADR) |
175 |
- |
$49.01 |
$2,000 |
45 |
0% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
|
DTM |
Dt Midstream, Inc. |
173 |
- |
$66.49 |
$2,000 |
32 |
0% |
0 |
0 |
0 |
N/A |
|
|
IGT |
International Game Technology |
182 |
- |
$20.55 |
$1,000 |
27 |
0% |
0 |
0 |
0 |
Diversified Electronics |
|
|
WBD |
Warner Bros Discovery Ord S... |
181 |
- |
$8.20 |
$1,000 |
159 |
0% |
-1,000 |
0 |
0 |
Broadcasting - TV |
|
|
BAC |
Bank of America Corp |
194 |
- |
$38.91 |
$0 |
11 |
0% |
0 |
0 |
0 |
Domestic Money Center... |
|
