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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 : 31     View All Holdings Currently Viewing:  Decreased 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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 4 - $452.90 $11,736,000 26,433 8.5% 647,000 -644 0.006    Closed - End Fund - Debt
   (IAK)1 Year Chart         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)1 Year Chart         AAPL Apple Inc 15 - $189.72 $1,465,000 8,541 1.06% -195,000 -79 0    Personal Computers
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 18 - $412.76 $1,137,000 2,703 0.82% 170,000 -8 0    Property & Casualty I...
   (MOD)1 Year Chart         MOD Modine Manufacturing Co 19 - $90.76 $996,000 10,461 0.72% -330,000 -11,756 0.02    Auto Parts
   (CRBG)1 Year Chart         CRBG Corebridge Financial, Inc. 20 - $0.00 $945,000 32,887 0.68% 221,000 -557 0.005    N/A
   (RYAAY)1 Year Chart         RYAAY Ryanair Holdings Plc (ADR) 21 - $128.22 $861,000 5,914 0.62% 66,000 -51 0.003    Regional Airlines
   (ALV)1 Year Chart         ALV Autoliv Inc 26 - $114.83 $738,000 6,127 0.53% 52,000 -102 0.007    Auto Parts
   (TPR)1 Year Chart         TPR Tapestry Inc 31 - $42.67 $632,000 13,313 0.46% 137,000 -135 0.005    Textile - Apparel Foo...
   (TBBK)1 Year Chart         TBBK The Bancorp Inc 32 - $32.97 $596,000 17,820 0.43% -104,000 -330 0.031    Domestic Regional Banks
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 40 - $344.03 $152,000 452 0.11% 6,000 -30 0    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 41 - $168.06 $150,000 884 0.11% -11,000 -136 0    Closed - End Fund - E...
   (STBA)1 Year Chart         STBA S&T Bancorp Inc 44 - $32.20 $123,000 3,821 0.09% -51,000 -1,373 0.01    Domestic Regional Banks
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 47 - $161.34 $96,000 595 0.07% -46,000 -325 0    Domestic Money Center...
   (COP)1 Year Chart         COP ConocoPhillips 48 - $120.70 $93,000 733 0.07% -7,000 -125 0    Integrated Oil & Gas
   (PSX)1 Year Chart         PSX Phillips 66 49 - $146.21 $74,000 451 0.05% -6,000 -150 0    Oil & Gas Refining, P...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 51 - $39.25 $64,000 1,473 0.05% -1,000 -5 0    CATV Systems
   (AWK)1 Year Chart         AWK American Water Works Compan... 53 - $133.75 $61,000 500 0.04% -71,000 -500 0    Multi Utilities
   (UDR)1 Year Chart         UDR UDR Inc 66 - $39.62 $37,000 1,000 0.03% -40,000 -1,000 0    REIT - Housing/Apartm...
   (RHS)1 Year Chart         RHS Invesco S&p 500 Equal Weigh... 68 - $32.30 $36,000 1,088 0.03% -32,000 -1,087 0    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 79 - $529.78 $27,000 51 0.02% -18,000 -44 0    Closed - End Fund - E...
   (MRK)1 Year Chart         MRK Merck & Co Inc 84 - $131.20 $24,000 185 0.02% -4,000 -75 0    Drug Manufacturers - ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 111 - $172.51 $15,000 100 0.01% -38,000 -280 0    Search Engines & Info...
   (DUK)1 Year Chart         DUK Duke Energy Corp 120 - $103.35 $13,000 133 0.01% -13,000 -133 0    Electric Utilities
   (MCD)1 Year Chart         MCD McDonalds Corp 122 - $273.87 $12,000 42 0.01% -30,000 -101 0    Restaurants
   (PG)1 Year Chart         PG Procter & Gamble Co 127 - $166.51 $12,000 71 0.01% -13,000 -101 0    Cleaning Products
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 167 - $146.20 $3,000 22 0% -2,000 -13 0.005    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 168 - $267.96 $3,000 11 0% -3,000 -11 0    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 172 - $132.20 $2,000 18 0% -6,000 -45 0    Closed - End Fund - E...
   (SIVR)1 Year Chart         SIVR Aberdeen Standard Physical ... 179 - $28.40 $1,000 43 0% -2,000 -85 0    Closed - End Fund - Debt
   (DBMF)1 Year Chart         DBMF Im Dbi Managed Futures Stra... 180 - $29.36 $1,000 25 0% -1,000 -35 0    N/A

      31 Records Found
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