HoldingsChannel.com
All Stocks Held By Legend Financial Advisors Inc.
As of  03/31/2024, we find all stocks held by Legend Financial Advisors Inc. to be as follows, presented in the table below with each row detailing each Legend Financial Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Legend Financial Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Legend Financial Advisors Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VO) 50,494 +1,771 $12,616
     VO50,494+1,771$12,616
ISHARES TR (SOXX) 54,858 +36,696 $12,394
     SOXX54,858+36,696$12,394
ISHARES GOLD TR (IAU) 290,865 +1,785 $12,219
     IAU290,865+1,785$12,219
INVESCO QQQ TR 26,433 -644 $11,736
     QQQ26,433-644$11,736
GLOBAL X FDS 213,239 +8,452 $9,048
     COPX213,239+8,452$9,048
SCHWAB STRATEGIC TR 133,744 +3,063 $9,013
     FNDX133,744+3,063$9,013
LEUTHOLD FDS INC 251,963 +3,690 $8,501
     LCR251,963+3,690$8,501
VANGUARD ADMIRAL FDS INC (VIOV) 88,723 +3,151 $7,845
     VIOV88,723+3,151$7,845
INVESCO EXCHANGE TRADED FD T (RSPD) 138,435 +3,274 $7,063
     RSPD138,435+3,274$7,063
SPDR SER TR (XME) 116,165 +2,049 $7,002
     XME116,165+2,049$7,002
ISHARES TR (IAK) 55,335 -477 $6,496
     IAK55,335-477$6,496
BARCLAYS BANK PLC 169,086 +7,639 $5,259
     DJP169,086+7,639$5,259
ALTSHARES TRUST (ARB) 152,643 +7,749 $4,149
     ARB152,643+7,749$4,149
SPDR SER TR (SPSM) 84,419 +2,795 $3,633
     SPSM84,419+2,795$3,633
APPLE INC 8,541 -79 $1,465
     AAPL8,541-79$1,465
FISERV INC 7,526 UNCH $1,203
     FI7,526UNCH$1,203
AMAZON COM INC 6,342 +561 $1,144
     AMZN6,342+561$1,144
BERKSHIRE HATHAWAY INC DEL      $1,137
     BRK.B2,703-8$1,137
MODINE MFG CO 10,461 -11,756 $996
     MOD10,461-11,756$996
COREBRIDGE FINL INC 32,887 -557 $945
     CRBG32,887-557$945
RYANAIR HOLDINGS PLC 5,914 -51 $861
     RYAAY5,914-51$861
SCHWAB STRATEGIC TR 8,199 UNCH $760
     SCHG8,199UNCH$760
FIRST SOLAR INC 4,495 +4,495 $759
     FSLR4,495+4,495$759
CHAMPIONX CORPORATION 21,132 +720 $758
     CHX21,132+720$758
INTEL CORP 17,159 +17,148 $758
     INTC17,159+17,148$758
AUTOLIV INC 6,127 -102 $738
     ALV6,127-102$738
HALLIBURTON CO 18,092 UNCH $713
     HAL18,092UNCH$713
NMI HLDGS INC 21,433 +224 $693
     NMIH21,433+224$693
EVEREST GROUP LTD 1,738 +1,738 $691
     EG1,738+1,738$691
COPA HOLDINGS SA 6,245 +65 $650
     CPA6,245+65$650
TAPESTRY INC 13,313 -135 $632
     TPR13,313-135$632
BANCORP INC DEL 17,820 -330 $596
     TBBK17,820-330$596
SCHLUMBERGER LTD 10,524 UNCH $577
     SLB10,524UNCH$577
ELI LILLY & CO 350 UNCH $272
     LLY350UNCH$272
NEXTERA ENERGY INC 4,166 +100 $266
     NEE4,166+100$266
PEPSICO INC 1,411 +1,317 $247
     PEP1,411+1,317$247
HUNTINGTON INGALLS INDS INC 729 UNCH $212
     HII729UNCH$212
JPMORGAN CHASE & CO 1,006 +18 $202
     JPM1,006+18$202
MICROSOFT CORP 427 +83 $180
     MSFT427+83$180
ISHARES TR (IWF) 452 -30 $152
     IWF452-30$152
INVESCO EXCHANGE TRADED FD T (RSP) 884 -136 $150
     RSP884-136$150
AMGEN INC 484 +33 $138
     AMGN484+33$138
SELECT SECTOR SPDR TR (XLY) 716 UNCH $132
     XLY716UNCH$132
S & T BANCORP INC 3,821 -1,373 $123
     STBA3,821-1,373$123
SCHWAB STRATEGIC TR 1,906 UNCH $118
     SCHX1,906UNCH$118
ISHARES TR (IVV) 185 UNCH $97
     IVV185UNCH$97
PNC FINL SVCS GROUP INC 595 -325 $96
     PNC595-325$96
CONOCOPHILLIPS 733 -125 $93
     COP733-125$93
PHILLIPS 66 451 -150 $74
     PSX451-150$74
UNITEDHEALTH GROUP INC 134 +41 $66
     UNH134+41$66
COMCAST CORP NEW 1,473 -5 $64
     CMCSA1,473-5$64
ROCKWELL AUTOMATION INC 215 UNCH $63
     ROK215UNCH$63
AMERICAN WTR WKS CO INC NEW 500 -500 $61
     AWK500-500$61
BANK NEW YORK MELLON CORP 1,036 UNCH $60
     BK1,036UNCH$60
HOME DEPOT INC 154 +41 $59
     HD154+41$59
RTX CORPORATION 562 UNCH $55
     RTX562UNCH$55
MASTERCARD INCORPORATED 100 UNCH $48
     MA100UNCH$48
ISHARES TR (IWM) 222 UNCH $47
     IWM222UNCH$47
SELECT SECTOR SPDR TR (XLK) 206 UNCH $43
     XLK206UNCH$43
GOLDMAN SACHS ETF TR (GSLC) 403 UNCH $42
     GSLC403UNCH$42
JOHNSON & JOHNSON 264 +50 $42
     JNJ264+50$42
AT&T INC 2,307 UNCH $41
     T2,307UNCH$41
CHUBB LIMITED 154 +50 $40
     CB154+50$40
RESTAURANT BRANDS INTL INC 500 UNCH $40
     QSR500UNCH$40
METLIFE INC 500 UNCH $37
     MET500UNCH$37
UDR INC 1,000 -1,000 $37
     UDR1,000-1,000$37
ISHARES TR (IJH) 590 +472 $36
     IJH590+472$36
INVESCO EXCHANGE TRADED FD T (RSPS) 1,088 -1,087 $36
     RSPS1,088-1,087$36
ISHARES TR (IHI) 592 +123 $35
     IHI592+123$35
LOWES COS INC 139 UNCH $35
     LOW139UNCH$35
VALERO ENERGY CORP 200 UNCH $34
     VLO200UNCH$34
ACCENTURE PLC IRELAND 91 UNCH $32
     ACN91UNCH$32
GENERAL DYNAMICS CORP 113 +36 $32
     GD113+36$32
CARRIER GLOBAL CORPORATION 500 UNCH $29
     CARR500UNCH$29
VANGUARD INDEX FDS (VTV) 175 UNCH $29
     VTV175UNCH$29
GLOBAL X FDS 1,000 UNCH $28
     FINX1,000UNCH$28
PAYCHEX INC 230 UNCH $28
     PAYX230UNCH$28
VISA INC 100 UNCH $28
     V100UNCH$28
SPDR S&P 500 ETF TR (SPY) 51 -44 $27
     SPY51-44$27
BROADCOM INC 19 +8 $25
     AVGO19+8$25
GENERAC HLDGS INC 200 UNCH $25
     GNRC200UNCH$25
MERCK & CO INC 185 -75 $24
     MRK185-75$24
ORACLE CORP 189 +125 $24
     ORCL189+125$24
VANGUARD INDEX FDS (VUG) 71 UNCH $24
     VUG71UNCH$24
ARTISAN PARTNERS ASSET MGMT 500 UNCH $23
     APAM500UNCH$23
BECTON DICKINSON & CO 91 +25 $23
     BDX91+25$23
LINDE PLC 50 UNCH $23
     LIN50UNCH$23
ANALOG DEVICES INC 110 UNCH $22
     ADI110UNCH$22
SPDR SER TR (KRE) 432 +208 $22
     KRE432+208$22
LOCKHEED MARTIN CORP 47 +8 $21
     LMT47+8$21
ILLINOIS TOOL WKS INC 75 UNCH $20
     ITW75UNCH$20
MARATHON PETE CORP 98 UNCH $20
     MPC98UNCH$20
AFLAC INC 227 UNCH $19
     AFL227UNCH$19
ABBOTT LABS 157 UNCH $18
     ABT157UNCH$18
AUTOMATIC DATA PROCESSING IN 74 UNCH $18
     ADP74UNCH$18
BLACKROCK INC 21 UNCH $18
     BLK21UNCH$18
FIRST TR EXCHANGE TRADED FD (FXL) 133 UNCH $18
     FXL133UNCH$18
NIKE INC 189 +66 $18
     NKE189+66$18
FIRST TR NASDAQ 100 TECH IND (QTEC) 94 UNCH $18
     QTEC94UNCH$18
INVESCO EXCH TRADED FD TR II (SPHB) 204 +124 $18
     SPHB204+124$18
YUM BRANDS INC 131 +131 $18
     YUM131+131$18
SPROTT PHYSICAL GOLD & SILVE 820 UNCH $17
     CEF820UNCH$17
COLGATE PALMOLIVE CO 189 +66 $17
     CL189+66$17
TEXAS INSTRS INC 97 UNCH $17
     TXN97UNCH$17
AIRBNB INC 100 UNCH $16
     ABNB100UNCH$16
ISHARES INC (IEMG) 312 UNCH $16
     IEMG312UNCH$16
VANGUARD INDEX FDS (VOT) 66 UNCH $16
     VOT66UNCH$16
WALMART INC 258 +172 $16
     WMT258+172$16
SELECT SECTOR SPDR TR (XLC) 197 UNCH $16
     XLC197UNCH$16
ALPHABET INC 100 -280 $15
     GOOGL100-280$15
INVESCO EXCHANGE TRADED FD T (RSPT) 420 UNCH $15
     RSPT420UNCH$15
CUMMINS INC 47 UNCH $14
     CMI47UNCH$14
DOW INC 250 UNCH $14
     DOW250UNCH$14
ISHARES TR (IJR) 130 UNCH $14
     IJR130UNCH$14
TARGET CORP 79 UNCH $14
     TGT79UNCH$14
SPDR SER TR (XBI) 148 +22 $14
     XBI148+22$14
BOEING CO 65 +43 $13
     BA65+43$13
DUKE ENERGY CORP NEW 133 -133 $13
     DUK133-133$13
FIRST TR EXCHANGE TRADED FD (FDN) 65 UNCH $13
     FDN65UNCH$13
ISHARES TR (USMV) 156 UNCH $13
     USMV156UNCH$13
CVS HEALTH CORP 150 +100 $12
     CVS150+100$12
EASTMAN CHEM CO 120 +80 $12
     EMN120+80$12
EMERSON ELEC CO 108 UNCH $12
     EMR108UNCH$12
MCDONALDS CORP 42 -101 $12
     MCD42-101$12
ADVISORSHARES TR (MSOS) 1,199 UNCH $12
     MSOS1,199UNCH$12
NXP SEMICONDUCTORS N V 49 +33 $12
     NXPI49+33$12
PROCTER AND GAMBLE CO 71 -101 $12
     PG71-101$12
CONSTELLATION BRANDS INC 43 UNCH $12
     STZ43UNCH$12
UNION PAC CORP 49 +33 $12
     UNP49+33$12
COGNIZANT TECHNOLOGY SOLUTIO 150 +100 $11
     CTSH150+100$11
FEDEX CORP 37 UNCH $11
     FDX37UNCH$11
TRAVELERS COMPANIES INC 49 +33 $11
     TRV49+33$11
AIR PRODS & CHEMS INC 42 UNCH $10
     APD42UNCH$10
GOLDMAN SACHS GROUP INC 24 +16 $10
     GS24+16$10
GLOBAL X FDS 216 +105 $10
     LIT216+105$10
INNOVATOR ETFS TR (PAPR) 283 UNCH $10
     PAPR283UNCH$10
VANGUARD WORLD FDS (VHT) 38 UNCH $10
     VHT38UNCH$10
THE CIGNA GROUP 24 +16 $9
     CI24+16$9
WISDOMTREE TR 125 +83 $9
     DLN125+83$9
QUALCOMM INC 51 +33 $9
     QCOM51+33$9
INNOVATOR ETFS TR (UAPR) 334 UNCH $9
     UAPR334UNCH$9
VANGUARD INTL EQUITY INDEX F (VWO) 221 UNCH $9
     VWO221UNCH$9
CHEVRON CORP NEW 53 UNCH $8
     CVX53UNCH$8
LAM RESEARCH CORP 8 +6 $8
     LRCX8+6$8
MORGAN STANLEY 87 UNCH $8
     MS87UNCH$8
VERIZON COMMUNICATIONS INC 180 UNCH $8
     VZ180UNCH$8
CISCO SYS INC 150 +100 $7
     CSCO150+100$7
DTE ENERGY CO 65 UNCH $7
     DTE65UNCH$7
INVESCO EXCHANGE TRADED FD T (ERTH) 166 UNCH $7
     ERTH166UNCH$7
NEWMONT CORP 189 UNCH $7
     NEM189UNCH$7
SERVICENOW INC 8 +6 $6
     NOW8+6$6
NOVARTIS AG 61 UNCH $6
     NVS61UNCH$6
PRUDENTIAL FINL INC 50 UNCH $6
     PRU50UNCH$6
UNITED PARCEL SERVICE INC 38 UNCH $6
     UPS38UNCH$6
ATMOS ENERGY CORP 38 UNCH $5
     ATO38UNCH$5
BUNGE GLOBAL SA 45 UNCH $5
     BG45UNCH$5
MANULIFE FINL CORP 200 UNCH $5
     MFC200UNCH$5
PEMBINA PIPELINE CORP 150 UNCH $5
     PBA150UNCH$5
TYSON FOODS INC 82 UNCH $5
     TSN82UNCH$5
VANGUARD TAX MANAGED FDS (VEA) 96 UNCH $5
     VEA96UNCH$5
CITIGROUP INC 61 UNCH $4
     C61UNCH$4
DOMINION ENERGY INC 76 +50 $4
     D76+50$4
GENERAL MTRS CO 96 UNCH $4
     GM96UNCH$4
LIBERTY GLOBAL LTD 236 UNCH $4
     LBTYK236UNCH$4
SUNCOR ENERGY INC NEW 100 UNCH $4
     SU100UNCH$4
UNITED AIRLS HLDGS INC 83 UNCH $4
     UAL83UNCH$4
DIAMEDICA THERAPEUTICS INC 1,000 UNCH $3
     DMAC1,000UNCH$3
FIDELITY COVINGTON TRUST 99 +99 $3
     FELC99+99$3
ISHARES TR (IWO) 11 -11 $3
     IWO11-11$3
WISDOMTREE TR 59 UNCH $3
     USFR59UNCH$3
SELECT SECTOR SPDR TR (XLV) 22 -13 $3
     XLV22-13$3
AMERICAN TOWER CORP NEW 12 +8 $2
     AMT12+8$2
CROWN CASTLE INC 16 +10 $2
     CCI16+10$2
DT MIDSTREAM INC 32 UNCH $2
     DTM32UNCH$2
FS KKR CAP CORP 97 UNCH $2
     FSK97UNCH$2
ISHARES TR (IJT) 18 -45 $2
     IJT18-45$2
SANOFI 45 UNCH $2
     SNY45UNCH$2
UNITED STATES STL CORP NEW 52 UNCH $2
     X52UNCH$2
LITMAN GREGORY FDS TR 25 -35 $1
     DBMF25-35$1
INTERNATIONAL GAME TECHNOLOG 27 UNCH $1
     IGT27UNCH$1
ABRDN SILVER ETF TRUST (SIVR) 43 -85 $1
     SIVR43-85$1
WARNER BROS DISCOVERY INC 159 UNCH $1
     WBD159UNCH$1
BANK AMERICA CORP 11 UNCH <$1
     BAC11UNCH$0
EMBECTA CORP 12 +5 <$1
     EMBC12+5$0
ORGANON & CO 8 +6 $0
     OGN8+6$0
CORTEVA INC $0 (exited)
     CTVA0-167$0
DOLBY LABORATORIES INC $0 (exited)
     DLB0-150$0
EXPEDITORS INTL WASH INC $0 (exited)
     EXPD0-600$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FTSM0-227$0
GEN DIGITAL INC $0 (exited)
     GEN0-250$0
ALPHABET INC $0 (exited)
     GOOG0-280$0
ISHARES TR $0 (exited)
     IAT0-3,790$0
VANGUARD WORLD FD $0 (exited)
     MGK0-40$0
ABRDN PALLADIUM ETF TRUST $0 (exited)
     PALL0-6$0
PFIZER INC $0 (exited)
     PFE0-199$0
ISHARES INC $0 (exited)
     RING0-76$0
INVESCO EXCH TRADED FD TR II 0 -441 $0 (exited)
     TAN0-441$0

See Summary: Legend Financial Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Legend Financial Advisors Inc.

EntityShares/Amount
Change
Position Value
Change
FSLR +4,495+$759
EG +1,738+$691
YUM +131+$18
FELC +99+$3
EntityShares/Amount
Change
Position Value
Change
IAT -3,790-$159
EXPD -600-$76
GOOG -280-$39
TAN -441-$24
FTSM -227-$14
DLB -150-$13
MGK -40-$10
CTVA -167-$8
PFE -199-$6
GEN -250-$6
EntityShares/Amount
Change
Position Value
Change
SOXX +36,696+$1,931
INTC +17,148+$757
COPX +8,452+$1,368
ARB +7,749+$273
DJP +7,639+$353
LCR +3,690+$514
RSPD +3,274+$636
VIOV +3,151+$272
FNDX +3,063+$919
SPSM +2,795+$190
EntityShares/Amount
Change
Position Value
Change
MOD -11,756-$330
STBA -1,373-$51
RSPS -1,087-$32
UDR -1,000-$40
QQQ -644+$647
CRBG -557+$221
AWK -500-$71
IAK -477+$908
TBBK -330-$104
Size ($ in 1000's)
At 03/31/2024: $138,005
At 12/31/2023: $124,428

Legend Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legend Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Legend Financial Advisors Inc. | www.HoldingsChannel.com

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