13F-HR filed by Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 29 holding rows worth $111,376,000.
- Accession
- 0001781948-20-000002
- Filer
- CIK 1781948
- Filed
- 2020-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 29 entries on the cover page, a total value of $111,376,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,376,000 with VALUE read as thousands by filing date, 13F file number 028-19565. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATETREASURY FUND | 97717X628 | COM | 900,806 | $22,619,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 67,628 | $12,876,000 | thousands by filing date | |
| PROSHARES TR | 74347B367 | DECLINE RETAIL | 246,465 | $12,402,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 46,839 | $12,072,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 788,120 | $11,877,000 | thousands by filing date | |
| ABRDN PALLADIUM ETF TRUST | 003262102 | PHYSICAL PALLADM | 53,157 | $11,811,000 | thousands by filing date | |
| ISHARES TR | 464287523 | COM | 53,218 | $10,921,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 18,020 | $2,823,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 52,070 | $2,818,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 20,779 | $1,655,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 19,348 | $1,185,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,423 | $1,125,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 501 | $977,000 | thousands by filing date | |
| FRANCO NEV CORP COM | 351858105 | Stock | 7,032 | $699,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 11,917 | $663,000 | thousands by filing date | |
| ZSCALERINC | 98980G102 | STOK | 10,566 | $643,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,358 | $614,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 1,186 | $579,000 | thousands by filing date | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 15,908 | $497,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 2,806 | $337,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,038 | $328,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 3,408 | $326,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 4,142 | $299,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 715 | $268,000 | thousands by filing date | |
| ARK ETF TR | 00214Q401 | NEXT GNRTN INTER | 4,307 | $227,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,494 | $210,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 1,246 | $206,000 | thousands by filing date | |
| S & T BANCORP INC COM | 783859101 | Stock | 7,494 | $205,000 | thousands by filing date | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 13,851 | $114,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001781948-20-000002 | this filing | 2020-05-15 | acceptance time not in the bulk data set |