13F-HR filed by Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-14, with 41 holding rows worth $143,354,000.
- Accession
- 0001781948-22-000001
- Filer
- CIK 1781948
- Filed
- 2022-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 41 entries on the cover page, a total value of $143,354,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $143,354,000 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 |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 52,755 | $20,989,000 | thousands by filing date | |
| ISHARES TR | 464287523 | COM | 35,124 | $19,048,000 | thousands by filing date | |
| AMPLIFY ETF TR | 032108888 | BLACKSWAN GRWT | 365,750 | $12,633,000 | thousands by filing date | |
| iShares Gold Trust | 464285204 | COM | 298,969 | $10,407,000 | thousands by filing date | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 107,962 | $10,212,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 112,610 | $9,509,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E370 | S&P 500 HB ETF | 102,819 | $8,125,000 | thousands by filing date | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 131,817 | $8,072,000 | thousands by filing date | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 132,414 | $5,929,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 77,073 | $5,461,000 | thousands by filing date | |
| ABRDN PALLADIUM ETF TRUST | 003262102 | PHYSICAL PALLADM | 28,880 | $5,088,000 | thousands by filing date | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 24,395 | $4,403,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 12,437 | $2,208,000 | thousands by filing date | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 28,679 | $1,889,000 | thousands by filing date | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 65,154 | $1,870,000 | thousands by filing date | |
| VERITIV CORP | 923454102 | COM | 15,065 | $1,847,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 7,046 | $1,440,000 | thousands by filing date | |
| MR COOPER GROUP INC | 62482R107 | COM | 29,208 | $1,215,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V381 | S&P500 EQL DIS | 7,721 | $1,209,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 332 | $1,107,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 6,576 | $1,077,000 | thousands by filing date | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 19,340 | $1,049,000 | thousands by filing date | |
| FRANCO NEV CORP COM | 351858105 | Stock | 7,035 | $973,000 | thousands by filing date | |
| UFP INDUSTRIES INC | 90278Q108 | COM | 9,660 | $889,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,566 | $767,000 | thousands by filing date | |
| BRUNSWICK CORP | 117043109 | COM | 7,332 | $739,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 2,285 | $733,000 | thousands by filing date | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 15,009 | $661,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 1,471 | $504,000 | thousands by filing date | |
| MYR GROUP INC | 55405W104 | COM | 3,927 | $434,000 | thousands by filing date | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 3,279 | $377,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,141 | $348,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y814 | FINTECH ETF | 7,900 | $316,000 | thousands by filing date | |
| WISDOMTREE TR | 97717Y691 | CMN | 5,974 | $310,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,300 | $261,000 | thousands by filing date | |
| WISDOMTREE FLOATING RATETREASURY FUND | 97717X628 | COM | 10,244 | $257,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 397 | $239,000 | thousands by filing date | |
| S & T BANCORP INC COM | 783859101 | Stock | 7,494 | $236,000 | thousands by filing date | |
| UDR INC COM | 902653104 | REIT | 3,500 | $210,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 2,605 | $201,000 | thousands by filing date | |
| PERMIAN BASIN RTY TR | 714236106 | UNIT BEN INT | 11,053 | $112,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001781948-22-000001 | this filing | 2022-02-14 | acceptance time not in the bulk data set |