Legend Financial Advisors, Inc.
- SEC CIK
- 0001781948
- Latest filing
- Jul 20, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 39
- −2 vs. Q4 2021
- Portfolio value
- $157.4M
- +$14.1M (+9.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 651,598 | $21.8M | 13.8% | +352,629+117.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 58,212 | $20.8M | 13.2% | +5,457+10.3% | Added | – |
| ARK Innovation ETF00214Q104 | ETF | 166,791 | $18.4M | 11.7% | +58,829+54.5% | Added | – |
| iShares Semiconductor ETF464287523 | ETF | 36,512 | $16.3M | 10.3% | +1,388+4.0% | Added | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 217,297 | $16.2M | 10.3% | +85,480+64.8% | Added | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 285,849 | $9.79M | 6.2% | −79,901−21.8% | Reduced | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 262,291 | $8.97M | 5.7% | +262,291 | New | – |
| PALLabrdn Palladium ETF Trust | PHYSICAL PALLADM | 43,262 | $7.72M | 4.9% | +14,382+49.8% | Added | History |
| SPDR Series Trust78464A755 | ST STR SP METAL | 143,066 | $5.97M | 3.8% | +10,652+8.0% | Added | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 75,801 | $5.13M | 3.3% | −1,272−1.7% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 24,600 | $4.28M | 2.7% | +205+0.8% | Added | – |
| VanEck Vectors ETF Tr92189F205 | STEEL ETF | 63,054 | $3.48M | 2.2% | +63,054 | New | – |
| AAPLApple Inc. | Stock | 12,663 | $1.79M | 1.1% | +226+1.8% | Added | History |
| VRTVVeritiv Corp | COM | 15,307 | $1.37M | 0.9% | +242+1.6% | Added | History |
| COOPMaverick Merger Sub 2, LLC | COM | 29,754 | $1.23M | 0.8% | +546+1.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 769 | $1.21M | 0.8% | +437+131.6% | Added | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 13,290 | $1.09M | 0.7% | −99,320−88.2% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,141 | $1.06M | 0.7% | −6,011−45.7% | ReducedConverted for a 2-for-1 split | – |
| CARRCarrier Global Corp | Stock | 19,809 | $1.02M | 0.7% | +469+2.4% | Added | History |
| FNVFranco Nevada Corp | Stock | 7,217 | $938.0K | 0.6% | +182+2.6% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,981 | $865.0K | 0.5% | +696+30.5% | Added | – |
| HIBBHibbett Inc | COM | 10,525 | $744.0K | 0.5% | +10,525 | New | History |
| BCBrunswick Corp | COM | 7,770 | $741.0K | 0.5% | +438+6.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,590 | $707.0K | 0.4% | +24+0.9% | Added | History |
| UFPIUfp Industries Inc | COM | 9,888 | $672.0K | 0.4% | +228+2.4% | Added | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 10,584 | $665.0K | 0.4% | −18,095−63.1% | Reduced | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 8,219 | $566.0K | 0.4% | +8,219 | New | History |
| DEDeere & Co | Stock | 1,573 | $527.0K | 0.3% | +102+6.9% | Added | History |
| DKSDick's Sporting Goods, Inc. | Stock | 3,432 | $412.0K | 0.3% | +153+4.7% | Added | History |
| MYRGMyr Group Inc. | COM | 4,139 | $412.0K | 0.3% | +212+5.4% | Added | History |
| Global X FDS37954Y814 | FINTECH ETF | 8,375 | $402.0K | 0.3% | +475+6.0% | Added | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 6,364 | $366.0K | 0.2% | +390+6.5% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,135 | $320.0K | 0.2% | −6−0.3% | Reduced | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 10,244 | $257.0K | 0.2% | +5,122+100.0% | AddedConverted for a 1-for-2 split | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,300 | $254.0K | 0.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 397 | $242.0K | 0.2% | 00.0% | Unchanged | History |
| ProShares Tr74347B375 | LONG ONLINE SHRT | 3,441 | $237.0K | 0.2% | +3,441 | New | – |
| STBAS&T Bancorp Inc | COM | 7,494 | $221.0K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 2,605 | $208.0K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2021 (7)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 102,819 | $8.13M | 5.7% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 65,154 | $1.87M | 1.3% | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,046 | $1.44M | 1.0% | – |
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 7,721 | $1.21M | 0.8% | – |
| DVNDevon Energy Corp | Stock | 15,009 | $661.0K | 0.5% | History |
| UDRUDR, Inc. | COM | 3,500 | $210.0K | 0.1% | History |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 11,053 | $112.0K | 0.1% | History |