Compliance Consultant

0001781948-23-000003.txt : 20230809 0001781948-23-000003.hdr.sgml : 20230809 20230809115432 ACCESSION NUMBER: 0001781948-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230809 EFFECTIVENESS DATE: 20230809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legend Financial Advisors, Inc. CENTRAL INDEX KEY: 0001781948 IRS NUMBER: 251713502 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19565 FILM NUMBER: 231154143 BUSINESS ADDRESS: STREET 1: 5700 CORPORATE DRIVE SUITE 350 CITY: PITTSBURGH STATE: PA ZIP: 15237-5829 BUSINESS PHONE: (412)635-9210 MAIL ADDRESS: STREET 1: 5700 CORPORATE DRIVE SUITE 350 CITY: PITTSBURGH STATE: PA ZIP: 15237-5829 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001781948 XXXXXXXX 06-30-2023 06-30-2023 Legend Financial Advisors, Inc.

5700 CORPORATE DRIVE SUITE 350 PITTSBURGH PA 15237-5829

13F HOLDINGS REPORT 028-19565 N Wren Green Compliance Consultant 720-408-0394 E Wren Green Westminster CO 08-09-2023 0 238 119818031 false INFORMATION TABLE 2 23Q2Legend3.xml Apple Inc Stock/ETF 037833100 1754321 9044 SH SOLE 0 0 9044 Airbnb Inc Stock/ETF 009066101 12816 100 SH SOLE 0 0 100 Abbott Laboratories Stock/ETF 002824100 17116 157 SH SOLE 0 0 157 Accenture PLC Stock/ETF G1151C101 28081 91 SH SOLE 0 0 91 Analog Devices Inc Stock/ETF 032654105 21429 110 SH SOLE 0 0 110 Automatic Data Processing Inc Stock/ETF 053015103 16264 74 SH SOLE 0 0 74 AFLAC Inc Stock/ETF 001055102 15845 227 SH SOLE 0 0 227 Albemarle Corp Stock/ETF 012653101 525377 2355 SH SOLE 0 0 2355 Autoliv Inc Stock/ETF 052800109 522231 6141 SH SOLE 0 0 6141 Amgen Inc Stock/ETF 031162100 112120 505 SH SOLE 0 0 505 American Tower Corp Stock/ETF 03027X100 2327 12 SH SOLE 0 0 12 Amazoncom Inc Stock/ETF 023135106 745790 5721 SH SOLE 0 0 5721 Artisan Partners Asset Management Stock/ETF 04316A108 19655 500 SH SOLE 0 0 500 Air Products & Chemicals Inc Stock/ETF 009158106 12580 42 SH SOLE 0 0 42 AltShares Merger Arbitrage ETF Stock/ETF 02210T108 3366803 132187 SH SOLE 0 0 132187 Broadcom Inc Stock/ETF 11135F101 21686 25 SH SOLE 0 0 25 American Water Works Company Inc Stock/ETF 030420103 142750 1000 SH SOLE 0 0 1000 Boeing Co Stock/ETF 097023105 20271 96 SH SOLE 0 0 96 Bank of America Corp Stock/ETF 060505104 21698 756 SH SOLE 0 0 756 Brunswick Corp Stock/ETF 117043109 8664 100 SH SOLE 0 0 100 Becton, Dickinson and Company Stock/ETF 075887109 24289 92 SH SOLE 0 0 92 Bunge Ltd Stock/ETF G16962105 4246 45 SH SOLE 0 0 45 Vanguard Intermediate Term Bond ETF Stock/ETF 921937819 50630 673 SH SOLE 0 0 673 Bank of New York Mellon Corp Stock/ETF 064058100 46123 1036 SH SOLE 0 0 1036 BlackRock Inc Stock/ETF 09247X101 14514 21 SH SOLE 0 0 21 Berkshire Hathaway Inc Class B Stock/ETF 084670702 944570 2770 SH SOLE 0 0 2770 Invesco BulletShares 2023 Corporate Bond Stock/ETF 46138J866 68887 3254 SH SOLE 0 0 3254 Vanguard 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Stock/ETF 17275R102 11642 225 SH SOLE 0 0 225 Cognizant Technology Solutions Corp Stock/ETF 192446102 9792 150 SH SOLE 0 0 150 Corteva Inc Stock/ETF 22052L104 19081 333 SH SOLE 0 0 333 CVS Health Corp Stock/ETF 126650100 15554 225 SH SOLE 0 0 225 Chevron Corp Stock/ETF 166764100 8340 53 SH SOLE 0 0 53 Dominion Energy Inc Stock/ETF 25746U109 5749 111 SH SOLE 0 0 111 iM DBi Managed Futures Strategy ETF Stock/ETF 53700T827 1299 47 SH SOLE 0 0 47 iPath DJ-UBS Commodity Stock/ETF 06738C778 4345801 142159 SH SOLE 0 0 142159 Dolby Lab Inc Cl A Stock/ETF 25659T107 12593 150 SH SOLE 0 0 150 WisdomTree LargeCap Dividend Stock/ETF 97717W307 7886 124 SH SOLE 0 0 124 Diamedica Therapeutics Inc Stock/ETF 25253X207 4320 1000 SH SOLE 0 0 1000 Dow Inc Stock/ETF 260557103 13315 250 SH SOLE 0 0 250 DTE Energy Company Stock/ETF 233331107 7151 65 SH SOLE 0 0 65 DT Midstream Inc Stock/ETF 23345M107 1586 32 SH SOLE 0 0 32 Duke Energy Corp Stock/ETF 26441C204 23871 266 SH SOLE 0 0 266 Embecta Corp Stock/ETF 29082K105 194 9 SH SOLE 0 0 9 Eastman Chemical Co Stock/ETF 277432100 15070 180 SH SOLE 0 0 180 Emerson Electric Co Stock/ETF 291011104 9762 108 SH SOLE 0 0 108 Invesco MSCI Sustainable Future ETF Stock/ETF 46137V407 8136 166 SH SOLE 0 0 166 Expeditors International of Wash Stock/ETF 302130109 72678 600 SH SOLE 0 0 600 First Trust Dow Jones Internet Index Stock/ETF 33733E302 10594 65 SH SOLE 0 0 65 FedEx Corp Stock/ETF 31428X106 9172 37 SH SOLE 0 0 37 Fiserv Inc Stock/ETF 337738108 1013741 8036 SH SOLE 0 0 8036 Global X Fintech Stock/ETF 37954Y814 22070 1000 SH SOLE 0 0 1000 FMC Corp Stock/ETF 302491303 10017 96 SH SOLE 0 0 96 Schwab Fundamental US Large Company Index ETF Stock/ETF 808524771 6773053 117649 SH SOLE 0 0 117649 FS KKR Capital Corp Stock/ETF 302635206 1860 97 SH SOLE 0 0 97 First Tr Enhanced Short Maturity Stock/ETF 33739Q408 13486 227 SH SOLE 0 0 227 First Trust Technology Alphadex Stock/ETF 33734X176 15300 133 SH SOLE 0 0 133 General Dynamics Corporation Stock/ETF 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Qualcomm Incorporated Stock/ETF 747525103 5714 48 SH SOLE 0 0 48 Invesco QQQ Trust Series 1 Stock/ETF 46090E103 9549179 25849 SH SOLE 0 0 25849 Restaurant Brands International Inc Stock/ETF 76131D103 38760 500 SH SOLE 0 0 500 First Trust Nasdaq 100 Technology Index Stock/ETF 337345102 13833 94 SH SOLE 0 0 94 iShares MSCI Global Gold Miners Stock/ETF 46434G855 1771 76 SH SOLE 0 0 76 Rockwell Automation Inc Stock/ETF 773903109 14166 43 SH SOLE 0 0 43 Invesco S&P 500 Equal Weight Stock/ETF 46137V357 151365 1012 SH SOLE 0 0 1012 Invesco S&P 500 Equal Weight Consumer Discretionary Stock/ETF 46137V381 5890563 42710 SH SOLE 0 0 42710 Invesco S&P 500 Equal Weight Consumer Staples Stock/ETF 46137V373 72828 435 SH SOLE 0 0 435 Invesco S&P 500 Equal Weight Technology Stock/ETF 46137V282 12352 42 SH SOLE 0 0 42 Raytheon Technologies Corp Stock/ETF 75513E101 55054 562 SH SOLE 0 0 562 Sanmina Corporation Stock/ETF 801056102 564127 9360 SH SOLE 0 0 9360 Schwab US Large Cap Growth Stock/ETF 808524300 679197 9062 SH SOLE 0 0 9062 Schwab US Large Cap ETF Stock/ETF 808524201 99506 1900 SH SOLE 0 0 1900 Aberdeen Std Silver ETF Tr Physical Silvr Stock/ETF 003264108 2797 128 SH SOLE 0 0 128 Schlumberger NV Stock/ETF 806857108 518363 10553 SH SOLE 0 0 10553 Sanofi Stock/ETF 80105N105 2426 45 SH SOLE 0 0 45 iShares PHLX SOX Semiconductor Stock/ETF 464287523 8690829 17133 SH SOLE 0 0 17133 Invesco S&P 500 High Beta Stock/ETF 46138E370 15584 204 SH SOLE 0 0 204 SPDR Portfolio Short Term Corp Bd ETF Stock/ETF 78464A474 15456 525 SH SOLE 0 0 525 SPDR Portfolio SmallCap Stock/ETF 78468R853 2798066 72041 SH SOLE 0 0 72041 SPDR S&P 500 Trust Stock/ETF 78462F103 50568 114 SH SOLE 0 0 114 S&T Bancorp Inc 0F Indiana Penn Stock/ETF 783859101 141225 5194 SH SOLE 0 0 5194 Constellation Brands Inc Stock/ETF 21036P108 10584 43 SH SOLE 0 0 43 Suncor Energy Inc Stock/ETF 867224107 2932 100 SH SOLE 0 0 100 AT&T Inc Stock/ETF 00206R102 36789 2307 SH SOLE 0 0 2307 Invesco Solar ETF Stock/ETF 46138G706 31496 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Championx Corp Stock/ETF 15872M104 6736 217 SH SOLE 0 0 217 Global X Copper Miners Stock/ETF 37954Y830 634295 16847 SH SOLE 0 0 16847 iPath DJ-UBS Commodity Stock/ETF 06738C778 503755 16479 SH SOLE 0 0 16479 Schwab Fundamental US Large Company Index ETF Stock/ETF 808524771 852036 14800 SH SOLE 0 0 14800 Halliburton Co Stock/ETF 406216101 6499 197 SH SOLE 0 0 197 iShares Dow Jones US Insurance Sector Index Stock/ETF 464288786 505607 5753 SH SOLE 0 0 5753 iShares Gold Trust Stock/ETF 464285204 871497 23949 SH SOLE 0 0 23949 Leuthold Fds Inc Core Stock/ETF 527289789 613268 19785 SH SOLE 0 0 19785 Modine Manufacturing Co Stock/ETF 607828100 9213 279 SH SOLE 0 0 279 NextEra Energy Inc Stock/ETF 65339F101 279882 3772 SH SOLE 0 0 3772 Aberdeen Physical Palladium Shs ETF Stock/ETF 003262102 26511 233 SH SOLE 0 0 233 Invesco QQQ Trust Series 1 Stock/ETF 46090E103 814616 2205 SH SOLE 0 0 2205 Rockwell Automation Inc Stock/ETF 773903109 56665 172 SH SOLE 0 0 172 Invesco S&P 500 Equal Weight 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