Compliance Consultant

0001781948-24-000002.txt : 20240417 0001781948-24-000002.hdr.sgml : 20240417 20240417142418 ACCESSION NUMBER: 0001781948-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240417 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legend Financial Advisors, Inc. CENTRAL INDEX KEY: 0001781948 ORGANIZATION NAME: 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: 24850373 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 03-31-2024 03-31-2024 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 Broomfield CO 04-17-2024 0 185 138000957 false INFORMATION TABLE 2 q124.xml BANCORP INC DEL COM 05969A105 596257 17820 SH SOLE 0 0 17820 DIAMEDICA THERAPEUTICS INC COM NEW 25253X207 2770 1000 SH SOLE 0 0 1000 GENERAL DYNAMICS CORP COM 369550108 31921 113 SH SOLE 0 0 113 GOLDMAN SACHS GROUP INC COM 38141G104 10025 24 SH SOLE 0 0 24 ELI LILLY & CO COM 532457108 272286 350 SH SOLE 0 0 350 MCDONALDS CORP COM 580135101 11842 42 SH SOLE 0 0 42 DOMINION ENERGY INC COM 25746U109 3738 76 SH SOLE 0 0 76 GENERAL MTRS CO COM 37045V100 4354 96 SH SOLE 0 0 96 INTEL CORP COM 458140100 757913 17159 SH SOLE 0 0 17159 ISHARES TR RUS 1000 GRW ETF 464287614 152347 452 SH SOLE 0 0 452 ISHARES TR S&P SML 600 GWT 464287887 2353 18 SH SOLE 0 0 18 SPDR SER TR PORTFOLIO S&P600 78468R853 3633413 84419 SH SOLE 0 0 84419 MICROSOFT CORP COM 594918104 179647 427 SH SOLE 0 0 427 ORGANON & CO COMMON STOCK 68622V106 150 8 SH SOLE 0 0 8 SPDR SER TR S&P BIOTECH 78464A870 14044 148 SH SOLE 0 0 148 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 42904 206 SH SOLE 0 0 206 ANALOG DEVICES INC COM 032654105 21757 110 SH SOLE 0 0 110 CISCO SYS INC COM 17275R102 7487 150 SH SOLE 0 0 150 FS KKR CAP CORP COM 302635206 1850 97 SH SOLE 0 0 97 HALLIBURTON CO COM 406216101 713187 18092 SH SOLE 0 0 18092 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 861019 5914 SH SOLE 0 0 5914 SPDR SER TR S&P REGL BKG 78464A698 21738 432 SH SOLE 0 0 432 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 10280 38 SH SOLE 0 0 38 BROADCOM INC COM 11135F101 25183 19 SH SOLE 0 0 19 INNOVATOR ETFS TR US EQT ULTRA BF 45782C805 9405 334 SH SOLE 0 0 334 ISHARES TR CORE S&P500 ETF 464287200 97260 185 SH SOLE 0 0 185 MORGAN STANLEY COM NEW 617446448 8192 87 SH SOLE 0 0 87 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9231 221 SH SOLE 0 0 221 WARNER BROS DISCOVERY INC COM SER A 934423104 1388 159 SH SOLE 0 0 159 HOME DEPOT INC COM 437076102 59074 154 SH SOLE 0 0 154 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 9506 283 SH SOLE 0 0 283 SPDR SER TR S&P METALS MNG 78464A755 7002403 116165 SH SOLE 0 0 116165 NXP SEMICONDUCTORS N V COM N6596X109 12141 49 SH SOLE 0 0 49 ADVISORSHARES TR PURE US CANNABIS 00768Y453 12002 1199 SH SOLE 0 0 1199 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1136666 2703 SH SOLE 0 0 2703 BLACKROCK INC COM 09247X101 17508 21 SH SOLE 0 0 21 FIDELITY COVINGTON TRUST ENHANCED LARGE 316092113 2921 99 SH SOLE 0 0 99 GENERAC HLDGS INC COM 368736104 25228 200 SH SOLE 0 0 200 GLOBAL X FDS FINTECH ETF 37954Y814 27860 1000 SH SOLE 0 0 1000 MODINE MFG CO COM 607828100 995783 10461 SH SOLE 0 0 10461 NEWMONT CORP COM 651639106 6774 189 SH SOLE 0 0 189 BANK NEW YORK MELLON CORP COM 064058100 59694 1036 SH SOLE 0 0 1036 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 9768 216 SH SOLE 0 0 216 LIBERTY GLOBAL LTD COM CL C G61188127 4163 236 SH SOLE 0 0 236 CONSTELLATION BRANDS INC CL A 21036P108 11686 43 SH SOLE 0 0 43 LEUTHOLD FDS INC CORE ETF 527289789 8501190 251963 SH SOLE 0 0 251963 WALMART INC COM 931142103 15524 258 SH SOLE 0 0 258 ISHARES TR ISHARES SEMICDTR 464287523 12393512 54858 SH SOLE 0 0 54858 SCHLUMBERGER LTD COM STK 806857108 576820 10524 SH SOLE 0 0 10524 UNITED STATES STL CORP NEW COM 912909108 2128 52 SH SOLE 0 0 52 AFLAC INC COM 001055102 19490 227 SH SOLE 0 0 227 AIRBNB INC COM CL A 009066101 16496 100 SH SOLE 0 0 100 CHEVRON CORP NEW COM 166764100 8360 53 SH SOLE 0 0 53 DUKE ENERGY CORP NEW COM NEW 26441C204 12862 133 SH SOLE 0 0 133 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 7016 166 SH SOLE 0 0 166 ISHARES GOLD TR ISHARES NEW 464285204 12219257 290865 SH SOLE 0 0 290865 MERCK & CO INC COM 58933Y105 24345 185 SH SOLE 0 0 185 S & T BANCORP INC COM 783859101 122578 3821 SH SOLE 0 0 3821 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 16087 197 SH SOLE 0 0 197 VERIZON COMMUNICATIONS INC COM 92343V104 7553 180 SH SOLE 0 0 180 HUNTINGTON INGALLS INDS INC COM 446413106 212482 729 SH SOLE 0 0 729 METLIFE INC COM 59156R108 37055 500 SH SOLE 0 0 500 NIKE INC CL B 654106103 17762 189 SH SOLE 0 0 189 CHUBB LIMITED COM H1467J104 39906 154 SH SOLE 0 0 154 ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 1024 43 SH SOLE 0 0 43 AMAZON COM INC COM 023135106 1143970 6342 SH SOLE 0 0 6342 DOW INC COM 260557103 14483 250 SH SOLE 0 0 250 EMERSON ELEC CO COM 291011104 12249 108 SH SOLE 0 0 108 JPMORGAN CHASE & CO COM 46625H100 201502 1006 SH SOLE 0 0 1006 RTX CORPORATION COM 75513E101 54812 562 SH SOLE 0 0 562 ROCKWELL AUTOMATION INC COM 773903109 62636 215 SH SOLE 0 0 215 EVEREST GROUP LTD COM G3223R108 690855 1738 SH SOLE 0 0 1738 AMGEN INC COM 031162100 137611 484 SH SOLE 0 0 484 ISHARES TR CORE S&P SCP ETF 464287804 14368 130 SH SOLE 0 0 130 PRUDENTIAL FINL INC COM 744320102 5870 50 SH SOLE 0 0 50 LINDE PLC SHS G54950103 23216 50 SH SOLE 0 0 50 BUNGE GLOBAL SA COM SHS H11356104 4613 45 SH SOLE 0 0 45 COLGATE PALMOLIVE CO COM 194162103 17019 189 SH SOLE 0 0 189 CUMMINS INC COM 231021106 13849 47 SH SOLE 0 0 47 ILLINOIS TOOL WKS INC COM 452308109 20125 75 SH SOLE 0 0 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13313 UNITED PARCEL SERVICE INC CL B 911312106 5648 38 SH SOLE 0 0 38 VANGUARD INDEX FDS MID CAP ETF 922908629 12616383 50494 SH SOLE 0 0 50494 AIR PRODS & CHEMS INC COM 009158106 10175 42 SH SOLE 0 0 42 EMBECTA CORP COMMON STOCK 29082K105 159 12 SH SOLE 0 0 12 NMI HLDGS INC CL A 629209305 693143 21433 SH SOLE 0 0 21433 PEPSICO INC COM 713448108 246939 1411 SH SOLE 0 0 1411 SANOFI SPONSORED ADR 80105N105 2187 45 SH SOLE 0 0 45 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 760230 8199 SH SOLE 0 0 8199 ISHARES TR MSCI USA MIN VOL 46429B697 13038 156 SH SOLE 0 0 156 MANULIFE FINL CORP COM 56501R106 4998 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 118283 1906 SH SOLE 0 0 1906 AMERICAN TOWER CORP NEW COM 03027X100 2371 12 SH SOLE 0 0 12 AUTOLIV INC COM 052800109 737875 6127 SH SOLE 0 0 6127 AUTOMATIC DATA PROCESSING IN COM 053015103 18481 74 SH SOLE 0 0 74 EASTMAN CHEM CO COM 277432100 12026 120 SH SOLE 0 0 120 ISHARES TR RUSSELL 2000 ETF 464287655 46687 222 SH SOLE 0 0 222 PROCTER AND GAMBLE CO COM 742718109 11520 71 SH SOLE 0 0 71 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 131665 716 SH SOLE 0 0 716 WISDOMTREE TR US LARGECAP DIVD 97717W307 9024 125 SH SOLE 0 0 125 ABBOTT LABS COM 002824100 17845 157 SH SOLE 0 0 157 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 5258564 169086 SH SOLE 0 0 169086 CVS HEALTH CORP COM 126650100 11964 150 SH SOLE 0 0 150 COMCAST CORP NEW CL A 20030N101 63855 1473 SH SOLE 0 0 1473 FIRST TR NASDAQ 100 TECH IND SHS 337345102 17924 94 SH SOLE 0 0 94 GLOBAL X FDS GLOBAL X COPPER 37954Y830 9047730 213239 SH SOLE 0 0 213239 ISHARES TR US INSRNCE ETF 464288786 6495765 55335 SH SOLE 0 0 55335 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3250 22 SH SOLE 0 0 22 SUNCOR ENERGY INC NEW COM 867224107 3691 100 SH SOLE 0 0 100 COPA HOLDINGS SA CL A P31076105 650479 6245 SH SOLE 0 0 6245 ALPHABET INC CAP STK CL A 02079K305 15093 100 SH SOLE 0 0 100 THE CIGNA GROUP COM 125523100 8717 24 SH SOLE 0 0 24 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 14780 420 SH SOLE 0 0 420 NEXTERA ENERGY INC COM 65339F101 266249 4166 SH SOLE 0 0 4166 PEMBINA PIPELINE CORP COM 706327103 5301 150 SH SOLE 0 0 150 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4816 96 SH SOLE 0 0 96 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 13331 65 SH SOLE 0 0 65 SPDR S&P 500 ETF TR TR UNIT 78462F103 26691 51 SH SOLE 0 0 51 VALERO ENERGY CORP COM 91913Y100 34138 200 SH SOLE 0 0 200 COREBRIDGE FINL INC COM 21871X109 944844 32887 SH SOLE 0 0 32887 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 41827 403 SH SOLE 0 0 403 LOCKHEED MARTIN CORP COM 539830109 21379 47 SH SOLE 0 0 47 QUALCOMM INC COM 747525103 8634 51 SH SOLE 0 0 51 TARGET CORP COM 87612E106 14000 79 SH SOLE 0 0 79 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 610 27 SH SOLE 0 0 27 FEDEX CORP COM 31428X106 10720 37 SH SOLE 0 0 37 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 17899 204 SH SOLE 0 0 204 ISHARES TR CORE S&P MCP ETF 464287507 35837 590 SH SOLE 0 0 590 LOWES COS INC COM 548661107 35407 139 SH SOLE 0 0 139 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 9012991 133744 SH SOLE 0 0 133744 UNION PAC CORP COM 907818108 12051 49 SH SOLE 0 0 49 AT&T INC COM 00206R102 40594 2307 SH SOLE 0 0 2307 AMERICAN WTR WKS CO INC NEW COM 030420103 61105 500 SH SOLE 0 0 500 APPLE INC COM 037833100 1464611 8541 SH SOLE 0 0 8541 ISHARES TR US MED DVC ETF 464288810 34685 592 SH SOLE 0 0 592 NOVARTIS AG SPONSORED ADR 66987V109 5901 61 SH SOLE 0 0 61 RESTAURANT BRANDS INTL INC COM 76131D103 39725 500 SH SOLE 0 0 500 TYSON FOODS INC CL A 902494103 4816 82 SH SOLE 0 0 82