News + Filings Holdings
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Legend Financial Advisors, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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GLOBAL PAYMENTS INC
| GPN | Common | 0 | -4,528 | 0 | -449,720,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Ranger Oil Corp
| PVAC | COM | 0 | -10,531 | 0 | -425,769,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 0 | -4,620 | 0 | -401,388,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Premier, Inc.
| PINC | CL A | 0 | -2,286 | 0 | -79,964,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 0 | -180 | 0 | -63,242,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CrowdStrike Holdings, Inc.
| CRWD | Common | 0 | -301 | 0 | -31,692,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| MGV | Common | 0 | -208 | 0 | -21,393,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 0 | -44 | 0 | -20,086,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 0 | -59 | 0 | -19,855,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PERMIAN BASIN ROYALTY TRUST
| PBT | UNIT BEN INT | 0 | -767 | 0 | -19,329,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BIL | Common | 0 | -207 | 0 | -18,934,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LIN Media LLC
| LIN | COMMON STOCK | 0 | -50 | 0 | -16,309,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Amplify ETF Trust
| IBUY | Common | 0 | -416 | 0 | -16,220,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NORFOLK SOUTHERN CORP
| NSC | Common | 0 | -65 | 0 | -16,017,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Northwest Bancshares, Inc.
| NWBI | COM | 0 | -1,055 | 0 | -14,749,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 0 | -103 | 0 | -13,657,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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L3HARRIS TECHNOLOGIES, INC. /DE/
| LHX | COM | 0 | -65 | 0 | -13,534,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WEC ENERGY GROUP, INC.
| WEC | COM | 0 | -124 | 0 | -11,626,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EVERSOURCE ENERGY
| ES | Common | 0 | -113 | 0 | -9,474,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 0 | -56 | 0 | -8,893,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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HSBC HOLDINGS PLC
| HBC | Common | 0 | -270 | 0 | -8,413,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GSK plc
| GSK | CALL | 0 | -196 | 0 | -6,887,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CSX CORP
| CSX | Common | 0 | -219 | 0 | -6,785,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD EXTENDED STOCK MAKET INDEX FUND
| VXF | Common | 0 | -50 | 0 | -6,643,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 0 | -46 | 0 | -6,221,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| USB | Common | 0 | -139 | 0 | -6,062,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EXACT SCIENCES CORP
| EXAS | Common | 0 | -111 | 0 | -5,496,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MTUM | Common | 0 | -21 | 0 | -3,065,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 0 | -19 | 0 | -3,052,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 0 | -15 | 0 | -3,008,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Kimbell Royalty Partners, LP
| KRP | Common | 0 | -172 | 0 | -2,872,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Otis Worldwide Corp
| OTIS | COM | 0 | -34 | 0 | -2,663,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DANAHER CORP /DE/
| DHR | Common | 0 | -10 | 0 | -2,654,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 0 | -33 | 0 | -2,374,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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KROGER CO
| KR | Common | 0 | -50 | 0 | -2,229,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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