Legend Financial Advisors, Inc. [Rocket]

Holdings

Legend Financial Advisors, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD INDEX FDS MID CAP	VO	STOCK	47,367	5,249	10,428,342,000	1,844,153,000	8.70		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	FNDX	Common	132,449	507	7,625,089,000	574,127,000	6.36		Hist	06/30/2023
SPDR SERIES TRUST SANDP METALS MNG	XME	OPTION	113,302	9,145	5,757,989,000	569,995,000	4.81		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	2,796	537	953,436,000	255,629,000	0.80	0.00	Hist	06/30/2023
2KSOUNDS CORP	TWOK	Common	80,664	2,215	3,132,976,000	232,727,000	2.61		Hist	06/30/2023
ChampionX Corp		Common	20,364	4,261	632,099,000	165,274,000	0.53	0.01	Hist	06/30/2023
BARCLAYS BANK PLC	DJP	Call	158,638	18,751	4,849,556,000	133,984,000	4.05		Hist	06/30/2023
NMI Holdings, Inc.	NMIH	Common	25,366	183	654,950,000	128,625,000	0.55	0.03	Hist	06/30/2023
INTEL CORP	INTC	Common	3,470	3,440	116,028,000	115,235,000	0.10		Hist	06/30/2023
AltShares Trust	ARB	Common	147,376	5,371	3,753,668,000	95,739,000	3.13		Hist	06/30/2023
Veritiv Corp	VRTV	COM	8,318	383	1,044,824,000	79,055,000	0.87	0.06	Hist	06/30/2023
VANGUARD ADMIRAL FUNDS	VIOV	Common	83,889	40,426	6,888,099,000	62,314,000	5.75		Hist	06/30/2023
CHICO'S FAS, INC.	CHS	Common	98,681	2,688	527,944,000	55,659,000	0.44	0.08	Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	1,904	2	99,715,000	13,827,000	0.08		Hist	06/30/2023
iSHARES TRUST	IJT	S&P SMLCP Grow	106	25	12,183,000	3,429,000	0.01		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLV	Common	30	25	3,982,000	3,303,000	0.00		Hist	06/30/2023
SCHLUMBERGER LIMITED/NV	SLB	Common	10,681	492	524,650,000	-20,053,000	0.44	0.00	Hist	06/30/2023
PNC FINANCIAL SERVICES GROUP, INC.	PNC	Common	1,420	120	178,849,000	-26,473,000	0.15		Hist	06/30/2023
Maruniak Joyce	IAK	ETF	57,250	1,877	5,031,678,000	-29,496,000	4.20		Hist	06/30/2023