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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legend Financial Advisors, Inc.

Quarter ended Q2 2024 · Filed July 26, 2024 · Accession 0001781948-24-000004

Total Value
$140.9M
Positions
292
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ26,975$12.9M9.17%
2ISHARES TR46428752351,632$12.7M9.04%
3VANGUARD INDEX FDS92290862951,242$12.4M8.80%
4ISHARES GOLD TRIAU281,615$12.4M8.78%
5SCHWAB STRATEGIC TR808524771139,866$9.4M6.65%
6GLOBAL X FDS37954Y830193,620$8.7M6.20%
7LEUTHOLD FDS INC527289789243,499$8.2M5.82%
8VANGUARD ADMIRAL FDS INC92193277892,748$7.8M5.51%
9SPDR SER TR78464A755115,804$6.9M4.87%
10INVESCO EXCHANGE TRADED FD TIVZ139,672$6.7M4.76%
11ISHARES TR46428878655,741$6.3M4.47%
12BARCLAYS BANK PLCVXZ177,332$5.7M4.03%
13ALTSHARES TRUST02210T108161,143$4.3M3.08%
14SPDR SER TR78468R85387,387$3.6M2.58%
15APPLE INCAAPL8,917$1.9M1.33%
16AMAZON COM INCAMZN6,366$1.2M0.87%
17FISERV INCFISV7,526$1.1M0.80%
18BERKSHIRE HATHAWAY INC DELBRK-A2,736$1.1M0.79%
19MODINE MFG CO60782810010,426$1.0M0.74%
20INTEL CORPINTC32,727$1.0M0.72%
21FIRST SOLAR INCFSLR4,473$1.0M0.72%
22COREBRIDGE FINL INC21871X10932,966$959,9700.68%
23SCHWAB STRATEGIC TR8085243008,199$826,8070.59%
24NMI HLDGS INCNMIH21,587$734,8210.52%
25CHAMPIONX CORPORATION15872M10421,472$713,0850.51%
26RYANAIR HOLDINGS PLCRYAOF5,939$691,5370.49%
27BANCORP INC DELTBBK18,200$687,2320.49%
28EVEREST GROUP LTDEG1,765$672,5000.48%
29AUTOLIV INCALV6,220$665,4780.47%
30HALLIBURTON COHAL18,360$620,2010.44%
31COPA HOLDINGS SACPA6,343$603,7270.43%
32TAPESTRY INCTPR13,570$580,6600.41%
33SCHLUMBERGER LTDSLB10,837$511,2900.36%
34VISA INCV1,658$435,1750.31%
35ELI LILLY & COLLY350$316,8830.22%
36NEXTERA ENERGY INCNEE-PW4,141$293,2240.21%
37PEPSICO INCPEP1,401$231,0670.16%
38DONALDSON INCDCI3,092$221,2640.16%
39JPMORGAN CHASE & COVYLD983$198,8220.14%
40HUNTINGTON INGALLS INDS INC446413106729$179,5750.13%
41MICROSOFT CORPMSFT389$173,8640.12%
42INVESCO EXCHANGE TRADED FD TIVZ983$161,4450.11%
43PROCTER AND GAMBLE CO742718109963$158,7540.11%
44ISHARES TR464287614427$155,6460.11%
45AMGEN INCAMGN475$148,4140.11%
46SELECT SECTOR SPDR TR81369Y407716$130,5980.09%
47S & T BANCORP INCSTBA3,821$127,5830.09%
48PNC FINL SVCS GROUP INC693475105744$115,6770.08%
49ISHARES TR464287200185$101,2380.07%
50CONOCOPHILLIPSCOP733$83,8410.06%
51ALPHABET INCGOOG380$69,2170.05%
52AMERICAN WTR WKS CO INC NEW030420103500$64,5800.05%
53UNITEDHEALTH GROUP INCUNH124$63,1480.04%
54BANK NEW YORK MELLON CORP0640581001,036$62,0460.04%
55MERCK & CO INCMRK490$60,7090.04%
56VANGUARD INDEX FDS922908736151$56,4760.04%
57PHILLIPS 66PSX399$56,3270.04%
58COMCAST CORP NEWCCZ1,363$53,3750.04%
59ROCKWELL AUTOMATION INCROK187$51,4770.04%
60ALPHABET INCGOOG280$51,3580.04%
61SELECT SECTOR SPDR TR81369Y803224$50,6760.04%
62HOME DEPOT INCHD143$49,2260.03%
63SPDR S&P 500 ETF TRSPY90$48,7930.03%
64ISHARES TR464287655222$45,0420.03%
65MASTERCARD INCORPORATEDMA100$44,1160.03%
66GOLDMAN SACHS ETF TRNVGLF403$43,1010.03%
67UDR INCUDR1,000$41,1500.03%
68SMUCKER J M CO832696405366$39,9090.03%
69ISHARES TR464288810685$38,3870.03%
70MCDONALDS CORPMCD147$37,5090.03%
71CHUBB LIMITEDCB141$35,9660.03%
72RESTAURANT BRANDS INTL INC76131D103500$35,1850.02%
73METLIFE INCMET-PF500$35,0950.02%
74ISHARES TR464287507590$34,5270.02%
75GLOBAL X FDS37954Y8141,361$34,2430.02%
76INVESCO EXCHANGE TRADED FD TIVZ1,088$33,2880.02%
77CARRIER GLOBAL CORPORATIONCARR500$31,5400.02%
78AT&T INCT-PC1,648$31,4840.02%
79RTX CORPORATIONRTX312$31,3220.02%
80LOWES COS INC548661107139$30,6440.02%
81GENERAL DYNAMICS CORPGD104$30,1750.02%
82VANGUARD INDEX FDS922908744184$29,5150.02%
83NOVO-NORDISK A SNONOF200$28,5480.02%
84PPG INDS INC693506107224$28,1990.02%
85ACCENTURE PLC IRELANDACN91$27,6100.02%
86BROADCOM INCAVGO17$27,2940.02%
87PAYCHEX INCPAYX230$27,2690.02%
88GENERAC HLDGS INCGNRC200$26,4440.02%
89ANALOG DEVICES INCADI110$25,1090.02%
90JOHNSON & JOHNSONJNJ170$24,8470.02%
91SPDR SER TR78464A698491$24,1240.02%
92DILLARDS INC25406710153$23,3410.02%
93ORACLE CORPORCL-PD157$22,1680.02%
94CSX CORPCSX660$22,0770.02%
95LINDE PLCLIN50$21,9410.02%
96LOCKHEED MARTIN CORPLMT45$21,0200.01%
97ARTISAN PARTNERS ASSET MGMT04316A108500$20,6350.01%
98AFLAC INCAFL227$20,2730.01%
99BECTON DICKINSON & COBDX85$19,8650.01%
100SPDR SER TR78464A870212$19,6550.01%
101VERIZON COMMUNICATIONS INCVZ460$18,9700.01%
102TEXAS INSTRS INC88250810497$18,8690.01%
103FIRST TR NASDAQ 100 TECH IND33734510294$18,5610.01%
104FIRST TR EXCHANGE TRADED FD33734X176133$18,1230.01%
105SPROTT PHYSICAL GOLD & SILVESII820$18,0810.01%
106ILLINOIS TOOL WKS INC45230810975$17,7720.01%
107AUTOMATIC DATA PROCESSING INADP74$17,6630.01%
108WALMART INCWMT258$17,4690.01%
109YUM BRANDS INCYUM131$17,3520.01%
110INVESCO EXCH TRADED FD TR IIIVZ204$17,2280.01%
111GLOBAL X FDS37954Y855444$17,2190.01%
112MARATHON PETE CORPMARA98$17,0010.01%
113SELECT SECTOR SPDR TR81369Y852197$16,8750.01%
114COLGATE PALMOLIVE COCL173$16,7880.01%
115ISHARES INC46434G103312$16,7010.01%
116UNITED PARCEL SERVICE INCUPS121$16,5590.01%
117BLACKROCK INCBLK21$16,5340.01%
118ABBOTT LABSABLZF157$16,3140.01%
119INVESCO EXCHANGE TRADED FD TIVZ420$15,3970.01%
120PFIZER INCPFE544$15,2170.01%
121AIRBNB INCABNB100$15,1630.01%
122VANGUARD INDEX FDS92290853866$15,1510.01%
123ISHARES TR464287804130$13,8660.01%
124DUKE ENERGY CORP NEWDUKB133$13,3310.01%
125FIRST TR EXCHANGE-TRADED FD33733E30265$13,3210.01%
126DOW INCDOW250$13,2630.01%
127SCHWAB STRATEGIC TR808524201204$13,1030.01%
128ISHARES TR46429B697156$13,0980.01%
129NIKE INCNKE173$13,0390.01%
130CUMMINS INCCMI47$13,0160.01%
131VANGUARD WORLD FD92191081640$12,5680.01%
132CHEVRON CORP NEWCVX80$12,5140.01%
133EMERSON ELEC COEMR110$12,1180.01%
134DOLBY LABORATORIES INCDLB150$11,9230.01%
135SPROTT FDS TRSII242$11,9160.01%
136TARGET CORPTGT79$11,6950.01%
137VANGUARD INDEX FDS92290875152$11,3380.01%
138SPDR GOLD TRGLD52$11,1810.01%
139FEDEX CORPFDX37$11,0940.01%
140CONSTELLATION BRANDS INCSTZ43$11,0630.01%
141NXP SEMICONDUCTORS N VNXPI41$11,0330.01%
142AIR PRODS & CHEMS INCAIIR42$10,8380.01%
143VANGUARD WORLD FD92204A50438$10,1080.01%
144BOEING COBA-PA54$9,8290.01%
145INNOVATOR ETFS TRUSTINHD283$9,8090.01%
146EASTMAN CHEM COEMN100$9,7970.01%
147INNOVATOR ETFS TRUSTINHD334$9,6990.01%
148FIRST TR LRGE CP CORE ALPHA33734K109100$9,6990.01%
149UNION PAC CORPUNP41$9,2770.01%
150TRAVELERS COMPANIES INCTRV45$9,1500.01%
151WELLS FARGO CO NEW949746101153$9,0870.01%
152GOLDMAN SACHS GROUP INCGSCE20$9,0460.01%
153WISDOMTREE TRWT280$8,8450.01%
154ADVISORSHARES TR00768Y4531,199$8,7890.01%
155FIRST TR NAS100 EQ WEIGHTED33734410571$8,7540.01%
156THE CIGNA GROUP12552310026$8,5950.01%
157COGNIZANT TECHNOLOGY SOLUTIOCTSH125$8,5000.01%
158ARK ETF TR00214Q104193$8,4820.01%
159MORGAN STANLEYMS-PQ87$8,4560.01%
160QUALCOMM INCQCOM42$8,3660.01%
161BANK AMERICA CORP060505104210$8,3320.01%
162GRAYSCALE BITCOIN TR BTCGBTC156$8,3050.01%
163GENERAL MTRS CO37045V100173$8,0380.01%
164NEWMONT CORPNEMCL189$7,9130.01%
165DEVON ENERGY CORP NEW25179M103166$7,8680.01%
166INTERNATIONAL SEAWAYS INCINSW133$7,8640.01%
167VANGUARD INTL EQUITY INDEX F922042858174$7,6140.01%
168WISDOMTREE TRWT104$7,5660.01%
169LAM RESEARCH CORPLRCX7$7,4540.01%
170CVS HEALTH CORPCVS125$7,3830.01%
171MURPHY OIL CORPMUR175$7,2170.01%
172DTE ENERGY CODTK65$7,2160.01%
173VANECK ETF TRUST92189H60722$6,9560.00%
174TOLL BROTHERS INCTOL60$6,9110.00%
175UNITED STS BRENT OIL FD LPUNTCW212$6,8160.00%
176BLOCK H & R INCBSQKZ123$6,6700.00%
177ARK ETF TR00214Q302281$6,5980.00%
178INVESCO EXCHANGE TRADED FD TIVZ166$6,5500.00%
179NOVARTIS AGNVSEF61$6,4940.00%
180CITIGROUP INCC-PR101$6,4090.00%
181DISCOVER FINL SVCS25470910846$6,0170.00%
182DIANA SHIPPING INCDSX-WT2,089$5,9750.00%
183SPDR SER TR78464A86224$5,9400.00%
184CISCO SYS INCCSCO125$5,9390.00%
185UNITED STATES STL CORP NEWUNTCW147$5,5570.00%
186SERVICENOW INCNOW7$5,5070.00%
187MANULIFE FINL CORP56501R106200$5,3240.00%
188PROSHARES TR74348A46755$5,2870.00%
189ALLY FINL INC02005N100131$5,1970.00%
190BOYD GAMING CORPBYD89$4,9040.00%
191BUNGE GLOBAL SABG45$4,8050.00%
192VANGUARD TAX-MANAGED FDS92194385896$4,7440.00%
193TYSON FOODS INCTSN82$4,6850.00%
194TJX COS INC NEW87254010942$4,6240.00%
195MARRIOTT INTL INC NEW57190320219$4,5940.00%
196ATMOS ENERGY CORPATO38$4,4330.00%
197LIBERTY GLOBAL LTDLBTYK236$4,2130.00%
198VANECK ETF TRUST92189H80597$4,1240.00%
199UNITED AIRLS HLDGS INCUNTCW83$4,0390.00%
200ISHARES TR46428723492$3,9180.00%
201PRUDENTIAL FINL INCPUKPF33$3,8670.00%
202SELECT SECTOR SPDR TR81369Y20925$3,6440.00%
203VANECK ETF TRUST92189F106105$3,5630.00%
204FIRST CTZNS BANCSHARES INC N31946M1032$3,3670.00%
205VANGUARD SCOTTSDALE FDS92206C66440$3,2790.00%
206CITIZENS FINL GROUP INCCIA89$3,2070.00%
207ETF SER SOLUTIONS26922A842162$3,1850.00%
208G III APPAREL GROUP LTDGIII116$3,1400.00%
209DOMINION ENERGY INCD63$3,0870.00%
210ISHARES TR46428788724$3,0820.00%
211VANECK ETF TRUST92189F79172$3,0330.00%
212FIDELITY COVINGTON TRUST31609211399$3,0290.00%
213WISDOMTREE TRWT59$2,9680.00%
214DIAMEDICA THERAPEUTICS INCDMAC1,000$2,9500.00%
215ISHARES TR46428764811$2,8880.00%
216METROPOLITAN BK HLDG CORP59177410464$2,6940.00%
217NORDSTROM INC655664100125$2,6530.00%
218ISHARES SILVER TRSLV99$2,6300.00%
219CANNAE HLDGS INCCNNE141$2,5580.00%
220TRUIST FINL CORP89832Q10964$2,4860.00%
221NABORS INDUSTRIES LTDNBRWF34$2,4190.00%
222ABRDN PLATINUM ETF TRUSTPPLT26$2,3780.00%
223VANECK ETF TRUST92189F20535$2,3320.00%
224DT MIDSTREAM INCDTM32$2,2730.00%
225AGNICO EAGLE MINES LTDAEM34$2,2240.00%
226KOHLS CORPKSS95$2,1840.00%
227SANOFISNYNF45$2,1830.00%
228ANGLOGOLD ASHANTI PLCAU78$1,9600.00%
229AMERICAN TOWER CORP NEW03027X10010$1,9440.00%
230FS KKR CAP CORPFSK97$1,9140.00%
231LINDBLAD EXPEDITIONS HLDGS ILIND181$1,7470.00%
232CORE LABORATORIES INCCLB85$1,7250.00%
233CAESARS ENTERTAINMENT INC NE12769G10043$1,7090.00%
234ABRDN PALLADIUM ETF TRUSTPALL19$1,6930.00%
235VANGUARD INDEX FDS9229087696$1,6110.00%
236VANECK ETF TRUST92189F11424$1,6060.00%
237LINCOLN NATL CORP IND53418710951$1,5860.00%
238VANGUARD INDEX FDS9229083633$1,5000.00%
239JETBLUE AWYS CORP477143101235$1,4310.00%
240SOUTHWEST AIRLS CO84474110850$1,4310.00%
241FIRST TR EXCH TRD ALPHDX FD33737J18255$1,3170.00%
242VANGUARD INDEX FDS9229086117$1,2780.00%
243CROWN CASTLE INCCCI13$1,2700.00%
244SPDR SER TR78464A53216$1,2510.00%
245ABRDN SILVER ETF TRUSTSIVR43$1,1970.00%
246HAWAIIAN HOLDINGS INCHE96$1,1930.00%
247MACQUARIE / FIRST TR GLOBAL55607W100147$1,0980.00%
248ISHARES TR4642874739$1,0870.00%
249LITMAN GREGORY FDS TR53700T82735$1,0520.00%
250AMERICAN AIRLS GROUP INC02376R10292$1,0420.00%
251FIRST TR EXCHANGE TRADED FD33734X84614$7900.00%
252GLOBAL X FDS37954Y84824$7490.00%
253ARK ETF TR00214Q4019$7020.00%
254STEEL DYNAMICS INCSTLD5$6480.00%
255INTERNATIONAL GAME TECHNOLOGINTR27$5520.00%
256ORGANON & COOGN25$5180.00%
257WESCO INTL INC95082P1053$4760.00%
258VIATRIS INCVTRS42$4460.00%
259PAN AMERN SILVER CORP69790010820$3980.00%
260HERSHEY COHSY2$3680.00%
261B2GOLD CORPBTG128$3460.00%
262AMPLIFY ETF TR0321086567$3270.00%
263ATAI LIFE SCIENCES NVN0731H103233$3100.00%
264SPIRIT AIRLS INC84857710280$2930.00%
265ROSS STORES INCROST2$2910.00%
266DIANA SHIPPING INCDSX-WT417$2380.00%
267EXXON MOBIL CORPXOM2$2300.00%
268APPIAN CORPAPPN7$2160.00%
269DOLLAR TREE INCDLTR2$2140.00%
270HARLEY DAVIDSON INCHOG6$2010.00%
271DISNEY WALT CO2546871062$1990.00%
272INVESCO EXCH TRADED FD TR IIIVZ4$1610.00%
273MCCORMICK & CO INCMKC-V2$1420.00%
274PINTEREST INCPINS3$1320.00%
275OCEANPAL INCSVRN68$1260.00%
276PAYPAL HLDGS INCPYPL2$1160.00%
277EMBECTA CORPEMBC7$880.00%
278ALPS ETF TR00162Q4603$840.00%
279AMPLIFY ETF TR0321085404$780.00%
280CAPRI HOLDINGS LIMITEDCPRI2$660.00%
281JOHNSON CTLS INTL PLCG515021051$660.00%
282BLOCK INCBSQKZ1$640.00%
283INVESCO EXCHANGE TRADED FD TIVZ3$600.00%
284JD COM INCJDCMF2$520.00%
285TASEKO MINES LTDTGB20$490.00%
286TELADOC HEALTH INCTDOC4$390.00%
287XOS INCXOSWW5$350.00%
288LEMONADE INCLMND2$330.00%
289GENASYS INCGNSS15$320.00%
290WARNER BROS DISCOVERY INCWBD4$300.00%
291STITCH FIX INCSFIX4$170.00%
292TURTLE BEACH CORPTBCH1$140.00%