Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGEND FINANCIAL ADVISORS INC | 04-17-2024 | 03-31-2024 | 185 | 138,000,957 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 1 | $12,616,383 | 50,494 | 0.01 | 0.01 | 2,614 | 5.46 | 03-31-2024 |
| ISHARES TR | ISHARES SEMICDTR | 2 | $12,393,512 | 54,858 | 0.01 | 0.01 | 36,354 | 196.47 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 3 | $12,219,257 | 290,865 | 0.01 | 0.01 | -6,432 | -2.16 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $11,736,465 | 26,433 | 0.01 | 0.01 | -1,458 | -5.23 | 03-31-2024 |
