Legend Financial Advisors, Inc. Buys iShares U.S. Home Construction, Huntington Bancshares Inc, Sells iShares 20+ Year Treasury Bond ETF, Netflix Inc, Merck Inc

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Feb 20, 2020
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Investment company Legend Financial Advisors, Inc. (Current Portfolio) buys iShares U.S. Home Construction, Huntington Bancshares Inc, sells iShares 20+ Year Treasury Bond ETF, Netflix Inc, Merck Inc, iShares 1-3 Year Treasury Bond ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Legend Financial Advisors, Inc.. As of 2019Q4, Legend Financial Advisors, Inc. owns 28 stocks with a total value of $115 million. These are the details of the buys and sells.

For the details of Legend Financial Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/legend+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Legend Financial Advisors, Inc.
  1. Aberdeen Standard Physical Palladium Shares (PALL) - 100,109 shares, 15.98% of the total portfolio. Shares reduced by 2.59%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 68,612 shares, 12.71% of the total portfolio. Shares reduced by 2.65%
  3. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) - 53,289 shares, 11.66% of the total portfolio. Shares reduced by 2.59%
  4. VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) - 427,463 shares, 11.11% of the total portfolio. Shares reduced by 2.11%
  5. Vanguard Real Estate (VNQ) - 109,212 shares, 8.83% of the total portfolio. Shares added by 8.45%
New Purchase: iShares U.S. Home Construction (ITB)

Legend Financial Advisors, Inc. initiated holding in iShares U.S. Home Construction. The purchase prices were between $42.52 and $45.83, with an estimated average price of $44.6. The stock is now traded at around $50.40. The impact to a portfolio due to this purchase was 0.94%. The holding were 24,191 shares as of .

New Purchase: Huntington Bancshares Inc (HBAN)

Legend Financial Advisors, Inc. initiated holding in Huntington Bancshares Inc. The purchase prices were between $13.5 and $15.6, with an estimated average price of $14.69. The stock is now traded at around $14.14. The impact to a portfolio due to this purchase was 0.18%. The holding were 13,851 shares as of .

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Legend Financial Advisors, Inc. sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $134.91 and $145.99, with an estimated average price of $139.12.

Sold Out: Netflix Inc (NFLX)

Legend Financial Advisors, Inc. sold out a holding in Netflix Inc. The sale prices were between $266.69 and $336.9, with an estimated average price of $297.76.

Sold Out: Merck & Co Inc (MRK)

Legend Financial Advisors, Inc. sold out a holding in Merck & Co Inc. The sale prices were between $81.3 and $91.74, with an estimated average price of $86.22.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Legend Financial Advisors, Inc. sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $84.51 and $85.05, with an estimated average price of $84.72.



Here is the complete portfolio of Legend Financial Advisors, Inc.. Also check out:

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