Legend Financial Advisors
Latest statistics and disclosures from Legend Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, VO, QQQ, SOXX, COPX, and represent 42.69% of Legend Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: DJP, COPX, XME, AMZN, VO, CPA, RSPD, IEFA, FSLR, AVGO.
- Started 3 new stock positions in AGG, IEFA, IFRA.
- Reduced shares in these 10 stocks: RYAAY, CHX, TPR, QQQ, V, SOXX, CRBG, AAPL, TBBK, DCI.
- Sold out of its positions in AFL, ACES, ARKK, ARKG, ARKW, ABT, PPLT, PALL, AEM, ABNB.
- Legend Financial Advisors was a net seller of stock by $-4.3M.
- Legend Financial Advisors has $145M in assets under management (AUM), dropping by 2.78%.
- Central Index Key (CIK): 0001781948
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Portfolio Holdings for Legend Financial Advisors
Legend Financial Advisors holds 157 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 9.5 | $14M | 278k | 49.70 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 9.5 | $14M | 52k | 263.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.7 | $13M | -4% | 26k | 488.06 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 8.0 | $12M | -2% | 51k | 230.59 |
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| Global X Fds Global X Copper (COPX) | 6.9 | $10M | +9% | 211k | 47.27 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 6.8 | $9.9M | 138k | 71.76 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 5.8 | $8.5M | 92k | 92.46 |
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| Leuthold Fds Core Etf (LCR) | 5.8 | $8.4M | -2% | 238k | 35.43 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 5.4 | $7.9M | +6% | 123k | 63.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 5.1 | $7.4M | 141k | 52.11 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 4.8 | $7.0M | -3% | 54k | 129.05 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 4.6 | $6.7M | +17% | 209k | 32.24 |
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| Altshares Trust Merger Arbitrage (ARB) | 3.0 | $4.4M | -2% | 158k | 27.72 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 2.7 | $4.0M | 87k | 45.51 |
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| Apple (AAPL) | 1.3 | $1.8M | -11% | 7.9k | 233.01 |
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| Amazon (AMZN) | 1.0 | $1.4M | +22% | 7.8k | 186.33 |
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| Fiserv (FI) | 0.9 | $1.4M | 7.5k | 179.65 |
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| Modine Manufacturing (MOD) | 0.9 | $1.3M | -7% | 9.7k | 132.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.3M | 2.7k | 460.26 |
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| First Solar (FSLR) | 0.8 | $1.1M | 4.5k | 249.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $854k | 8.2k | 104.18 |
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| Intel Corporation (INTC) | 0.5 | $760k | 32k | 23.46 |
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| Ban (TBBK) | 0.5 | $743k | -23% | 14k | 53.50 |
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| Nmi Hldgs Inc cl a (NMIH) | 0.5 | $724k | -18% | 18k | 41.19 |
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| Corebridge Finl (CRBG) | 0.5 | $724k | -24% | 25k | 29.16 |
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| Everest Re Group (EG) | 0.5 | $685k | 1.7k | 391.83 |
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| Copa Holdings Sa Cl A (CPA) | 0.5 | $684k | +14% | 7.3k | 93.84 |
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| Autoliv (ALV) | 0.4 | $582k | 6.2k | 93.37 |
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| Halliburton Company (HAL) | 0.4 | $533k | 18k | 29.05 |
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| Schlumberger Com Stk (SLB) | 0.3 | $455k | 11k | 41.95 |
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| Nextera Energy (NEE) | 0.2 | $329k | -5% | 3.9k | 84.53 |
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| Eli Lilly & Co. (LLY) | 0.2 | $266k | -14% | 300.00 | 885.94 |
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| Pepsi (PEP) | 0.2 | $226k | -5% | 1.3k | 170.05 |
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| Huntington Ingalls Inds (HII) | 0.1 | $193k | 729.00 | 264.38 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $182k | -12% | 863.00 | 210.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $166k | -5% | 927.00 | 179.19 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $144k | 716.00 | 200.37 |
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| S&T Ban (STBA) | 0.1 | $142k | -11% | 3.4k | 41.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $137k | -14% | 364.00 | 375.38 |
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| Amgen (AMGN) | 0.1 | $123k | -19% | 381.00 | 322.21 |
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| PNC Financial Services (PNC) | 0.1 | $110k | -20% | 595.00 | 184.85 |
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| ConocoPhillips (COP) | 0.1 | $77k | 733.00 | 105.28 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $74k | 1.0k | 71.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $63k | 380.00 | 165.85 |
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| Microsoft Corporation (MSFT) | 0.0 | $59k | -64% | 138.00 | 430.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $59k | NEW | 755.00 | 78.05 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $49k | 100.00 | 493.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $47k | 280.00 | 167.19 |
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| Phillips 66 (PSX) | 0.0 | $46k | -12% | 350.00 | 131.45 |
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| MetLife (MET) | 0.0 | $41k | 500.00 | 82.48 |
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| Rockwell Automation (ROK) | 0.0 | $40k | -19% | 150.00 | 268.46 |
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| Carrier Global Corporation (CARR) | 0.0 | $40k | 500.00 | 80.49 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $38k | -32% | 919.00 | 41.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $38k | -26% | 66.00 | 572.32 |
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| At&t (T) | 0.0 | $36k | 1.6k | 21.99 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $36k | 500.00 | 72.12 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $36k | -12% | 600.00 | 59.22 |
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| Merck & Co (MRK) | 0.0 | $35k | -36% | 310.00 | 113.70 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $35k | 1.1k | 32.35 |
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| McDonald's Corporation (MCD) | 0.0 | $32k | -28% | 105.00 | 305.06 |
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| Generac Holdings (GNRC) | 0.0 | $32k | 200.00 | 158.88 |
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| Home Depot (HD) | 0.0 | $31k | -46% | 76.00 | 405.20 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $31k | -4% | 175.00 | 174.57 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $30k | -19% | 250.00 | 121.16 |
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| UnitedHealth (UNH) | 0.0 | $30k | -58% | 51.00 | 584.69 |
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| Global X Fds Fintech Etf (FINX) | 0.0 | $28k | -26% | 1.0k | 28.02 |
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| Visa Com Cl A (V) | 0.0 | $28k | -93% | 100.00 | 274.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $27k | -52% | 71.00 | 383.93 |
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| Oracle Corporation (ORCL) | 0.0 | $27k | 157.00 | 170.40 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $24k | 200.00 | 119.07 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $24k | -14% | 420.00 | 56.65 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $22k | 500.00 | 43.32 |
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| Verizon Communications (VZ) | 0.0 | $21k | 460.00 | 44.91 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $20k | 808.00 | 24.49 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $18k | 133.00 | 138.65 |
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| Yum! Brands (YUM) | 0.0 | $18k | 131.00 | 139.71 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $18k | 204.00 | 89.22 |
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| Chubb (CB) | 0.0 | $18k | -55% | 63.00 | 288.40 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $18k | 94.00 | 191.31 |
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| Procter & Gamble Company (PG) | 0.0 | $17k | -89% | 101.00 | 172.53 |
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| Broadcom (AVGO) | 0.0 | $17k | +488% | 100.00 | 172.50 |
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| Championx Corp (CHX) | 0.0 | $17k | -97% | 547.00 | 30.15 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $16k | 66.00 | 243.47 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $16k | 98.00 | 162.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $16k | 420.00 | 37.70 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $16k | -25% | 157.00 | 98.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $15k | 130.00 | 116.96 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $14k | 204.00 | 67.83 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $14k | 65.00 | 211.83 |
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| Dow (DOW) | 0.0 | $14k | 250.00 | 54.63 |
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| General Dynamics Corporation (GD) | 0.0 | $14k | -56% | 45.00 | 302.20 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $13k | 40.00 | 321.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $12k | -62% | 34.00 | 353.47 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $12k | 150.00 | 76.78 |
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| Eastman Chemical Company (EMN) | 0.0 | $11k | 100.00 | 111.95 |
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| Constellation Brands Cl A (STZ) | 0.0 | $11k | 43.00 | 257.70 |
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| Johnson & Johnson (JNJ) | 0.0 | $10k | -62% | 63.00 | 162.06 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $10k | 283.00 | 35.94 |
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| Union Pacific Corporation (UNP) | 0.0 | $10k | 41.00 | 246.49 |
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| Goldman Sachs (GS) | 0.0 | $9.9k | 20.00 | 495.10 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $9.8k | 41.00 | 240.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $9.8k | NEW | 97.00 | 101.27 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $9.6k | 125.00 | 77.18 |
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| Travelers Companies (TRV) | 0.0 | $9.6k | -8% | 41.00 | 234.12 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $9.4k | -51% | 216.00 | 43.52 |
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| Morgan Stanley Com New (MS) | 0.0 | $9.1k | 87.00 | 104.24 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $8.6k | 1.2k | 7.17 |
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| Colgate-Palmolive Company (CL) | 0.0 | $8.5k | -52% | 82.00 | 103.80 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $8.3k | -17% | 274.00 | 30.20 |
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| Boeing Company (BA) | 0.0 | $8.2k | 54.00 | 152.04 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $8.2k | 104.00 | 78.56 |
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| CVS Caremark Corporation (CVS) | 0.0 | $7.9k | 125.00 | 62.88 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $7.5k | 166.00 | 45.12 |
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| Becton, Dickinson and (BDX) | 0.0 | $7.5k | -63% | 31.00 | 241.10 |
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| Nike CL B (NKE) | 0.0 | $7.2k | -52% | 82.00 | 88.40 |
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| Qualcomm (QCOM) | 0.0 | $7.1k | 42.00 | 170.05 |
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| Cigna Corp (CI) | 0.0 | $6.9k | -23% | 20.00 | 346.45 |
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| Cisco Systems (CSCO) | 0.0 | $6.7k | 125.00 | 53.22 |
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| Servicenow (NOW) | 0.0 | $6.3k | 7.00 | 894.43 |
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| Manulife Finl Corp (MFC) | 0.0 | $5.9k | 200.00 | 29.55 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $5.8k | -77% | 10.00 | 584.60 |
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| Pfizer (PFE) | 0.0 | $5.8k | -63% | 199.00 | 28.92 |
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| Lam Research Corporation (LRCX) | 0.0 | $5.7k | 7.00 | 816.14 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $5.3k | +58% | 38.00 | 139.50 |
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| Atmos Energy Corporation (ATO) | 0.0 | $5.3k | 38.00 | 138.71 |
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| Liberty Global Com Cl C (LBTYK) | 0.0 | $5.1k | 236.00 | 21.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.1k | -89% | 23.00 | 220.87 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $4.9k | +28% | 32.00 | 154.03 |
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| Tyson Foods Cl A (TSN) | 0.0 | $4.9k | 82.00 | 59.56 |
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| Hldgs (UAL) | 0.0 | $4.7k | 83.00 | 57.06 |
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| Bunge Global Sa Com Shs (BG) | 0.0 | $4.3k | 45.00 | 96.64 |
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| General Motors Company (GM) | 0.0 | $4.3k | -44% | 96.00 | 44.84 |
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| Diamedica Therapeutics Com New (DMAC) | 0.0 | $4.2k | 1.0k | 4.19 |
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| Citigroup Com New (C) | 0.0 | $3.8k | -39% | 61.00 | 62.61 |
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| Dominion Resources (D) | 0.0 | $3.6k | 63.00 | 57.79 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $3.3k | NEW | 71.00 | 46.97 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $3.2k | 99.00 | 32.09 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $3.1k | 11.00 | 284.00 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $3.0k | 59.00 | 50.22 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $2.6k | 45.00 | 57.62 |
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| American Tower Reit (AMT) | 0.0 | $2.3k | 10.00 | 232.60 |
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| Walt Disney Company (DIS) | 0.0 | $1.9k | +900% | 20.00 | 96.20 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $1.9k | 97.00 | 19.73 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $1.6k | +65% | 58.00 | 28.14 |
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| Crown Castle Intl (CCI) | 0.0 | $1.5k | 13.00 | 118.62 |
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| International Game Technolog Shs Usd (IGT) | 0.0 | $575.000100 | 27.00 | 21.30 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $476.000000 | -62% | 16.00 | 29.75 |
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| Bank of America Corporation (BAC) | 0.0 | $459.999600 | -94% | 12.00 | 38.33 |
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| Appian Corp Cl A (APPN) | 0.0 | $239.000300 | 7.00 | 34.14 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $165.000000 | 2.00 | 82.50 |
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| Paypal Holdings (PYPL) | 0.0 | $156.000000 | 2.00 | 78.00 |
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| Organon & Co Common Stock (OGN) | 0.0 | $134.000300 | -72% | 7.00 | 19.14 |
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| Embecta Corp Common Stock (EMBC) | 0.0 | $99.000300 | 7.00 | 14.14 |
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| Pinterest Cl A (PINS) | 0.0 | $96.999900 | 3.00 | 32.33 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $80.000000 | 2.00 | 40.00 |
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| Lemonade (LMND) | 0.0 | $33.000000 | 2.00 | 16.50 |
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| Stitch Fix Com Cl A (SFIX) | 0.0 | $11.000000 | 4.00 | 2.75 |
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Past Filings by Legend Financial Advisors
SEC 13F filings are viewable for Legend Financial Advisors going back to 2019
- Legend Financial Advisors 2024 Q3 filed Oct. 18, 2024
- Legend Financial Advisors 2024 Q2 filed July 26, 2024
- Legend Financial Advisors 2024 Q1 filed April 17, 2024
- Legend Financial Advisors 2023 Q4 filed Jan. 31, 2024
- Legend Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Legend Financial Advisors 2023 Q2 filed Aug. 9, 2023
- Legend Financial Advisors 2023 Q1 filed April 26, 2023
- Legend Financial Advisors 2022 Q4 filed Jan. 30, 2023
- Legend Financial Advisors 2022 Q3 filed Nov. 18, 2022
- Legend Financial Advisors 2022 Q2 filed Aug. 8, 2022
- Legend Financial Advisors 2022 Q1 filed May 12, 2022
- Legend Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Legend Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Legend Financial Advisors 2021 Q2 filed Aug. 2, 2021
- Legend Financial Advisors 2021 Q1 filed May 17, 2021
- Legend Financial Advisors 2020 Q4 filed Feb. 16, 2021