Legend Financial Advisors, Inc. Portfolio Holdings

Legend Financial Advisors, Inc.

  • $136 Billion
  • Q1 2025

Legend Financial Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $14.1B, Invesco Qqq Trust, Series 1 with a value of $12.2B, Ishares Semiconductor ETF with a value of $10.4B, Schwab Fundamental U S Large C with a value of $9.11B, and Vanguard Mid Cap ETF with a value of $8.51B.

Examining the 13F form we can see an decrease of $5.6B in the current position value, from $142B to 136B.

Legend Financial Advisors, Inc. is based out at Pittsburgh, PA

Below you can find more details about Legend Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
ETFs: $116 Billion
Financial Services: $5.91 Billion
Technology: $4.67 Billion
Consumer Cyclical: $2.85 Billion
Industrials: $921 Million
Basic Materials: $878 Million
Healthcare: $248 Million
Utilities: $223 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.2B
$14.1 Billion 10.35% of portfolio
239,050
Q1 2025 Reduced 11.28%
$0
$12.2 Billion 8.97% of portfolio
26,033
Q1 2025 Added 0.27%
$0
$10.4 Billion 7.62% of portfolio
55,146
Q1 2025 Added 10.26%
$0
$9.11 Billion 6.69% of portfolio
385,869
Q1 2025 Reduced 5.52%
$0
$8.51 Billion 6.25% of portfolio
32,894
Q1 2025 Reduced 36.23%
$0
$8.26 Billion 6.07% of portfolio
240,984
Q1 2025 Reduced 0.04%
$0
$8.19 Billion 6.02% of portfolio
209,603
Q1 2025 Reduced 2.9%
$0
$8.16 Billion 5.99% of portfolio
97,213
Q1 2025 Added 5.95%
$0
$7.11 Billion 5.23% of portfolio
51,624
Q1 2025 Reduced 3.2%
$0
$7.02 Billion 5.16% of portfolio
125,445
Q1 2025 Added 0.84%
$0
$6.99 Billion 5.13% of portfolio
197,912
Q1 2025 Reduced 5.67%
$0
$6.39 Billion 4.69% of portfolio
128,043
Q1 2025 Reduced 6.41%
$0
$4.84 Billion 3.55% of portfolio
171,240
Q1 2025 Added 6.58%
$0
$4.66 Billion 3.42% of portfolio
105,543
Q1 2025 New
$0
$2.13 Billion 1.57% of portfolio
52,353
Q1 2025 Reduced 38.5%
$3.26T
$1.77 Billion 1.3% of portfolio
7,974
Q1 2025 Reduced 0.1%
$79.5B
$1.59 Billion 1.17% of portfolio
7,208
Q4 2024 Reduced 4.23%
$648B
$1.57 Billion 1.15% of portfolio
2,945
Q1 2025 Reduced 0.03%
$2.22T
$1.52 Billion 1.12% of portfolio
7,996
Q1 2025 Reduced 0.41%
$35.4B
$878 Million 0.64% of portfolio
45,145
Q1 2025 Added 0.0%
$21.3B
$818 Million 0.6% of portfolio
25,918
Q1 2025 Added 0.6%
$4.8B
$766 Million 0.56% of portfolio
9,984
Q1 2025 Added 0.55%
$2.83B
$732 Million 0.54% of portfolio
13,859
Q1 2025 Added 0.46%
$3.1B
$714 Million 0.52% of portfolio
7,722
Q1 2025 Added 0.39%
$90.7B
$710 Million 0.52% of portfolio
31,242
Q1 2025 Reduced 1.73%
$14.5B
$679 Million 0.5% of portfolio
1,869
Q1 2025 Added 0.48%
$3.33B
$679 Million 0.5% of portfolio
18,829
Q1 2025 Added 0.78%
$9.57B
$636 Million 0.47% of portfolio
3,182
Q1 2025 New
$0
$632 Million 0.46% of portfolio
25,250
Q1 2025 Reduced 20.26%
$17.5B
$598 Million 0.44% of portfolio
4,726
Q1 2025 Added 1.37%
$606B
$581 Million 0.43% of portfolio
1,658
Q4 2024 Added 1,558.0%
$9.14B
$565 Million 0.41% of portfolio
6,386
Q1 2025 Added 0.66%
$767B
$248 Million 0.18% of portfolio
300
Q3 2024 Reduced 14.29%
$143B
$223 Million 0.16% of portfolio
3,149
Q1 2025 Reduced 8.7%
$788B
$212 Million 0.16% of portfolio
863
Q3 2024 Reduced 12.21%
$8.64B
$207 Million 0.15% of portfolio
3,092
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $136 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Legend Financial Advisors, Inc. Portfolio

Follow Legend Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email