Legend Financial Advisors, Inc. Purchases in Q2 2025

Legend Financial Advisors, Inc.

  • $151 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Managed Portfolio Series
252K
New
N/A
252K $9.12B
SOXX
Ishares Semiconductor ETF

ETFs
879
+ 1.59%
$154.86 - $239.07 $136K - $210K
56K $13.4B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
11.9K
+ 11.31%
$39.69 - $51.24 $474K - $612K
117K $6.02B
Barrick Mng Corp
44.7K
New
N/A
44.7K $931M
PAAS
Pan American Silver Corp

Basic Materials
31.1K
New
$21.49 - $29.35 $668K - $913K
31.1K $883M
NOMD
Nomad Foods LTD

Consumer Defensive
40.3K
New
$16.89 - $20.13 $681K - $812K
40.3K $685M
AAPL
Apple Inc.

Technology
3.24K
+ 40.59%
$172.42 - $223.89 $558K - $725K
11.2K $2.3B
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
483
+ 0.38%
N/A
129K $6.84B
AMZN
Amazon Com Inc

Consumer Cyclical
142
+ 1.78%
$167.32 - $223.3 $23.8K - $31.7K
8.14K $1.79B
EVR
Evercore Inc.

Financial Services
24
+ 0.75%
$163.77 - $271.5 $3.93K - $6.52K
3.21K $866M
FSLR
First Solar, Inc.

Technology
28
+ 0.59%
$120.38 - $192.98 $3.37K - $5.4K
4.75K $787M
RSP
Invesco S&P 500 Equal Weight E

ETFs
926
New
$152.93 - $181.74 $142K - $168K
926 $168M
XLY
Select Sector Spdr Consumer Di

ETFs
716
New
$176.34 - $218.59 $126K - $157K
716 $156M
CPA
Copa Holdings, S.A.

Industrials
19
+ 0.25%
$83.12 - $109.97 $1.58K - $2.09K
7.74K $851M
ARB
Altshares Tr Merger Arbitrage

Industrials
3.2K
+ 1.87%
$27.88 - $28.49 $89.1K - $91.1K
174K $4.97B
PNC
Pnc Financial Services Group, Inc.

Financial Services
695
New
$149.76 - $186.42 $104K - $130K
695 $130M
STBA
S&T Bancorp Inc

Financial Services
3.37K
New
$32.89 - $38.76 $111K - $131K
3.37K $128M
IWF
Ishares Russell 1000 Gr ETF

ETFs
226
New
$320.42 - $424.58 $72.4K - $96K
226 $96M
BK
Bank Of New York Mellon Corp

Financial Services
1.04K
New
$73.31 - $91.62 $75.9K - $94.9K
1.04K $94.4M
AMGN
Amgen Inc

Healthcare
287
New
$262.28 - $309.85 $75.3K - $88.9K
287 $80M
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.7K
New
$33.85 - $44.55 $57.5K - $75.7K
1.7K $75.4M
MSFT
Microsoft Corp

Technology
138
New
$354.56 - $497.45 $48.9K - $68.6K
138 $68.6M
GOOGL
Alphabet Inc.

Communication Services
380
New
$144.7 - $178.6 $55K - $67.9K
380 $67M
COP
Conocophillips

Energy
689
New
$82.66 - $106.1 $57K - $73.1K
689 $61.8M
MO
Altria Group, Inc.

Consumer Defensive
1K
New
$55.56 - $60.91 $55.6K - $60.9K
1K $58.6M
OMF
One Main Holdings, Inc.

Financial Services
1K
New
$40.42 - $57.0 $40.4K - $57K
1K $57M
MA
Mastercard Inc

Financial Services
100
New
$479.92 - $590.74 $48K - $59.1K
100 $56.2M
NVDA
Nvidia Corp

Technology
350
New
$94.31 - $157.99 $33K - $55.3K
350 $55.3M
VZ
Verizon Communications Inc

Communication Services
1.28K
New
$41.67 - $45.62 $53.2K - $58.2K
1.28K $55.2M
WHR
Whirlpool Corp

Consumer Cyclical
500
New
$75.71 - $101.42 $37.9K - $50.7K
500 $50.7M
GOOG
Alphabet Inc.

Communication Services
280
New
$146.58 - $180.01 $41K - $50.4K
280 $49.7M
T
At&T Inc.

Communication Services
1.65K
New
$26.33 - $28.94 $43.4K - $47.7K
1.65K $47.7M
ENB
Enbridge Inc

Energy
1K
New
$41.09 - $47.16 $41.1K - $47.2K
1K $45.3M
IIPR
Innovative Industrial Properties Inc

Real Estate
800
New
$48.03 - $58.9 $38.4K - $47.1K
800 $44.2M
PSX
Phillips 66

Energy
350
New
$92.87 - $125.73 $32.5K - $44K
350 $41.8M
MET
Metlife Inc

Financial Services
500
New
$68.42 - $82.49 $34.2K - $41.2K
500 $40.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
New
$496.48 - $617.85 $31.8K - $39.5K
64 $39.8M
ROK
Rockwell Automation, Inc

Industrials
117
New
$218.97 - $332.17 $25.6K - $38.9K
117 $38.9M
GNRC
Generac Holdings Inc.

Industrials
250
New
$101.92 - $143.21 $25.5K - $35.8K
250 $35.8M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
567
New
$54.27 - $63.01 $30.8K - $35.7K
567 $35.5M
ORCL
Oracle Corp

Technology
157
New
$122.82 - $218.63 $19.3K - $34.3K
157 $34.3M
FINX
Global X Fds Fintech ETF (De)

ETFs
1K
New
$24.27 - $34.22 $24.3K - $34.2K
1K $34.2M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
500
New
$60.03 - $72.0 $30K - $36K
500 $33.1M
CMCSA
Comcast Corp

Communication Services
919
New
$32.84 - $36.72 $30.2K - $33.7K
919 $32.8M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1.09K
New
N/A
1.09K $32.6M
MCD
Mcdonalds Corp

Consumer Cyclical
109
New
$285.55 - $321.23 $31.1K - $35K
109 $31.9M
VUG
Vanguard Growth ETF

ETFs
71
New
$329.49 - $438.4 $23.4K - $31.1K
71 $31.1M
VTV
Vanguard Value ETF

ETFs
175
New
$153.67 - $176.74 $26.9K - $30.9K
175 $30.9M
PEP
Pepsico Inc

Consumer Defensive
216
New
$128.02 - $151.37 $27.7K - $32.7K
216 $28.5M
Activity Summary
Buys All Purchases 148 New Holdings 137 Increased Positions 11 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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