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
HD
Home Depot, Inc.

Consumer Cyclical
76
New
$335.24 - $380.78 $25.5K - $28.9K
76 $27.9M
AVGO
Broadcom Inc.

Technology
100
New
$146.29 - $275.65 $14.6K - $27.6K
100 $27.6M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1K
New
$22.73 - $29.21 $22.7K - $29.2K
1K $26.9M
MLPA
Global X Mlp ETF

ETFs
500
New
$46.47 - $54.16 $23.2K - $27.1K
500 $25.1M
KRE
Spdr S&P Regional Banking ETF

ETFs
420
New
$48.81 - $59.48 $20.5K - $25K
420 $25M
MRK
Merck & Co., Inc.

Healthcare
310
New
$73.47 - $87.12 $22.8K - $27K
310 $24.6M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
808
New
$26.18 - $30.91 $21.2K - $25K
808 $24.3M
FLNG
Flex Lng Ltd.

Energy
1K
New
$20.21 - $24.88 $20.2K - $24.9K
1K $22M
FXL
First Tr Exchange Traded Fd Fi

ETFs
133
New
$115.28 - $157.36 $15.3K - $20.9K
133 $20.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
94
New
$149.56 - $212.83 $14.1K - $20K
94 $20M
YUM
Yum Brands Inc

Consumer Cyclical
131
New
$138.36 - $161.45 $18.1K - $21.1K
131 $19.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
66
New
$216.28 - $284.39 $14.3K - $18.8K
66 $18.8M
FCOM
Fidelity Covington Tr Msci Com

ETFs
283
New
$50.44 - $64.81 $14.3K - $18.3K
283 $18.3M
CARR
Carrier Global Corp

Industrials
250
New
$55.55 - $75.83 $13.9K - $19K
250 $18.3M
CB
Chubb LTD

Financial Services
63
New
$274.32 - $302.46 $17.3K - $19.1K
63 $18.3M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
218
New
$69.8 - $85.28 $15.2K - $18.6K
218 $18.1M
FDN
First Tr Fd Dow Jones

ETFs
65
New
$200.29 - $269.33 $13K - $17.5K
65 $17.5M
RYT
Invesco S&P 500 Equal Weight T

ETFs
420
New
N/A
420 $17.1M
MPC
Marathon Petroleum Corp

Energy
98
New
$118.55 - $170.08 $11.6K - $16.7K
98 $16.3M
PG
Procter & Gamble CO

Consumer Defensive
101
New
$157.66 - $172.39 $15.9K - $17.4K
101 $16M
UNH
Unitedhealth Group Inc

Healthcare
51
New
$274.35 - $599.47 $14K - $30.6K
51 $15.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
611
New
$19.6 - $24.44 $12K - $14.9K
611 $14.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
40
New
$273.67 - $366.17 $10.9K - $14.6K
40 $14.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
130
New
$90.56 - $109.49 $11.8K - $14.2K
130 $14.2M
GS
Goldman Sachs Group Inc

Financial Services
20
New
$462.22 - $707.75 $9.24K - $14.2K
20 $14.2M
GD
General Dynamics Corp

Industrials
45
New
$247.68 - $291.66 $11.1K - $13.1K
45 $13.1M
MS
Morgan Stanley

Financial Services
87
New
$99.83 - $140.86 $8.69K - $12.3K
87 $12.3M
BA
Boeing CO

Industrials
54
New
$136.59 - $217.51 $7.38K - $11.7K
54 $11.3M
DLB
Dolby Laboratories, Inc.

Industrials
150
New
$69.36 - $81.21 $10.4K - $12.2K
150 $11.2M
Tidal Tr Ii
500
New
N/A
500 $11.1M
CHKP
Check Point Software Technologies LTD

Technology
50
New
$204.26 - $233.47 $10.2K - $11.7K
50 $11.1M
TRV
Travelers Companies, Inc.

Financial Services
41
New
$233.83 - $276.34 $9.59K - $11.3K
41 $11M
BITO
Proshares Tr Bitcoin Strategy

ETFs
500
New
$16.69 - $23.43 $8.35K - $11.7K
500 $10.8M
Tidal Tr Ii
500
New
N/A
500 $10.6M
PAPR
Innovator U.S. Equity Power Bu

ETFs
283
New
$33.22 - $37.29 $9.4K - $10.6K
283 $10.6M
ACN
Accenture PLC

Technology
34
New
$279.23 - $323.21 $9.49K - $11K
34 $10.2M
CTSH
Cognizant Technology Solutions Corp

Technology
125
New
$66.47 - $81.81 $8.31K - $10.2K
125 $9.75M
JNJ
Johnson & Johnson

Healthcare
63
New
$146.36 - $159.82 $9.22K - $10.1K
63 $9.62M
UNP
Union Pacific Corp

Industrials
41
New
$208.27 - $238.46 $8.54K - $9.78K
41 $9.43M
Tidal Tr Ii
1K
New
N/A
1K $9.13M
NXPI
Nxp Semiconductors N.V.

Technology
41
New
$153.5 - $218.72 $6.29K - $8.97K
41 $8.96M
CSCO
Cisco Systems, Inc.

Technology
125
New
$53.19 - $69.38 $6.65K - $8.67K
125 $8.67M
Tidal Tr Ii
500
New
N/A
500 $8.63M
CVS
Cvs Health Corp

Healthcare
125
New
$60.04 - $70.18 $7.51K - $8.77K
125 $8.62M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
104
New
$70.7 - $82.14 $7.35K - $8.54K
104 $8.54M
LIT
Global X Fds Global X Lithium

ETFs
216
New
$31.82 - $39.24 $6.87K - $8.48K
216 $8.28M
EMN
Eastman Chemical CO

Basic Materials
100
New
$72.7 - $88.29 $7.27K - $8.83K
100 $7.47M
CL
Colgate Palmolive CO

Consumer Defensive
82
New
$87.57 - $96.0 $7.18K - $7.87K
82 $7.45M
FAD
First Tr Multi Cap Growth Alph

ETFs
50
New
$114.67 - $146.82 $5.73K - $7.34K
50 $7.34M
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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