Legend Financial Advisors, Inc. Purchases in Q4 2024

Legend Financial Advisors, Inc.

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FEM
First Trust Emerging Markets A

ETFs
55
New
$22.03 - $24.21 $1.21K - $1.33K
55 $1.21M
IWS
Ishares Russell Midcap Value E

ETFs
9
New
$128.08 - $140.32 $1.15K - $1.26K
9 $1.16M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
64
New
$17.37 - $20.25 $1.11K - $1.3K
64 $1.12M
ARKW
Ark Next Generation Internet E

ETFs
9
New
$82.66 - $120.04 $744 - $1.08K
9 $972K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
14
New
$58.39 - $67.04 $817 - $939
14 $888K
SIL
Global X Silver Miners ETF

ETFs
24
New
$31.61 - $41.98 $759 - $1.01K
24 $762K
VTV
Vanguard Value ETF

ETFs
9
+ 5.14%
$168.32 - $181.87 $1.51K - $1.64K
184 $31.2M
STLD
Steel Dynamics Inc

Basic Materials
5
New
N/A
5 $570K
WCC
Wesco International Inc

Industrials
3
New
$164.11 - $213.19 $492 - $640
3 $543K
VTRS
Viatris Inc

Healthcare
42
New
$11.32 - $13.37 $475 - $562
42 $523K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4
New
$106.56 - $113.11 $426 - $452
4 $427K
Amplify ETF Tr
7
New
N/A
7 $406K
PAAS
Pan American Silver Corp

Basic Materials
20
New
$19.94 - $25.85 $399 - $517
20 $404K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
New
$124.26 - $134.12 $373 - $402
3 $386K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20
New
$18.41 - $40.87 $368 - $817
20 $370K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8
New
$44.04 - $49.49 $352 - $396
8 $352K
HSY
Hershey CO

Consumer Defensive
2
New
$168.67 - $193.65 $337 - $387
2 $339K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
17
New
$19.82 - $21.55 $337 - $366
17 $337K
SCHX
Schwab Strategic Tr Us Large C

ETFs
407
+ 199.51%
$22.4 - $68.28 $9.12K - $27.8K
611 $14.2M
BTG
B2 Gold Corp

Basic Materials
128
New
$2.42 - $3.47 $310 - $444
128 $312K
ATAI
Atai Life Sciences N.V.

Healthcare
233
New
$1.06 - $1.78 $247 - $415
233 $310K
ROST
Ross Stores, Inc.

Consumer Cyclical
2
New
$138.59 - $156.61 $277 - $313
2 $303K
CI
Cigna Corp

Healthcare
6
+ 30.0%
$265.59 - $358.58 $1.59K - $2.15K
26 $7.18M
EMR
Emerson Electric CO

Industrials
2
New
$108.13 - $134.33 $216 - $269
2 $248K
OGN
Organon & Co.

Healthcare
18
+ 257.14%
$14.44 - $18.83 $260 - $339
25 $373K
XOM
Exxon Mobil Corp

Energy
2
New
$105.51 - $125.37 $211 - $251
2 $215K
HOG
Harley Davidson, Inc.

Consumer Cyclical
6
New
$29.69 - $38.02 $178 - $228
6 $181K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2
New
$61.21 - $76.19 $122 - $152
2 $150K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
4
New
$32.56 - $42.89 $130 - $172
4 $132K
TPR
Tapestry, Inc.

Consumer Cyclical
2
New
$43.54 - $66.18 $87.1 - $132
2 $131K
Amplify ETF Tr
4
New
N/A
4 $86K
SQ
Block, Inc.

Technology
1
New
$65.06 - $98.92 $65.1 - $98.9
1 $85K
JCI
Johnson Controls International PLC

Industrials
1
New
$74.23 - $86.6 $74.2 - $86.6
1 $79K
Oceanpal Inc
68
New
N/A
68 $79K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
3
New
$25.65 - $29.26 $76.9 - $87.8
3 $78K
PBW
Invesco Exchange Traded Fd Tr

ETFs
3
New
$19.01 - $21.64 $57 - $64.9
3 $60K
Diana Shipping Inc
417
New
N/A
417 $46K
CPRI
Capri Holdings LTD

Consumer Cyclical
2
New
$19.39 - $43.18 $38.8 - $86.4
2 $42K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4
New
$7.33 - $12.37 $29.3 - $49.5
4 $42K
GNSS
Genasys Inc.

Technology
15
New
$2.43 - $4.0 $36.5 - $60
15 $39K
TGB
Taseko Mines LTD

Basic Materials
20
New
$1.91 - $2.65 $38.2 - $53
20 $39K
TDOC
Teladoc Health, Inc.

Healthcare
4
New
$8.57 - $12.02 $34.3 - $48.1
4 $36K
SAVE
Spirit Airlines, Inc.

Industrials
80
New
$0.13 - $3.4 $10.4 - $272
80 $27K
HEAR
Turtle Beach Corp

Technology
1
New
$14.65 - $18.56 $14.7 - $18.6
1 $17K
Xos Inc
5
New
N/A
5 $16K
LRCX
Lam Research Corp

Technology
63
+ 900.0%
$70.05 - $814.09 $4.41K - $51.3K
70 $5.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.32%
$174.22 - $187.62 $523 - $563
930 $163M
CPA
Copa Holdings, S.A.

Industrials
406
+ 5.57%
$86.16 - $107.25 $35K - $43.5K
7.69K $676M
RE
Everest Re Group LTD

Financial Services
113
+ 6.47%
N/A
1.86K $674M
Activity Summary
Buys All Purchases 157 New Holdings 117 Increased Positions 40 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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