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
NOW
Service Now, Inc.

Technology
7
New
$721.65 - $1040.18 $5.05K - $7.28K
7 $7.2M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
166
New
$34.29 - $43.33 $5.69K - $7.19K
166 $7.05M
STZ
Constellation Brands, Inc.

Consumer Defensive
43
New
$160.0 - $195.62 $6.88K - $8.41K
43 $7M
Lam Research Corp
70
New
N/A
70 $6.81M
ISCG
Ishares Morningstar Small Cap

ETFs
135
New
$39.44 - $49.76 $5.32K - $6.72K
135 $6.72M
QCOM
Qualcomm Inc

Technology
42
New
$124.66 - $159.48 $5.24K - $6.7K
42 $6.69M
CI
Cigna Corp

Healthcare
20
New
$301.89 - $340.04 $6.04K - $6.8K
20 $6.61M
UAL
United Airlines Holdings, Inc.

Industrials
83
New
$56.15 - $84.23 $4.66K - $6.99K
83 $6.61M
MFC
Manulife Financial Corp

Financial Services
200
New
$26.93 - $32.44 $5.39K - $6.49K
200 $6.39M
ATO
Atmos Energy Corp

Utilities
38
New
$145.06 - $162.66 $5.51K - $6.18K
38 $5.86M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
177
New
$28.35 - $31.3 $5.02K - $5.54K
177 $5.54M
BDX
Becton Dickinson & CO

Healthcare
31
New
$165.15 - $226.42 $5.12K - $7.02K
31 $5.34M
C
Citigroup Inc

Financial Services
61
New
$58.13 - $85.12 $3.55K - $5.19K
61 $5.19M
PFE
Pfizer Inc

Healthcare
199
New
$21.59 - $24.84 $4.3K - $4.94K
199 $4.82M
GM
General Motors CO

Consumer Cyclical
96
New
$42.48 - $50.46 $4.08K - $4.84K
96 $4.72M
LMT
Lockheed Martin Corp

Industrials
10
New
$430.82 - $486.45 $4.31K - $4.86K
10 $4.63M
TSN
Tyson Foods, Inc.

Consumer Defensive
82
New
$54.33 - $63.56 $4.46K - $5.21K
82 $4.59M
DMAC
Dia Medica Therapeutics Inc.

Healthcare
1K
New
$3.38 - $4.64 $3.38K - $4.64K
1K $3.9M
Bunge Global Sa
45
New
N/A
45 $3.61M
D
Dominion Energy, Inc

Utilities
63
New
$49.66 - $58.0 $3.13K - $3.65K
63 $3.56M
Fidelity Covington Trust
99
New
N/A
99 $3.42M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11
New
$224.16 - $285.86 $2.47K - $3.14K
11 $3.14M
USFR
Wisdomtree Floating Rate Treas

ETFs
59
New
$50.28 - $50.47 $2.97K - $2.98K
59 $2.97M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.2K
New
$2.06 - $3.0 $2.47K - $3.6K
1.2K $2.89M
Sunrise Communications Ag
47
New
N/A
47 $2.66M
VKTX
Viking Therapeutics, Inc.

Healthcare
100
New
$19.98 - $29.49 $2K - $2.95K
100 $2.65M
Liberty Global LTD
236
New
N/A
236 $2.43M
DIS
Walt Disney CO

Communication Services
18
New
$81.72 - $124.01 $1.47K - $2.23K
18 $2.23M
AMT
American Tower Corp

Real Estate
10
New
$203.96 - $228.19 $2.04K - $2.28K
10 $2.21M
SNY
Sanofi

Healthcare
45
New
$47.62 - $55.44 $2.14K - $2.49K
45 $2.17M
FSK
Fs Kkr Capital Corp

Financial Services
97
New
$17.95 - $21.5 $1.74K - $2.09K
97 $2.01M
XLV
Select Sector Spdr Fund Health

ETFs
12
New
$128.77 - $144.3 $1.55K - $1.73K
12 $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
60
New
$19.1 - $23.83 $1.15K - $1.43K
60 $1.43M
CCI
Crown Castle International Corp

Real Estate
13
New
$94.83 - $107.06 $1.23K - $1.39K
13 $1.34M
BAC
Bank Of America Corp

Financial Services
12
New
$34.39 - $47.46 $413 - $570
12 $558K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22
New
$18.94 - $21.67 $417 - $477
22 $466K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20
New
$17.76 - $22.1 $355 - $442
20 $442K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4
New
$105.23 - $109.61 $421 - $438
4 $438K
IGT
International Game Technology PLC

Consumer Cyclical
27
New
$14.44 - $17.89 $390 - $483
27 $427K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
New
$108.12 - $135.04 $324 - $405
3 $405K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8
New
$39.89 - $49.46 $319 - $396
8 $396K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
17
New
$18.96 - $20.43 $322 - $347
17 $347K
OGN
Organon & Co.

Healthcare
7
New
$8.04 - $14.72 $56.3 - $103
7 $68K
EMBC
Embecta Corp.

Healthcare
7
New
$9.28 - $13.3 $65 - $93.1
7 $68K
TGB
Taseko Mines LTD

Basic Materials
20
New
$1.7 - $3.15 $34 - $63
20 $63K
RE
Everest Re Group LTD

Financial Services
26
+ 1.39%
N/A
1.9K $644M
XLE
Energy Sector Spdr

ETFs
702
+ 3.74%
$76.44 - $94.13 $53.7K - $66.1K
19.5K $1.65B
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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