Legend Financial Advisors, Inc. Portfolio Holdings

Legend Financial Advisors, Inc.

  • $145 Billion
  • Q3 2024

Legend Financial Advisors, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $13.8B, Vanguard Mid Cap ETF with a value of $13.7B, Invesco Qqq Trust, Series 1 with a value of $12.6B, Ishares Semiconductor ETF with a value of $11.6B, and Global X Copper Miners ETF with a value of $9.99B.

Examining the 13F form we can see an increase of $3.92B in the current position value, from $141B to 145B.

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 $145 Billion
ETFs: $123 Billion
Technology: $5.25 Billion
Financial Services: $4.87 Billion
Consumer Cyclical: $3.44 Billion
Energy: $1.14 Billion
Industrials: $1.07 Billion
Healthcare: $523 Million
Utilities: $338 Million
Other: $504 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94T
$1.84 Billion 1.27% of portfolio
7,911
Q3 2024 Reduced 11.28%
$2.28T
$1.45 Billion 1.0% of portfolio
7,778
Q3 2024 Added 22.18%
$79.5B
$1.35 Billion 0.93% of portfolio
7,526
Q3 2023 Reduced 6.35%
$6.37B
$1.28 Billion 0.88% of portfolio
9,650
Q3 2024 Reduced 7.44%
$590B
$1.27 Billion 0.87% of portfolio
2,749
Q3 2024 Added 0.48%
$20.4B
$1.13 Billion 0.78% of portfolio
4,537
Q3 2024 Added 1.43%
$81.6B
$760 Million 0.52% of portfolio
32,388
Q3 2024 Reduced 1.04%
$3.02B
$743 Million 0.51% of portfolio
13,889
Q3 2024 Reduced 23.69%
$3.13B
$724 Million 0.5% of portfolio
17,576
Q3 2024 Reduced 18.58%
$19.9B
$724 Million 0.5% of portfolio
24,813
Q3 2024 Reduced 24.73%
$14.5B
$685 Million 0.47% of portfolio
1,747
Q3 2024 Reduced 1.02%
$2.48B
$684 Million 0.47% of portfolio
7,286
Q3 2024 Added 14.87%
$8.1B
$582 Million 0.4% of portfolio
6,229
Q3 2024 Added 0.14%
$25.1B
$533 Million 0.37% of portfolio
18,360
Q2 2024 Added 1.48%
$54.7B
$455 Million 0.31% of portfolio
10,837
Q2 2024 Added 2.97%
$140B
$329 Million 0.23% of portfolio
3,897
Q3 2024 Reduced 5.89%
$202B
$226 Million 0.16% of portfolio
1,327
Q3 2024 Reduced 5.28%
$706B
$182 Million 0.13% of portfolio
863
Q3 2024 Reduced 12.21%
$7.51B
$193 Million 0.13% of portfolio
729
Q1 2023 Reduced 0.14%
$1.46B
$142 Million 0.1% of portfolio
3,374
Q3 2024 Reduced 11.7%
$79B
$110 Million 0.08% of portfolio
595
Q3 2024 Reduced 20.03%
$138B
$123 Million 0.08% of portfolio
381
Q3 2024 Reduced 19.79%
$127B
$77.2 Million 0.05% of portfolio
733
Q1 2024 Reduced 14.57%
$62.2B
$74.4 Million 0.05% of portfolio
1,036
Q4 2022 Reduced 36.67%
$1.15T
$63 Million 0.04% of portfolio
380
Q2 2024 Added 280.0%
$3.19T
$59.4 Million 0.04% of portfolio
138
Q3 2024 Reduced 64.52%
$32.6B
$40.3 Million 0.03% of portfolio
150
Q3 2024 Reduced 19.79%
$65.6B
$41.2 Million 0.03% of portfolio
500
Q3 2022 New
$55.8B
$46 Million 0.03% of portfolio
350
Q3 2024 Reduced 12.28%
$488B
$49.4 Million 0.03% of portfolio
100
Q3 2022 New
$165B
$38.4 Million 0.03% of portfolio
919
Q3 2024 Reduced 32.58%
$161B
$36.2 Million 0.03% of portfolio
1,648
Q2 2024 Reduced 28.57%
$1.2T
$46.8 Million 0.03% of portfolio
280
Q2 2024 New
$57.9B
$40.2 Million 0.03% of portfolio
500
Q1 2023 Reduced 12.13%
$480B
$29.8 Million 0.02% of portfolio
51
Q3 2024 Reduced 58.87%
$447B
$26.8 Million 0.02% of portfolio
157
Q2 2024 Reduced 16.93%
$10.1B
$31.8 Million 0.02% of portfolio
200
Q4 2023 Added 60.0%
$192B
$23.8 Million 0.02% of portfolio
200
Q2 2024 New
$253B
$35.2 Million 0.02% of portfolio
310
Q3 2024 Reduced 36.73%
$399B
$30.8 Million 0.02% of portfolio
76
Q3 2024 Reduced 46.85%
$19.9B
$36.1 Million 0.02% of portfolio
500
Q3 2022 New
$168B
$30.3 Million 0.02% of portfolio
250
Q3 2024 Reduced 19.87%
$215B
$32 Million 0.02% of portfolio
105
Q3 2024 Reduced 28.57%
$512B
$27.5 Million 0.02% of portfolio
100
Q3 2024 Reduced 93.97%
$5.45B
$16.5 Million 0.01% of portfolio
547
Q3 2024 Reduced 97.45%
$39.5B
$9.65 Million 0.01% of portfolio
125
Q2 2024 Reduced 16.67%
$95.7B
$17.3 Million 0.01% of portfolio
100
Q3 2024 Added 488.24%
$376B
$10.2 Million 0.01% of portfolio
63
Q3 2024 Reduced 62.94%
$72.3B
$13.6 Million 0.01% of portfolio
45
Q3 2024 Reduced 56.73%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $145 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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