Legend Financial Advisors, Inc. has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $13.6B, Ishares Gold Trust with a value of $13.3B, Invesco Qqq Trust, Series 1 with a value of $13.3B, Ishares Semiconductor ETF with a value of $10.8B, and Schwab Fundamental U S Large C with a value of $9.67B.
Examining the 13F form we can see an decrease of $3.13B in the current position value, from $145B to 142B.
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.
