Legend Financial Advisors, Inc. Portfolio Holdings

Legend Financial Advisors, Inc.

  • $142 Billion
  • Q4 2024

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.

Portfolio value $142 Billion
ETFs: $119 Billion
Financial Services: $5.56 Billion
Technology: $5.14 Billion
Consumer Cyclical: $3.74 Billion
Industrials: $1.2 Billion
Basic Materials: $745 Million
Healthcare: $462 Million
Consumer Defensive: $280 Million
Other: $762 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.57 Million 0.0% of portfolio
40
Q4 2024 New
$0
$3.78 Million 0.0% of portfolio
97
Q4 2024 New
$0
$1.21 Million 0.0% of portfolio
55
Q4 2024 New
$0
$5.97 Million 0.0% of portfolio
22
Q4 2024 New
$0
$888,000 0.0% of portfolio
14
Q4 2024 New
$0
$78,000 0.0% of portfolio
3
Q4 2024 New
$0
$2 Million 0.0% of portfolio
24
Q4 2024 New
$0
$1.52 Million 0.0% of portfolio
58
Q3 2024 Added 65.71%
$0
$2.97 Million 0.0% of portfolio
59
Q1 2023 Reduced 98.31%
$0
$5.83 Million 0.0% of portfolio
189
Q4 2024 Reduced 31.02%
$0
$4.11 Million 0.0% of portfolio
162
Q4 2024 New
$0
$762,000 0.0% of portfolio
24
Q4 2024 New
$0
$5.14 Million 0.0% of portfolio
38
Q3 2024 Added 58.33%
$0
$427,000 0.0% of portfolio
4
Q4 2024 New
$0
$1.76 Million 0.0% of portfolio
6
Q4 2024 New
$0
$3.85 Million 0.0% of portfolio
92
Q4 2024 New
$0
$4.4 Million 0.0% of portfolio
32
Q3 2024 Added 28.0%
$0
$4.19 Million 0.0% of portfolio
18
Q4 2024 New
$0
$1.16 Million 0.0% of portfolio
9
Q4 2024 New
$0
$352,000 0.0% of portfolio
8
Q4 2024 New
$0
$6.71 Million 0.0% of portfolio
166
Q3 2022 New
$0
$337,000 0.0% of portfolio
17
Q4 2024 New
$0
$2.05 Million 0.0% of portfolio
35
Q4 2024 New
$0
$386,000 0.0% of portfolio
3
Q4 2024 New
$0
$3.56 Million 0.0% of portfolio
105
Q4 2024 New
$14.3B
$2.61 Million 0.0% of portfolio
99
Q4 2024 New
$0
$5.96 Million 0.0% of portfolio
24
Q4 2024 New
$0
$132,000 0.0% of portfolio
4
Q4 2024 New
$1.09B
$2.16 Million 0.0% of portfolio
26
Q4 2024 New
$0
$370,000 0.0% of portfolio
20
Q4 2024 New
$0
$1.36 Million 0.0% of portfolio
60
Q4 2024 New
$0
$3.08 Million 0.0% of portfolio
72
Q4 2024 New
$0
$1.39 Million 0.0% of portfolio
7
Q4 2024 New
$0
$60,000 0.0% of portfolio
3
Q4 2024 New
$153M
$1.59 Million 0.0% of portfolio
19
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 267
  • Current Value $142 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 117 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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