Legend Financial Advisors, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $14.1B, Ishares Gold Trust with a value of $13.7B, Ishares Semiconductor ETF with a value of $13.4B, Schwab Fundamental U S Large C with a value of $9.39B, and Global X Copper Miners ETF with a value of $9.31B.
Examining the 13F form we can see an increase of $14.4B in the current position value, from $136B to 151B.
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
$151 Billion
ETFs: $116 Billion
Financial Services: $6.4 Billion
Technology: $5.47 Billion
Consumer Cyclical: $3.62 Billion
Industrials: $1 Billion
Basic Materials: $891 Million
Consumer Defensive: $807 Million
Healthcare: $398 Million
Other: $744 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
