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 Market Cap. of $10 Billions to $200 Billions
