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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.6B
$523,000 0.0% of portfolio
42
Q4 2024 New
$54.6B
$69,000 0.0% of portfolio
2
Q2 2024 New
$18.7B
$87,000 0.0% of portfolio
3
Q2 2024 New
$10.7B
$4.72 Million 0.0% of portfolio
131
Q4 2024 New
$22.2B
$3.9 Million 0.0% of portfolio
89
Q4 2024 New
$46.4B
$85,000 0.0% of portfolio
1
Q4 2024 New
$102B
$171,000 0.0% of portfolio
2
Q2 2024 New
$16.8B
$150,000 0.0% of portfolio
2
Q4 2024 New
$87.6B
$5.3 Million 0.0% of portfolio
19
Q4 2024 New
$37.9B
$1.18 Million 0.0% of portfolio
13
Q2 2024 Reduced 18.75%
$82.5B
$1.83 Million 0.0% of portfolio
10
Q2 2024 Reduced 16.67%
$19.5B
$1.68 Million 0.0% of portfolio
50
Q4 2024 New
$139B
$5.07 Million 0.0% of portfolio
42
Q4 2024 New
$36.9B
$2.66 Million 0.0% of portfolio
34
Q4 2024 New
$52.6B
$303,000 0.0% of portfolio
2
Q4 2024 New
$22.7B
$5.43 Million 0.0% of portfolio
166
Q4 2024 New
$10.6B
$5.06 Million 0.0% of portfolio
70
Q4 2024 Added 900.0%
$90.8B
$6.21 Million 0.0% of portfolio
82
Q3 2024 Reduced 52.6%
$58.3B
$2.78 Million 0.0% of portfolio
64
Q4 2024 New
$44.3B
$3.91 Million 0.0% of portfolio
33
Q4 2024 New
$180B
$6.45 Million 0.0% of portfolio
42
Q2 2024 Reduced 17.65%
$24.3B
$339,000 0.0% of portfolio
2
Q4 2024 New
$71.4B
$248,000 0.0% of portfolio
2
Q4 2024 New
$122B
$4.86 Million 0.0% of portfolio
10
Q3 2024 Reduced 77.78%
$54.5B
$79,000 0.0% of portfolio
1
Q4 2024 New
$45B
$3.39 Million 0.0% of portfolio
63
Q2 2024 Reduced 17.11%
$60.1B
$5.61 Million 0.0% of portfolio
125
Q2 2024 Reduced 16.67%
$25.5B
$42,000 0.0% of portfolio
4
Q4 2024 New
$31.7B
$4.23 Million 0.0% of portfolio
2
Q4 2024 New
$57.9B
$6.14 Million 0.0% of portfolio
200
Q4 2022 New
$19.1B
$5.29 Million 0.0% of portfolio
38
Q3 2022 New
$17.2B
$570,000 0.0% of portfolio
5
Q4 2024 New
$125B
$2.17 Million 0.0% of portfolio
45
Q3 2022 New
$18.6B
$152,000 0.0% of portfolio
2
Q2 2024 New
$16.1B
$4.71 Million 0.0% of portfolio
82
Q3 2022 New
$66.2B
$7.03 Million 0.0% of portfolio
31
Q3 2024 Reduced 63.53%

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
Track This Portfolio

Track Legend Financial Advisors, Inc. Portfolio

Follow Legend Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email