Legend Financial Advisors, Inc. Portfolio Holdings

Legend Financial Advisors, Inc.

  • $145 Billion
  • Q3 2024

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$1.84 Billion 1.27% of portfolio
7,911
Q3 2024 Reduced 11.28%
$2.29T
$1.45 Billion 1.0% of portfolio
7,778
Q3 2024 Added 22.18%
$602B
$1.27 Billion 0.87% of portfolio
2,749
Q3 2024 Added 0.48%
$760B
$266 Million 0.18% of portfolio
300
Q3 2024 Reduced 14.29%
$220B
$226 Million 0.16% of portfolio
1,327
Q3 2024 Reduced 5.28%
$712B
$182 Million 0.13% of portfolio
863
Q3 2024 Reduced 12.21%
$1.11T
$63 Million 0.04% of portfolio
380
Q2 2024 Added 280.0%
$3.3T
$59.4 Million 0.04% of portfolio
138
Q3 2024 Reduced 64.52%
$505B
$49.4 Million 0.03% of portfolio
100
Q3 2022 New
$1.14T
$46.8 Million 0.03% of portfolio
280
Q2 2024 New
$529B
$29.8 Million 0.02% of portfolio
51
Q3 2024 Reduced 58.87%
$479B
$26.8 Million 0.02% of portfolio
157
Q2 2024 Reduced 16.93%
$246B
$23.8 Million 0.02% of portfolio
200
Q2 2024 New
$256B
$35.2 Million 0.02% of portfolio
310
Q3 2024 Reduced 36.73%
$433B
$30.8 Million 0.02% of portfolio
76
Q3 2024 Reduced 46.85%
$221B
$32 Million 0.02% of portfolio
105
Q3 2024 Reduced 28.57%
$390B
$10.2 Million 0.01% of portfolio
63
Q3 2024 Reduced 62.94%
$408B
$17.4 Million 0.01% of portfolio
101
Q3 2024 Reduced 89.51%
$215B
$9.07 Million 0.01% of portfolio
87
Q3 2022 New
$229B
$12 Million 0.01% of portfolio
34
Q3 2024 Reduced 62.64%
$367B
$460,000 0.0% of portfolio
12
Q3 2024 Reduced 94.29%
$241B
$6.65 Million 0.0% of portfolio
125
Q2 2024 Reduced 16.67%
$209B
$1.92 Million 0.0% of portfolio
20
Q3 2024 Added 900.0%
$228B
$6.26 Million 0.0% of portfolio
7
Q2 2024 Reduced 12.5%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $145 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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