Legend Financial Advisors, Inc. Portfolio Holdings by Sector
Legend Financial Advisors, Inc.
- $151 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ IAU SOXX FNDX COPX XME VIOV VO 56 stocks |
$116 Million
85.72% of portfolio
|
45
|
11
|
41
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.3 Million
1.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.79 Million
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD ALV 2 stocks |
$1.66 Million
1.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.43 Million
1.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN CTSH 3 stocks |
$1.26 Million
0.93% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CRBG BK APAM CEF FSK 5 stocks |
$1.08 Million
0.8% of portfolio
|
4
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TBBK PNC STBA 3 stocks |
$1.05 Million
0.77% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR GS MS 3 stocks |
$892,094
0.66% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$882,984
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
CPA UAL 2 stocks |
$857,887
0.63% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$786,977
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
INTC NVDA AVGO NXPI QCOM 5 stocks |
$785,271
0.58% of portfolio
|
4
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
NMIH 1 stocks |
$759,547
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NOMD 1 stocks |
$685,156
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$644,016
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN MRK JNJ PFE SNY OGN 7 stocks |
$355,108
0.26% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$255,942
0.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE D 2 stocks |
$222,165
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V OMF MA 3 stocks |
$220,064
0.16% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
WDAY NOW 2 stocks |
$213,357
0.16% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$135,691
0.1% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$116,636
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CHKP 3 stocks |
$114,031
0.08% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
QSR MCD YUM 3 stocks |
$84,458
0.06% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK GNRC 2 stocks |
$74,667
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB FLNG 2 stocks |
$67,300
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$61,831
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$58,630
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$58,034
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$50,710
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$46,602
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
IIPR 1 stocks |
$44,176
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$31,145
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI AMT CCI 3 stocks |
$30,405
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV 2 stocks |
$29,221
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD BA LMT 3 stocks |
$29,071
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$28,521
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$27,865
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$23,483
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$18,298
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB 1 stocks |
$11,176
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$9,433
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$8,673
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN 1 stocks |
$7,466
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$6,995
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Biotechnology | Healthcare
DMAC VKTX 2 stocks |
$6,550
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$5,856
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$5,825
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$5,340
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$4,724
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$4,587
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$2,232
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
IGT 1 stocks |
$427
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
EMBC 1 stocks |
$68
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
TGB 1 stocks |
$63
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|