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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$502B
$49.4 Million 0.03% of portfolio
100
Q3 2022 New
$189B
$38.4 Million 0.03% of portfolio
919
Q3 2024 Reduced 32.58%
$169B
$36.2 Million 0.03% of portfolio
1,648
Q2 2024 Reduced 28.57%
$1.05T
$46.8 Million 0.03% of portfolio
280
Q2 2024 New
$63.2B
$40.2 Million 0.03% of portfolio
500
Q1 2023 Reduced 12.13%
$566B
$29.8 Million 0.02% of portfolio
51
Q3 2024 Reduced 58.87%
$493B
$26.8 Million 0.02% of portfolio
157
Q2 2024 Reduced 16.93%
$0
$35.2 Million 0.02% of portfolio
1,088
Q1 2024 Reduced 49.98%
$11.9B
$31.8 Million 0.02% of portfolio
200
Q4 2023 Added 60.0%
$0
$35.5 Million 0.02% of portfolio
600
Q3 2024 Reduced 12.41%
$0
$27.3 Million 0.02% of portfolio
71
Q3 2024 Reduced 52.98%
$246B
$23.8 Million 0.02% of portfolio
200
Q2 2024 New
$0
$28 Million 0.02% of portfolio
1,000
Q3 2024 Reduced 26.52%
$258B
$35.2 Million 0.02% of portfolio
310
Q3 2024 Reduced 36.73%
$0
$30.6 Million 0.02% of portfolio
175
Q3 2024 Reduced 4.89%
$440B
$30.8 Million 0.02% of portfolio
76
Q3 2024 Reduced 46.85%
$21.7B
$36.1 Million 0.02% of portfolio
500
Q3 2022 New
$174B
$30.3 Million 0.02% of portfolio
250
Q3 2024 Reduced 19.87%
$217B
$32 Million 0.02% of portfolio
105
Q3 2024 Reduced 28.57%
$512B
$27.5 Million 0.02% of portfolio
100
Q3 2024 Reduced 93.97%
$6.13B
$16.5 Million 0.01% of portfolio
547
Q3 2024 Reduced 97.45%
$0
$15.5 Million 0.01% of portfolio
157
Q3 2024 Reduced 25.94%
$41.4B
$9.65 Million 0.01% of portfolio
125
Q2 2024 Reduced 16.67%
$0
$16.1 Million 0.01% of portfolio
66
Q2 2023 Reduced 31.96%
$68.1B
$17.3 Million 0.01% of portfolio
100
Q3 2024 Added 488.24%
$0
$18.4 Million 0.01% of portfolio
133
Q3 2022 New
$398B
$10.2 Million 0.01% of portfolio
63
Q3 2024 Reduced 62.94%
$0
$18.2 Million 0.01% of portfolio
204
Q1 2024 Added 155.0%
$76.2B
$13.6 Million 0.01% of portfolio
45
Q3 2024 Reduced 56.73%
$0
$13.8 Million 0.01% of portfolio
65
Q3 2022 New
$206B
$9.9 Million 0.01% of portfolio
20
Q2 2024 Reduced 16.67%
$0
$15.8 Million 0.01% of portfolio
420
Q3 2023 Added 900.0%
$0
$12.9 Million 0.01% of portfolio
40
Q2 2024 New
$0
$18 Million 0.01% of portfolio
94
Q3 2022 New
$77.7B
$7.86 Million 0.01% of portfolio
125
Q2 2024 Reduced 16.67%
$0
$8.17 Million 0.01% of portfolio
104
Q2 2024 Reduced 16.8%
$416B
$17.4 Million 0.01% of portfolio
101
Q3 2024 Reduced 89.51%
$12.4B
$11.2 Million 0.01% of portfolio
100
Q2 2024 Reduced 16.67%
$0
$13.8 Million 0.01% of portfolio
204
Q2 2024 Reduced 89.3%
$0
$19.8 Million 0.01% of portfolio
808
Q3 2024 Reduced 1.46%
$146B
$10.1 Million 0.01% of portfolio
41
Q2 2024 Reduced 16.33%
$221B
$9.07 Million 0.01% of portfolio
87
Q3 2022 New
$61.1B
$9.6 Million 0.01% of portfolio
41
Q3 2024 Reduced 8.89%
$78.9B
$8.51 Million 0.01% of portfolio
82
Q3 2024 Reduced 52.6%
$0
$10.2 Million 0.01% of portfolio
283
Q2 2023 New
$0
$9.82 Million 0.01% of portfolio
97
Q3 2024 New
$99.3B
$7.25 Million 0.01% of portfolio
82
Q3 2024 Reduced 52.6%
$119B
$18.2 Million 0.01% of portfolio
63
Q3 2024 Reduced 55.32%
$4.9B
$11.5 Million 0.01% of portfolio
150
Q2 2024 New

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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