Legend Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Legend Financial Advisors, Inc.

Investment Activity

Legend Financial Advisors, Inc. has $136.13 million in total holdings as of March 31, 2025.
Legend Financial Advisors, Inc. owns shares of 37 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 6.54% of the portfolio was purchased this quarter.
About 9.98% of the portfolio was sold this quarter.
This quarter, Legend Financial Advisors, Inc. has purchased 267 new stocks and bought additional shares in 14 stocks.
Legend Financial Advisors, Inc. sold shares of 15 stocks and completely divested from 233 stocks this quarter.

Largest Holdings

iShares Gold Trust: $14,094,365
Invesco QQQ: $12,207,220
iShares Semiconductor ETF: $10,376,817
Schwab Fundamental U.S. Large Company Index ETF: $9,110,366
Vanguard Mid-Cap ETF: $8,507,076

Largest New Holdings this Quarter

46138E222 - Invesco S&P International Developed Momentum ETF: $4,660,779 Holding
81369Y506 - Energy Select Sector SPDR Fund: $1,752,655 Holding
29977A105 - Evercore: $635,509 Holding

Largest Purchases this Quarter

Invesco S&P International Developed Momentum ETF: 105,543 shares (about $4.66M)
Energy Select Sector SPDR Fund: 18,755 shares (about $1.75M)
iShares Semiconductor ETF: 5,132 shares (about $965.69K)
Evercore: 3,182 shares (about $635.51K)
Vanguard S&P Small-Cap 600 Value ETF: 5,456 shares (about $457.84K)

Largest Sales this Quarter

Vanguard Mid-Cap ETF: 18,691 shares (about $4.83M)
iShares Gold Trust: 30,403 shares (about $1.79M)
SPDR Portfolio S&P 600 Small Cap ETF: 32,778 shares (about $1.34M)
Schwab Fundamental U.S. Large Company Index ETF: 22,556 shares (about $532.55K)
Invesco S&P 500 Equal Weight Consumer Discretionary ETF: 8,774 shares (about $437.82K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IAU iShares Gold Trust	$14,094,365	$1,792,558 ▼	-11.3%	239,050	10.4%	Finance
QQQ Invesco QQQ	$12,207,220	$32,355 ▲	0.3%	26,033	9.0%	Finance
SOXX iShares Semiconductor ETF	$10,376,817	$965,688 ▲	10.3%	55,146	7.6%	ETF
FNDX Schwab Fundamental U.S. Large Company Index ETF	$9,110,366	$532,547 ▼	-5.5%	385,869	6.7%	ETF
VO Vanguard Mid-Cap ETF	$8,507,076	$4,833,883 ▼	-36.2%	32,894	6.2%	ETF
LCR Leuthold Core ETF	$8,257,520	$3,392 ▼	0.0%	240,984	6.1%	ETF
COPX Global X Copper Miners ETF	$8,189,179	$244,773 ▼	-2.9%	209,603	6.0%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$8,157,632	$457,840 ▲	5.9%	97,213	6.0%	ETF
IAK iShares U.S. Insurance ETF	$7,114,288	$235,103 ▼	-3.2%	51,624	5.2%	ETF
XME SPDR S&P Metals & Mining ETF	$7,023,664	$58,174 ▲	0.8%	125,445	5.2%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$6,988,266	$420,083 ▼	-5.7%	197,912	5.1%	Finance
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	$6,389,358	$437,823 ▼	-6.4%	128,043	4.7%	ETF
ARB AltShares Merger Arbitrage ETF	$4,835,819	$298,610 ▲	6.6%	171,240	3.6%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$4,660,779	$4,660,779 ▲	New Holding	105,543	3.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,133,921	$1,336,039 ▼	-38.5%	52,353	1.6%	ETF
AAPL Apple	$1,771,329	$1,777 ▼	-0.1%	7,974	1.3%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$1,752,655	$1,752,655 ▲	New Holding	18,755	1.3%	ETF
FI Fiserv	$1,591,743		0.0%	7,208	1.2%	Business Services
BRK.B Berkshire Hathaway	$1,568,448	$533 ▼	0.0%	2,945	1.2%	Finance
AMZN Amazon.com	$1,521,319	$6,279 ▼	-0.4%	7,996	1.1%	Retail/Wholesale
BARRICK GOLD CORP	$877,619	$39 ▲	0.0%	45,145	0.6%	COM
CRBG Corebridge Financial	$818,231	$4,862 ▲	0.6%	25,918	0.6%	Finance
MOD Modine Manufacturing	$766,272	$4,221 ▲	0.6%	9,984	0.6%	Auto/Tires/Trucks
TBBK Bancorp	$732,310	$3,329 ▲	0.5%	13,859	0.5%	Finance
CPA Copa	$713,976	$2,774 ▲	0.4%	7,722	0.5%	Transportation
INTC Intel	$709,506	$12,513 ▼	-1.7%	31,242	0.5%	Computer and Technology
EG Everest Group	$679,064	$3,270 ▲	0.5%	1,869	0.5%	Finance
NMIH NMI	$678,785	$5,227 ▲	0.8%	18,829	0.5%	Finance
EVR Evercore	$635,509	$635,509 ▲	New Holding	3,182	0.5%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$632,255	$160,655 ▼	-20.3%	25,250	0.5%	ETF
FSLR First Solar	$597,508	$8,092 ▲	1.4%	4,726	0.4%	Energy
V Visa	$581,063		0.0%	1,658	0.4%	Business Services
ALV Autoliv	$564,842	$3,715 ▲	0.7%	6,386	0.4%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$247,773		0.0%	300	0.2%	Medical
NEE NextEra Energy	$223,233	$21,267 ▼	-8.7%	3,149	0.2%	Utilities
JPM JPMorgan Chase & Co.	$211,694		0.0%	863	0.2%	Finance
DCI Donaldson	$207,350		0.0%	3,092	0.2%	Industrials
RSP Invesco S&P 500 Equal Weight ETF	$0	$163,015 ▼	-100.0%	0	0.0%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$160,635 ▼	-100.0%	0	0.0%	Finance
PNC The PNC Financial Services Group	$0	$143,480 ▼	-100.0%	0	0.0%	Finance
IWF iShares Russell 1000 Growth ETF	$0	$140,553 ▼	-100.0%	0	0.0%	ETF
STBA S&T Bancorp	$0	$128,954 ▼	-100.0%	0	0.0%	Finance
PEP PepsiCo	$0	$108,115 ▼	-100.0%	0	0.0%	Consumer Staples
AMGN Amgen	$0	$99,304 ▼	-100.0%	0	0.0%	Medical
PG Procter & Gamble	$0	$97,507 ▼	-100.0%	0	0.0%	Consumer Staples
BK Bank of New York Mellon	$0	$79,596 ▼	-100.0%	0	0.0%	Finance
GOOGL Alphabet	$0	$71,934 ▼	-100.0%	0	0.0%	Computer and Technology
HII Huntington Ingalls Industries	$0	$68,880 ▼	-100.0%	0	0.0%	Aerospace
COP ConocoPhillips	$0	$68,328 ▼	-100.0%	0	0.0%	Energy
MSFT Microsoft	$0	$58,167 ▼	-100.0%	0	0.0%	Computer and Technology
GOOG Alphabet	$0	$53,323 ▼	-100.0%	0	0.0%	Computer and Technology
MA Mastercard	$0	$52,657 ▼	-100.0%	0	0.0%	Business Services
MO Altria Group	$0	$52,290 ▼	-100.0%	0	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$0	$48,783 ▼	-100.0%	0	0.0%	Medical
FINX Global X FinTech Thematic ETF	$0	$42,490 ▼	-100.0%	0	0.0%	Manufacturing
ENB Enbridge	$0	$42,430 ▼	-100.0%	0	0.0%	Energy
MET MetLife	$0	$40,940 ▼	-100.0%	0	0.0%	Finance
IHI iShares U.S. Medical Devices ETF	$0	$39,970 ▼	-100.0%	0	0.0%	ETF
PSX Phillips 66	$0	$39,876 ▼	-100.0%	0	0.0%	Energy
T AT&T	$0	$37,514 ▼	-100.0%	0	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$0	$37,512 ▼	-100.0%	0	0.0%	Finance
ROK Rockwell Automation	$0	$37,153 ▼	-100.0%	0	0.0%	Computer and Technology
CMCSA Comcast	$0	$34,490 ▼	-100.0%	0	0.0%	Consumer Discretionary
WHR Whirlpool	$0	$34,344 ▼	-100.0%	0	0.0%	Consumer Discretionary
CARR Carrier Global	$0	$34,130 ▼	-100.0%	0	0.0%	Computer and Technology
NVDA NVIDIA	$0	$33,573 ▼	-100.0%	0	0.0%	Computer and Technology
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF	$0	$32,734 ▼	-100.0%	0	0.0%	ETF
QSR Restaurant Brands International	$0	$32,590 ▼	-100.0%	0	0.0%	Retail/Wholesale
VZ Verizon Communications	$0	$31,192 ▼	-100.0%	0	0.0%	Computer and Technology
VTV Vanguard Value ETF	$0	$31,151 ▼	-100.0%	0	0.0%	ETF
GNRC Generac	$0	$31,010 ▼	-100.0%	0	0.0%	Industrials
MCD McDonald's	$0	$30,493 ▼	-100.0%	0	0.0%	Retail/Wholesale
KRE SPDR S&P Regional Banking ETF	$0	$29,652 ▼	-100.0%	0	0.0%	ETF
HD Home Depot	$0	$29,563 ▼	-100.0%	0	0.0%	Retail/Wholesale
VUG Vanguard Growth ETF	$0	$29,141 ▼	-100.0%	0	0.0%	ETF
RTX RTX	$0	$28,930 ▼	-100.0%	0	0.0%	Aerospace
HASI HA Sustainable Infrastructure Capital	$0	$26,830 ▼	-100.0%	0	0.0%	Finance
PPG PPG Industries	$0	$26,757 ▼	-100.0%	0	0.0%	Basic Materials
ORCL Oracle	$0	$26,162 ▼	-100.0%	0	0.0%	Computer and Technology
OMF OneMain	$0	$26,065 ▼	-100.0%	0	0.0%	Finance
UNH UnitedHealth Group	$0	$25,799 ▼	-100.0%	0	0.0%	Medical
AVGO Broadcom	$0	$23,184 ▼	-100.0%	0	0.0%	Computer and Technology
DDS Dillard's	$0	$22,882 ▼	-100.0%	0	0.0%	Retail/Wholesale
HAL Halliburton	$0	$22,840 ▼	-100.0%	0	0.0%	Energy
SLB Schlumberger	$0	$22,276 ▼	-100.0%	0	0.0%	Energy
APAM Artisan Partners Asset Management	$0	$21,525 ▼	-100.0%	0	0.0%	Finance
CSX CSX	$0	$21,298 ▼	-100.0%	0	0.0%	Transportation
FXL First Trust Technology AlphaDEX Fund	$0	$19,757 ▼	-100.0%	0	0.0%	ETF
XBI SPDR S&P Biotech ETF	$0	$19,633 ▼	-100.0%	0	0.0%	ETF
SPROTT PHYSICAL GOLD & SILVE	$0	$19,198 ▼	-100.0%	0	0.0%	TR UNIT
LIT Global X Lithium & Battery Tech ETF	$0	$18,093 ▼	-100.0%	0	0.0%	ETF
SPHB Invesco S&P 500 High Beta ETF	$0	$18,085 ▼	-100.0%	0	0.0%	ETF
QTEC First Trust NASDAQ 100 Technology Index Fund	$0	$17,698 ▼	-100.0%	0	0.0%	Manufacturing
YUM Yum! Brands	$0	$17,575 ▼	-100.0%	0	0.0%	Retail/Wholesale
CB Chubb	$0	$17,407 ▼	-100.0%	0	0.0%	Finance
VOT Vanguard Mid-Cap Growth ETF	$0	$16,748 ▼	-100.0%	0	0.0%	ETF
FDN First Trust Dow Jones Internet Index Fund	$0	$15,806 ▼	-100.0%	0	0.0%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$0	$15,716 ▼	-100.0%	0	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$0	$14,979 ▼	-100.0%	0	0.0%	ETF
SBLK Star Bulk Carriers	$0	$14,950 ▼	-100.0%	0	0.0%	Transportation

Showing largest 100 holdings. View all holdings.

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Legend Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Legend Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Legend Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Legend Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegend Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools