S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature

Legend Financial Advisors, Inc. Top Holdings and 13F Report (2024)

About Legend Financial Advisors, Inc.

Investment Activity

  • Legend Financial Advisors, Inc. has $124.42 million in total holdings as of December 31, 2023.
  • Legend Financial Advisors, Inc. owns shares of 193 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 0.72% of the portfolio was purchased this quarter.
  • About 4.69% of the portfolio was sold this quarter.
  • This quarter, Legend Financial Advisors, Inc. has purchased 188 new stocks and bought additional shares in 35 stocks.
  • Legend Financial Advisors, Inc. sold shares of 26 stocks and completely divested from 16 stocks this quarter.

Largest New Holdings this Quarter

Oracle
$6,748 Holding
Boeing
$5,735 Holding
BUNGE GLOBAL SA
$4,543 Holding
LIBERTY GLOBAL LTD
$4,399 Holding
CVS Health
$3,948 Holding

Largest Purchases this Quarter

Global X Copper Miners ETF
5,247 shares (about $196.76K)
Vanguard Mid-Cap ETF
843 shares (about $196.12K)
Vanguard S&P Small-Cap 600 Value ETF
1,729 shares (about $153.02K)
SPDR S&P Metals & Mining ETF
711 shares (about $42.54K)

Largest Sales this Quarter

Invesco QQQ
814 shares (about $333.35K)
iShares Gold Trust
8,217 shares (about $320.71K)
Global X Lithium & Battery Tech ETF
4,130 shares (about $210.37K)
iShares Semiconductor ETF
342 shares (about $197.03K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegend Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$11,334,951$196,116 1.8%48,7239.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$11,282,789$320,709 -2.8%289,0809.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,088,630$333,351 -2.9%27,0778.9%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$10,463,263$197,029 -1.8%18,1628.4%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$8,094,399$61,630 -0.8%130,6816.5%ETF
LCR
Leuthold Core ETF
$7,987,229$89,918 -1.1%248,2736.4%ETF
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$7,679,526$196,763 2.6%204,7876.2%ETF
Vanguard S&P Small-Cap 600 Value ETF stock logo
VIOV
Vanguard S&P Small-Cap 600 Value ETF
$7,573,105$153,016 2.1%85,5726.1%ETF
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$6,827,548$42,539 0.6%114,1165.5%ETF
Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock logo
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
$6,426,925$15,311 0.2%135,1615.2%ETF
iShares U.S. Insurance ETF stock logo
IAK
iShares U.S. Insurance ETF
$5,588,139$173,315 -3.0%55,8124.5%ETF
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$4,906,389$78,011 1.6%161,4473.9%Finance
ARB
AltShares Merger Arbitrage ETF
$3,875,920$27,606 -0.7%144,8943.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,442,905$29,695 0.9%81,6242.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,659,665$1,348 -0.1%8,6201.3%Computer and Technology
Modine Manufacturing stock logo
MOD
Modine Manufacturing
$1,326,355$3,104 -0.2%22,2171.1%Auto/Tires/Trucks
Fiserv, Inc. stock logo
FI
Fiserv
$999,7540.0%7,5260.8%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$966,905$7,133 -0.7%2,7110.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$878,365$12,155 -1.4%5,7810.7%Retail/Wholesale
Ryanair Holdings plc stock logo
RYAAY
Ryanair
$795,492$10,002 -1.2%5,9650.6%Transportation
Corebridge Financial, Inc. stock logo
CRBG
Corebridge Financial
$724,397$498 0.1%33,4440.6%Financial Services
The Bancorp, Inc. stock logo
TBBK
Bancorp
$699,864$2,044 0.3%18,1500.6%Finance
Autoliv, Inc. stock logo
ALV
Autoliv
$686,374$2,094 0.3%6,2290.6%Auto/Tires/Trucks
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$680,200$71,596 -9.5%8,1990.5%ETF
Copa Holdings, S.A. stock logo
CPA
Copa
$656,996$4,890 0.7%6,1800.5%Transportation
Halliburton stock logo
HAL
Halliburton
$654,026$7,194 -1.1%18,0920.5%Oils/Energy
NMI Holdings, Inc. stock logo
NMIH
NMI
$629,483$1,959 0.3%21,2090.5%Finance
ChampionX Co. stock logo
CHX
ChampionX
$596,235$1,022 0.2%20,4120.5%Construction
Schlumberger Limited stock logo
SLB
Schlumberger
$547,669$6,973 -1.3%10,5240.4%Oils/Energy
Tapestry, Inc. stock logo
TPR
Tapestry
$495,021$6,515 1.3%13,4480.4%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$246,969$3,037 1.2%4,0660.2%Utilities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$204,022$11,075 -5.1%3500.2%Medical
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$189,2780.0%7290.2%Aerospace
S&T Bancorp, Inc. stock logo
STBA
S&T Bancorp
$173,5830.0%5,1940.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$168,059$2,041 1.2%9880.1%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$160,922$631 0.4%1,0200.1%ETF
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$158,5740.0%3,7900.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$146,1280.0%4820.1%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$142,462$77,425 -35.2%9200.1%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$131,9900.0%1,0000.1%Utilities
Amgen Inc. stock logo
AMGN
Amgen
$129,897$5,184 4.2%4510.1%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$129,358$15,794 13.9%3440.1%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$128,0280.0%7160.1%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$107,495$56 0.1%1,9060.1%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$99,5880.0%8580.1%Oils/Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$88,3620.0%1850.1%ETF
Phillips 66 stock logo
PSX
Phillips 66
$80,0170.0%6010.1%Oils/Energy
UDR, Inc. stock logo
UDR
UDR
$76,5800.0%2,0000.1%Finance
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$76,3200.0%6000.1%Transportation
Invesco S&P 500 Equal Weight Consumer Staples ETF stock logo
RSPS
Invesco S&P 500 Equal Weight Consumer Staples ETF
$68,2890.0%2,1750.1%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$66,7530.0%2150.1%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$64,810$9,647 17.5%1,4780.1%Consumer Discretionary
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$53,9240.0%1,0360.0%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$53,082$8,381 -13.6%3800.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$48,962$10,529 27.4%930.0%Medical
RTX Co. stock logo
RTX
RTX
$47,2870.0%5620.0%Aerospace
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$45,3840.0%950.0%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$44,5580.0%2220.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$42,6510.0%1000.0%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$42,4570.0%1430.0%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$39,6510.0%2060.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$39,4600.0%2800.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$39,160$6,584 20.2%1130.0%Retail/Wholesale
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$39,0650.0%5000.0%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$38,7030.0%2,3070.0%Computer and Technology
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$37,8050.0%4030.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$33,542$4,075 13.8%2140.0%Medical
MetLife, Inc. stock logo
MET
MetLife
$33,0650.0%5000.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$32,7040.0%1180.0%ETF
Accenture plc stock logo
ACN
Accenture
$31,9330.0%910.0%Business Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$30,9340.0%1390.0%Retail/Wholesale
Carrier Global Co. stock logo
CARR
Carrier Global
$28,7250.0%5000.0%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$28,387$3,494 14.0%2600.0%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$27,3950.0%2300.0%Business Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$26,1630.0%1750.0%ETF
Visa Inc. stock logo
V
Visa
$26,0350.0%1000.0%Business Services
Valero Energy Co. stock logo
VLO
Valero Energy
$26,0000.0%2000.0%Oils/Energy
Generac Holdings Inc. stock logo
GNRC
Generac
$25,848$9,693 60.0%2000.0%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$25,8130.0%2660.0%Utilities
Global X FinTech Thematic ETF stock logo
FINX
Global X FinTech Thematic ETF
$25,5700.0%1,0000.0%Manufacturing
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$25,3120.0%4690.0%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$25,1480.0%1720.0%Consumer Staples
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$23,5270.0%4410.0%ETF
Chubb Limited stock logo
CB
Chubb
$23,504$5,876 33.3%1040.0%Finance
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
$22,0900.0%5000.0%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$22,0720.0%710.0%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$21,8420.0%1100.0%Computer and Technology
Linde plc stock logo
LIN
Linde
$20,5360.0%500.0%Basic Materials
General Dynamics Co. stock logo
GD
General Dynamics
$19,995$4,674 30.5%770.0%Aerospace
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$19,6460.0%750.0%Industrial Products
Aflac Incorporated stock logo
AFL
Aflac
$18,7280.0%2270.0%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$17,676$1,813 11.4%390.0%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$17,2810.0%1570.0%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$17,2400.0%740.0%Business Services
BlackRock, Inc. stock logo
BLK
BlackRock
$17,0480.0%210.0%Finance
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$17,0330.0%1330.0%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$16,5350.0%970.0%Computer and Technology
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$16,4940.0%940.0%Manufacturing
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$16,093$2,926 22.2%660.0%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$15,965$3,397 27.0%940.0%Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: