13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001781948
Total reported value
$176.0M
$176.0M
292 檔
34.0%
According to the latest 13F quarterly dataset, Legend Financial Advisors, Inc. managed an equity portfolio of $176.0M at the end of Q2 2024, spanning 292 distinct U.S. exchange-listed positions.
During Q2 2024, Legend Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.17% | +0.86% | +2.05% | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-Other | 9.04% | +1.99% | -5.88% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.80% | +0.20% | +1.48% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 8.78% | -2.39% | -3.18% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.65% | -0.15% | +4.58% | |
| 6 | COPX | Global X Copper Miners ETF | ETF-Other | 6.20% | -0.75% | -9.20% | |
| 7 | ✓ | Leuthold Core ETF | ETF-Other | 5.82% | — | -3.36% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 5.51% | +0.03% | +4.54% | |
| 9 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 4.87% | -0.79% | -0.31% | |
| 10 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.76% | — | +0.89% | |
| 11 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 4.47% | +0.07% | +0.73% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 4.03% | -1.40% | +4.88% | |
| 13 | ARB | Altshares Merger Arbitrage | ETF-Other | 3.08% | -0.36% | +5.57% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.58% | +0.11% | +3.52% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.07% | +4.40% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.01% | +0.38% | |
| 17 | FISV | Fiserv Inc | Stock-Other | 0.80% | -0.25% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.07% | +1.22% | |
| 19 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.74% | -0.13% | -0.33% | |
| 20 | INTC | Intel CORP | Stock-Tech | 0.72% | +1.37% | +90.73% | |
| 21 | FSLR | First Solar Inc | Stock-Tech | 0.72% | +0.11% | -0.49% | |
| 22 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.68% | — | +0.24% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | -0.01% | — | |
| 24 | NMIH | Nmi Holdings Inc | Stock-Financials | 0.52% | +0.10% | +0.72% | |
| 25 | APY1EUR | Championx CORP | Stock-Other | 0.51% | — | +1.61% | |
| 26 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 0.49% | — | +0.42% | |
| 27 | TBBK | Bancorp Inc/the | Stock-Other | 0.49% | +0.16% | +2.13% | |
| 28 | EG | Everest Group, Ltd. | Stock-Financials | 0.48% | — | +1.55% | |
| 29 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.47% | -0.01% | +1.52% | |
| 30 | HAL | Halliburton Co | Stock-Energy | 0.44% | — | +1.48% | |
| 31 | CPA | Copa Holdings, S.A. | Stock-Other | 0.43% | +0.12% | +1.57% | |
| 32 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.41% | — | +1.93% | |
| 33 | SLB | Slb LTD | Stock-Energy | 0.36% | — | +2.97% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | — | +1558.00% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.13% | NEW | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.21% | -0.06% | -0.60% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | — | -0.71% | |
| 38 | DCI | Donaldson Co Inc | Stock-Industrials | 0.16% | -0.01% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | -2.29% | |
| 40 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.13% | — | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | -8.90% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.11% | — | +11.20% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | +1256.34% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | -5.53% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | — | -1.86% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.09% | — | — | |
| 47 | STBA | S & T Bancorp Inc | Stock-Other | 0.09% | — | — | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.08% | — | +25.04% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.06% | — | — |
According to official SEC Form 13F filings, Legend Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $176.0M across 292 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SOXX, VO) accounted for 34.0% of total reported equity market value during Q2 2024.
During Q2 2024, Legend Financial Advisors, Inc.'s top holdings by market value included QQQ (9.2%)、SOXX (9.0%)、VO (8.8%). The largest single position, QQQ, represented 9.2% of total portfolio value.
In Q2 2024, Legend Financial Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.