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CIK: 0001781948
Total reported value
$176.0M
$176.0M
267 檔
34.5%
According to the latest 13F quarterly dataset, Legend Financial Advisors, Inc. managed an equity portfolio of $176.0M at the end of Q4 2024, spanning 267 distinct U.S. exchange-listed positions.
In Q4 2024, Legend Financial Advisors, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.61% | +0.20% | -0.96% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 9.41% | -2.39% | -3.15% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.37% | +0.86% | +0.26% | |
| 4 | SOXX | Ishares Semiconductor ETF | ETF-Other | 7.60% | +1.99% | -0.98% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.82% | -0.15% | +196.31% | |
| 6 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 6.04% | +0.03% | +0.15% | |
| 7 | ✓ | Leuthold Core ETF | ETF-Other | 5.84% | — | +1.18% | |
| 8 | COPX | Global X Copper Miners ETF | ETF-Other | 5.82% | -0.75% | +2.16% | |
| 9 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.16% | — | -3.07% | |
| 10 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 4.98% | -0.79% | +0.92% | |
| 11 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 4.76% | +0.07% | -1.36% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 4.75% | -1.40% | +0.55% | |
| 13 | ARB | Altshares Merger Arbitrage | ETF-Other | 3.12% | -0.36% | +2.04% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.70% | +0.11% | -2.10% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.07% | +0.90% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.01% | +3.23% | |
| 17 | FISV | Fiserv Inc | Stock-Other | 1.04% | -0.25% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.07% | +7.17% | |
| 19 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.81% | -0.13% | +2.89% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | -0.01% | +286.22% | |
| 21 | FSLR | First Solar Inc | Stock-Tech | 0.58% | +0.11% | +2.76% | |
| 22 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.54% | — | +3.83% | |
| 23 | TBBK | Bancorp Inc/the | Stock-Other | 0.51% | +0.16% | -0.67% | |
| 24 | ABX | Barrick Gold CORP | Stock-Financials | 0.49% | — | — | |
| 25 | NMIH | Nmi Holdings Inc | Stock-Financials | 0.48% | +0.10% | +6.30% | |
| 26 | CPA | Copa Holdings, S.A. | Stock-Other | 0.48% | +0.12% | +5.57% | |
| 27 | EG | Everest Group, Ltd. | Stock-Financials | 0.48% | — | +6.47% | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.45% | +1.37% | -1.84% | |
| 29 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.42% | -0.01% | +1.85% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | — | +1558.00% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.17% | -0.06% | -11.50% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.13% | NEW | |
| 33 | DCI | Donaldson Co Inc | Stock-Industrials | 0.15% | -0.01% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | +0.32% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.11% | — | — | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.10% | — | +25.04% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | — | -3.85% | |
| 39 | STBA | S & T Bancorp Inc | Stock-Other | 0.09% | — | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | — | -46.42% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | +476.24% | |
| 43 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.06% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | — | — | |
| 45 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.05% | — | -49.93% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.05% | — | -6.00% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +1.13% | NEW | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.04% | — | — | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +0.26% | Add |
| 2 | ABX | Barrick Gold CORP | +0.5% | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | +0.4% | +1558.00% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +3.23% | Add |
| 5 | VIOV | Vanguard S&p Small-cap 600 V | +0.2% | +0.15% | Add |
| 6 | DCI | Donaldson Co Inc | +0.2% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.1% | +0.90% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.1% | -0.96% | Trim |
| 9 | FISV | Fiserv Inc | +0.1% | -4.23% | Trim |
| 10 | ARB | Altshares Merger Arbitrage | +0.1% | +2.04% | Add |
| 11 | RSPD | Invesco S&p 500 Equal Weight | +0.1% | -3.07% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.17% | Add |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +476.24% | Add |
| 14 | MO | Altria Group Inc | 0% | NEW | New buy |
| 15 | CRBG | Corebridge Financial Inc | 0% | +3.83% | Add |
| 16 | ENB | Enbridge Inc | 0% | NEW | New buy |
| 17 | SCHG | Schwab US Large-cap Growth | 0% | +286.22% | Add |
| 18 | WHR | Whirlpool CORP | 0% | NEW | New buy |
| 19 | NVDA | Nvidia CORP | 0% | NEW | New buy |
| 20 | PNC | Pnc Financial Services Group | 0% | +25.04% | Add |
| 21 | HASI | Ha Sustainable Infrastructur | 0% | NEW | New buy |
| 22 | PPG | Ppg Industries Inc | 0% | NEW | New buy |
| 23 | OMF | Onemain Holdings Inc | 0% | NEW | New buy |
| 24 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 25 | DDS | Dillards Inc-cl A | 0% | NEW | New buy |
| 26 | CSX | Csx CORP | 0% | NEW | New buy |
| 27 | ✓ | Leuthold Core ETF | 0% | +1.18% | Add |
| 28 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 29 | SBLK | Star Bulk Carriers Corp. | 0% | NEW | New buy |
| 30 | TBBK | Bancorp Inc/the | — | -0.67% | Trim |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +196.31% | Add |
| 32 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 33 | NMIH | Nmi Holdings Inc | 0% | +6.30% | Add |
| 34 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 0% | EXIT | Sold out |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -2.10% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | EXIT | Sold out |
| 38 | IAK | Ishares U.s. Insurance ETF | -0.1% | -1.36% | Trim |
| 39 | NEE | Nextera Energy Inc | -0.1% | -11.50% | Trim |
| 40 | MOD | Modine Manufacturing Co | -0.1% | +2.89% | Add |
| 41 | INTC | Intel CORP | -0.1% | -1.84% | Trim |
| 42 | HII | Huntington Ingalls Industrie | -0.1% | -49.93% | Trim |
| 43 | PEP | Pepsico Inc | -0.1% | -46.42% | Trim |
| 44 | IAU | Ishares Gold Trust | -0.1% | -3.15% | Trim |
| 45 | FSLR | First Solar Inc | -0.2% | +2.76% | Add |
| 46 | SLB | Slb LTD | -0.3% | -94.64% | Trim |
| 47 | HAL | Halliburton Co | -0.4% | -95.42% | Trim |
| 48 | SOXX | Ishares Semiconductor ETF | -0.4% | -0.98% | Trim |
| 49 | XME | Ss Spdr S&p Metals Mining | -0.4% | +0.92% | Add |
| 50 | COPX | Global X Copper Miners ETF | -1.1% | +2.16% | Add |
According to official SEC Form 13F filings, Legend Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $176.0M across 267 disclosed positions in Q4 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 VO, IAU, QQQ) accounted for 34.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
ABX
市值: $699.7K
Top Position Liquidated / Trimmed
IEFA
前期市值: $58.9K
During Q4 2024, Legend Financial Advisors, Inc.'s top holdings by market value included VO (9.6%)、IAU (9.4%)、QQQ (9.4%). The largest single position, VO, represented 9.6% of total portfolio value.
In Q4 2024, Legend Financial Advisors, Inc. made 46 total portfolio adjustments, initiating 12 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 2 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.
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