LF
| |
Legend Financial Advisors, Inc.13F | |
| Legend Financial Advisors, Inc. | |
| Last update 2025-07-16 | 171 Stocks (135 new) |
| Value $151.00 Mil | Turnover 5 % |
Legend Financial Advisors, Inc... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 25,480 | 14,055.5 | -2.12% | 9.340 | -0.19% | 0.000 | +19.91% | +11.00% | 360,878.4 | ||
IAU | iShares Gold Trust | 219,061 | 13,660.6 | -8.36% | 9.080 | -0.87% | 0.030 | +0.93% | +27.09% | 47,955.9 | ||
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 56,025 | 13,373.1 | +1.59% | 8.880 | +0.14% | 0.100 | +30.53% | +12.09% | 13,665.6 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 382,532 | 9,387.3 | -0.86% | 6.240 | -0.06% | 0.050 | +11.21% | +6.71% | 19,007.9 | ||
COPX | Global X Copper Miners ETF | 206,983 | 9,314.2 | -1.25% | 6.190 | -0.08% | 0.460 | +15.89% | +18.96% | 2,036.5 | ||
LCR | Managed Leuthold Core ETF | 252,081 | 9,118.6 | +4.60% | 6.060 | +0.27% | 13.410 | +6.94% | +6.03% | 68.3 | ||
XME | SPDR Metals & Mining ETF | 123,205 | 8,281.9 | -1.79% | 5.500 | -0.09% | 0.430 | +36.92% | +36.58% | 2,327.0 | ||
VIOV |
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
| 96,376 | 8,246.9 | -0.86% | 5.480 | -0.05% | 0.710 | +13.56% | -4.14% | 1,226.7 | ||
VO | Vanguard Mid-Cap ETF | 29,282 | 8,194.1 | -10.98% | 5.440 | -0.69% | 0.010 | +14.13% | +10.13% | 80,901.1 | ||
IAK | iShares U.S. Insurance ETF | 50,879 | 6,841.1 | -1.44% | 4.550 | -0.08% | 0.850 | +0.03% | +3.00% | 749.3 |
Legend Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
Legend Financial Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -0.87% | 56.1 ($61.92) 64.74 | $62.92 | 1.61% | Reduce -8.36% | 219,061 | -19,989 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.69% | 228.54 ($262.5) 279.83 | $288.48 | 9.90% | Reduce -10.98% | 29,282 | -3,612 | |
PAAS | Pan American Silver Corp | 2025-06-30 | New Buy New Buy | +0.59% | 21.49 ($25.88) 29.35 | $28.90 | 11.66% | New holding | 31,091 | 31,091 | |
NOMD | Nomad Foods Ltd | 2025-06-30 | New Buy New Buy | +0.46% | 16.89 ($18.37) 20.13 | $17.89 | -2.61% | New holding | 40,327 | 40,327 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.44% | 172.42 ($202.27) 223.89 | $214.99 | 6.29% | Add 40.59% | 11,211 | 3,237 | |
IDMO |
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
| 2025-06-30 | Add Add | +0.41% | 39.69 ($47.55) 51.24 | $51.63 | 8.57% | Add 11.31% | 117,485 | 11,942 | |
V | Visa Inc | 2025-06-30 | Reduce Reduce | -0.35% | 308.27 ($348.58) 373.31 | $356.02 | 2.14% | Reduce -81.85% | 301 | -1,357 | |
LCR | Managed Leuthold Core ETF | 2025-06-30 | Add Add | +0.27% | 32.55 ($34.63) 36.17 | $36.41 | 5.15% | Add 4.6% | 252,081 | 11,097 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-06-30 | Reduce Reduce | -0.24% | 35.35 ($40.33) 42.68 | $43.65 | 8.23% | Reduce -15.13% | 44,433 | -7,920 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -0.19% | 416.06 ($496.89) 551.64 | $566.00 | 13.91% | Reduce -2.12% | 25,480 | -553 |
Legend Financial Advisors, Inc. Total Holding History ($B)
Legend Financial Advisors, Inc.'s Asset Allocation
Legend Financial Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Legend Financial Advisors, Inc.'s Hypothetical Growth since 2025-06-30
Legend Financial Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legend Financial Advisors, Inc.'s Holdings Heat Map
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Legend Financial Advisors, Inc.'s Holdings Bubble Chart
Legend Financial Advisors, Inc. News
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