LF
| |
Legend Financial Advisors, Inc.13F | |
| Legend Financial Advisors, Inc. | |
| Last update 2025-05-14 | 37 Stocks (4 new) |
| Value $136.00 Mil | Turnover 11 % |
Legend Financial Advisors, Inc... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 239,050 | 14,094.4 | -11.28% | 10.350 | -1.06% | 0.030 | +3.84% | +27.85% | 47,689.5 | ||
QQQ | INVESCO QQQ Trust | 26,033 | 12,207.2 | +0.27% | 8.970 | +0.02% | 0.000 | +21.96% | +8.41% | 355,935.0 | ||
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 55,146 | 10,376.8 | +10.26% | 7.620 | +0.71% | 0.100 | +42.91% | +14.24% | 13,969.9 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 385,869 | 9,110.4 | -5.52% | 6.690 | -0.38% | 0.050 | +12.87% | +5.19% | 18,861.9 | ||
VO | Vanguard Mid-Cap ETF | 32,894 | 8,507.1 | -36.23% | 6.250 | -3.48% | 0.010 | +15.85% | +6.85% | 79,383.2 | ||
LCR | Managed Leuthold Core ETF | 240,984 | 8,257.5 | -0.04% | 6.070 | 0% | 12.170 | +7.52% | +4.99% | 70.3 | ||
COPX | Global X Copper Miners ETF | 209,603 | 8,189.2 | -2.90% | 6.020 | -0.17% | 0.420 | +27.14% | +18.28% | 1,929.6 | ||
VIOV |
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
| 97,213 | 8,157.6 | +5.95% | 5.990 | +0.34% | 0.650 | +19.65% | -4.22% | 1,216.6 | ||
IAK | iShares U.S. Insurance ETF | 51,624 | 7,114.3 | -3.20% | 5.230 | -0.15% | 0.910 | -0.60% | +1.45% | 782.7 | ||
XME | SPDR Metals & Mining ETF | 125,445 | 7,023.7 | +0.84% | 5.160 | +0.04% | 0.500 | +35.93% | +28.86% | 2,058.7 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RCD |
Invesco S P 500 Equal Weight Consumer Discretionary ETF
Invesco S P 500 Equal Weight Consumer Discretionary ETF
| 2025-03-31 | Sold Out Sold Out | -5.16% | 23.38 ($24.62) 25.44 | $23.36 | -5.10% | Sold Out | 0 | -136,817 | |
RSPD |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
| 2025-03-31 | New Buy New Buy | +4.69% | 48.88 ($53.15) 55.84 | $55.37 | 4.18% | New holding | 128,043 | 128,043 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -3.48% | 251.87 ($268.43) 277.95 | $282.23 | 5.14% | Reduce -36.23% | 32,894 | -18,691 | |
IDMO |
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
| 2025-03-31 | New Buy New Buy | +3.42% | 40.34 ($43.36) 45.45 | $50.72 | 16.97% | New holding | 105,543 | 105,543 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | New Buy New Buy | +1.29% | 85.7 ($90.17) 93.96 | $89.13 | -1.15% | New holding | 18,755 | 18,755 | |
IAU | iShares Gold Trust | 2025-03-31 | Reduce Reduce | -1.06% | 49.74 ($54.09) 58.96 | $63.30 | 17.03% | Reduce -11.28% | 239,050 | -30,403 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-03-31 | Reduce Reduce | -1.04% | 40.03 ($44.05) 46.81 | $43.96 | -0.20% | Reduce -38.5% | 52,353 | -32,778 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-03-31 | Add Add | +0.71% | 188.17 ($213.52) 235.81 | $246.17 | 15.29% | Add 10.26% | 55,146 | 5,132 | |
EVR | Evercore Inc | 2025-03-31 | New Buy New Buy | +0.47% | 190.28 ($249.15) 291.27 | $291.53 | 17.01% | New holding | 3,182 | 3,182 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | Reduce Reduce | -0.38% | 23.03 ($24.17) 25.01 | $24.91 | 3.06% | Reduce -5.52% | 385,869 | -22,556 |
Legend Financial Advisors, Inc. Total Holding History ($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 2025-03-31
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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