LF

Legend Financial Advisors, Inc.

13F
Legend Financial Advisors, Inc.
Last update 2024-10-18 157 Stocks (3 new)
Value $145.00 Mil Turnover 7 %
Countries:
Top Holdings: IAU(9.55%)VO(9.49%)QQQ(8.73%)SOXX(8.04%)COPX(6.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Legend Financial Advisors, Inc... Top Holdings of 2024-09-30 View Full List
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
278,215
13827.270
-1.21%
9.550
-0.11%
0.040
+14.86%
+32.67%
33502.272
 
VO 		Vanguard Mid-Cap ETF
52,086
13741.900
+1.65%
9.490
+0.15%
0.020
+7.07%
+14.64%
66795.715
 
QQQ 		INVESCO QQQ Trust
25,896
12638.900
-4.00%
8.730
-0.37%
0.000
+7.00%
+20.97%
298800.510
 
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund
50,508
11646.640
-2.18%
8.040
-0.20%
0.080
+0.15%
+19.63%
14632.860
 
COPX 		Global X Copper Miners ETF
211,307
9988.480
+9.13%
6.900
+0.58%
0.370
+6.11%
+20.48%
2611.156
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
413,508
9891.130
+195.65%
6.830
+4.52%
0.020
+4.49%
+16.13%
17248.814
 
VIOV 		Vanguard S&P Small-Cap 600 Value ETF
91,621
8471.240
-1.22%
5.850
-0.07%
0.600
-0.88%
+4.42%
1423.569
 
LCR 		Leuthold Core ETF
238,260
8441.530
-2.15%
5.830
-0.13%
9.160
+2.95%
+9.54%
88.100
 
XME 		SPDR Metals & Mining ETF
123,266
7854.530
+6.44%
5.420
+0.33%
0.440
+4.72%
+9.71%
1893.729
 
RCD 		RCD
141,153
7355.480
+1.06%
5.080
+0.05%
-
+10.13%
+9.09%
0.000
 

Legend Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Legend Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+4.52%
●
21.51 ($22.73) 23.92
$23.98
5.50%
Add 195.65%
413,508
91,214
DJP 		Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - 06738C7782024-09-30Add
+0.70%
●
29.57 ($30.97) 32.75
$31.69
2.32%
Add 17.67%
208,667
31,335
COPX 		Global X Copper Miners ETF2024-09-30Add
+0.58%
●
38.58 ($43.14) 48.4
$45.18
4.73%
Add 9.13%
211,307
17,687
CHX 		ChampionX Corp2024-09-30Reduce
-0.50%
●
28.19 ($31.58) 35.09
$29.08
-7.92%
Reduce -97.45%
547
-20,925
RYAAY 		Ryanair Holdings PLC2024-09-30Sold Out
-0.49%
●
38.01 ($43.45) 48.58
$45.43
4.56%
Sold Out
0
-14,848
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.44%
●
23.06 ($25.06) 26.31
$26.61
6.19%
Add 300%
32,796
6,149
TPR 		Tapestry Inc2024-09-30Sold Out
-0.41%
●
36.29 ($41.25) 47.94
$50.47
22.35%
Sold Out
0
-13,570
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.37%
●
434.16 ($472.63) 502.25
$495.40
4.82%
Reduce -4%
25,896
-1,079
XME 		SPDR Metals & Mining ETF2024-09-30Add
+0.33%
●
54.1 ($59.79) 65.11
$65.64
9.78%
Add 6.44%
123,266
7,462
V 		Visa Inc2024-09-30Reduce
-0.29%
●
253.74 ($270.36) 291.56
$284.19
5.12%
Reduce -93.97%
100
-1,558

Legend Financial Advisors, Inc. Total Holding History ($B)

To

Legend Financial Advisors, Inc.'s Asset Allocation

To

Legend Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legend Financial Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Legend Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legend Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Legend Financial Advisors, Inc.'s Holdings Bubble Chart

Legend Financial Advisors, Inc. News

  • 1

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