Legend Financial Advisors, Inc. Portfolio Holdings
Q3 2025•39 long positions•$163.1M portfolio value
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Holding170 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $15.9M 9.73% | -$74.2K Sold | — 218.0K shares | 219.1K → 218.0K −$74.2K | -0.47% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $14.8M 9.07% | -$507.3K Sold | — 24.6K shares | 25.5K → 24.6K −$507.3K | -3.32% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $14.1M 8.65% | -$1.1M Sold | — 52.0K shares | 56.0K → 52.0K −$1.1M | -7.15% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.9M 7.27% | -$524.4K Sold | — 198.2K shares | 207.0K → 198.2K −$524.4K | -4.24% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $10.1M 6.17% | -$1.4M Sold | — 108.0K shares | 123.2K → 108.0K −$1.4M | -12.35% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $10.1M 6.16% | -$4.3K Sold | — 382.4K shares | 382.5K → 382.4K −$4.3K | -0.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.7M 5.94% | +$117.0K Bought | — 255.2K shares | 252.1K → 255.2K +$117.0K | +1.22% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $9.2M 5.64% | +$22.9K Bought | — 96.6K shares | 96.4K → 96.6K +$22.9K | +0.25% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $8.6M 5.29% | +$31.7K Bought | — 29.4K shares | 29.3K → 29.4K +$31.7K | +0.37% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.4M 4.52% | -$43.3K Sold | — 127.8K shares | 128.5K → 127.8K −$43.3K | -0.58% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $7.2M 4.4% | +$209.3K Bought | — 202.5K shares | 196.6K → 202.5K +$209.3K | +3.0% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.0M 4.28% | +$155.1K Bought | — 52.0K shares | 50.9K → 52.0K +$155.1K | +2.27% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.4M 3.92% | +$49.1K Bought | — 118.4K shares | 117.5K → 118.4K +$49.1K | +0.77% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $5.1M 3.11% | +$16.0K Bought | — 175.0K shares | 174.4K → 175.0K +$16.0K | +0.32% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $2.8M 1.74% | -$8.9K Sold | 0.0% 11.2K shares | 11.2K → 11.2K −$8.9K | -0.31% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.1M 1.29% | +$42.9K Bought | — 45.4K shares | 44.4K → 45.4K +$42.9K | +2.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 1.14% | +$119.2K Bought | — 20.8K shares | 19.5K → 20.8K +$119.2K | +6.86% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.8M 1.12% | +$38.2K Bought | 0.0% 8.3K shares | 8.1K → 8.3K +$38.2K | +2.14% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Insurance - Diversified Financial Services | $1.6M 0.973% | +$106.6K Bought | 0.0% 3.2K shares | 2.9K → 3.2K +$106.6K | +7.2% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Industrial - Machinery Industrials | $1.5M 0.907% | +$13.1K Bought | 0.003% 45.1K shares | 44.7K → 45.1K +$13.1K | +0.89% | $55.9B Large Cap | Q1 2025 Held for 8 months | |
Auto - Parts Consumer Cyclical | $1.4M 0.844% | +$5.3K Bought | 0.018% 9.7K shares | 9.6K → 9.7K +$5.3K | +0.38% | $7.5B Mid Cap | Q4 2022 Held for 2y 11m | |
Silver Basic Materials | $1.2M 0.753% | +$24.4K Bought | 0.008% 31.7K shares | 31.1K → 31.7K +$24.4K | +2.02% | $16.3B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $1.1M 0.671% | +$13.5K Bought | 0.008% 3.2K shares | 3.2K → 3.2K +$13.5K | +1.25% | $13.0B Large Cap | Q1 2025 Held for 8 months | |
Solar Energy | $1.1M 0.669% | +$42.1K Bought | 0.005% 4.9K shares | 4.8K → 4.9K +$42.1K | +4.02% | $23.7B Large Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $1.0M 0.628% | -$10.8K Sold | 0.03% 13.7K shares | 13.8K → 13.7K −$10.8K | -1.04% | $3.4B Mid Cap | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $987.4K 0.605% | -$41.2K Sold | 0.001% 29.4K shares | 30.7K → 29.4K −$41.2K | -4.0% | $159.60B Large Cap | Q3 2022 Held for 3y 2m | |
Airlines, Airports & Air Services Industrials | $941.1K 0.577% | +$21.3K Bought | 0.019% 7.9K shares | 7.7K → 7.9K +$21.3K | +2.31% | $4.9B Mid Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $882.4K 0.541% | -$46.9K Sold | 0.001% 6.8K shares | 7.2K → 6.8K −$46.9K | -5.05% | $70.1B Large Cap | Q2 2023 Held for 2y 5m | |
Asset Management Financial Services | $819.1K 0.502% | +$21.0K Bought | 0.005% 25.6K shares | 24.9K → 25.6K +$21.0K | +2.63% | $17.3B Large Cap | Q3 2023 Held for 2y 2m | |
Auto - Parts Consumer Cyclical | $803.2K 0.492% | +$15.4K Bought | 0.008% 6.5K shares | 6.4K → 6.5K +$15.4K | +1.96% | $9.5B Mid Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $783.8K 0.481% | — | — 24.6K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Insurance - Specialty Financial Services | $717.0K 0.44% | +$26.7K Bought | 0.024% 18.7K shares | 18.0K → 18.7K +$26.7K | +3.87% | $3.0B Mid Cap | Q3 2022 Held for 3y 2m | |
Insurance - Reinsurance Financial Services | $668.9K 0.41% | +$5.3K Bought | 0.005% 1.9K shares | 1.9K → 1.9K +$5.3K | +0.79% | $14.7B Large Cap | Q1 2024 Held for 1y 8m | |
Packaged Foods Consumer Defensive | $548.2K 0.336% | +$17.9K Bought | 0.028% 41.7K shares | 40.3K → 41.7K +$17.9K | +3.38% | $2.0B Small Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $272.2K 0.167% | — | 0.0% 863.0 shares | — | — | $867.35B Mega Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $261.6K 0.16% | +$261.6K New | 0.001% 500.0 shares | 0 → 500.0 +$261.6K | New | $22.6B Large Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $237.7K 0.146% | — | 0.0% 3.1K shares | — | — | $155.46B Large Cap | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $228.9K 0.14% | — | 0.0% 300.0 shares | — | — | $684.00B Mega Cap | Q2 2022 Held for 3y 5m | |
Software - Application Technology | $206.8K 0.127% | — | 0.0% 859.0 shares | — | — | $64.3B Large Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | - — | -$55.2K Sold | — - shares | 1.3K → 0 −$55.2K | Sold | $179.74B Large Cap | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | - — | -$6.7K Sold | — - shares | 42.0 → 0 −$6.7K | Sold | $170.97B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - Specialty & Generic Healthcare | - — | -$68.0 Sold | — - shares | 7.0 → 0 −$68.0 | Sold | $597.3M Small Cap | Q3 2022 Held for 3y 2m | |
Software - Infrastructure Technology | - — | -$34.3K Sold | — - shares | 157.0 → 0 −$34.3K | Sold | $604.66B Mega Cap | Q3 2022 Held for 3y 2m | |
Banks - Diversified Financial Services | - — | -$558.0 Sold | — - shares | 12.0 → 0 −$558.0 | Sold | $351.44B Mega Cap | Q3 2022 Held for 3y 2m | |
Aerospace & Defense Industrials | - — | -$4.6K Sold | — - shares | 10.0 → 0 −$4.6K | Sold | $107.82B Large Cap | Q3 2022 Held for 3y 2m | |
Restaurants Consumer Cyclical | - — | -$33.1K Sold | — - shares | 500.0 → 0 −$33.1K | Sold | $21.5B Large Cap | Q3 2022 Held for 3y 2m | |
Aerospace & Defense Industrials | - — | -$11.3K Sold | — - shares | 54.0 → 0 −$11.3K | Sold | $151.51B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | - — | -$2.9K Sold | — - shares | 1.2K → 0 −$2.9K | Sold | — — | Q3 2022 Held for 3y 2m | |
REIT - Specialty Real Estate | - — | -$2.2K Sold | — - shares | 10.0 → 0 −$2.2K | Sold | $104.82B Large Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | - — | -$14.2K Sold | — - shares | 130.0 → 0 −$14.2K | Sold | — — | Q3 2022 Held for 3y 2m |
