Legend Financial Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    267

  • Value ($000)

    $141,726

  • Date Filed
    01/07/2025
  • Form type
    13F-HR
  • CIK
    0001781948
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$13.63 M
10 %

51,585

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$13.34 M
9 %

269,453

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$13.27 M
9 %

25,964

SOXX
SOXX

ISHARES TR

ISHARES SEMICDTR
$10.78 M
8 %

50,014

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$9.67 M
7 %

408,425

VIOV
VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
$8.56 M
6 %

91,757

LCR
LCR

LEUTHOLD FDS INC

CORE ETF
$8.28 M
6 %

241,083

COPX
COPX

GLOBAL X FDS

GLOBAL X COPPER
$8.24 M
6 %

215,868

RSPD
RSPD

INVESCO EXCHANGE TRADED FD T

S&P500 EQL DIS
$7.31 M
5 %

136,817

KRE
KRE

SPDR SER TR

S&P METALS MNG
$7.06 M
5 %

124,406

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