Legend Financial Advisors, Inc.
Q4 2024 13F Holdings
- Locationpittsburgh, PA
- Num holdings
267
- Value ($000)
$141,726
- Date Filed01/07/2025
- Form type13F-HR
- CIK0001781948
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.63 M | 10 % | 51,585 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $13.34 M | 9 % | 269,453 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.27 M | 9 % | 25,964 | ||
SOXX ISHARES TR | ISHARES SEMICDTR | 464287523 | $10.78 M | 8 % | 50,014 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $9.67 M | 7 % | 408,425 | ||
VIOV VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | $8.56 M | 6 % | 91,757 | ||
LCR LEUTHOLD FDS INC | CORE ETF | 527289789 | $8.28 M | 6 % | 241,083 | ||
COPX GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | $8.24 M | 6 % | 215,868 | ||
RSPD INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 46137V381 | $7.31 M | 5 % | 136,817 | ||
KRE SPDR SER TR | S&P METALS MNG | 78464A755 | $7.06 M | 5 % | 124,406 |
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