Legend Financial Advisors, Inc.

13F filer, CIK 1781948, PITTSBURGH, PA

Legend Financial Advisors, Inc. reported $144,857,897 across 157 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-18. Its ten largest share positions make up 71.7% of the portfolio.

Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001781948-24-000005

Period: 2024-09-30
Reported value: $145M
Holdings: 157
Top 10 weight: 71.7%
New: 3
Sold out: 138

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DJPadded	+31,335	$1.01M
COPXadded	+17,687	$836K
XMEadded	+7,462	$475K
AMZNadded	+1,412	$263K
VOadded	+844	$223K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
RYAAYexited	-5,939	-$692K
CHAMPIONX CORPORATIONreduced	-20,925	-$631K
TPRexited	-13,570	-$581K
QQQreduced	-1,079	-$527K
Vreduced	-1,558	-$428K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001781948-24-000005, largest first. % of portfolio is the value over $144,857,897, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IAUISHARES GOLD TR	278,215	$13.8M	9.55%	-3,400	Timeline
VOVANGUARD INDEX FDS	52,086	$13.7M	9.49%	+844	Timeline
QQQINVESCO QQQ TR	25,896	$12.6M	8.73%	-1,079	Timeline
SOXXISHARES TR	50,508	$11.6M	8.04%	-1,124	Timeline
COPXGLOBAL X FDS	211,307	$9.99M	6.9%	+17,687	Timeline
FNDXSCHWAB STRATEGIC TR	137,836	$9.89M	6.83%	-2,030	Timeline
VIOVVANGUARD ADMIRAL FDS INC	91,621	$8.47M	5.85%	-1,127	Timeline
Leuthold Core ETFLeuthold Core ETF	238,260	$8.44M	5.83%	-5,239
XMESPDR SERIES TRUST	123,266	$7.85M	5.42%	+7,462	Timeline
RSPDINVESCO EXCHANGE TRADED FD T	141,153	$7.36M	5.08%	+1,481	Timeline
IAKISHARES TR	54,064	$6.98M	4.82%	-1,677	Timeline
DJPBARCLAYS BANK PLC	208,667	$6.73M	4.64%	+31,335	Timeline
ARBALTSHARES TRUST	157,452	$4.36M	3.01%	-3,691	Timeline
SPSMSPDR SERIES TRUST	86,960	$3.96M	2.73%	-427	Timeline
AAPLAPPLE INC	7,911	$1.84M	1.27%	-1,006	Timeline
AMZNAMAZON COM INC	7,778	$1.45M	1%	+1,412	Timeline
FISVFISERV INC	7,526	$1.35M	0.93%	0	Timeline
MODMODINE MFG CO	9,650	$1.28M	0.88%	-776	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,749	$1.27M	0.87%	+13	Timeline
FSLRFIRST SOLAR INC	4,537	$1.13M	0.78%	+64	Timeline
SCHGSCHWAB STRATEGIC TR	8,199	$854K	0.59%	0	Timeline
INTCINTEL CORP	32,388	$760K	0.52%	-339	Timeline
TBBKBANCORP INC DEL	13,889	$743K	0.51%	-4,311	Timeline
NMIHNMI HLDGS INC	17,576	$724K	0.5%	-4,011	Timeline
CRBGCOREBRIDGE FINL INC	24,813	$724K	0.5%	-8,153	Timeline
EGEVEREST GROUP LTD	1,747	$685K	0.47%	-18	Timeline
CPACOPA HOLDINGS SA	7,286	$684K	0.47%	+943	Timeline
ALVAUTOLIV INC	6,229	$582K	0.4%	+9	Timeline
HALHALLIBURTON CO	18,360	$533K	0.37%	0	Timeline
SLBSLB LIMITED	10,837	$455K	0.31%	0	Timeline
NEENEXTERA ENERGY INC	3,897	$329K	0.23%	-244	Timeline
LLYELI LILLY & CO	300	$266K	0.18%	-50	Timeline
PEPPEPSICO INC	1,327	$226K	0.16%	-74	Timeline
HIIHUNTINGTON INGALLS INDS INC	729	$193K	0.13%	0	Timeline
JPMJPMORGAN CHASE & CO	863	$182K	0.13%	-120	Timeline
RSPINVESCO EXCHANGE TRADED FD T	927	$166K	0.11%	-56	Timeline
XLYSELECT SECTOR SPDR TR	716	$143K	0.1%	0	Timeline
STBAS & T BANCORP INC	3,374	$142K	0.1%	-447	Timeline
IWFISHARES TR	364	$137K	0.09%	-63	Timeline
AMGNAMGEN INC	381	$123K	0.08%	-94	Timeline
PNCPNC FINL SVCS GROUP INC	595	$110K	0.08%	-149	Timeline
COPCONOCOPHILLIPS	733	$77.2K	0.05%	0	Timeline
BNYBANK OF NY MELLON CORP	1,036	$74.4K	0.05%	0	Timeline
GOOGLALPHABET INC	380	$63K	0.04%	0	Timeline
MSFTMICROSOFT CORP	138	$59.4K	0.04%	-251	Timeline
IEFAISHARES TR	755	$58.9K	0.04%	new	Timeline
MAMASTERCARD INCORPORATED	100	$49.4K	0.03%	0	Timeline
GOOGALPHABET INC	280	$46.8K	0.03%	0	Timeline
PSXPHILLIPS 66	350	$46K	0.03%	-49	Timeline
METMETLIFE INC	500	$41.2K	0.03%	0	Timeline
ROKROCKWELL AUTOMATION INC	150	$40.3K	0.03%	-37	Timeline
CARRCARRIER GLOBAL CORPORATION	500	$40.2K	0.03%	0	Timeline
CMCSACOMCAST CORP NEW	919	$38.4K	0.03%	-444	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	66	$37.8K	0.03%	-24	Timeline
TAT&T INC	1,648	$36.2K	0.03%	0	Timeline
QSRRESTAURANT BRANDS INTL INC	500	$36.1K	0.02%	0	Timeline
IHIISHARES TR	600	$35.5K	0.02%	-85	Timeline
MRKMERCK & CO INC	310	$35.2K	0.02%	-180	Timeline
RSPSINVESCO EXCHANGE TRADED FD T	1,088	$35.2K	0.02%	0	Timeline
MCDMCDONALDS CORP	105	$32K	0.02%	-42	Timeline
GNRCGENERAC HLDGS INC	200	$31.8K	0.02%	0	Timeline
HDHOME DEPOT INC	76	$30.8K	0.02%	-67	Timeline
VTVVANGUARD INDEX FDS	175	$30.6K	0.02%	-9	Timeline
RTXRTX CORPORATION	250	$30.3K	0.02%	-62	Timeline
UNHUNITEDHEALTH GROUP INC	51	$29.8K	0.02%	-73	Timeline
FINXGLOBAL X FDS	1,000	$28K	0.02%	-361	Timeline
VVISA INC	100	$27.5K	0.02%	-1,558	Timeline
VUGVANGUARD INDEX FDS	71	$27.3K	0.02%	-80	Timeline
ORCLORACLE CORP	157	$26.8K	0.02%	0	Timeline
NVONOVO-NORDISK A S	200	$23.8K	0.02%	0	Timeline
KRESPDR SERIES TRUST	420	$23.8K	0.02%	-71	Timeline
APAMARTISAN PARTNERS ASSET MGMT	500	$21.7K	0.01%	0	Timeline
VZVERIZON COMMUNICATIONS INC	460	$20.7K	0.01%	0	Timeline
CEFSPROTT ASSET MANAGEMENT LP	808	$19.8K	0.01%	-12	Timeline
FXLFIRST TR EXCHANGE-TRADED FD	133	$18.4K	0.01%	0	Timeline
YUMYUM BRANDS INC	131	$18.3K	0.01%	0	Timeline
SPHBINVESCO EXCH TRADED FD TR II	204	$18.2K	0.01%	0	Timeline
CBCHUBB LIMITED	63	$18.2K	0.01%	-78	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	94	$18K	0.01%	0	Timeline
PGPROCTER & GAMBLE CO	101	$17.4K	0.01%	-862	Timeline
AVGOBROADCOM INC	100	$17.2K	0.01%	+83	Timeline
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION	547	$16.5K	0.01%	-20,925
VOTVANGUARD INDEX FDS	66	$16.1K	0.01%	0	Timeline
MPCMARATHON PETE CORP	98	$16K	0.01%	0	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	420	$15.8K	0.01%	0	Timeline
XBISPDR SERIES TRUST	157	$15.5K	0.01%	-55	Timeline
IJRISHARES TR	130	$15.2K	0.01%	0	Timeline
SCHXSCHWAB STRATEGIC TR	204	$13.8K	0.01%	0	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	65	$13.8K	0.01%	0	Timeline
DOWDOW HLDGS INC	250	$13.7K	0.01%	0	Timeline
GDGENERAL DYNAMICS CORP	45	$13.6K	0.01%	-59	Timeline
MGKVANGUARD WORLD FD	40	$12.9K	0.01%	0	Timeline
ACNACCENTURE PLC IRELAND	34	$12K	0.01%	-57	Timeline
DLBDOLBY LABORATORIES INC	150	$11.5K	0.01%	0	Timeline
EMNEASTMAN CHEM CO	100	$11.2K	0.01%	0	Timeline
STZCONSTELLATION BRANDS INC	43	$11.1K	0.01%	0	Timeline
JNJJOHNSON & JOHNSON	63	$10.2K	0.01%	-107	Timeline
PAPRINNOVATOR ETFS TRUST	283	$10.2K	0.01%	0	Timeline
UNPUNION PAC CORP	41	$10.1K	0.01%	0	Timeline
GSGOLDMAN SACHS GROUP INC	20	$9.9K	0.01%	0	Timeline
NXPINXP SEMICONDUCTORS N V	41	$9.84K	0.01%	0	Timeline
AGGISHARES TR	97	$9.82K	0.01%	new	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	125	$9.65K	0.01%	0	Timeline
TRVTRAVELERS COMPANIES INC	41	$9.6K	0.01%	-4	Timeline
LITGLOBAL X FDS	216	$9.4K	0.01%	-228	Timeline
MSMORGAN STANLEY	87	$9.07K	0.01%	0	Timeline
MSOSADVISORSHARES TR	1,199	$8.6K	0.01%	0	Timeline
CLCOLGATE PALMOLIVE CO	82	$8.51K	0.01%	-91	Timeline
UAPRINNOVATOR ETFS TRUST	274	$8.28K	0.01%	-60	Timeline
BABOEING CO	54	$8.21K	0.01%	0	Timeline
DLNWISDOMTREE TR	104	$8.17K	0.01%	0	Timeline
CVSCVS HEALTH CORP	125	$7.86K	0.01%	0	Timeline
ERTHINVESCO EXCHANGE TRADED FD T	166	$7.49K	0.01%	0	Timeline
BDXBECTON DICKINSON & CO	31	$7.47K	0.01%	-54	Timeline
NKENIKE INC	82	$7.25K	0.01%	-91	Timeline
QCOMQUALCOMM INC	42	$7.14K	<0.01%	0	Timeline
CITHE CIGNA GROUP	20	$6.93K	<0.01%	-6	Timeline
CSCOCISCO SYS INC	125	$6.65K	<0.01%	0	Timeline
NOWSERVICENOW INC	7	$6.26K	<0.01%	0	Timeline
MFCMANULIFE FINL CORP	200	$5.91K	<0.01%	0	Timeline
LMTLOCKHEED MARTIN CORP	10	$5.85K	<0.01%	-35	Timeline
PFEPFIZER INC	199	$5.75K	<0.01%	-345	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	7	$5.71K	<0.01%	0
IJTISHARES TR	38	$5.3K	<0.01%	+14	Timeline
ATOATMOS ENERGY CORP	38	$5.27K	<0.01%	0	Timeline
LBTYKLIBERTY GLOBAL LTD	236	$5.1K	<0.01%	0	Timeline
IWMISHARES TR	23	$5.08K	<0.01%	-199	Timeline
XLVSELECT SECTOR SPDR TR	32	$4.93K	<0.01%	+7	Timeline
TSNTYSON FOODS INC	82	$4.88K	<0.01%	0	Timeline
UALUNITED AIRLS HLDGS INC	83	$4.74K	<0.01%	0	Timeline
BGBUNGE GLOBAL SA	45	$4.35K	<0.01%	0	Timeline
GMGENERAL MTRS CO	96	$4.3K	<0.01%	-77	Timeline
DMACDIAMEDICA THERAPEUTICS INC	1,000	$4.19K	<0.01%	0	Timeline
CCITIGROUP INC	61	$3.82K	<0.01%	-40	Timeline
DDOMINION ENERGY INC	63	$3.64K	<0.01%	0	Timeline
IFRAISHARES TR	71	$3.33K	<0.01%	new	Timeline
FELCFIDELITY COVINGTON TRUST	99	$3.18K	<0.01%	0	Timeline
IWOISHARES TR	11	$3.12K	<0.01%	0	Timeline
USFRWISDOMTREE TR	59	$2.96K	<0.01%	0	Timeline
SNYSANOFI SA	45	$2.59K	<0.01%	0	Timeline
AMTAMERICAN TOWER CORP	10	$2.33K	<0.01%	0	Timeline
DISDISNEY WALT CO	20	$1.92K	<0.01%	+18	Timeline
FSKFS KKR CAP CORP	97	$1.91K	<0.01%	0	Timeline
DBMFIM GLOBAL PARTNER FUNDS	58	$1.63K	<0.01%	+23	Timeline
CCICROWN CASTLE INC	13	$1.54K	<0.01%	0	Timeline
BRSLBRIGHTSTAR LOTTERY PLC	27	$575	<0.01%	0	Timeline
SIVRABRDN SILVER ETF TRUST	16	$476	<0.01%	-27	Timeline
BACBANK OF AMER CORP	12	$460	<0.01%	-198	Timeline
APPNAPPIAN CORP	7	$239	<0.01%	0	Timeline
MKCMCCORMICK & CO INC	2	$165	<0.01%	0	Timeline
PYPLPAYPAL HLDGS INC	2	$156	<0.01%	0	Timeline
OGNORGANON & CO	7	$134	<0.01%	-18	Timeline
EMBCEMBECTA CORP	7	$99	<0.01%	0	Timeline
PINSPINTEREST INC	3	$97	<0.01%	0	Timeline
JDJD.COM INC	2	$80	<0.01%	0	Timeline
LMNDLEMONADE INC	2	$33	<0.01%	0	Timeline
SFIXSTITCH FIX INC	4	$11	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 138. All 138

Security	Shares before	Value before	Type
RYAAYRYANAIR HOLDINGS PLC	5,939	$692K	shares
TPRTAPESTRY INC	13,570	$581K	shares
DCIDONALDSON INC	3,092	$221K	shares
IVVISHARES TR	185	$101K	shares
AWKAMERICAN WTR WKS CO INC NEW	500	$64.6K	shares
XLKSELECT SECTOR SPDR TR	224	$50.7K	shares
GSLCGOLDMAN SACHS ETF TR	403	$43.1K	shares
UDRUDR INC	1,000	$41.1K	shares
SJMSMUCKER J M CO	366	$39.9K	shares
IJHISHARES TR	590	$34.5K	shares
LOWLOWES COS INC	139	$30.6K	shares
PPGPPG INDS INC	224	$28.2K	shares
PAYXPAYCHEX INC	230	$27.3K	shares
ADIANALOG DEVICES INC	110	$25.1K	shares
DDSDILLARDS INC	53	$23.3K	shares
CSXCSX CORP	660	$22.1K	shares
LINLINDE PLC	50	$21.9K	shares
AFLAFLAC INC	227	$20.3K	shares
TXNTEXAS INSTRS INC	97	$18.9K	shares
ITWILLINOIS TOOL WKS INC	75	$17.8K	shares
ADPAUTOMATIC DATA PROCESSING IN	74	$17.7K	shares
WMTWALMART INC	258	$17.5K	shares
XLCSELECT SECTOR SPDR TR	197	$16.9K	shares
IEMGISHARES INC	312	$16.7K	shares
UPSUNITED PARCEL SVCS INC	121	$16.6K	shares
BLACKROCK INCBLACKROCK INC	21	$16.5K	shares
ABTABBOTT LABORATORIES	157	$16.3K	shares
ABNBAIRBNB INC	100	$15.2K	shares
DUKDUKE ENERGY CORP NEW	133	$13.3K	shares
USMVISHARES TR	156	$13.1K	shares
CMICUMMINS INC	47	$13K	shares
CVXCHEVRON CORPORATION	80	$12.5K	shares
EMREMERSON ELEC CO	110	$12.1K	shares
URNMSPROTT FDS TR	242	$11.9K	shares
TGTTARGET CORP	79	$11.7K	shares
VBVANGUARD INDEX FDS	52	$11.3K	shares
GLDSPDR GOLD TR	52	$11.2K	shares
FDXFEDEX CORP	37	$11.1K	shares
APDAIR PRODUCTS AND CHEMICALS I	42	$10.8K	shares
VHTVANGUARD WORLD FD	38	$10.1K	shares
FEXFIRST TR EXCHANGE-TRADED ALP	100	$9.7K	shares
WFCWELLS FARGO & CO	153	$9.09K	shares
WCLDWISDOMTREE TR	280	$8.85K	shares
QQEWFIRST TR EXCHANGE-TRADED FD	71	$8.75K	shares
ARKKARK ETF TR	193	$8.48K	shares
GBTCGRAYSCALE BITCOIN TRUST ETF	156	$8.3K	shares
NEMNEWMONT CORP	189	$7.91K	shares
DVNDEVON ENERGY CORP NEW	166	$7.87K	shares
INSWINTERNATIONAL SEAWAYS INC	133	$7.86K	shares
VWOVANGUARD INTL EQUITY INDEX F	174	$7.61K	shares
MURMURPHY OIL CORP	175	$7.22K	shares
DTEDTE ENERGY CO	65	$7.22K	shares
OIHVANECK ETF TRUST	22	$6.96K	shares
TOLTOLL BROTHERS INC	60	$6.91K	shares
BNOUNITED STS BRENT OIL FD LP	212	$6.82K	shares
HRBBLOCK H & R INC	123	$6.67K	shares
ARKGARK ETF TR	281	$6.6K	shares
NVSNOVARTIS AG	61	$6.49K	shares
DISCOVER FINL SVCSDISCOVER FINL SVCS	46	$6.02K	shares
DSXDIANA SHIPPING INC	2,089	$5.97K	shares
XSDSPDR SERIES TRUST	24	$5.94K	shares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW	147	$5.56K	shares
NOBLPROSHARES TR	55	$5.29K	shares
ALLYALLY FINL INC	131	$5.2K	shares
BYDBOYD GAMING CORP	89	$4.9K	shares
VEAVANGUARD TAX-MANAGED FDS	96	$4.74K	shares
TJXTJX COS INC NEW	42	$4.62K	shares
MARMARRIOTT INTL INC NEW	19	$4.59K	shares
REMXVANECK ETF TRUST	97	$4.12K	shares
EEMISHARES TR	92	$3.92K	shares
PRUPRUDENTIAL FINL INC	33	$3.87K	shares
GDXVANECK ETF TRUST	105	$3.56K	shares
FCNCAFIRST CTZNS BANCSHARES INC D	2	$3.37K	shares
VTWOVANGUARD SCOTTSDALE FDS	40	$3.28K	shares
CFGCITIZENS FINL GROUP INC	89	$3.21K	shares
JETSETF SER SOLUTIONS	162	$3.19K	shares
GIIIG III APPAREL GROUP LTD	116	$3.14K	shares
GDXJVANECK ETF TRUST	72	$3.03K	shares
MCBMETROPOLITAN BK HLDG CORP	64	$2.69K	shares
NORDSTROM INCNORDSTROM INC	125	$2.65K	shares
SLVISHARES SILVER TR	99	$2.63K	shares
CNNECANNAE HLDGS INC	141	$2.56K	shares
TFCTRUIST FINL CORP	64	$2.49K	shares
NBRNABORS INDUSTRIES LTD	34	$2.42K	shares
PPLTABRDN PLATINUM ETF TRUST	26	$2.38K	shares
SLXVANECK ETF TRUST	35	$2.33K	shares
DTMDT MIDSTREAM INC	32	$2.27K	shares
AEMAGNICO EAGLE MINES LTD	34	$2.22K	shares
KSSKOHLS CORP	95	$2.18K	shares
AUANGLOGOLD ASHANTI PLC	78	$1.96K	shares
LINDLINDBLAD EXPEDITIONS HLDGS I	181	$1.75K	shares
CLBCORE LABORATORIES INC	85	$1.73K	shares
CZRCAESARS ENTERTAINMENT INC NE	43	$1.71K	shares
PALLABRDN PALLADIUM ETF TRUST	19	$1.69K	shares
VTIVANGUARD INDEX FDS	6	$1.61K	shares
ESPOVANECK ETF TRUST	24	$1.61K	shares
LNCLINCOLN NATL CORP IND	51	$1.59K	shares
VOOVANGUARD INDEX FDS	3	$1.5K	shares
LUVSOUTHWEST AIRLS CO	50	$1.43K	shares
JBLUJETBLUE AIRWAYS CORP	235	$1.43K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001781948-24-000005	base		2024-10-18	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC