Legend Financial Advisors, Inc.
Follow13F 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 (acceptance time not in the bulk data set), ingested 13F-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.
Back to all 157 share positions
Sold out in Q3 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| FEMFIRST TR EXCH TRD ALPHDX FD | 55 | $1.32K | shares |
| VBRVANGUARD INDEX FDS | 7 | $1.28K | shares |
| XTNSPDR SERIES TRUST | 16 | $1.25K | shares |
| HAWAIIAN HOLDINGS INCHAWAIIAN HOLDINGS INC | 96 | $1.19K | shares |
| MACQUARIE FT TR GB INF UT DIMACQUARIE FT TR GB INF UT DI | 147 | $1.1K | shares |
| IWSISHARES TR | 9 | $1.09K | shares |
| AALAMERICAN AIRLINES GROUP INC | 92 | $1.04K | shares |
| CIBRFIRST TR EXCHANGE-TRADED FD | 14 | $790 | shares |
| SILGLOBAL X FDS | 24 | $749 | shares |
| ARKWARK ETF TR | 9 | $702 | shares |
| STLDSTEEL DYNAMICS INC | 5 | $648 | shares |
| WCCWESCO INTL INC | 3 | $476 | shares |
| VTRSVIATRIS INC | 42 | $446 | shares |
| PAASPAN AMERN SILVER CORP | 20 | $398 | shares |
| HSYHERSHEY CO | 2 | $368 | shares |
| BTGB2GOLD CORP | 128 | $346 | shares |
| IPAYAMPLIFY ETF TR | 7 | $327 | shares |
| ATAIBECKLEY INCATAIBECKLEY INC | 233 | $310 | shares |
| SPIRIT AIRLS INCSPIRIT AIRLS INC | 80 | $293 | shares |
| ROSTROSS STORES INC | 2 | $291 | shares |
| DIANA SHIPPING INCDIANA SHIPPING INC | 417 | $238 | shares |
| XOMEXXON MOBIL CORP | 2 | $230 | shares |
| DLTRDOLLAR TREE INC | 2 | $214 | shares |
| HOGHARLEY DAVIDSON INC | 6 | $201 | shares |
| TANINVESCO EXCH TRADED FD TR II | 4 | $161 | shares |
| OCEANPAL INCOCEANPAL INC | 68 | $126 | shares |
| ACESALPS ETF TR | 3 | $84 | shares |
| AWAYAMPLIFY ETF TR | 4 | $78 | shares |
| JCIJOHNSON CONTROLS INTERNATION | 1 | $66 | shares |
| CPRICAPRI HOLDINGS LIMITED | 2 | $66 | shares |
| XYZBLOCK INC | 1 | $64 | shares |
| PBWINVESCO EXCHANGE TRADED FD T | 3 | $60 | shares |
| TGBTASEKO MINES LTD | 20 | $49 | shares |
| TDOCTELADOC HEALTH INC | 4 | $39 | shares |
| XOSXOS INC | 5 | $35 | shares |
| GNSSGENASYS INC | 15 | $32 | shares |
| WBDWARNER BROS DISCOVERY INC | 4 | $30 | shares |
| TBCHTURTLE BEACH CORP | 1 | $14 | 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 |