Legend Financial Advisors, Inc.
Follow13F filer, CIK 1781948, PITTSBURGH, PA
Legend Financial Advisors, Inc. reported $136,128,754 across 37 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 68.35% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001781948-25-000003
- Period
- 2025-03-31
- Reported value
- $136M
- Holdings
- 37
- Top 10 weight
- 68.35%
- New
- 3
- Sold out
- 233
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IDMOnew | +105,543 | $4.66M |
| XLEnew | +18,755 | $1.75M |
| SOXXadded | +5,132 | $966K |
| EVRnew | +3,182 | $636K |
| VIOVadded | +5,456 | $458K |
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 |
|---|---|---|
| VOreduced | -18,691 | -$4.83M |
| IAUreduced | -30,403 | -$1.79M |
| SPSMreduced | -32,778 | -$1.34M |
| FNDXreduced | -22,556 | -$533K |
| RSPDreduced | -8,774 | -$438K |
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, Q1 2025
Share positions as resolved from 13F-HR 0001781948-25-000003, largest first. % of portfolio is the value over $136,128,754, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| IAUISHARES GOLD TR | 239,050 | $14.1M | 10.35% | -30,403 | Timeline | ||
| QQQINVESCO QQQ TR | 26,033 | $12.2M | 8.97% | +69 | Timeline | ||
| SOXXISHARES TR | 55,146 | $10.4M | 7.62% | +5,132 | Timeline | ||
| FNDXSCHWAB STRATEGIC TR | 385,869 | $9.11M | 6.69% | -22,556 | Timeline | ||
| VOVANGUARD INDEX FDS | 32,894 | $8.51M | 6.25% | -18,691 | Timeline | ||
| Leuthold Core ETFLeuthold Core ETF | 240,984 | $8.26M | 6.07% | -99 | |||
| COPXGLOBAL X FDS | 209,603 | $8.19M | 6.02% | -6,265 | Timeline | ||
| VIOVVANGUARD ADMIRAL FDS INC | 97,213 | $8.16M | 5.99% | +5,456 | Timeline | ||
| IAKISHARES TR | 51,624 | $7.11M | 5.23% | -1,706 | Timeline | ||
| XMESPDR SERIES TRUST | 125,445 | $7.02M | 5.16% | +1,039 | Timeline | ||
| DJPBARCLAYS BANK PLC | 197,912 | $6.99M | 5.13% | -11,897 | Timeline | ||
| RSPDINVESCO EXCHANGE TRADED FD T | 128,043 | $6.39M | 4.69% | -8,774 | Timeline | ||
| ARBALTSHARES TRUST | 171,240 | $4.84M | 3.55% | +10,574 | Timeline | ||
| IDMOINVESCO EXCH TRADED FD TR II | 105,543 | $4.66M | 3.42% | new | Timeline | ||
| SPSMSPDR SERIES TRUST | 52,353 | $2.13M | 1.57% | -32,778 | Timeline | ||
| AAPLAPPLE INC | 7,974 | $1.77M | 1.3% | -8 | Timeline | ||
| XLESELECT SECTOR SPDR TR | 18,755 | $1.75M | 1.29% | new | Timeline | ||
| FISVFISERV INC | 7,208 | $1.59M | 1.17% | 0 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 2,945 | $1.57M | 1.15% | -1 | Timeline | ||
| AMZNAMAZON COM INC | 7,996 | $1.52M | 1.12% | -33 | Timeline | ||
| BARRICK GOLD CORPBARRICK GOLD CORP | 45,145 | $878K | 0.64% | +2 | |||
| CRBGCOREBRIDGE FINL INC | 25,918 | $818K | 0.6% | +154 | Timeline | ||
| MODMODINE MFG CO | 9,984 | $766K | 0.56% | +55 | Timeline | ||
| TBBKBANCORP INC DEL | 13,859 | $732K | 0.54% | +63 | Timeline | ||
| CPACOPA HOLDINGS SA | 7,722 | $714K | 0.52% | +30 | Timeline | ||
| INTCINTEL CORP | 31,242 | $710K | 0.52% | -551 | Timeline | ||
| EGEVEREST GROUP LTD | 1,869 | $679K | 0.5% | +9 | Timeline | ||
| NMIHNMI HLDGS INC | 18,829 | $679K | 0.5% | +145 | Timeline | ||
| EVREVERCORE INC | 3,182 | $636K | 0.47% | new | Timeline | ||
| SCHGSCHWAB STRATEGIC TR | 25,250 | $632K | 0.46% | -6,416 | Timeline | ||
| FSLRFIRST SOLAR INC | 4,726 | $598K | 0.44% | +64 | Timeline | ||
| VVISA INC | 1,658 | $581K | 0.43% | 0 | Timeline | ||
| ALVAUTOLIV INC | 6,386 | $565K | 0.41% | +42 | Timeline | ||
| LLYELI LILLY & CO | 300 | $248K | 0.18% | 0 | Timeline | ||
| NEENEXTERA ENERGY INC | 3,149 | $223K | 0.16% | -300 | Timeline | ||
| JPMJPMORGAN CHASE & CO | 863 | $212K | 0.16% | 0 | Timeline | ||
| DCIDONALDSON INC | 3,092 | $207K | 0.15% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 233. All 233
| Security | Shares before | Value before | Type |
|---|---|---|---|
| RSPINVESCO EXCHANGE TRADED FD T | 930 | $163K | shares |
| XLYSELECT SECTOR SPDR TR | 716 | $161K | shares |
| PNCPNC FINL SVCS GROUP INC | 744 | $143K | shares |
| IWFISHARES TR | 350 | $141K | shares |
| STBAS & T BANCORP INC | 3,374 | $129K | shares |
| PEPPEPSICO INC | 711 | $108K | shares |
| AMGNAMGEN INC | 381 | $99.3K | shares |
| PGPROCTER & GAMBLE CO | 582 | $97.5K | shares |
| BNYBANK OF NY MELLON CORP | 1,036 | $79.6K | shares |
| GOOGLALPHABET INC | 380 | $71.9K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 365 | $68.9K | shares |
| COPCONOCOPHILLIPS | 689 | $68.3K | shares |
| MSFTMICROSOFT CORP | 138 | $58.2K | shares |
| GOOGALPHABET INC | 280 | $53.3K | shares |
| MAMASTERCARD INCORPORATED | 100 | $52.7K | shares |
| MOALTRIA GROUP INC | 1,000 | $52.3K | shares |
| MRKMERCK & CO INC | 490 | $48.8K | shares |
| FINXGLOBAL X FDS | 1,361 | $42.5K | shares |
| ENBENBRIDGE INC | 1,000 | $42.4K | shares |
| METMETLIFE INC | 500 | $40.9K | shares |
| IHIISHARES TR | 685 | $40K | shares |
| PSXPHILLIPS 66 | 350 | $39.9K | shares |
| TAT&T INC | 1,648 | $37.5K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 64 | $37.5K | shares |
| ROKROCKWELL AUTOMATION INC | 130 | $37.2K | shares |
| CMCSACOMCAST CORP NEW | 919 | $34.5K | shares |
| WHRWHIRLPOOL CORP | 300 | $34.3K | shares |
| CARRCARRIER GLOBAL CORPORATION | 500 | $34.1K | shares |
| NVDANVIDIA CORPORATION | 250 | $33.6K | shares |
| RSPSINVESCO EXCHANGE TRADED FD T | 1,088 | $32.7K | shares |
| QSRRESTAURANT BRANDS INTL INC | 500 | $32.6K | shares |
| VZVERIZON COMMUNICATIONS INC | 780 | $31.2K | shares |
| VTVVANGUARD INDEX FDS | 184 | $31.2K | shares |
| GNRCGENERAC HLDGS INC | 200 | $31K | shares |
| MCDMCDONALDS CORP | 105 | $30.5K | shares |
| KRESPDR SERIES TRUST | 491 | $29.7K | shares |
| HDHOME DEPOT INC | 76 | $29.6K | shares |
| VUGVANGUARD INDEX FDS | 71 | $29.1K | shares |
| RTXRTX CORPORATION | 250 | $28.9K | shares |
| HASIHA SUSTAINABLE INFRA CAP INC | 1,000 | $26.8K | shares |
| PPGPPG INDS INC | 224 | $26.8K | shares |
| ORCLORACLE CORP | 157 | $26.2K | shares |
| OMFONEMAIN HLDGS INC | 500 | $26.1K | shares |
| UNHUNITEDHEALTH GROUP INC | 51 | $25.8K | shares |
| AVGOBROADCOM INC | 100 | $23.2K | shares |
| DDSDILLARDS INC | 53 | $22.9K | shares |
| HALHALLIBURTON CO | 840 | $22.8K | shares |
| SLBSLB LIMITED | 581 | $22.3K | shares |
| APAMARTISAN PARTNERS ASSET MGMT | 500 | $21.5K | shares |
| CSXCSX CORP | 660 | $21.3K | shares |
| FXLFIRST TR EXCHANGE-TRADED FD | 133 | $19.8K | shares |
| XBISPDR SERIES TRUST | 218 | $19.6K | shares |
| CEFSPROTT ASSET MANAGEMENT LP | 808 | $19.2K | shares |
| LITGLOBAL X FDS | 444 | $18.1K | shares |
| SPHBINVESCO EXCH TRADED FD TR II | 204 | $18.1K | shares |
| QTECFIRST TR EXCHANGE-TRADED FD | 94 | $17.7K | shares |
| YUMYUM BRANDS INC | 131 | $17.6K | shares |
| CBCHUBB LIMITED | 63 | $17.4K | shares |
| VOTVANGUARD INDEX FDS | 66 | $16.7K | shares |
| FDNFIRST TR EXCHANGE-TRADED FD | 65 | $15.8K | shares |
| RSPTINVESCO EXCHANGE TRADED FD T | 420 | $15.7K | shares |
| IJRISHARES TR | 130 | $15K | shares |
| SBLKSTAR BULK CARRIERS CORP. | 1,000 | $14.9K | shares |
| CHAMPIONX CORPORATIONCHAMPIONX CORPORATION | 547 | $14.9K | shares |
| PFEPFIZER INC | 544 | $14.4K | shares |
| SCHXSCHWAB STRATEGIC TR | 611 | $14.2K | shares |
| MGKVANGUARD WORLD FD | 40 | $13.7K | shares |
| MPCMARATHON PETE CORP | 98 | $13.7K | shares |
| GLDSPDR GOLD TR | 52 | $12.6K | shares |
| ACNACCENTURE PLC IRELAND | 34 | $12K | shares |
| GDGENERAL DYNAMICS CORP | 45 | $11.9K | shares |
| DLBDOLBY LABORATORIES INC | 150 | $11.8K | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 156 | $11.5K | shares |
| GSGOLDMAN SACHS GROUP INC | 20 | $11.5K | shares |
| ARKKARK ETF TR | 193 | $11K | shares |
| MSMORGAN STANLEY | 87 | $10.9K | shares |
| TRVTRAVELERS COMPANIES INC | 45 | $10.8K | shares |
| WFCWELLS FARGO & CO | 153 | $10.7K | shares |
| WCLDWISDOMTREE TR | 280 | $10.5K | shares |
| UPSUNITED PARCEL SVCS INC | 83 | $10.5K | shares |
| PAPRINNOVATOR ETFS TRUST | 283 | $10.4K | shares |
| URNMSPROTT FDS TR | 242 | $9.76K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 125 | $9.61K | shares |
| BABOEING CO | 54 | $9.56K | shares |
| STZCONSTELLATION BRANDS INC | 43 | $9.5K | shares |
| UNPUNION PAC CORP | 41 | $9.35K | shares |
| GMGENERAL MTRS CO | 173 | $9.22K | shares |
| BACBANK OF AMER CORP | 210 | $9.21K | shares |
| EMNEASTMAN CHEM CO | 100 | $9.13K | shares |
| JNJJOHNSON & JOHNSON | 63 | $9.11K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 71 | $8.87K | shares |
| NXPINXP SEMICONDUCTORS N V | 41 | $8.52K | shares |
| DLNWISDOMTREE TR | 104 | $8.09K | shares |
| UALUNITED AIRLS HLDGS INC | 83 | $8.06K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 46 | $7.97K | shares |
| TOLTOLL BROTHERS INC | 60 | $7.56K | shares |
| CLCOLGATE PALMOLIVE CO | 82 | $7.46K | shares |
| NOWSERVICENOW INC | 7 | $7.42K | shares |
| CSCOCISCO SYS INC | 125 | $7.4K | shares |
| CITHE CIGNA GROUP | 26 | $7.18K | shares |
How Q1 2025 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 0001781948-25-000003 | base | 2025-05-14 | acceptance time not in the bulk data set |