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.
Back to all 37 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| CCITIGROUP INC | 101 | $7.11K | shares |
| BDXBECTON DICKINSON & CO | 31 | $7.03K | shares |
| ERTHINVESCO EXCHANGE TRADED FD T | 166 | $6.71K | shares |
| ARKGARK ETF TR | 281 | $6.62K | shares |
| HRBBLOCK H & R INC | 123 | $6.5K | shares |
| BYDBOYD GAMING CORP | 89 | $6.46K | shares |
| QCOMQUALCOMM INC | 42 | $6.45K | shares |
| BNOUNITED STS BRENT OIL FD LP | 212 | $6.35K | shares |
| NKENIKE INC | 82 | $6.21K | shares |
| MFCMANULIFE FINL CORP | 200 | $6.14K | shares |
| OIHVANECK ETF TRUST | 22 | $5.97K | shares |
| XSDSPDR SERIES TRUST | 24 | $5.96K | shares |
| UAPRINNOVATOR ETFS TRUST | 189 | $5.83K | shares |
| CVSCVS HEALTH CORP | 125 | $5.61K | shares |
| DVNDEVON ENERGY CORP NEW | 166 | $5.43K | shares |
| DMACDIAMEDICA THERAPEUTICS INC | 1,000 | $5.43K | shares |
| MARMARRIOTT INTL INC NEW | 19 | $5.3K | shares |
| MURMURPHY OIL CORP | 175 | $5.3K | shares |
| ATOATMOS ENERGY CORP | 38 | $5.29K | shares |
| IJTISHARES TR | 38 | $5.14K | shares |
| TJXTJX COS INC NEW | 42 | $5.07K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 70 | $5.06K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 147 | $5K | shares |
| LMTLOCKHEED MARTIN CORP | 10 | $4.86K | shares |
| INSWINTERNATIONAL SEAWAYS INC | 133 | $4.78K | shares |
| ALLYALLY FINL INC | 131 | $4.72K | shares |
| TSNTYSON FOODS INC | 82 | $4.71K | shares |
| MSOSADVISORSHARES TR | 1,199 | $4.57K | shares |
| XLVSELECT SECTOR SPDR TR | 32 | $4.4K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 2 | $4.23K | shares |
| XLKSELECT SECTOR SPDR TR | 18 | $4.18K | shares |
| JETSETF SER SOLUTIONS | 162 | $4.11K | shares |
| DSXDIANA SHIPPING INC | 2,089 | $4.09K | shares |
| VKTXVIKING THERAPEUTICS INC | 100 | $4.02K | shares |
| CVXCHEVRON CORPORATION | 27 | $3.91K | shares |
| PRUPRUDENTIAL FINL INC | 33 | $3.91K | shares |
| CFGCITIZENS FINL GROUP INC | 89 | $3.9K | shares |
| EEMISHARES TR | 92 | $3.85K | shares |
| REMXVANECK ETF TRUST | 97 | $3.78K | shares |
| GIIIG III APPAREL GROUP LTD | 116 | $3.78K | shares |
| MCBMETROPOLITAN BK HLDG CORP | 64 | $3.74K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 40 | $3.57K | shares |
| GDXVANECK ETF TRUST | 105 | $3.56K | shares |
| BGBUNGE GLOBAL SA | 45 | $3.5K | shares |
| DDOMINION ENERGY INC | 63 | $3.39K | shares |
| FELCFIDELITY COVINGTON TRUST | 99 | $3.26K | shares |
| IWOISHARES TR | 11 | $3.17K | shares |
| LBTYKLIBERTY GLOBAL LTD | 236 | $3.1K | shares |
| GDXJVANECK ETF TRUST | 72 | $3.08K | shares |
| NORDSTROM INCNORDSTROM INC | 125 | $3.02K | shares |
| USFRWISDOMTREE TR | 59 | $2.97K | shares |
| CNNECANNAE HLDGS INC | 141 | $2.8K | shares |
| TFCTRUIST FINL CORP | 64 | $2.78K | shares |
| AEMAGNICO EAGLE MINES LTD | 34 | $2.66K | shares |
| SLVISHARES SILVER TR | 99 | $2.61K | shares |
| DISDISNEY WALT CO | 20 | $2.23K | shares |
| SNYSANOFI SA | 45 | $2.17K | shares |
| PPLTABRDN PLATINUM ETF TRUST | 26 | $2.16K | shares |
| LINDLINDBLAD EXPEDITIONS HLDGS I | 181 | $2.15K | shares |
| FSKFS KKR CAP CORP | 97 | $2.11K | shares |
| SLXVANECK ETF TRUST | 35 | $2.05K | shares |
| ESPOVANECK ETF TRUST | 24 | $2K | shares |
| NBRNABORS INDUSTRIES LTD | 34 | $1.94K | shares |
| JBLUJETBLUE AIRWAYS CORP | 235 | $1.85K | shares |
| AMTAMERICAN TOWER CORP | 10 | $1.83K | shares |
| AUANGLOGOLD ASHANTI PLC | 78 | $1.8K | shares |
| VTIVANGUARD INDEX FDS | 6 | $1.76K | shares |
| LUVSOUTHWEST AIRLS CO | 50 | $1.68K | shares |
| LNCLINCOLN NATL CORP IND | 51 | $1.62K | shares |
| VOOVANGUARD INDEX FDS | 3 | $1.62K | shares |
| AALAMERICAN AIRLINES GROUP INC | 92 | $1.6K | shares |
| PALLABRDN PALLADIUM ETF TRUST | 19 | $1.59K | shares |
| DBMFIM GLOBAL PARTNER FUNDS | 58 | $1.52K | shares |
| CLBCORE LABORATORIES INC | 85 | $1.47K | shares |
| CZRCAESARS ENTERTAINMENT INC NE | 43 | $1.44K | shares |
| VBRVANGUARD INDEX FDS | 7 | $1.39K | shares |
| XTNSPDR SERIES TRUST | 16 | $1.39K | shares |
| SCHBSCHWAB STRATEGIC TR | 60 | $1.36K | shares |
| KSSKOHLS CORP | 95 | $1.33K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 31 | $1.3K | shares |
| FEMFIRST TR EXCH TRD ALPHDX FD | 55 | $1.21K | shares |
| CCICROWN CASTLE INC | 13 | $1.18K | shares |
| IWSISHARES TR | 9 | $1.16K | shares |
| ASGIABRDN GLOBAL INFRA INCOME FU | 64 | $1.12K | shares |
| ARKWARK ETF TR | 9 | $972 | shares |
| CIBRFIRST TR EXCHANGE-TRADED FD | 14 | $888 | shares |
| SILGLOBAL X FDS | 24 | $762 | shares |
| STLDSTEEL DYNAMICS INC | 5 | $570 | shares |
| WCCWESCO INTL INC | 3 | $543 | shares |
| VTRSVIATRIS INC | 42 | $523 | shares |
| BRSLBRIGHTSTAR LOTTERY PLC | 27 | $477 | shares |
| SCHHSCHWAB STRATEGIC TR | 22 | $463 | shares |
| LQDISHARES TR | 4 | $427 | shares |
| IPAYAMPLIFY ETF TR | 7 | $406 | shares |
| PAASPAN AMERN SILVER CORP | 20 | $404 | shares |
| ITOTISHARES TR | 3 | $386 | shares |
| OGNORGANON & CO | 25 | $373 | shares |
| SCHFSCHWAB STRATEGIC TR | 20 | $370 | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 8 | $352 | shares |
| HSYHERSHEY CO | 2 | $339 | shares |
| PCYINVESCO EXCH TRADED FD TR II | 17 | $337 | shares |
| BTGB2GOLD CORP | 128 | $312 | shares |
| ATAIBECKLEY INCATAIBECKLEY INC | 233 | $310 | shares |
| ROSTROSS STORES INC | 2 | $303 | shares |
| EMREMERSON ELEC CO | 2 | $248 | shares |
| APPNAPPIAN CORP | 7 | $231 | shares |
| XOMEXXON MOBIL CORP | 2 | $215 | shares |
| HOGHARLEY DAVIDSON INC | 6 | $181 | shares |
| PYPLPAYPAL HLDGS INC | 2 | $171 | shares |
| MKCMCCORMICK & CO INC | 2 | $152 | shares |
| DLTRDOLLAR TREE INC | 2 | $150 | shares |
| EMBCEMBECTA CORP | 7 | $145 | shares |
| TANINVESCO EXCH TRADED FD TR II | 4 | $132 | shares |
| TPRTAPESTRY INC | 2 | $131 | shares |
| PINSPINTEREST INC | 3 | $87 | shares |
| AWAYAMPLIFY ETF TR | 4 | $86 | shares |
| XYZBLOCK INC | 1 | $85 | shares |
| JCIJOHNSON CONTROLS INTERNATION | 1 | $79 | shares |
| OCEANPAL INCOCEANPAL INC | 68 | $79 | shares |
| ACESALPS ETF TR | 3 | $78 | shares |
| LMNDLEMONADE INC | 2 | $73 | shares |
| JDJD.COM INC | 2 | $69 | shares |
| PBWINVESCO EXCHANGE TRADED FD T | 3 | $60 | shares |
| DIANA SHIPPING INCDIANA SHIPPING INC | 417 | $46 | shares |
| WBDWARNER BROS DISCOVERY INC | 4 | $42 | shares |
| CPRICAPRI HOLDINGS LIMITED | 2 | $42 | shares |
| TGBTASEKO MINES LTD | 20 | $39 | shares |
| GNSSGENASYS INC | 15 | $39 | shares |
| TDOCTELADOC HEALTH INC | 4 | $36 | shares |
| SPIRIT AIRLS INCSPIRIT AIRLS INC | 80 | $27 | shares |
| SFIXSTITCH FIX INC | 4 | $17 | shares |
| TBCHTURTLE BEACH CORP | 1 | $17 | shares |
| XOSXOS INC | 5 | $16 | 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 |