Legend Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Legend Financial Advisors, Inc.Investment ActivityLegend Financial Advisors, Inc. has $141.73 million in total holdings as of December 31, 2024.Legend Financial Advisors, Inc. owns shares of 267 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Legend Financial Advisors, Inc. has purchased 292 new stocks and bought additional shares in 21 stocks.Legend Financial Advisors, Inc. sold shares of 56 stocks and completely divested from 42 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $13,625,123iShares Gold Trust $13,340,598Invesco QQQ $13,273,386iShares Semiconductor ETF $10,777,464Schwab Fundamental U.S. Large Company Index ETF $9,671,513 Largest New Holdings this Quarter Barrick Gold $699,717 HoldingAltria Group $52,290 HoldingEnbridge $42,430 HoldingWhirlpool $34,344 HoldingNVIDIA $33,573 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 268,559 shares (about $6.36M)iPath Bloomberg Commodity Index Total Return ETN 32,477 shares (about $1.04M)Global X Copper Miners ETF 22,248 shares (about $849.43K)Barrick Gold 45,143 shares (about $699.72K)Schwab U.S. Large-Cap Growth ETF 23,467 shares (about $654.02K) Largest Sales this Quarter Tapestry 13,568 shares (about $888.70K)iShares Gold Trust 12,162 shares (about $602.14K)ChampionX 20,925 shares (about $568.95K)Invesco QQQ 1,011 shares (about $516.85K)Halliburton 17,520 shares (about $476.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegend Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$13,625,123$90,596 ▲0.7%51,5859.6%ETFIAUiShares Gold Trust$13,340,598$602,140 ▼-4.3%269,4539.4%FinanceQQQInvesco QQQ$13,273,386$516,846 ▼-3.7%25,9649.4%FinanceSOXXiShares Semiconductor ETF$10,777,464$348,661 ▼-3.1%50,0147.6%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$9,671,513$6,359,483 ▲192.0%408,4256.8%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$8,563,442$92,487 ▼-1.1%91,7576.0%ETFLCRLeuthold Core ETF$8,279,210$82,970 ▼-1.0%241,0835.8%ETFCOPXGlobal X Copper Miners ETF$8,241,824$849,427 ▲11.5%215,8685.8%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$7,310,158$152,543 ▼-2.0%136,8175.2%ETFXMESPDR S&P Metals & Mining ETF$7,060,063$488,165 ▲7.4%124,4065.0%ETFIAKiShares U.S. Insurance ETF$6,744,633$304,919 ▼-4.3%53,3304.8%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$6,732,765$1,042,186 ▲18.3%209,8094.8%FinanceARBAltShares Merger Arbitrage ETF$4,423,136$13,132 ▼-0.3%160,6663.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,824,074$101,339 ▼-2.6%85,1312.7%ETFAAPLApple$1,998,926$234,151 ▼-10.5%7,9821.4%Computer and TechnologyAMZNAmazon.com$1,761,482$364,846 ▲26.1%8,0291.2%Retail/WholesaleFIFiserv$1,480,667$65,324 ▼-4.2%7,2081.0%Business ServicesBRK.BBerkshire Hathaway$1,335,363$95,189 ▲7.7%2,9460.9%FinanceMODModine Manufacturing$1,151,069$57,617 ▼-4.8%9,9290.8%Auto/Tires/TrucksSCHGSchwab U.S. Large-Cap Growth ETF$882,519$654,016 ▲286.2%31,6660.6%ETFFSLRFirst Solar$821,631$33,309 ▲4.2%4,6620.6%Oils/EnergyCRBGCorebridge Financial$771,117$215,556 ▼-21.8%25,7640.5%FinanceTBBKBancorp$726,083$231,782 ▼-24.2%13,7960.5%FinanceGOLDBarrick Gold$699,717$699,717 ▲New Holding45,1430.5%Basic MaterialsNMIHNMI$686,824$106,714 ▼-13.4%18,6840.5%FinanceCPACopa$675,973$118,550 ▲21.3%7,6920.5%TransportationEGEverest Group$674,176$34,434 ▲5.4%1,8600.5%FinanceINTCIntel$637,450$18,727 ▼-2.9%31,7930.4%Computer and TechnologyALVAutoliv$595,004$11,630 ▲2.0%6,3440.4%Auto/Tires/TrucksVVisa$523,9940.0%1,6580.4%Business ServicesNEENextEra Energy$247,259$49,610 ▼-16.7%3,4490.2%UtilitiesLLYEli Lilly and Company$231,600$38,600 ▼-14.3%3000.2%MedicalDCIDonaldson$208,2460.0%3,0920.1%Industrial ProductsJPMJPMorgan Chase & Co.$206,870$28,765 ▼-12.2%8630.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$163,015$9,290 ▼-5.4%9300.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$160,6350.0%7160.1%FinancePNCThe PNC Financial Services Group$143,4800.0%7440.1%FinanceIWFiShares Russell 1000 Growth ETF$140,553$30,922 ▼-18.0%3500.1%ETFSTBAS&T Bancorp$128,954$17,084 ▼-11.7%3,3740.1%FinancePEPPepsiCo$108,115$104,922 ▼-49.3%7110.1%Consumer StaplesAMGNAmgen$99,304$24,500 ▼-19.8%3810.1%MedicalPGProcter & Gamble$97,507$63,832 ▼-39.6%5820.1%Consumer StaplesBKBank of New York Mellon$79,5960.0%1,0360.1%FinanceGOOGLAlphabet$71,9340.0%3800.1%Computer and TechnologyHIIHuntington Ingalls Industries$68,880$68,691 ▼-49.9%3650.0%AerospaceCOPConocoPhillips$68,328$4,363 ▼-6.0%6890.0%Oils/EnergyMSFTMicrosoft$58,167$105,797 ▼-64.5%1380.0%Computer and TechnologyGOOGAlphabet$53,3230.0%2800.0%Computer and TechnologyMAMastercard$52,6570.0%1000.0%Business ServicesMOAltria Group$52,290$52,290 ▲New Holding1,0000.0%Consumer StaplesMRKMerck & Co., Inc.$48,7830.0%4900.0%MedicalFINXGlobal X FinTech Thematic ETF$42,4900.0%1,3610.0%ManufacturingENBEnbridge$42,430$42,430 ▲New Holding1,0000.0%Oils/EnergyMETMetLife$40,9400.0%5000.0%FinanceIHIiShares U.S. Medical Devices ETF$39,9700.0%6850.0%ETFPSXPhillips 66$39,876$5,583 ▼-12.3%3500.0%Oils/EnergyTAT&T$37,5140.0%1,6480.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$37,512$15,239 ▼-28.9%640.0%FinanceROKRockwell Automation$37,153$16,290 ▼-30.5%1300.0%Computer and TechnologyCMCSAComcast$34,490$16,663 ▼-32.6%9190.0%Consumer DiscretionaryWHRWhirlpool$34,344$34,344 ▲New Holding3000.0%Consumer DiscretionaryCARRCarrier Global$34,1300.0%5000.0%Computer and TechnologyNVDANVIDIA$33,573$33,573 ▲New Holding2500.0%Computer and TechnologyRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$32,7340.0%1,0880.0%ETFQSRRestaurant Brands International$32,5900.0%5000.0%Retail/WholesaleVZVerizon Communications$31,192$12,797 ▲69.6%7800.0%Computer and TechnologyVTVVanguard Value ETF$31,1510.0%1840.0%ETFGNRCGenerac$31,0100.0%2000.0%Industrial ProductsMCDMcDonald's$30,493$12,197 ▼-28.6%1050.0%Retail/WholesaleKRESPDR S&P Regional Banking ETF$29,6520.0%4910.0%ETFHDHome Depot$29,563$26,062 ▼-46.9%760.0%Retail/WholesaleVUGVanguard Growth ETF$29,141$32,835 ▼-53.0%710.0%ETFRTXRTX$28,930$7,175 ▼-19.9%2500.0%AerospaceHASIHannon Armstrong Sustainable Infrastructure Capital$26,830$26,830 ▲New Holding1,0000.0%FinancePPGPPG Industries$26,7570.0%2240.0%Basic MaterialsORCLOracle$26,1620.0%1570.0%Computer and TechnologyOMFOneMain$26,065$26,065 ▲New Holding5000.0%FinanceUNHUnitedHealth Group$25,799$36,928 ▼-58.9%510.0%MedicalAVGOBroadcom$23,184$19,243 ▲488.2%1000.0%Computer and TechnologyDDSDillard's$22,8820.0%530.0%Retail/WholesaleHALHalliburton$22,840$476,377 ▼-95.4%8400.0%Oils/EnergySLBSchlumberger$22,276$393,223 ▼-94.6%5810.0%Oils/EnergyAPAMArtisan Partners Asset Management$21,5250.0%5000.0%FinanceCSXCSX$21,2980.0%6600.0%TransportationFXLFirst Trust Technology AlphaDEX Fund$19,7570.0%1330.0%ETFXBISPDR S&P Biotech ETF$19,633$540 ▲2.8%2180.0%ETFSPROTT PHYSICAL GOLD & SILVE$19,198$285 ▼-1.5%8080.0%TR UNITLITGlobal X Lithium & Battery Tech ETF$18,0930.0%4440.0%ETFSPHBInvesco S&P 500 High Beta ETF$18,0850.0%2040.0%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$17,6980.0%940.0%ManufacturingYUMYum! Brands$17,5750.0%1310.0%Retail/WholesaleCBChubb$17,407$21,552 ▼-55.3%630.0%FinanceVOTVanguard Mid-Cap Growth ETF$16,7480.0%660.0%ETFFDNFirst Trust Dow Jones Internet Index Fund$15,8060.0%650.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$15,7160.0%4200.0%ETFIJRiShares Core S&P Small-Cap ETF$14,9790.0%1300.0%ETFSBLKStar Bulk Carriers$14,950$14,950 ▲New Holding1,0000.0%TransportationCHXChampionX$14,873$568,953 ▼-97.5%5470.0%ConstructionPFEPfizer$14,4290.0%5440.0%MedicalSCHXSchwab US Large-Cap ETF$14,162$9,434 ▲199.5%6110.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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