Legend Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Legend Financial Advisors, Inc.Investment ActivityLegend Financial Advisors, Inc. has $150.52 million in total holdings as of June 30, 2025.Legend Financial Advisors, Inc. owns shares of 171 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 11.04% of the portfolio was purchased this quarter.About 8.92% of the portfolio was sold this quarter.This quarter, Legend Financial Advisors, Inc. has purchased 37 new stocks and bought additional shares in 11 stocks.Legend Financial Advisors, Inc. sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco QQQ $14,055,535iShares Gold Trust $13,660,621iShares Semiconductor ETF $13,373,085Schwab Fundamental U.S. Large Company ETF $9,387,335Global X Copper Miners ETF $9,314,230 Largest New Holdings this Quarter 56167R606 - MANAGED PORTFOLIO SERIES $9,118,586 Holding06849F108 - BARRICK MNG CORP $931,487 Holding697900108 - Pan American Silver $882,984 HoldingG6564A105 - Nomad Foods $685,156 Holding98138H101 - Workday $206,160 Holding Largest Purchases this Quarter MANAGED PORTFOLIO SERIES 252,081 shares (about $9.12M)BARRICK MNG CORP 44,740 shares (about $931.49K)Pan American Silver 31,091 shares (about $882.98K)Nomad Foods 40,327 shares (about $685.16K)Apple 3,237 shares (about $664.13K) Largest Sales this Quarter iShares Gold Trust 19,989 shares (about $1.25M)Vanguard Mid-Cap ETF 3,612 shares (about $1.01M)Visa 1,357 shares (about $481.80K)SPDR Portfolio S&P 600 Small Cap ETF 7,920 shares (about $337.39K)Invesco QQQ 553 shares (about $305.05K) 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 PortfolioSectorQQQInvesco QQQ$14,055,535$305,051 ▼-2.1%25,4809.3%FinanceIAUiShares Gold Trust$13,660,621$1,246,512 ▼-8.4%219,0619.1%FinanceSOXXiShares Semiconductor ETF$13,373,085$209,816 ▲1.6%56,0258.9%ETFFNDXSchwab Fundamental U.S. Large Company ETF$9,387,335$81,890 ▼-0.9%382,5326.2%ETFCOPXGlobal X Copper Miners ETF$9,314,230$117,900 ▼-1.2%206,9836.2%ETFMANAGED PORTFOLIO SERIES$9,118,586$9,118,586 ▲New Holding252,0816.1%LEUTHOLD CORE ETXMESPDR S&P Metals & Mining ETF$8,281,855$150,573 ▼-1.8%123,2055.5%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$8,246,895$71,622 ▼-0.9%96,3765.5%ETFVOVanguard Mid-Cap ETF$8,194,072$1,010,757 ▼-11.0%29,2825.4%ETFIAKiShares U.S. Insurance ETF$6,841,142$100,172 ▼-1.4%50,8794.5%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$6,838,889$25,701 ▲0.4%128,5264.5%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$6,681,133$43,902 ▼-0.7%196,6204.4%FinanceIDMOInvesco S&P International Developed Momentum ETF$6,019,926$611,908 ▲11.3%117,4854.0%ETFARBAltShares Merger Arbitrage ETF$4,969,689$91,054 ▲1.9%174,4363.3%ETFAAPLApple$2,300,158$664,134 ▲40.6%11,2111.5%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,892,836$337,390 ▼-15.1%44,4331.3%ETFAMZNAmazon.com$1,785,396$31,153 ▲1.8%8,1381.2%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$1,650,136$59,536 ▲3.7%19,4571.1%ETFBRK.BBerkshire Hathaway$1,430,5930.0%2,9451.0%FinanceFIFiserv$1,242,7310.0%7,2080.8%Business ServicesMODModine Manufacturing$949,836$33,589 ▼-3.4%9,6430.6%Auto/Tires/TrucksBARRICK MNG CORP$931,487$931,487 ▲New Holding44,7400.6%COM SHSCRBGCorebridge Financial$883,986$36,104 ▼-3.9%24,9010.6%FinancePAASPan American Silver$882,984$882,984 ▲New Holding31,0910.6%Basic MaterialsEVREvercore$865,684$6,480 ▲0.8%3,2060.6%FinanceCPACopa$851,278$2,089 ▲0.2%7,7410.6%TransportationTBBKBancorp$787,952$1,595 ▼-0.2%13,8310.5%FinanceFSLRFirst Solar$786,977$4,635 ▲0.6%4,7540.5%EnergyNMIHNMI$759,547$34,849 ▼-4.4%18,0030.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$717,514$20,038 ▼-2.7%24,5640.5%ETFALVAutoliv$713,810$783 ▼-0.1%6,3790.5%Auto/Tires/TrucksINTCIntel$686,762$13,059 ▼-1.9%30,6590.5%Computer and TechnologyNOMDNomad Foods$685,156$685,156 ▲New Holding40,3270.5%Consumer StaplesEGEverest Group$644,016$8,836 ▲1.4%1,8950.4%FinanceJPMJPMorgan Chase & Co.$250,1920.0%8630.2%FinanceLLYEli Lilly and Company$233,8590.0%3000.2%MedicalNEENextEra Energy$218,6040.0%3,1490.1%UtilitiesWDAYWorkday$206,160$206,160 ▲New Holding8590.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$168,226$168,226 ▲New Holding9260.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$155,608$155,608 ▲New Holding7160.1%FinancePNCThe PNC Financial Services Group$129,562$129,562 ▲New Holding6950.1%FinanceSTBAS&T Bancorp$127,605$127,605 ▲New Holding3,3740.1%FinanceVVisa$106,870$481,803 ▼-81.8%3010.1%Business ServicesIWFiShares Russell 1000 Growth ETF$95,955$95,955 ▲New Holding2260.1%ETFBKBank of New York Mellon$94,390$94,390 ▲New Holding1,0360.1%FinanceAMGNAmgen$79,994$79,994 ▲New Holding2870.1%MedicalAPAMArtisan Partners Asset Management$75,361$75,361 ▲New Holding1,7000.1%FinanceMSFTMicrosoft$68,643$68,643 ▲New Holding1380.0%Computer and TechnologyGOOGLAlphabet$66,967$66,967 ▲New Holding3800.0%Computer and TechnologyCOPConocoPhillips$61,831$61,831 ▲New Holding6890.0%EnergyMOAltria Group$58,630$58,630 ▲New Holding1,0000.0%Consumer StaplesOMFOneMain$57,000$57,000 ▲New Holding1,0000.0%FinanceMAMastercard$56,194$56,194 ▲New Holding1000.0%Business ServicesNVDANVIDIA$55,297$55,297 ▲New Holding3500.0%Computer and TechnologyVZVerizon Communications$55,213$55,213 ▲New Holding1,2760.0%Computer and TechnologyWHRWhirlpool$50,710$50,710 ▲New Holding5000.0%Consumer DiscretionaryGOOGAlphabet$49,669$49,669 ▲New Holding2800.0%Computer and TechnologyTAT&T$47,679$47,679 ▲New Holding1,6480.0%Computer and TechnologyENBEnbridge$45,320$45,320 ▲New Holding1,0000.0%EnergyIIPRInnovative Industrial Properties$44,176$44,176 ▲New Holding8000.0%FinancePSXPhillips 66$41,755$41,755 ▲New Holding3500.0%EnergyMETMetLife$40,210$40,210 ▲New Holding5000.0%FinanceSPYSPDR S&P 500 ETF Trust$39,765$39,765 ▲New Holding640.0%FinanceROKRockwell Automation$38,864$38,864 ▲New Holding1170.0%Computer and TechnologyGNRCGenerac$35,803$35,803 ▲New Holding2500.0%IndustrialsIHIiShares U.S. Medical Devices ETF$35,517$35,517 ▲New Holding5670.0%ETFORCLOracle$34,325$34,325 ▲New Holding1570.0%Computer and TechnologyFINXGlobal X FinTech ETF$34,220$34,220 ▲New Holding1,0000.0%ManufacturingQSRRestaurant Brands International$33,145$33,145 ▲New Holding5000.0%Retail/WholesaleCMCSAComcast$32,799$32,799 ▲New Holding9190.0%Consumer DiscretionaryRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$32,592$32,592 ▲New Holding1,0880.0%ETFMCDMcDonald's$31,901$31,901 ▲New Holding1090.0%Retail/WholesaleVUGVanguard Growth ETF$31,126$31,126 ▲New Holding710.0%ETFVTVVanguard Value ETF$30,930$30,930 ▲New Holding1750.0%ETFPEPPepsiCo$28,521$28,521 ▲New Holding2160.0%Consumer StaplesHDHome Depot$27,865$27,865 ▲New Holding760.0%Retail/WholesaleAVGOBroadcom$27,565$27,565 ▲New Holding1000.0%Computer and TechnologyHASIHA Sustainable Infrastructure Capital$26,860$26,860 ▲New Holding1,0000.0%FinanceMLPAGlobal X MLP ETF$25,100$25,100 ▲New Holding5000.0%ETFKRESPDR S&P Regional Banking ETF$24,964$24,964 ▲New Holding4200.0%ETFMRKMerck & Co., Inc.$24,570$24,570 ▲New Holding3100.0%MedicalSPROTT PHYSICAL GOLD & SILVE$24,321$24,321 ▲New Holding8080.0%TR UNITFLNGFlex LNG$21,980$21,980 ▲New Holding1,0000.0%TransportationFXLFirst Trust Technology AlphaDEX Fund$20,929$20,929 ▲New Holding1330.0%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$20,006$20,006 ▲New Holding940.0%ManufacturingSPHBInvesco S&P 500 High Beta ETF$19,896$19,896 ▲New Holding2040.0%ETFYUMYum! Brands$19,412$19,412 ▲New Holding1310.0%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$18,770$18,770 ▲New Holding660.0%ETFFCOMFidelity MSCI Communication Services Index ETF$18,340$18,340 ▲New Holding2830.0%ETFCARRCarrier Global$18,298$18,298 ▲New Holding2500.0%ConstructionCBChubb$18,252$18,252 ▲New Holding630.0%FinanceXBISPDR S&P Biotech ETF$18,079$18,079 ▲New Holding2180.0%ETFFDNFirst Trust Dow Jones Internet Index Fund$17,506$17,506 ▲New Holding650.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$17,128$17,128 ▲New Holding4200.0%ETFMPCMarathon Petroleum$16,279$16,279 ▲New Holding980.0%EnergyPGProcter & Gamble$16,029$16,029 ▲New Holding1010.0%Consumer StaplesUNHUnitedHealth Group$15,910$15,910 ▲New Holding510.0%MedicalSCHXSchwab US Large-Cap ETF$14,931$14,931 ▲New Holding6110.0%ETFMGKVanguard Mega Cap Growth ETF$14,647$14,647 ▲New Holding400.0%ETFIJRiShares Core S&P Small-Cap ETF$14,208$14,208 ▲New Holding1300.0%ETFShowing largest 100 holdings. View all holdings. 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