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LFA

Legend Financial Advisors Portfolio holdings

AUM $176M
1-Year Est. Return 57.06%
This Fund
S&P 500
This Quarter Est. Return
-2.04%
1 Year Est. Return
+57.06%
3 Year Est. Return
+117.13%
5 Year Est. Return
+104.02%
10 Year Est. Return
–
AUM
$142M
AUM Growth
-$3.13M
Cap. Flow
+$642K
Cap. Flow %
0.45%
Top 10 Hldgs %
70.66%
Holding
274
New
116
Increased
36
Reduced
22
Closed
7

Top Buys

Rank Stock Value
1
B
Barrick Mining
B
+$821K
2
V icon
Visa
V
+$468K
3
DCI icon
Donaldson
DCI
+$228K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$197K
5
LCR icon
Leuthold Core ETF
LCR
+$99.9K

Top Sells

Rank Stock Value
1
HAL icon
Halliburton
HAL
+$512K
2
IAU icon
iShares Gold Trust
IAU
+$440K
3
SLB icon
SLB Ltd
SLB
+$431K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$136K

Sector Composition

Rank Sector Weight
1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYZ
251
Block Inc
XYZ
$48.8B
$85 ﹤0.01%
+1
New +$82
JCI icon
252
Johnson Controls International
JCI
$89B
$79 ﹤0.01%
+1
New +$80
SVRN
253
OceanPal Inc
SVRN
$11.8M
– –
0
– –
ACES icon
254
ALPS Clean Energy ETF
ACES
$120M
$78 ﹤0.01%
+3
New +$83
LMND icon
255
Lemonade
LMND
$4.1B
$73 ﹤0.01%
2
– –
JD icon
256
JD.com
JD
$44.5B
$69 ﹤0.01%
2
– –
PBW icon
257
Invesco WilderHill Clean Energy ETF
PBW
$408M
$60 ﹤0.01%
+3
New +$61
DSX.WS icon
258
Diana Shipping Inc Warrants exp 2026
DSX.WS
$5.99M
$46 ﹤0.01%
+417
New +$90
CPRI icon
259
Capri Holdings
CPRI
$1.86B
$42 ﹤0.01%
+2
New +$54
WBD icon
260
Warner Bros
WBD
$65.8B
$42 ﹤0.01%
+4
New +$37
GNSS icon
261
Genasys
GNSS
$80.2M
$39 ﹤0.01%
+15
New +$53
TGB
262
Trekor Metals
TGB
$2.58B
$39 ﹤0.01%
+20
New +$44
TDOC icon
263
Teladoc Health
TDOC
$1.2B
$36 ﹤0.01%
+4
New +$39
SAVE
264
DELISTED
Spirit Airlines, Inc.
SAVE
$27 ﹤0.01%
+80
New +$174
SFIX
265
Stitch Fix
SFIX
$556M
$17 ﹤0.01%
4
– –
TBCH
266
Turtle Beach Corp
TBCH
$249M
$17 ﹤0.01%
+1
New +$16
XOS icon
267
Xos
XOS
$30.3M
$16 ﹤0.01%
+5
New +$21
AGG icon
268
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-97
Closed -$9.82K
DOW icon
269
Dow Inc
DOW
$21.6B
– –
-250
Closed -$13.7K
IEFA icon
270
iShares Core MSCI EAFE ETF
IEFA
$191B
– –
-755
Closed -$58.9K
IFRA icon
271
iShares US Infrastructure ETF
IFRA
$4.55B
– –
-71
Closed -$3.33K
IWM icon
272
iShares Russell 2000 ETF
IWM
$81.5B
– –
-23
Closed -$5.08K
NVO
273
Novo Nordisk
NVO
$208B
– –
-200
Closed -$23.8K
SIVR icon
274
abrdn Physical Silver Shares ETF
SIVR
$4.02B
– –
-16
Closed -$476
7 8 9 10
11

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DAM
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LWM
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BAM
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Legend Financial Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Legend Financial Advisors held 274 positions worth $142M, down 2.2% from $145M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Legend Financial Advisors's Q4 2024 filing shows 116 new, 36 increased, 22 reduced and 7 closed positions. Its largest new stake was Barrick Mining: 45,143 shares worth $700K. The largest sale was Halliburton, an estimated $512K.

By sector, the portfolio is most concentrated in Financials at 3.9% of assets, up from 3.3% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Legend Financial Advisors's largest Q4 2024 buy was Barrick Mining: 45,143 shares worth $700K.
  • Legend Financial Advisors added most to Visa in Q4 2024, an estimated $468K increase.
  • Legend Financial Advisors's biggest Q4 2024 reduction was Halliburton, cutting an estimated $512K.
  • Legend Financial Advisors fully exited iShares Core MSCI EAFE ETF in Q4 2024, selling an estimated $58.9K.
  • Legend Financial Advisors's ten largest holdings make up 71% of its $142M portfolio in Q4 2024.
  • Legend Financial Advisors opened 116 new positions and closed 7 in Q4 2024.
  • Legend Financial Advisors's portfolio value fell 2.2% quarter-over-quarter to $142M.

Based on Legend Financial Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.