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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
NXPI icon
126
NXP Semiconductors
NXPI
$57.8B
$8.52K 0.01%
41
– –
DLN icon
127
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$8.09K 0.01%
104
– –
UAL icon
128
United Airlines
UAL
$39.4B
$8.06K 0.01%
83
– –
DFS
129
DELISTED
Discover Financial Services
DFS
$7.97K 0.01%
+46
New +$7.55K
TOL icon
130
Toll Brothers
TOL
$13.6B
$7.56K 0.01%
+60
New +$8.91K
CL icon
131
Colgate-Palmolive
CL
$73.1B
$7.46K 0.01%
82
– –
NOW icon
132
ServiceNow
NOW
$115B
$7.42K 0.01%
35
– –
CSCO icon
133
Cisco
CSCO
$457B
$7.4K 0.01%
125
– –
CI icon
134
Cigna
CI
$73.7B
$7.18K 0.01%
26
+6
+30% +$1.91K
C icon
135
Citigroup
C
$222B
$7.11K 0.01%
101
+40
+66% +$2.7K
BDX icon
136
Becton Dickinson
BDX
$45.6B
$7.03K 0.01%
31
– –
ERTH icon
137
Invesco MSCI Sustainable Future ETF
ERTH
$133M
$6.71K ﹤0.01%
166
– –
ARKG icon
138
ARK Genomic Revolution ETF
ARKG
$1.57B
$6.62K ﹤0.01%
+281
New +$6.92K
HRB icon
139
H&R Block
HRB
$5.58B
$6.5K ﹤0.01%
+123
New +$7.23K
BYD icon
140
Boyd Gaming
BYD
$6.18B
$6.46K ﹤0.01%
+89
New +$6.25K
QCOM icon
141
Qualcomm
QCOM
$155B
$6.45K ﹤0.01%
42
– –
BNO icon
142
United States Brent Oil Fund
BNO
$781M
$6.35K ﹤0.01%
+212
New +$6.25K
NKE icon
143
Nike
NKE
$61.9B
$6.21K ﹤0.01%
82
– –
MFC icon
144
Manulife Financial
MFC
$73.9B
$6.14K ﹤0.01%
200
– –
OIH icon
145
VanEck Oil Services ETF
OIH
$2.06B
$5.97K ﹤0.01%
+22
New +$6.32K
XSD icon
146
State Street SPDR S&P Semiconductor ETF
XSD
$2.72B
$5.96K ﹤0.01%
+24
New +$5.88K
UAPR icon
147
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$5.83K ﹤0.01%
189
-85
-31% -$2.61K
CVS icon
148
CVS Health
CVS
$133B
$5.61K ﹤0.01%
125
– –
DVN icon
149
Devon Energy
DVN
$52.1B
$5.43K ﹤0.01%
+166
New +$6.25K
DMAC icon
150
DiaMedica Therapeutics
DMAC
$342M
$5.43K ﹤0.01%
1,000
– –
4 5
6
7 8

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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.