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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
MAR icon
151
Marriott International
MAR
$98.3B
$5.3K ﹤0.01%
+19
New +$5.22K
MUR icon
152
Murphy Oil
MUR
$5.7B
$5.3K ﹤0.01%
+175
New +$5.63K
ATO icon
153
Atmos Energy
ATO
$28.8B
$5.29K ﹤0.01%
38
– –
IJT icon
154
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$5.14K ﹤0.01%
38
– –
TJX icon
155
TJX Companies
TJX
$174B
$5.07K ﹤0.01%
+42
New +$5.01K
LRCX icon
156
Lam Research
LRCX
$367B
$5.06K ﹤0.01%
70
– –
X
157
DELISTED
US Steel
X
$5K ﹤0.01%
+147
New +$5.42K
LMT icon
158
Lockheed Martin
LMT
$134B
$4.86K ﹤0.01%
10
– –
INSW icon
159
International Seaways
INSW
$4.76B
$4.78K ﹤0.01%
+133
New +$5.66K
ALLY icon
160
Ally Financial
ALLY
$13.2B
$4.72K ﹤0.01%
+131
New +$4.76K
TSN icon
161
Tyson Foods
TSN
$20.4B
$4.71K ﹤0.01%
82
– –
MSOS icon
162
AdvisorShares Pure US Cannabis ETF
MSOS
$858M
$4.57K ﹤0.01%
1,199
– –
XLV icon
163
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$4.4K ﹤0.01%
32
– –
FCNCA icon
164
First Citizens BancShares
FCNCA
$24.9B
$4.23K ﹤0.01%
+2
New +$4.19K
XLK icon
165
State Street Technology Select Sector SPDR ETF
XLK
$115B
$4.18K ﹤0.01%
+36
New +$4.19K
JETS icon
166
US Global Jets ETF
JETS
$776M
$4.11K ﹤0.01%
+162
New +$3.83K
DSX icon
167
Diana Shipping
DSX
$302M
$4.09K ﹤0.01%
+2,089
New +$4.45K
VKTX icon
168
Viking Therapeutics
VKTX
$3.7B
$4.02K ﹤0.01%
+100
New +$5.7K
CVX icon
169
Chevron
CVX
$392B
$3.91K ﹤0.01%
+27
New +$4.13K
PRU icon
170
Prudential Financial
PRU
$42.4B
$3.91K ﹤0.01%
+33
New +$4.07K
CFG icon
171
Citizens Financial Group
CFG
$30.3B
$3.9K ﹤0.01%
+89
New +$3.94K
EEM icon
172
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$3.85K ﹤0.01%
+92
New +$4.08K
GIII icon
173
G-III Apparel Group
GIII
$1.54B
$3.78K ﹤0.01%
+116
New +$3.65K
REMX icon
174
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.95B
$3.78K ﹤0.01%
+97
New +$4.42K
MCB icon
175
Metropolitan Bank Holding Corp
MCB
$1.15B
$3.74K ﹤0.01%
+64
New +$3.84K
5 6
7
8 9

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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.