Legend Financial Advisors, Inc. Incresed Positions in Q4 2024

Legend Financial Advisors, Inc.

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
68
+ 0.26%
$481.22 - $538.17 $32.7K - $36.6K
26K $13.3B
V
Visa Inc.

Financial Services
1.56K
+ 1558.0%
$273.87 - $320.91 $427K - $500K
1.66K $524M
AMZN
Amazon Com Inc

Consumer Cyclical
251
+ 3.23%
$180.88 - $232.93 $45.4K - $58.5K
8.03K $1.76B
AAPL
Apple Inc.

Technology
71
+ 0.9%
$221.69 - $259.02 $15.7K - $18.4K
7.98K $2B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
136
+ 0.15%
$89.88 - $101.38 $12.2K - $13.8K
91.8K $8.56B
PG
Procter & Gamble CO

Consumer Defensive
481
+ 476.24%
$161.05 - $179.7 $77.5K - $86.4K
582 $97.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 7.17%
$442.29 - $483.08 $87.1K - $95.2K
2.95K $1.34B
ARB
Altshares Tr Merger Arbitrage

Industrials
3.21K
+ 2.04%
$27.27 - $28.14 $87.6K - $90.4K
161K $4.42B
CRBG
Corebridge Financial, Inc.

Financial Services
951
+ 3.83%
$28.28 - $33.37 $26.9K - $31.7K
25.8K $771M
PNC
Pnc Financial Services Group, Inc.

Financial Services
149
+ 25.04%
$178.39 - $215.0 $26.6K - $32K
744 $143M
FINX
Global X Fds Fintech ETF (De)

ETFs
361
+ 36.1%
$27.48 - $34.32 $9.92K - $12.4K
1.36K $42.5M
MRK
Merck & Co., Inc.

Healthcare
180
+ 58.06%
$96.31 - $114.76 $17.3K - $20.7K
490 $48.8M
ALV
Autoliv Inc

Consumer Cyclical
115
+ 1.85%
$91.27 - $101.57 $10.5K - $11.7K
6.34K $595M
VZ
Verizon Communications Inc

Communication Services
320
+ 69.57%
$39.6 - $45.21 $12.7K - $14.5K
780 $31.2M
BAC
Bank Of America Corp

Financial Services
198
+ 1650.0%
$39.22 - $47.77 $7.77K - $9.46K
210 $9.21M
LIT
Global X Fds Global X Lithium

ETFs
228
+ 105.56%
$40.78 - $48.97 $9.3K - $11.2K
444 $18.1M
PFE
Pfizer Inc

Healthcare
345
+ 173.37%
$24.8 - $30.19 $8.56K - $10.4K
544 $14.4M
KRE
Spdr S&P Regional Banking ETF

ETFs
71
+ 16.9%
$54.6 - $68.9 $3.88K - $4.89K
491 $29.7M
DJP
Barclays Bank PLC

ETFs
1.14K
+ 0.55%
N/A
210K $6.73B
GM
General Motors CO

Consumer Cyclical
77
+ 80.21%
$44.82 - $60.2 $3.45K - $4.64K
173 $9.22M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
85
+ 14.17%
$57.38 - $61.11 $4.88K - $5.19K
685 $40M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
61
+ 38.85%
$89.81 - $104.0 $5.48K - $6.34K
218 $19.6M
C
Citigroup Inc

Financial Services
40
+ 65.57%
$61.31 - $72.5 $2.45K - $2.9K
101 $7.11M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 9.76%
$225.97 - $266.66 $904 - $1.07K
45 $10.8M
VTV
Vanguard Value ETF

ETFs
9
+ 5.14%
$168.32 - $181.87 $1.51K - $1.64K
184 $31.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
407
+ 199.51%
$22.4 - $68.28 $9.12K - $27.8K
611 $14.2M
CI
Cigna Corp

Healthcare
6
+ 30.0%
$265.59 - $358.58 $1.59K - $2.15K
26 $7.18M
OGN
Organon & Co.

Healthcare
18
+ 257.14%
$14.44 - $18.83 $260 - $339
25 $373K
LRCX
Lam Research Corp

Technology
63
+ 900.0%
$70.05 - $814.09 $4.41K - $51.3K
70 $5.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.32%
$174.22 - $187.62 $523 - $563
930 $163M
CPA
Copa Holdings, S.A.

Industrials
406
+ 5.57%
$86.16 - $107.25 $35K - $43.5K
7.69K $676M
RE
Everest Re Group LTD

Financial Services
113
+ 6.47%
N/A
1.86K $674M
NMIH
Nmi Holdings, Inc.

Financial Services
1.11K
+ 6.3%
$36.32 - $41.53 $40.2K - $46K
18.7K $687M
MOD
Modine Manufacturing CO

Consumer Cyclical
279
+ 2.89%
$109.77 - $143.22 $30.6K - $40K
9.93K $1.15B
LCR
Leuthold Fds Inc Core ETF

ETFs
2.82K
+ 1.18%
$34.19 - $36.25 $96.5K - $102K
241K $8.28B
FNDX
Schwab Fundamental U S Large C

ETFs
271K
+ 196.31%
$23.49 - $71.77 $6.36M - $19.4M
408K $9.67B
FSLR
First Solar, Inc.

Technology
125
+ 2.76%
$175.88 - $240.66 $22K - $30.1K
4.66K $822M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.14K
+ 0.92%
$56.27 - $69.89 $64.1K - $79.7K
124K $7.06B
COPX
Global X Copper Miners ETF

ETFs
4.56K
+ 2.16%
$38.17 - $48.57 $174K - $222K
216K $8.24B
Activity Summary
Buys All Purchases 157 New Holdings 117 Increased Positions 40 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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