Legend Financial Advisors, Inc. Portfolio Holdings by Sector
Legend Financial Advisors, Inc.
- $142 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VO IAU QQQ SOXX FNDX VIOV LCR COPX 84 stocks |
$119 Million
86.98% of portfolio
|
55
|
9
|
39
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL HEAR 2 stocks |
$2 Million
1.46% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN JD 2 stocks |
$1.76 Million
1.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD ALV 2 stocks |
$1.75 Million
1.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN CTSH 3 stocks |
$1.5 Million
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.34 Million
0.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TBBK PNC STBA FCNCA CFG MCB TFC 7 stocks |
$1.01 Million
0.74% of portfolio
|
5
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CRBG BK APAM CEF FSK 5 stocks |
$893,543
0.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$821,631
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
INTC NVDA AVGO NXPI QCOM 5 stocks |
$709,181
0.52% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GOLD AEM BTG 3 stocks |
$702,688
0.51% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
CPA UAL JBLU LUV AAL SAVE 6 stocks |
$689,191
0.5% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
NMIH 1 stocks |
$686,824
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$674,176
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA OMF DFS ALLY PYPL 6 stocks |
$615,573
0.45% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN MRK PFE JNJ SNY OGN 7 stocks |
$405,770
0.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DCI ROK GNRC EMR 4 stocks |
$276,657
0.2% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE D 2 stocks |
$250,652
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C 4 stocks |
$233,940
0.17% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG PINS 3 stocks |
$125,344
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HII RTX GD BA LMT 5 stocks |
$124,084
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$108,115
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$104,962
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ 3 stocks |
$103,196
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL APPN SQ 4 stocks |
$84,645
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
QSR MCD YUM CNNE 4 stocks |
$83,458
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN MUR 3 stocks |
$79,057
0.06% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
HAL SLB CHX 3 stocks |
$59,989
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$53,547
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC PRU LNC 4 stocks |
$52,610
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$52,290
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB INSW 2 stocks |
$47,210
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS 3 stocks |
$38,590
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PPG EMN 2 stocks |
$35,889
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$34,344
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Building Products & Equipment | Industrials
CARR JCI 2 stocks |
$34,209
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX UNP 2 stocks |
$30,648
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI AMT CCI 3 stocks |
$29,844
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$29,563
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV LMND 3 stocks |
$28,320
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
DDS JWN KSS 3 stocks |
$27,235
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$22,390
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SBLK DSX 2 stocks |
$19,044
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB 1 stocks |
$11,753
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$10,466
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
DMAC VKTX ATAI 3 stocks |
$9,764
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$9,503
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$9,216
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
BYD CZR 2 stocks |
$7,893
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL 1 stocks |
$7,557
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$7,421
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$7,400
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$7,033
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$6,499
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$6,205
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
X STLD 2 stocks |
$5,567
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST SFIX 3 stocks |
$5,394
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$5,300
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$5,292
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$5,056
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$4,710
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$4,126
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$3,847
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIII 1 stocks |
$3,784
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD 2 stocks |
$2,269
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
LIND 1 stocks |
$2,147
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
NBR 1 stocks |
$1,944
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,762
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS EMBC 2 stocks |
$668
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WCC 1 stocks |
$543
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
IGT 1 stocks |
$477
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$404
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$339
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
HOG 1 stocks |
$181
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR CPRI 2 stocks |
$173
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$152
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DLTR 1 stocks |
$150
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
TGB 1 stocks |
$39
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GNSS 1 stocks |
$39
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
TDOC 1 stocks |
$36
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|