Legend Financial Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Legend Financial Advisors, Inc. reported 185 stock positions worth $138.0 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 9.1% of the portfolio, followed by iShares Semiconductor ETF (SOXX, 9.0%) and iShares Gold Trust (IAU, 8.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 12, added to 57 and reduced 31. The biggest buy was iShares Semiconductor ETF (SOXX, shares +1%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001781948
- Portfolio Value
- $138.0M (Q1 2024)
- SEC Filing
- 0001781948-24-000002 ↗ filed Apr 17, 2024
Holdings Value
Holdings 185 stocks · $138.0M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 9.14% | 50,494 | $12.6M | Add +3.6% |
| SOXX iShares Semiconductor ETF | 8.98% | 54,858 | $12.4M | Add +0.7% |
| IAU iShares Gold Trust | 8.85% | 290,865 | $12.2M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 8.50% | 26,433 | $11.7M | Reduce -2.4% |
| COPX Global X Copper Miners ETF | 6.56% | 213,239 | $9.0M | Add +4.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.53% | 133,744 | $9.0M | Add +2.3% |
| LCR Leuthold Core ETF | 6.16% | 251,963 | $8.5M | Add +1.5% |
| VIOV Vanguard S&P Small-Cap 600 V | 5.68% | 88,723 | $7.8M | Add +3.7% |
| RSPD Invesco S&P 500 Equal Weight | 5.12% | 138,435 | $7.1M | Add +2.4% |
| XME SS SPDR S&P Metals Mining | 5.07% | 116,165 | $7.0M | Add +1.8% |
| IAK iShares U.S. Insurance ETF | 4.71% | 55,335 | $6.5M | Reduce -0.8% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 3.81% | 169,086 | $5.3M | Add +4.7% |
| ARB Altshares Merger Arbitrage | 3.01% | 152,643 | $4.1M | Add +5.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.63% | 84,419 | $3.6M | Add +3.4% |
| AAPL Apple Inc. | 1.06% | 8,541 | $1.5M | Reduce -0.9% |
| FISV Fiserv Inc. | 0.87% | 7,526 | $1.2M | No change |
| AMZN Amazon.com Inc. | 0.83% | 6,342 | $1.1M | Add +9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 2,703 | $1.1M | Reduce -0.3% |
| MOD Modine Manufacturing Co. | 0.72% | 10,461 | $996K | Reduce -52.9% |
| CRBG Corebridge Financial Inc. | 0.68% | 32,887 | $945K | Reduce -1.7% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.62% | 5,914 | $861K | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 0.55% | 8,199 | $760K | No change |
| FSLR First Solar Inc. | 0.55% | 4,495 | $759K | New |
| CHX Championx Corp. | 0.55% | 21,132 | $758K | Add +3.5% |
| INTC Intel Corp. | 0.55% | 17,159 | $758K | Add +155890.9% |
| ALV Autoliv Inc. | 0.53% | 6,127 | $738K | Reduce -1.6% |
| HAL Halliburton Co. | 0.52% | 18,092 | $713K | No change |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.50% | 21,433 | $693K | Add +1.1% |
| EG Everest Group Ltd. | 0.50% | 1,738 | $691K | New |
| CPA Copa Holdings SA Class A | 0.47% | 6,245 | $650K | Add +1.1% |
| TPR Tapestry Inc. | 0.46% | 13,313 | $632K | Reduce -1.0% |
| TBBK The Bancorp Inc. | 0.43% | 17,820 | $596K | Reduce -1.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.42% | 10,524 | $577K | No change |
| LLY Eli Lilly & Co. | 0.20% | 350 | $272K | No change |
| NEE Nextera Energy Inc. | 0.19% | 4,166 | $266K | Add +2.5% |
| PEP Pepsico Inc. | 0.18% | 1,411 | $247K | Add +1401.1% |
| HII Huntington Ingalls Industrie | 0.15% | 729 | $212K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 1,006 | $202K | Add +1.8% |
| MSFT Microsoft Corp. | 0.13% | 427 | $180K | Add +24.1% |
| IWF iShares Russell 1000 Growth | 0.11% | 452 | $152K | Reduce -6.2% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 884 | $150K | Reduce -13.3% |
| AMGN Amgen Inc. | 0.10% | 484 | $138K | Add +7.3% |
| XLY SS Consumer Disc Select Sect | 0.10% | 716 | $132K | No change |
| STBA S & T Bancorp Inc. | 0.09% | 3,821 | $123K | Reduce -26.4% |
| SCHX Schwab US Large-Cap ETF | 0.09% | 1,906 | $118K | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 185 | $97K | No change |
| PNC PNC Financial Services Group | 0.07% | 595 | $96K | Reduce -35.3% |
| COP Conocophillips | 0.07% | 733 | $93K | Reduce -14.6% |
| PSX Phillips 66 | 0.05% | 451 | $74K | Reduce -25.0% |
| UNH Unitedhealth Group Inc. | 0.05% | 134 | $66K | Add +44.1% |
| CMCSA Comcast Corp. Class A | 0.05% | 1,473 | $64K | Reduce -0.3% |
| ROK Rockwell Automation Inc. | 0.05% | 215 | $63K | No change |
| AWK American Water Works Co. Inc. | 0.04% | 500 | $61K | Reduce -50.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 1,036 | $60K | No change |
| HD Home Depot Inc. | 0.04% | 154 | $59K | Add +36.3% |
| RTX RTX Corp. | 0.04% | 562 | $55K | No change |
| MA Mastercard Inc. Class A | 0.03% | 100 | $48K | No change |
| IWM iShares Russell 2000 ETF | 0.03% | 222 | $47K | No change |
| XLK SS Technology Select Sector | 0.03% | 206 | $43K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.03% | 403 | $42K | No change |
| JNJ Johnson & Johnson | 0.03% | 264 | $42K | Add +23.4% |
| T AT&T Inc. | 0.03% | 2,307 | $41K | No change |
| CB Chubb Ltd. | 0.03% | 154 | $40K | Add +48.1% |
| QSR Restaurant Brands Intern | 0.03% | 500 | $40K | No change |
| UDR Udr Inc. | 0.03% | 1,000 | $37K | Reduce -50.0% |
| MET Metlife Inc. | 0.03% | 500 | $37K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 590 | $36K | No change |
| RSPS Invesco S&P 500 Equal Weight | 0.03% | 1,088 | $36K | Reduce -50.0% |
| LOW Lowe's Cos Inc. | 0.03% | 139 | $35K | No change |
| IHI iShares U.S. Medical Devices | 0.03% | 592 | $35K | Add +26.2% |
| VLO Valero Energy Corp. | 0.02% | 200 | $34K | No change |
| GD General Dynamics Corp. | 0.02% | 113 | $32K | Add +46.8% |
| ACN Accenture PLC Class A | 0.02% | 91 | $32K | No change |
| CARR Carrier Global Corp. | 0.02% | 500 | $29K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 175 | $29K | No change |
| PAYX Paychex Inc. | 0.02% | 230 | $28K | No change |
| V Visa Inc. Class A | 0.02% | 100 | $28K | No change |
| FINX Global X Fintech ETF | 0.02% | 1,000 | $28K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 51 | $27K | Reduce -46.3% |
| GNRC Generac Holdings Inc. | 0.02% | 200 | $25K | No change |
| AVGO Broadcom Inc. | 0.02% | 19 | $25K | Add +72.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 71 | $24K | No change |
| MRK Merck & Co. Inc. | 0.02% | 185 | $24K | Reduce -28.9% |
| ORCL Oracle Corp. | 0.02% | 189 | $24K | Add +195.3% |
| LIN Linde PLC | 0.02% | 50 | $23K | No change |
| APAM Artisan Partners Asset Ma -A | 0.02% | 500 | $23K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 91 | $23K | Add +37.9% |
| ADI Analog Devices Inc. | 0.02% | 110 | $22K | No change |
| KRE SS SPDR S&P Regional Bank | 0.02% | 432 | $22K | Add +92.9% |
| LMT Lockheed Martin Corp. | 0.02% | 47 | $21K | Add +20.5% |
| ITW Illinois Tool Works | 0.01% | 75 | $20K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 98 | $20K | No change |
| AFL Aflac Inc. | 0.01% | 227 | $19K | No change |
| ADP Automatic Data Processing | 0.01% | 74 | $18K | No change |
| YUM Yum! Brands Inc. | 0.01% | 131 | $18K | New |
| FXL First Trust Technology Alpha | 0.01% | 133 | $18K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.01% | 94 | $18K | No change |
| SPHB Invesco S&P 500 High Beta Et | 0.01% | 204 | $18K | Add +155.0% |
| ABT Abbott Laboratories | 0.01% | 157 | $18K | No change |
| NKE Nike Inc. Class B | 0.01% | 189 | $18K | Add +53.7% |
Portfolio Sells Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.4% | 8.50% | −0.41 |
| MOD Modine Manufacturing Co. | Reduce -52.9% | 0.72% | −0.34 |
| AAPL Apple Inc. | Reduce -0.9% | 1.06% | −0.27 |
| TBBK The Bancorp Inc. | Reduce -1.8% | 0.43% | −0.13 |
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −0.13 |
| AWK American Water Works Co. Inc. | Reduce -50.0% | 0.04% | −0.06 |
| EXPD Expeditors Intl Wash Inc. | Sold out | 0.00% | −0.06 |
| STBA S & T Bancorp Inc. | Reduce -26.4% | 0.09% | −0.05 |
| PNC PNC Financial Services Group | Reduce -35.3% | 0.07% | −0.04 |
| UDR Udr Inc. | Reduce -50.0% | 0.03% | −0.03 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -73.7% | 0.01% | −0.03 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -50.0% | 0.03% | −0.03 |
| MCD McDonald's Corp. | Reduce -70.6% | 0.01% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -13.3% | 0.11% | −0.02 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -46.3% | 0.02% | −0.02 |
| ALV Autoliv Inc. | Reduce -1.6% | 0.53% | −0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -0.8% | 0.62% | −0.02 |
| COP Conocophillips | Reduce -14.6% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -58.7% | 0.01% | −0.01 |
| DUK Duke Energy Corp. | Reduce -50.0% | 0.01% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.01 |
| PSX Phillips 66 | Reduce -25.0% | 0.05% | −0.01 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -6.2% | 0.11% | −0.01 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -28.9% | 0.02% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -71.4% | 0.00% | −0.00 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.00 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -50.0% | 0.00% | −0.00 |
| SIVR Abrdn Physical Silver Shares | Reduce -66.4% | 0.00% | −0.00 |
| RING iShares MSCI Global Gold Min | Sold out | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -37.1% | 0.00% | −0.00 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -58.3% | 0.00% | −0.00 |
| PALL Abrdn Physical Palladium SHS | Sold out | 0.00% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.82% | +0.05 |
| TPR Tapestry Inc. | Reduce -1.0% | 0.46% | +0.06 |
| CRBG Corebridge Financial Inc. | Reduce -1.7% | 0.68% | +0.10 |
| IAK iShares U.S. Insurance ETF | Reduce -0.8% | 4.71% | +0.22 |
Portfolio Buys Q4 2023 → Q1 2024
| SOXX iShares Semiconductor ETF | Add +0.7% | 8.98% | +0.57 |
| FSLR First Solar Inc. | New | 0.55% | +0.55 |
| INTC Intel Corp. | Add +155890.9% | 0.55% | +0.55 |
| EG Everest Group Ltd. | New | 0.50% | +0.50 |
| COPX Global X Copper Miners ETF | Add +4.1% | 6.56% | +0.38 |
| PEP Pepsico Inc. | Add +1401.1% | 0.18% | +0.17 |
| AMZN Amazon.com Inc. | Add +9.7% | 0.83% | +0.12 |
| CHX Championx Corp. | Add +3.5% | 0.55% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.6% | 9.14% | +0.03 |
| MSFT Microsoft Corp. | Add +24.1% | 0.13% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.3% | 6.53% | +0.03 |
| YUM Yum! Brands Inc. | New | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +195.3% | 0.02% | +0.01 |
| HD Home Depot Inc. | Add +36.3% | 0.04% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.15% | +0.01 |
| CB Chubb Ltd. | Add +48.1% | 0.03% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +44.1% | 0.05% | +0.01 |
| AVGO Broadcom Inc. | Add +72.7% | 0.02% | +0.01 |
| SPHB Invesco S&P 500 High Beta Et | Add +155.0% | 0.01% | +0.01 |
| GD General Dynamics Corp. | Add +46.8% | 0.02% | +0.01 |
| KRE SS SPDR S&P Regional Bank | Add +92.9% | 0.02% | +0.01 |
| EMN Eastman Chemical Co. | Add +200.0% | 0.01% | +0.01 |
| NXPI NXP Semiconductors NV | Add +206.3% | 0.01% | +0.01 |
| TRV The Travelers Cos Inc. | Add +206.3% | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +206.3% | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +200.0% | 0.01% | +0.01 |
| CTSH Cognizant Tech Solutions-A | Add +200.0% | 0.01% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +200.0% | 0.01% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +26.2% | 0.03% | +0.00 |
| BA The Boeing Co. | Add +195.4% | 0.01% | +0.00 |
| CL Colgate-Palmolive Co. | Add +53.7% | 0.01% | +0.00 |
| CI The Cigna Group | Add +200.0% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +300.0% | 0.01% | +0.00 |
| DLN Wisdomtree US Largecap Divid | Add +197.6% | 0.01% | +0.00 |
| QCOM Qualcomm Inc. | Add +183.3% | 0.01% | +0.00 |
| BDX Becton Dickinson and Co. | Add +37.9% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +200.0% | 0.01% | +0.00 |
| JNJ Johnson & Johnson | Add +23.4% | 0.03% | +0.00 |
| NOW ServiceNow Inc. | Add +300.0% | 0.00% | +0.00 |
| LIT Global X Lithium & Battery T | Add +94.6% | 0.01% | +0.00 |
| FELC Fidelity Enh LRG Cap Cor ETF | New | 0.00% | +0.00 |
| NKE Nike Inc. Class B | Add +53.7% | 0.01% | +0.00 |
| D Dominion Energy Inc. | Add +192.3% | 0.00% | +0.00 |
| LMT Lockheed Martin Corp. | Add +20.5% | 0.02% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Add +17.5% | 0.01% | +0.00 |
| AMT American Tower Corp. | Add +200.0% | 0.00% | +0.00 |
| CCI Crown Castle Inc. | Add +166.7% | 0.00% | +0.00 |
| OGN Organon & Co. | Add +300.0% | 0.00% | +0.00 |
| EMBC Embecta Corp. | Add +71.4% | 0.00% | 0.00 |
| NMIH Nmi Holdings Inc. | Add +1.1% | 0.50% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $176.0M | SOXX, QQQ, IAU, VO, FNDX |
| Q1 2026 | 38 | $155.1M | IAU, QQQ, SOXX, FNDX, VIOV |
| Q4 2025 | 37 | $165.1M | IAU, QQQ, SOXX, COPX, FNDX |
| Q3 2025 | 39 | $163.1M | IAU, QQQ, SOXX, COPX, XME |
| Q2 2025 | 171 | $150.5M | QQQ, IAU, SOXX, FNDX, COPX |
| Q1 2025 | 37 | $136.1M | IAU, QQQ, SOXX, FNDX, VO |
| Q4 2024 | 266 | $141.7M | VO, IAU, QQQ, SOXX, FNDX |
| Q3 2024 | 157 | $144.9M | IAU, VO, QQQ, SOXX, COPX |
| Q2 2024 | 291 | $140.9M | QQQ, SOXX, VO, IAU, FNDX |
| Q1 2024 | 185 | $138.0M | VO, SOXX, IAU, QQQ, COPX |