Legend Financial Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Legend Financial Advisors, Inc. reported 291 stock positions worth $140.9 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 9.2% of the portfolio, followed by iShares Semiconductor ETF (SOXX, 9.0%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 8.8%). Compared with Q1 2024, it opened 109 new positions, sold out of 3, added to 53 and reduced 50. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale Global X Copper Miners ETF (COPX, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001781948
- Portfolio Value
- $140.9M (Q2 2024)
- SEC Filing
- 0001781948-24-000004 ↗ filed Jul 26, 2024
Holdings Value
Holdings 291 stocks · $140.9M
| QQQ Invesco QQQ Trust Series 1 | 9.17% | 26,975 | $12.9M | Add +2.0% |
| SOXX iShares Semiconductor ETF | 9.04% | 51,632 | $12.7M | Reduce -5.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 8.80% | 51,242 | $12.4M | Add +1.5% |
| IAU iShares Gold Trust | 8.78% | 281,615 | $12.4M | Reduce -3.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.65% | 139,866 | $9.4M | Add +4.6% |
| COPX Global X Copper Miners ETF | 6.20% | 193,620 | $8.7M | Reduce -9.2% |
| LCR Leuthold Core ETF | 5.82% | 243,499 | $8.2M | Reduce -3.4% |
| VIOV Vanguard S&P Small-Cap 600 V | 5.51% | 92,748 | $7.8M | Add +4.5% |
| XME SS SPDR S&P Metals Mining | 4.88% | 115,804 | $6.9M | Reduce -0.3% |
| RSPD Invesco S&P 500 Equal Weight | 4.76% | 139,672 | $6.7M | Add +0.9% |
| IAK iShares U.S. Insurance ETF | 4.47% | 55,741 | $6.3M | Add +0.7% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 4.03% | 177,332 | $5.7M | Add +4.9% |
| ARB Altshares Merger Arbitrage | 3.08% | 161,143 | $4.3M | Add +5.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.58% | 87,387 | $3.6M | Add +3.5% |
| AAPL Apple Inc. | 1.33% | 8,917 | $1.9M | Add +4.4% |
| AMZN Amazon.com Inc. | 0.87% | 6,366 | $1.2M | Add +0.4% |
| FISV Fiserv Inc. | 0.80% | 7,526 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 2,736 | $1.1M | Add +1.2% |
| MOD Modine Manufacturing Co. | 0.74% | 10,426 | $1.0M | Reduce -0.3% |
| INTC Intel Corp. | 0.72% | 32,727 | $1.0M | Add +90.7% |
| FSLR First Solar Inc. | 0.72% | 4,473 | $1.0M | Reduce -0.5% |
| CRBG Corebridge Financial Inc. | 0.68% | 32,966 | $960K | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 0.59% | 8,199 | $827K | No change |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.52% | 21,587 | $735K | Add +0.7% |
| CHX Championx Corp. | 0.51% | 21,472 | $713K | Add +1.6% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.49% | 5,939 | $692K | Add +0.4% |
| TBBK The Bancorp Inc. | 0.49% | 18,200 | $687K | Add +2.1% |
| EG Everest Group Ltd. | 0.48% | 1,765 | $673K | Add +1.6% |
| ALV Autoliv Inc. | 0.47% | 6,220 | $665K | Add +1.5% |
| HAL Halliburton Co. | 0.44% | 18,360 | $620K | Add +1.5% |
| CPA Copa Holdings SA Class A | 0.43% | 6,343 | $604K | Add +1.6% |
| TPR Tapestry Inc. | 0.41% | 13,570 | $581K | Add +1.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.36% | 10,837 | $511K | Add +3.0% |
| V Visa Inc. Class A | 0.31% | 1,658 | $435K | Add +1558.0% |
| LLY Eli Lilly & Co. | 0.22% | 350 | $317K | No change |
| NEE Nextera Energy Inc. | 0.21% | 4,141 | $293K | Reduce -0.6% |
| PEP Pepsico Inc. | 0.16% | 1,401 | $231K | Reduce -0.7% |
| DCI Donaldson Co. Inc. | 0.16% | 3,092 | $221K | New |
| JPM JPMorgan Chase & Co. | 0.14% | 983 | $199K | Reduce -2.3% |
| HII Huntington Ingalls Industrie | 0.13% | 729 | $180K | No change |
| MSFT Microsoft Corp. | 0.12% | 389 | $174K | Reduce -8.9% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 983 | $161K | Add +11.2% |
| PG The Procter & Gamble Co. | 0.11% | 963 | $159K | Add +1256.3% |
| IWF iShares Russell 1000 Growth | 0.11% | 427 | $156K | Reduce -5.5% |
| AMGN Amgen Inc. | 0.11% | 475 | $148K | Reduce -1.9% |
| XLY SS Consumer Disc Select Sect | 0.09% | 716 | $131K | No change |
| STBA S & T Bancorp Inc. | 0.09% | 3,821 | $128K | No change |
| PNC PNC Financial Services Group | 0.08% | 744 | $116K | Add +25.0% |
| IVV iShares Core S&P 500 ETF | 0.07% | 185 | $101K | No change |
| COP Conocophillips | 0.06% | 733 | $84K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 380 | $69K | Add +280.0% |
| AWK American Water Works Co. Inc. | 0.05% | 500 | $65K | No change |
| UNH Unitedhealth Group Inc. | 0.04% | 124 | $63K | Reduce -7.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 1,036 | $62K | No change |
| MRK Merck & Co. Inc. | 0.04% | 490 | $61K | Add +164.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 151 | $56K | Add +112.7% |
| PSX Phillips 66 | 0.04% | 399 | $56K | Reduce -11.5% |
| CMCSA Comcast Corp. Class A | 0.04% | 1,363 | $53K | Reduce -7.5% |
| ROK Rockwell Automation Inc. | 0.04% | 187 | $51K | Reduce -13.0% |
| GOOG Alphabet Inc. Class C | 0.04% | 280 | $51K | New |
| XLK SS Technology Select Sector | 0.04% | 224 | $51K | Add +8.7% |
| HD Home Depot Inc. | 0.03% | 143 | $49K | Reduce -7.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 90 | $49K | Add +76.5% |
| IWM iShares Russell 2000 ETF | 0.03% | 222 | $45K | No change |
| MA Mastercard Inc. Class A | 0.03% | 100 | $44K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.03% | 403 | $43K | No change |
| UDR Udr Inc. | 0.03% | 1,000 | $41K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.03% | 366 | $40K | New |
| IHI iShares U.S. Medical Devices | 0.03% | 685 | $38K | Add +15.7% |
| MCD McDonald's Corp. | 0.03% | 147 | $38K | Add +250.0% |
| CB Chubb Ltd. | 0.03% | 141 | $36K | Reduce -8.4% |
| QSR Restaurant Brands Intern | 0.03% | 500 | $35K | No change |
| MET Metlife Inc. | 0.02% | 500 | $35K | No change |
| IJH iShares Core S&P Midcap ETF | 0.02% | 590 | $35K | No change |
| FINX Global X Fintech ETF | 0.02% | 1,361 | $34K | Add +36.1% |
| RSPS Invesco S&P 500 Equal Weight | 0.02% | 1,088 | $33K | No change |
| CARR Carrier Global Corp. | 0.02% | 500 | $32K | No change |
| T AT&T Inc. | 0.02% | 1,648 | $31K | Reduce -28.6% |
| RTX RTX Corp. | 0.02% | 312 | $31K | Reduce -44.5% |
| LOW Lowe's Cos Inc. | 0.02% | 139 | $31K | No change |
| GD General Dynamics Corp. | 0.02% | 104 | $30K | Reduce -8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 184 | $30K | Add +5.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 200 | $29K | New |
| PPG PPG Industries Inc. | 0.02% | 224 | $28K | New |
| ACN Accenture PLC Class A | 0.02% | 91 | $28K | No change |
| AVGO Broadcom Inc. | 0.02% | 17 | $27K | Reduce -10.5% |
| PAYX Paychex Inc. | 0.02% | 230 | $27K | No change |
| GNRC Generac Holdings Inc. | 0.02% | 200 | $26K | No change |
| ADI Analog Devices Inc. | 0.02% | 110 | $25K | No change |
| JNJ Johnson & Johnson | 0.02% | 170 | $25K | Reduce -35.6% |
| KRE SS SPDR S&P Regional Bank | 0.02% | 491 | $24K | Add +13.7% |
| DDS Dillards Inc. Class A | 0.02% | 53 | $23K | New |
| ORCL Oracle Corp. | 0.02% | 157 | $22K | Reduce -16.9% |
| CSX CSX Corp. | 0.02% | 660 | $22K | New |
| LIN Linde PLC | 0.02% | 50 | $22K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 45 | $21K | Reduce -4.3% |
| APAM Artisan Partners Asset Ma -A | 0.01% | 500 | $21K | No change |
| AFL Aflac Inc. | 0.01% | 227 | $20K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 85 | $20K | Reduce -6.6% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 212 | $20K | Add +43.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $238 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | 417 | $238 | New |
Total filed on the 13F, all lines: $140.9M.
Portfolio Sells Q1 2024 → Q2 2024
| COPX Global X Copper Miners ETF | Reduce -9.2% | 6.20% | −0.36 |
| LCR Leuthold Core ETF | Reduce -3.4% | 5.82% | −0.34 |
| XME SS SPDR S&P Metals Mining | Reduce -0.3% | 4.88% | −0.20 |
| IAU iShares Gold Trust | Reduce -3.2% | 8.78% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -89.3% | 0.01% | −0.08 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.02 |
| RTX RTX Corp. | Reduce -44.5% | 0.02% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.16% | −0.01 |
| PSX Phillips 66 | Reduce -11.5% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -35.6% | 0.02% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -13.0% | 0.04% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -7.5% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -7.1% | 0.03% | −0.01 |
| T AT&T Inc. | Reduce -28.6% | 0.02% | −0.01 |
| MSFT Microsoft Corp. | Reduce -8.9% | 0.12% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 0.14% | −0.00 |
| PBA Pembina Pipeline Corp. | Sold out | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -8.5% | 0.01% | −0.00 |
| CVS CVS Health Corp. | Reduce -16.7% | 0.01% | −0.00 |
| CB Chubb Ltd. | Reduce -8.4% | 0.03% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -7.5% | 0.04% | −0.00 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -6.6% | 0.01% | −0.00 |
| UNP Union Pacific Corp. | Reduce -16.3% | 0.01% | −0.00 |
| BA The Boeing Co. | Reduce -16.9% | 0.01% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -16.7% | 0.01% | −0.00 |
| EMN Eastman Chemical Co. | Reduce -16.7% | 0.01% | −0.00 |
| GD General Dynamics Corp. | Reduce -8.0% | 0.02% | −0.00 |
| TRV The Travelers Cos Inc. | Reduce -8.2% | 0.01% | −0.00 |
| ORCL Oracle Corp. | Reduce -16.9% | 0.02% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -34.0% | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -21.3% | 0.01% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -16.7% | 0.00% | −0.00 |
| DLN Wisdomtree US Largecap Divid | Reduce -16.8% | 0.01% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -97.5% | 0.00% | −0.00 |
| NXPI NXP Semiconductors NV | Reduce -16.3% | 0.01% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -16.7% | 0.01% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -4.3% | 0.01% | −0.00 |
| D Dominion Energy Inc. | Reduce -17.1% | 0.00% | −0.00 |
| NOW ServiceNow Inc. | Reduce -12.5% | 0.00% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -8.5% | 0.01% | −0.00 |
| AMT American Tower Corp. | Reduce -16.7% | 0.00% | −0.00 |
| CCI Crown Castle Inc. | Reduce -18.8% | 0.00% | −0.00 |
| LRCX Lam Research Corp. | Reduce -12.5% | 0.01% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -17.6% | 0.01% | −0.00 |
| EMBC Embecta Corp. | Reduce -41.7% | 0.00% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -5.5% | 0.11% | 0.00 |
| AVGO Broadcom Inc. | Reduce -10.5% | 0.02% | +0.00 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.11% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -0.6% | 0.21% | +0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 9.17% | +0.67 |
| V Visa Inc. Class A | Add +1558.0% | 0.31% | +0.29 |
| AAPL Apple Inc. | Add +4.4% | 1.33% | +0.27 |
| DJP Ipath Bloomberg Commodity Inc. | Add +4.9% | 4.03% | +0.22 |
| INTC Intel Corp. | Add +90.7% | 0.72% | +0.17 |
| DCI Donaldson Co. Inc. | New | 0.16% | +0.16 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +4.6% | 6.65% | +0.12 |
| PG The Procter & Gamble Co. | Add +1256.3% | 0.11% | +0.10 |
| ARB Altshares Merger Arbitrage | Add +5.6% | 3.08% | +0.07 |
| TBBK The Bancorp Inc. | Add +2.1% | 0.49% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.87% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +280.0% | 0.05% | +0.04 |
| GOOG Alphabet Inc. Class C | New | 0.04% | +0.04 |
| SJM The JM Smucker Co. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +164.9% | 0.04% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +112.7% | 0.04% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.02% | +0.02 |
| PPG PPG Industries Inc. | New | 0.02% | +0.02 |
| NMIH Nmi Holdings Inc. | Add +0.7% | 0.52% | +0.02 |
| MCD McDonald's Corp. | Add +250.0% | 0.03% | +0.02 |
| DDS Dillards Inc. Class A | New | 0.02% | +0.02 |
| CSX CSX Corp. | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +76.5% | 0.03% | +0.02 |
| PNC PNC Financial Services Group | Add +25.0% | 0.08% | +0.01 |
| PFE Pfizer Inc. | New | 0.01% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.01% | +0.01 |
| DLB Dolby Laboratories Inc. Class A | New | 0.01% | +0.01 |
| URNM Sprott Uranium Miners ETF | New | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +155.6% | 0.01% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| UPS United Parcel Service Class B | Add +218.4% | 0.01% | +0.01 |
| FEX First Trust Large Cap Core A | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | New | 0.01% | +0.01 |
| WCLD Wisdomtree Cloud Computing | New | 0.01% | +0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | New | 0.01% | +0.01 |
| ARKK ARK Innovation ETF | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +11.2% | 0.11% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +1809.1% | 0.01% | +0.01 |
| DVN Devon Energy Corp. | New | 0.01% | +0.01 |
| INSW International Seaways Inc. | New | 0.01% | +0.01 |
| LIT Global X Lithium & Battery T | Add +105.6% | 0.01% | +0.01 |
| MUR Murphy Oil Corp. | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +8.7% | 0.04% | +0.00 |
| TOL Toll Brothers Inc. | New | 0.00% | +0.00 |
| OIH Vaneck Oil Services ETF | New | 0.00% | +0.00 |
| BNO United States Brent Oil Fund | New | 0.00% | +0.00 |
| ARKG ARK Genomic Revolution ETF | New | 0.00% | +0.00 |
| HRB H&R Block Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2024 → Q2 2024
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | New | 417 | $238 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |