Legend Financial Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 7, 2025), Legend Financial Advisors, Inc. reported 266 stock positions worth $141.7 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 9.6% of the portfolio, followed by iShares Gold Trust (IAU, 9.4%) and Invesco QQQ Trust Series 1 (QQQ, 9.4%). Compared with Q3 2024, it opened 116 new positions, sold out of 7, added to 36 and reduced 22. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +0%) and the biggest sale iShares Semiconductor ETF (SOXX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001781948
- Portfolio Value
- $141.7M (Q4 2024)
- SEC Filing
- 0001781948-25-000001 ↗ filed Jan 7, 2025
Holdings Value
Holdings 266 stocks · $141.7M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 9.61% | 51,585 | $13.6M | Reduce -1.0% |
| IAU iShares Gold Trust | 9.41% | 269,453 | $13.3M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 9.37% | 25,964 | $13.3M | Add +0.3% |
| SOXX iShares Semiconductor ETF | 7.60% | 50,014 | $10.8M | Reduce -1.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 6.82% | 408,425 | $9.7M | Reduce -1.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 6.04% | 91,757 | $8.6M | Add +0.1% |
| LCR Leuthold Core ETF | 5.84% | 241,083 | $8.3M | Add +1.2% |
| COPX Global X Copper Miners ETF | 5.82% | 215,868 | $8.2M | Add +2.2% |
| RSPD Invesco S&P 500 Equal Weight | 5.16% | 136,817 | $7.3M | Reduce -3.1% |
| XME SS SPDR S&P Metals Mining | 4.98% | 124,406 | $7.1M | Add +0.9% |
| IAK iShares U.S. Insurance ETF | 4.76% | 53,330 | $6.7M | Reduce -1.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 4.75% | 209,809 | $6.7M | Add +0.6% |
| ARB Altshares Merger Arbitrage | 3.12% | 160,666 | $4.4M | Add +2.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.70% | 85,131 | $3.8M | Reduce -2.1% |
| AAPL Apple Inc. | 1.41% | 7,982 | $2.0M | Add +0.9% |
| AMZN Amazon.com Inc. | 1.24% | 8,029 | $1.8M | Add +3.2% |
| FISV Fiserv Inc. | 1.04% | 7,208 | $1.5M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 2,946 | $1.3M | Add +7.2% |
| MOD Modine Manufacturing Co. | 0.81% | 9,929 | $1.2M | Add +2.9% |
| SCHG Schwab US Large-Cap Growth | 0.62% | 31,666 | $883K | Reduce -3.5% |
| FSLR First Solar Inc. | 0.58% | 4,662 | $822K | Add +2.8% |
| CRBG Corebridge Financial Inc. | 0.54% | 25,764 | $771K | Add +3.8% |
| TBBK The Bancorp Inc. | 0.51% | 13,796 | $726K | Reduce -0.7% |
| B Barrick Gold Corp. | 0.49% | 45,143 | $700K | New |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.48% | 18,684 | $687K | Add +6.3% |
| CPA Copa Holdings SA Class A | 0.48% | 7,692 | $676K | Add +5.6% |
| EG Everest Group Ltd. | 0.48% | 1,860 | $674K | Add +6.5% |
| INTC Intel Corp. | 0.45% | 31,793 | $637K | Reduce -1.8% |
| ALV Autoliv Inc. | 0.42% | 6,344 | $595K | Add +1.9% |
| V Visa Inc. Class A | 0.37% | 1,658 | $524K | Add +1558.0% |
| NEE Nextera Energy Inc. | 0.17% | 3,449 | $247K | Reduce -11.5% |
| LLY Eli Lilly & Co. | 0.16% | 300 | $232K | No change |
| DCI Donaldson Co. Inc. | 0.15% | 3,092 | $208K | New |
| JPM JPMorgan Chase & Co. | 0.15% | 863 | $207K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 930 | $163K | Add +0.3% |
| XLY SS Consumer Disc Select Sect | 0.11% | 716 | $161K | No change |
| PNC PNC Financial Services Group | 0.10% | 744 | $143K | Add +25.0% |
| IWF iShares Russell 1000 Growth | 0.10% | 350 | $141K | Reduce -3.9% |
| STBA S & T Bancorp Inc. | 0.09% | 3,374 | $129K | No change |
| PEP Pepsico Inc. | 0.08% | 711 | $108K | Reduce -46.4% |
| AMGN Amgen Inc. | 0.07% | 381 | $99K | No change |
| PG The Procter & Gamble Co. | 0.07% | 582 | $98K | Add +476.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 1,036 | $80K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 380 | $72K | No change |
| HII Huntington Ingalls Industrie | 0.05% | 365 | $69K | Reduce -49.9% |
| COP Conocophillips | 0.05% | 689 | $68K | Reduce -6.0% |
| MSFT Microsoft Corp. | 0.04% | 138 | $58K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 280 | $53K | No change |
| MA Mastercard Inc. Class A | 0.04% | 100 | $53K | No change |
| MO Altria Group Inc. | 0.04% | 1,000 | $52K | New |
| MRK Merck & Co. Inc. | 0.03% | 490 | $49K | Add +58.1% |
| FINX Global X Fintech ETF | 0.03% | 1,361 | $42K | Add +36.1% |
| ENB Enbridge Inc. | 0.03% | 1,000 | $42K | New |
| MET Metlife Inc. | 0.03% | 500 | $41K | No change |
| IHI iShares U.S. Medical Devices | 0.03% | 685 | $40K | Add +14.2% |
| PSX Phillips 66 | 0.03% | 350 | $40K | No change |
| T AT&T Inc. | 0.03% | 1,648 | $38K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 64 | $38K | Reduce -3.0% |
| ROK Rockwell Automation Inc. | 0.03% | 130 | $37K | Reduce -13.3% |
| CMCSA Comcast Corp. Class A | 0.02% | 919 | $34K | No change |
| WHR Whirlpool Corp. | 0.02% | 300 | $34K | New |
| CARR Carrier Global Corp. | 0.02% | 500 | $34K | No change |
| NVDA Nvidia Corp. | 0.02% | 250 | $34K | New |
| RSPS Invesco S&P 500 Equal Weight | 0.02% | 1,088 | $33K | No change |
| QSR Restaurant Brands Intern | 0.02% | 500 | $33K | No change |
| VZ Verizon Communications Inc. | 0.02% | 780 | $31K | Add +69.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 184 | $31K | Add +5.1% |
| GNRC Generac Holdings Inc. | 0.02% | 200 | $31K | No change |
| MCD McDonald's Corp. | 0.02% | 105 | $30K | No change |
| KRE SS SPDR S&P Regional Bank | 0.02% | 491 | $30K | Add +16.9% |
| HD Home Depot Inc. | 0.02% | 76 | $30K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 71 | $29K | No change |
| RTX RTX Corp. | 0.02% | 250 | $29K | No change |
| HASI Ha Sustainable Infrastructur | 0.02% | 1,000 | $27K | New |
| PPG PPG Industries Inc. | 0.02% | 224 | $27K | New |
| ORCL Oracle Corp. | 0.02% | 157 | $26K | No change |
| OMF Onemain Holdings Inc. | 0.02% | 500 | $26K | New |
| UNH Unitedhealth Group Inc. | 0.02% | 51 | $26K | No change |
| AVGO Broadcom Inc. | 0.02% | 100 | $23K | No change |
| DDS Dillards Inc. Class A | 0.02% | 53 | $23K | New |
| HAL Halliburton Co. | 0.02% | 840 | $23K | Reduce -95.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 581 | $22K | Reduce -94.6% |
| APAM Artisan Partners Asset Ma -A | 0.02% | 500 | $22K | No change |
| CSX CSX Corp. | 0.01% | 660 | $21K | New |
| FXL First Trust Technology Alpha | 0.01% | 133 | $20K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 218 | $20K | Add +38.9% |
| CEF Sprott Physical Gold and Sil | 0.01% | 808 | $19K | No change |
| LIT Global X Lithium & Battery T | 0.01% | 444 | $18K | Add +105.6% |
| SPHB Invesco S&P 500 High Beta Et | 0.01% | 204 | $18K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.01% | 94 | $18K | No change |
| YUM Yum! Brands Inc. | 0.01% | 131 | $18K | No change |
| CB Chubb Ltd. | 0.01% | 63 | $17K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 66 | $17K | No change |
| FDN First Trust DJ Internet Ind | 0.01% | 65 | $16K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.01% | 420 | $16K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 130 | $15K | No change |
| SBLK Star Bulk Carriers Corp. | 0.01% | 1,000 | $15K | New |
| CHX Championx Corp. | 0.01% | 547 | $15K | No change |
| PFE Pfizer Inc. | 0.01% | 544 | $14K | Add +173.4% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 611 | $14K | Reduce -0.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $46 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | 417 | $46 | New |
Total filed on the 13F, all lines: $141.7M.
Portfolio Sells Q3 2024 → Q4 2024
| SOXX iShares Semiconductor ETF | Reduce -1.0% | 7.60% | −0.44 |
| HAL Halliburton Co. | Reduce -95.4% | 0.02% | −0.35 |
| SLB SLB Ltd. | Reduce -94.6% | 0.02% | −0.30 |
| IAU iShares Gold Trust | Reduce -3.1% | 9.41% | −0.13 |
| HII Huntington Ingalls Industrie | Reduce -49.9% | 0.05% | −0.08 |
| PEP Pepsico Inc. | Reduce -46.4% | 0.08% | −0.08 |
| INTC Intel Corp. | Reduce -1.8% | 0.45% | −0.07 |
| IAK iShares U.S. Insurance ETF | Reduce -1.4% | 4.76% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -11.5% | 0.17% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.1% | 2.70% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| COP Conocophillips | Reduce -6.0% | 0.05% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -1.2% | 6.82% | −0.00 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.00 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.00 |
| UAPR Innovator U.S. Equity Ultra | Reduce -31.0% | 0.00% | −0.00 |
| ROK Rockwell Automation Inc. | Reduce -13.3% | 0.03% | −0.00 |
| TBBK The Bancorp Inc. | Reduce -0.7% | 0.51% | −0.00 |
| SIVR Abrdn Physical Silver Shares | Sold out | 0.00% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.0% | 0.03% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.2% | 0.01% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -3.9% | 0.10% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.5% | 0.62% | +0.03 |
| RSPD Invesco S&P 500 Equal Weight | Reduce -3.1% | 5.16% | +0.08 |
| FISV Fiserv Inc. | Reduce -4.2% | 1.04% | +0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 9.61% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 9.37% | +0.64 |
| B Barrick Gold Corp. | New | 0.49% | +0.49 |
| V Visa Inc. Class A | Add +1558.0% | 0.37% | +0.35 |
| AMZN Amazon.com Inc. | Add +3.2% | 1.24% | +0.24 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +0.1% | 6.04% | +0.19 |
| DCI Donaldson Co. Inc. | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +0.9% | 1.41% | +0.14 |
| ARB Altshares Merger Arbitrage | Add +2.0% | 3.12% | +0.11 |
| DJP Ipath Bloomberg Commodity Inc. | Add +0.6% | 4.75% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.2% | 0.94% | +0.07 |
| PG The Procter & Gamble Co. | Add +476.2% | 0.07% | +0.06 |
| CRBG Corebridge Financial Inc. | Add +3.8% | 0.54% | +0.04 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| ENB Enbridge Inc. | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | Add +25.0% | 0.10% | +0.03 |
| WHR Whirlpool Corp. | New | 0.02% | +0.02 |
| NVDA Nvidia Corp. | New | 0.02% | +0.02 |
| HASI Ha Sustainable Infrastructur | New | 0.02% | +0.02 |
| PPG PPG Industries Inc. | New | 0.02% | +0.02 |
| OMF Onemain Holdings Inc. | New | 0.02% | +0.02 |
| ALV Autoliv Inc. | Add +1.9% | 0.42% | +0.02 |
| DDS Dillards Inc. Class A | New | 0.02% | +0.02 |
| CSX CSX Corp. | New | 0.01% | +0.01 |
| LCR Leuthold Core ETF | Add +1.2% | 5.84% | +0.01 |
| FINX Global X Fintech ETF | Add +36.1% | 0.03% | +0.01 |
| SBLK Star Bulk Carriers Corp. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +58.1% | 0.03% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.01% | +0.01 |
| ARKK ARK Innovation ETF | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +69.6% | 0.02% | +0.01 |
| WFC Wells Fargo & Co. | New | 0.01% | +0.01 |
| UPS United Parcel Service Class B | New | 0.01% | +0.01 |
| WCLD Wisdomtree Cloud Computing | New | 0.01% | +0.01 |
| URNM Sprott Uranium Miners ETF | New | 0.01% | +0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | New | 0.01% | +0.01 |
| LIT Global X Lithium & Battery T | Add +105.6% | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +1650.0% | 0.01% | +0.01 |
| PFE Pfizer Inc. | Add +173.4% | 0.01% | +0.01 |
| DFS Discover Financial Services | New | 0.01% | +0.01 |
| TOL Toll Brothers Inc. | New | 0.01% | +0.01 |
| CPA Copa Holdings SA Class A | Add +5.6% | 0.48% | +0.01 |
| ARKG ARK Genomic Revolution ETF | New | 0.00% | +0.00 |
| HRB H&R Block Inc. | New | 0.00% | +0.00 |
| BYD Boyd Gaming Corp. | New | 0.00% | +0.00 |
| KRE SS SPDR S&P Regional Bank | Add +16.9% | 0.02% | +0.00 |
| BNO United States Brent Oil Fund | New | 0.00% | +0.00 |
| XSD SS SPDR S&P Semiconductor | New | 0.00% | +0.00 |
| OIH Vaneck Oil Services ETF | New | 0.00% | +0.00 |
| DVN Devon Energy Corp. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | New | 417 | $46 |
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 |