Latest Legend Financial Advisors, Inc. Stock Portfolio
Legend Financial Advisors, Inc. Performance:
2025 Q3: 3.45%YTD: 5.58%2024: -1.52%
Performance for 2025 Q3 is 3.45%, and YTD is 5.58%, and 2024 is -1.52%.
About Legend Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Legend Financial Advisors, Inc. reported an equity portfolio of $163.1 Millions as of 30 Sep, 2025.
The top stock holdings of Legend Financial Advisors, Inc. are IAU, QQQ, IJR. The fund has invested 9.7% of it's portfolio in ISHARES GOLD TR and 9.1% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), SELECT SECTOR SPDR TR (XLB) and PNC FINL SVCS GROUP INC (PNC) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IJR) and FISERV INC. Legend Financial Advisors, Inc. opened new stock positions in TYLER TECHNOLOGIES INC (TYL). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, SELECT SECTOR SPDR TR (XLB) and FIRST SOLAR INC (FSLR).
The top stock holdings of Legend Financial Advisors, Inc. are IAU, QQQ, IJR. The fund has invested 9.7% of it's portfolio in ISHARES GOLD TR and 9.1% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), SELECT SECTOR SPDR TR (XLB) and PNC FINL SVCS GROUP INC (PNC) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IJR) and FISERV INC. Legend Financial Advisors, Inc. opened new stock positions in TYLER TECHNOLOGIES INC (TYL). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, SELECT SECTOR SPDR TR (XLB) and FIRST SOLAR INC (FSLR).
Legend Financial Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Legend Financial Advisors, Inc. made a return of 3.45% in the last quarter. In trailing 12 months, it's portfolio return was 5.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| tyler technologies inc | 261,580 |
New stocks bought by Legend Financial Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| berkshire hathaway inc del | 7.2 |
| select sector spdr tr | 6.86 |
| first solar inc | 4.02 |
| nmi hldgs inc | 3.87 |
| nomad foods ltd | 3.38 |
| barclays bank plc | 3.00 |
| corebridge finl inc | 2.63 |
| copa holdings sa | 2.31 |
Additions to existing portfolio by Legend Financial Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -12.35 |
| ishares tr | -7.15 |
| fiserv inc | -5.05 |
| global x fds | -4.24 |
| intel corp | -4.00 |
| invesco qqq tr | -3.32 |
| bancorp inc del | -1.04 |
| invesco exchange traded fd t | -0.58 |
Legend Financial Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| s & t bancorp inc | -127,605 |
| artisan partners asset mgmt | -75,361 |
| at&t inc | -47,679 |
| verizon communications inc | -55,213 |
| advisorshares tr | -2,890 |
| invesco exchange traded fd t | -32,592 |
| bank new york mellon corp | -94,390 |
| global x fds | -34,220 |
Legend Financial Advisors, Inc. got rid off the above stocks
Sector Distribution
Legend Financial Advisors, Inc. has about 91.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.5 |
| Technology | 3.3 |
| Consumer Cyclical | 2.5 |
| Financial Services | 2.4 |
Market Cap. Distribution
Legend Financial Advisors, Inc. has about 5.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.5 |
| MEGA-CAP | 3.2 |
| MID-CAP | 3.1 |
| LARGE-CAP | 2.2 |
Stocks belong to which Index?
About 6.7% of the stocks held by Legend Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.3 |
| S&P 500 | 4.8 |
| RUSSELL 2000 | 1.9 |
Legend Financial Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. has 39 stocks in it's portfolio. About 68.4% of the portfolio is in top 10 stocks. CRBG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Legend Financial Advisors, Inc. last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.75 | 11,176 | 2,845,740 | reduced | -0.31 | ||
| AAXJ | ishares tr | 4.28 | 52,036 | 6,974,410 | added | 2.27 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACT | advisorshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGNG | global x fds | 7.27 | 198,215 | 11,855,200 | reduced | -4.24 | ||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALV | autoliv inc | 0.49 | 6,504 | 803,244 | added | 1.96 | ||
| AMGN | amgen inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 1.12 | 8,312 | 1,825,070 | added | 2.14 | ||
| ANEW | proshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APAM | artisan partners asset mgmt | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ARB | altshares trust | 3.11 | 174,987 | 5,072,880 | added | 0.32 | ||
| ATO | atmos energy corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||