Legend Financial Advisors, Inc.
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
37
- Value ($000)
$136,129
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001781948
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $14.09M | 10 % | 239,050 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.21M | 9 % | 26,033 | ||
SOXX ISHARES TR | ISHARES SEMICDTR | 464287523 | $10.38M | 8 % | 55,146 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $9.11M | 7 % | 385,869 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.51M | 6 % | 32,894 | ||
LCR LEUTHOLD FDS INC | CORE ETF | 527289789 | $8.26M | 6 % | 240,984 | ||
COPX GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | $8.19M | 6 % | 209,603 | ||
VIOV VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | $8.16M | 6 % | 97,213 | ||
IAK ISHARES TR | U.S. INSRNCE ETF | 464288786 | $7.11M | 5 % | 51,624 | ||
KRE SPDR SER TR | S&P METALS MNG | 78464A755 | $7.02M | 5 % | 125,445 |
Rows Per Page
10
- 10
- 50
- 100