Legend Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$145M
Signature - Title
Wren Green - Compliance Consultant
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Legend Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legend Financial Advisors, Inc. reported 157 stock holdings with total value $145M as of Q3 2024. Top holdings included IAU, VO, QQQ, SOXX, and COPX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 157 $145M +$3.09M -$7.34M -$4.25M IAU, VO, QQQ, SOXX, COPX 13F-HR 10/17/2024, 05:44 PM
Q2 2024 292 $141M +$4.17M -$2.72M +$1.45M QQQ, SOXX, VO, IAU, FNDX 13F-HR 7/26/2024, 02:04 PM
Q1 2024 185 $138M +$13.6M -$2.34M +$11.2M VO, SOXX, IAU, QQQ, COPX 13F-HR 4/17/2024, 02:24 PM
Q4 2023 193 $124M +$893K -$5.83M -$4.94M VO, IAU, QQQ, SOXX, FNDX 13F-HR 1/31/2024, 04:10 PM
Q3 2023 188 $117M +$5.72M -$1.6M +$4.12M IAU, QQQ, VO, SOXX, LCR 13F-HR 11/13/2023, 01:37 PM
Q2 2023 207 $120M +$3.67M -$7.65M -$3.98M IAU, VO, QQQ, SOXX, LCR 13F-HR 8/9/2023, 11:54 AM
Q1 2023 229 $119M +$6.7M -$5.1M +$1.6M IAU, QQQ, SOXX, VO, LCR 13F-HR 4/26/2023, 04:07 PM
Q4 2022 243 $114M +$25.5M -$23.1M +$2.48M IAU, VO, QQQ, LCR, SOXX 13F-HR 1/30/2023, 11:21 AM
Q3 2022 233 $106M +$17.5M -$3.92M +$13.6M IAU, QQQ, LCR, LIT, SOXX 13F-HR 11/18/2022, 12:35 PM
Q2 2022 31 $96.8M +$42.7M -$45.1M -$2.39M IAU, QQQ, LIT, SOXX, KRE 13F-HR 8/8/2022, 02:23 PM
Q1 2022 39 $101M +$21.4M -$25.7M -$4.31M IAU, QQQ, SOXX, SWAN, PALL 13F-HR 5/12/2022, 04:24 PM
Q4 2021 41 $143M +$26.1M -$43.7M -$17.6M QQQ, SOXX, SWAN, IAU, ARKK 13F-HR 2/14/2022, 11:35 AM
Q3 2021 39 $156M +$14.7M -$1.33M +$13.4M IAU, QQQ, ARKK, SOXX, ARKG 13F-HR 11/15/2021, 03:26 PM
Q2 2021 37 $155M +$145M -$3.24M +$141M IAU, ARKK, QQQ, ARKG, SOXX 13F-HR 8/2/2021, 12:14 PM
Q1 2021 15 $13.2M +$2.59M -$111M -$108M IAU, ARKK, ARKG, QQQ, SOXX 13F-HR 5/17/2021, 02:12 PM
Q4 2020 28 $123M +$2.99M -$29.3M -$26.3M ARKK, IAU, ARKG, QQQ, SOXX 13F-HR 2/16/2021, 02:22 PM
Q3 2020 29 $126M +$4.75M -$54.8M -$50.1M IAU, ARKK, QQQ, ARKG, SOXX 13F-HR 11/12/2020, 02:05 PM
Q2 2020 29 $159M +$55.3M -$21.5M +$33.8M QQQ, USFR, IAU, ARKK, SOXX 13F-HR 8/18/2020, 10:59 AM
Q1 2020 29 $111M +$54.4M -$58M -$3.59M USFR, QQQ, EMTY, SPY, IAU 13F-HR 5/15/2020, 02:58 PM
Q4 2019 30 $117M +$2.07M -$12.6M -$10.5M PALL, QQQ, SOXX, ANGL, VNQ 13F-HR 2/20/2020, 03:56 PM
Q3 2019 33 $118M +$2.13M -$1.02M +$1.11M PALL, QQQ, ANGL, SOXX, VNQ 13F-HR 12/23/2019, 03:41 PM
Q2 2019 34 $114M +$31.4M -$7.49M +$23.9M PALL, QQQ, ANGL, SOXX, VNQ 13F-HR 8/13/2019, 11:15 AM
Q1 2019 34 $84.2M +$25.3M -$5.11M +$20.2M PALL, QQQ, SOXX, ITA, IAU 13F-HR 8/8/2019, 08:17 AM
Q4 2018 27 $54.6M $0 $0 QQQ, SOXX, ITA, ARKK, PST 13F-HR 8/8/2019, 08:10 AM