The Analysis of Legend Financial Advisors, Inc.'s Holdings
Currently, Legend Financial Advisors, Inc. holds 37 types of securities in its portfolio with a total value $165.1M. In the most recent quarter, they have increased their positions in XLE (+23.2K shares, valued at $1.0M), V (+1.9K shares, valued at $652.0K), SPSM (+7.9K shares, valued at $372.1K); decreased their positions in COPX (-34.6K shares, valued at $2.5M), N/A (-23.5K shares, valued at $1.9M), XME (-15.7K shares, valued at $1.6M); initiated new positions in V (+1.9K shares, valued at $652.0K), DCI (+3.1K shares, valued at $274.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SOXX ISHARES TR48.6K shares-6.65%2025-12-312026-01-23
COPX GLOBAL X FDS163.6K shares-17.45%2025-12-312026-01-23 FNDX SCHWAB STRATEGIC TR382.4K shares0.01%2025-12-312026-01-23 XME SPDR SERIES TRUST92.3K shares-14.52%2025-12-312026-01-23 VIOV VANGUARD ADMIRAL FDS INC97.8K shares1.22%2025-12-312026-01-23 LCR MANAGED PORTFOLIO SERIES248.0K shares-2.81%2025-12-312026-01-23 VO VANGUARD INDEX FDS29.5K shares0.49%2025-12-312026-01-23 DJP BARCLAYS BANK PLC205.7K shares1.57%2025-12-312026-01-23 IAK ISHARES TR54.6K shares4.85%2025-12-312026-01-23 RSPD INVESCO EXCHANGE TRADED FD T130.1K shares1.81%2025-12-312026-01-23 IDMO INVESCO EXCH TRADED FD TR II118.9K shares0.44%2025-12-312026-01-23 ARB ALTSHARES TRUST179.8K shares2.75%2025-12-312026-01-23 AAPL APPLE INC11.0K shares-1.83%2025-12-312026-01-23 SPSM SPDR SERIES TRUST53.3K shares17.51%2025-12-312026-01-23 XLE SELECT SECTOR SPDR TR44.0K shares111.50%2025-12-312026-01-23 AMZN AMAZON COM INC8.2K shares-1.38%2025-12-312026-01-23 PAAS PAN AMERN SILVER CORP28.6K shares-9.76%2025-12-312026-01-23 MOD MODINE MFG CO9.6K shares-0.81%2025-12-312026-01-23 FSLR FIRST SOLAR INC4.8K shares-2.57%2025-12-312026-01-23 EVR EVERCORE INC3.2K shares-0.89%2025-12-312026-01-23 INTC INTEL CORP28.3K shares-3.79%2025-12-312026-01-23 CPA COPA HOLDINGS SA8.1K shares1.64%2025-12-312026-01-23 TBBK BANCORP INC DEL13.4K shares-2.23%2025-12-312026-01-23 ALV AUTOLIV INC6.5K shares-0.66%2025-12-312026-01-23 CRBG COREBRIDGE FINL INC25.4K shares-0.59%2025-12-312026-01-23 SCHG SCHWAB STRATEGIC TR23.4K shares-4.75%2025-12-312026-01-23 NMIH NMI HLDGS INC18.7K shares-0.19%2025-12-312026-01-23 V VISA INC1.9K sharesnew addition2025-12-312026-01-23 FI FISERV INC6.8K shares0.00%2025-12-312026-01-23 LLY ELI LILLY & CO275 shares-8.33%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.863 shares0.00%2025-12-312026-01-23 DCI DONALDSON INC3.1K sharesnew addition2025-12-312026-01-23 NEE NEXTERA ENERGY INC3.1K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available