Sponsored

The Analysis of Legend Capital Advisors LLC's Holdings & P&L

Currently, Legend Capital Advisors LLC holds 159 types of securities in its portfolio with a total value $160.0M. In the most recent quarter, they have increased their positions in TMC (+572.0K shares, valued at $2.7M), WBD (+59.3K shares, valued at $1.6M), BEN (+67.2K shares, valued at $1.6M); decreased their positions in MSFT (-3.2K shares, valued at $1.2M), N/A (-3.3K shares, valued at $937.7K), AMZN (-2.7K shares, valued at $563.8K); initiated new positions in BEN (+67.2K shares, valued at $1.6M), FIGR (+30.5K shares, valued at $1.0M), PHK (+113.7K shares, valued at $526.3K).

1M P&L

+9.3M+5.02%

3M P&L

+37.7M+24.08%

HY P&L

+8.3M+4.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application47.7M

32.3%

2Banks - Regional20.0M

13.6%

3Internet Content & Information15.8M

10.7%

Top Industries by Stock Count

1N/A25 stocks

17.5%

2Credit Services6 stocks

4.2%

3Drug Manufacturers - General5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SNOW SNOWFLAKE INC314.0K shares-0.05%2026-03-312026-05-15

NU NU HLDGS LTD1.4M shares0.00%2026-03-312026-05-15

META META PLATFORMS INC27.5K shares-0.19%2026-03-312026-05-15

ALPHABET INC ALPHABET INC25.6K shares1.94%2026-03-312026-05-15

TSLA TESLA INC14.7K shares9.02%2026-03-312026-05-15

AAPL APPLE INC19.8K shares-0.19%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC176.4K shares50.66%2026-03-312026-05-15

NVDA NVIDIA CORPORATION21.1K shares-1.05%2026-03-312026-05-15

Sponsored

TMC TMC THE METALS COMPANY INC645.5K shares778.22%2026-03-312026-05-15

AMZN AMAZON COM INC14.1K shares-16.07%2026-03-312026-05-15

ALPHABET INC ALPHABET INC8.8K shares-26.99%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC12.3K shares0.22%2026-03-312026-05-15

TU TELUS CORPORATION85.7K shares30.41%2026-03-312026-05-15

MSFT MICROSOFT CORP6.0K shares-34.82%2026-03-312026-05-15

XOM EXXON MOBIL CORP10.7K shares-0.33%2026-03-312026-05-15

LLY ELI LILLY & CO1.9K shares0.88%2026-03-312026-05-15

Sponsored

CRWD CROWDSTRIKE HLDGS INC4.1K shares2.38%2026-03-312026-05-15

BEN FRANKLIN RESOURCES INC67.2K sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC10.3K shares-7.37%2026-03-312026-05-15

SDY SPDR SERIES TRUST10.1K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC11.8K shares-0.21%2026-03-312026-05-15

FIGR FIGURE TECHNOLOGY SOLUTIO30.5K sharesnew addition2026-03-312026-05-15

SPY SPDR S&P 500 ETF TR1.4K shares0.00%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS5.4K shares-13.41%2026-03-312026-05-15

Sponsored

IVW ISHARES TR7.0K shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-1.03%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.7K shares0.04%2026-03-312026-05-15

WMT WALMART INC5.8K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO.2.4K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC687 shares-1.29%2026-03-312026-05-15

COST COSTCO WHSL CORP NEW561 shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.8K shares-2.01%2026-03-312026-05-15

Sponsored

PHK PIMCO HIGH INCOME FD113.7K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.7K shares9.60%2026-03-312026-05-15

CSCO CISCO SYS INC6.1K shares0.00%2026-03-312026-05-15

IVE ISHARES TR2.0K shares0.00%2026-03-312026-05-15

IWM ISHARES TR1.6K shares0.00%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC25.4K shares-1.93%2026-03-312026-05-15

AM ANTERO MIDSTREAM CORP17.5K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION2.1K shares0.00%2026-03-312026-05-15

Sponsored

PBR.A PETROLEO BRASILEIRO SA PETRO20.7K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORP NEW1.8K shares-0.33%2026-03-312026-05-15

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.4K shares0.00%2026-03-312026-05-15

ASML ASML HOLDING N V237 shares0.00%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO1.2K sharesnew addition2026-03-312026-05-15

V VISA INC951 shares-5.84%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC5.7K shares0.00%2026-03-312026-05-15

WFC WELLS FARGO CO NEW3.3K shares-3.59%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC1.6K shares13.91%2026-03-312026-05-15

FDX FEDEX CORP700 shares-1.41%2026-03-312026-05-15

GWW WW GRAINGER INC223 shares0.00%2026-03-312026-05-15

AR ANTERO RESOURCES CORP5.7K sharesnew addition2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP348 sharesnew addition2026-03-312026-05-15

HWM HOWMET AEROSPACE INC981 shares0.00%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC991 sharesnew addition2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC629 sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-05-15

PONY PONY AI INC22.0K shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS946 shares0.00%2026-03-312026-05-15

GM GENERAL MTRS CO2.7K shares0.00%2026-03-312026-05-15

SBUX STARBUCKS CORP2.2K sharesnew addition2026-03-312026-05-15

IWO ISHARES TR606 sharesnew addition2026-03-312026-05-15

Sponsored

KO COCA COLA CO2.5K sharesnew addition2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP651 shares0.00%2026-03-312026-05-15

ICOP ISHARES TR3.8K sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO1.8K shares-0.50%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC953 sharesnew addition2026-03-312026-05-15

VST VISTRA CORP1.0K sharesnew addition2026-03-312026-05-15

UNP UNION PAC CORP620 sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-05-15

Sponsored

BLACKROCK INC BLACKROCK INC152 sharesnew addition2026-03-312026-05-15

EOG EOG RES INC1.0K sharesnew addition2026-03-312026-05-15

LOW LOWES COS INC600 sharesnew addition2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC847 sharesnew addition2026-03-312026-05-15

TGT TARGET CORP1.0K sharesnew addition2026-03-312026-05-15

KMI KINDER MORGAN INC DEL3.6K sharesnew addition2026-03-312026-05-15

PSX PHILLIPS 66644 sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC600 sharesnew addition2026-03-312026-05-15

Sponsored

EATON CORP PLC EATON CORP PLC308 sharesnew addition2026-03-312026-05-15

MPC MARATHON PETE CORP413 sharesnew addition2026-03-312026-05-15

MDY SPDR S&P MIDCAP 400 ETF TR157 sharesnew addition2026-03-312026-05-15

ARKK ARK ETF TR1.4K sharesnew addition2026-03-312026-05-15

FCX FREEPORT-MCMORAN INC1.6K sharesnew addition2026-03-312026-05-15

IJK ISHARES TR940 sharesnew addition2026-03-312026-05-15

FSK FS KKR CAP CORP9.2K sharesnew addition2026-03-312026-05-15

SCCO SOUTHERN COPPER CORP529 sharesnew addition2026-03-312026-05-15

Sponsored

IREN IREN LIMITED2.6K sharesnew addition2026-03-312026-05-15

CENCORA INC CENCORA INC275 sharesnew addition2026-03-312026-05-15

DE DEERE & CO150 sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABS812 sharesnew addition2026-03-312026-05-15

IVV ISHARES TR124 sharesnew addition2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC19 sharesnew addition2026-03-312026-05-15

SONY SONY GROUP CORP3.8K sharesnew addition2026-03-312026-05-15

IJJ ISHARES TR564 sharesnew addition2026-03-312026-05-15

Sponsored

LNG CHENIERE ENERGY INC255 sharesnew addition2026-03-312026-05-15

RIO RIO TINTO PLC775 sharesnew addition2026-03-312026-05-15

AMGN AMGEN INC200 sharesnew addition2026-03-312026-05-15

IWF ISHARES TR155 sharesnew addition2026-03-312026-05-15

NEM NEWMONT CORP601 sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR150 sharesnew addition2026-03-312026-05-15

LDOS LEIDOS HOLDINGS INC413 sharesnew addition2026-03-312026-05-15

MA MASTERCARD INCORPORATED126 sharesnew addition2026-03-312026-05-15

Sponsored

EQT CORP EQT CORP934 sharesnew addition2026-03-312026-05-15

MDLZ MONDELEZ INTL INC1.0K sharesnew addition2026-03-312026-05-15

NKE NIKE INC1.1K sharesnew addition2026-03-312026-05-15

PLD PROLOGIS INC.410 sharesnew addition2026-03-312026-05-15

EMR EMERSON ELEC CO400 sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC198 sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS257 sharesnew addition2026-03-312026-05-15

IWD ISHARES TR231 sharesnew addition2026-03-312026-05-15

Sponsored

VBK VANGUARD INDEX FDS159 sharesnew addition2026-03-312026-05-15

FCFS FIRSTCASH HOLDINGS INC252 sharesnew addition2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP138 sharesnew addition2026-03-312026-05-15

RDDT REDDIT INC348 sharesnew addition2026-03-312026-05-15

DHR DANAHER CORPORATION231 sharesnew addition2026-03-312026-05-15

AMP AMERIPRISE FINL INC97 sharesnew addition2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF1.1K sharesnew addition2026-03-312026-05-15

QCOM QUALCOMM INC323 sharesnew addition2026-03-312026-05-15

Sponsored

ENVA ENOVA INTL INC274 sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP61 sharesnew addition2026-03-312026-05-15

XPEV XPENG INC2.0K sharesnew addition2026-03-312026-05-15

CVNA CARVANA CO107 sharesnew addition2026-03-312026-05-15

ROOT INC ROOT INC719 sharesnew addition2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP376 sharesnew addition2026-03-312026-05-15

JCI JOHNSON CTLS INTL PLC229 sharesnew addition2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO435 sharesnew addition2026-03-312026-05-15

Sponsored

WDAY WORKDAY INC200 sharesnew addition2026-03-312026-05-15

FDS FACTSET RESH SYS INC115 sharesnew addition2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC279 sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC48 sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION67 sharesnew addition2026-03-312026-05-15

IWS ISHARES TR144 sharesnew addition2026-03-312026-05-15

NOW SERVICENOW INC200 sharesnew addition2026-03-312026-05-15

IWP ISHARES TR162 sharesnew addition2026-03-312026-05-15

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I284 sharesnew addition2026-03-312026-05-15

LINDE PLC LINDE PLC40 sharesnew addition2026-03-312026-05-15

KR KROGER CO274 sharesnew addition2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC322 sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP294 sharesnew addition2026-03-312026-05-15

BDX BECTON DICKINSON & CO105 sharesnew addition2026-03-312026-05-15

IHI ISHARES TR300 sharesnew addition2026-03-312026-05-15

PG PROCTER AND GAMBLE CO110 sharesnew addition2026-03-312026-05-15

Sponsored

BGC BGC GROUP INC1.5K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR24 sharesnew addition2026-03-312026-05-15

HIMS HIMS & HERS HEALTH INC534 sharesnew addition2026-03-312026-05-15

NMRK NEWMARK GROUP INC680 sharesnew addition2026-03-312026-05-15

TMUS T-MOBILE US INC40 sharesnew addition2026-03-312026-05-15

ALV AUTOLIV INC70 sharesnew addition2026-03-312026-05-15

VLTO VERALTO CORP77 sharesnew addition2026-03-312026-05-15

WAT WATERS CORP14 sharesnew addition2026-03-312026-05-15

Sponsored

HOOD ROBINHOOD MKTS INC50 sharesnew addition2026-03-312026-05-15

BKKT BAKKT HOLDINGS INC414 sharesnew addition2026-03-312026-05-15

NVO NOVO-NORDISK A S75 sharesnew addition2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC34 sharesnew addition2026-03-312026-05-15

NGVT INGEVITY CORP32 sharesnew addition2026-03-312026-05-15

TRMB TRIMBLE INC30 sharesnew addition2026-03-312026-05-15

REZI RESIDEO TECHNOLOGIES INC22 sharesnew addition2026-03-312026-05-15

SNOW

SNOWFLAKE INC

-0.05%

Shares314.0K

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

0.00%

Shares1.4M

Event2026-03-31

Filed2026-05-15