The Analysis of Legend Financial Advisors, Inc.'s Holdings
Currently, Legend Financial Advisors, Inc. holds 39 types of securities in its portfolio with a total value $163.1M. In the most recent quarter, they have increased their positions in TYL (+500 shares, valued at $261.6K), DJP (+5.9K shares, valued at $209.3K), IAK (+1.2K shares, valued at $155.1K); decreased their positions in XME (-15.2K shares, valued at $1.4M), SOXX (-4.0K shares, valued at $1.1M), COPX (-8.8K shares, valued at $524.4K); initiated new positions in TYL (+500 shares, valued at $261.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IAU ISHARES GOLD TR218.0K shares-0.47%2025-09-302025-11-04
QQQ INVESCO QQQ TR24.6K shares-3.32%2025-09-302025-11-04 SOXX ISHARES TR52.0K shares-7.15%2025-09-302025-11-04 COPX GLOBAL X FDS198.2K shares-4.24%2025-09-302025-11-04 XME SPDR SERIES TRUST108.0K shares-12.35%2025-09-302025-11-04 FNDX SCHWAB STRATEGIC TR382.4K shares-0.04%2025-09-302025-11-04 LCR MANAGED PORTFOLIO SERIES255.2K shares1.22%2025-09-302025-11-04 VIOV VANGUARD ADMIRAL FDS INC96.6K shares0.25%2025-09-302025-11-04 VO VANGUARD INDEX FDS29.4K shares0.37%2025-09-302025-11-04 RSPD INVESCO EXCHANGE TRADED FD T127.8K shares-0.58%2025-09-302025-11-04 DJP BARCLAYS BANK PLC202.5K shares3.00%2025-09-302025-11-04 IAK ISHARES TR52.0K shares2.27%2025-09-302025-11-04 IDMO INVESCO EXCH TRADED FD TR II118.4K shares0.77%2025-09-302025-11-04 ARB ALTSHARES TRUST175.0K shares0.32%2025-09-302025-11-04 AAPL APPLE INC11.2K shares-0.31%2025-09-302025-11-04 SPSM SPDR SERIES TRUST45.4K shares2.08%2025-09-302025-11-04 XLE SELECT SECTOR SPDR TR20.8K shares6.86%2025-09-302025-11-04 AMZN AMAZON COM INC8.3K shares2.14%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares7.20%2025-09-302025-11-04 B BARRICK MNG CORP45.1K shares0.89%2025-09-302025-11-04 MOD MODINE MFG CO9.7K shares0.38%2025-09-302025-11-04 PAAS PAN AMERN SILVER CORP31.7K shares2.02%2025-09-302025-11-04 EVR EVERCORE INC3.2K shares1.25%2025-09-302025-11-04 FSLR FIRST SOLAR INC4.9K shares4.02%2025-09-302025-11-04 TBBK BANCORP INC DEL13.7K shares-1.04%2025-09-302025-11-04 INTC INTEL CORP29.4K shares-4.00%2025-09-302025-11-04 CPA COPA HOLDINGS SA7.9K shares2.31%2025-09-302025-11-04 FI FISERV INC6.8K shares-5.05%2025-09-302025-11-04 CRBG COREBRIDGE FINL INC25.6K shares2.63%2025-09-302025-11-04 ALV AUTOLIV INC6.5K shares1.96%2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR24.6K shares0.00%2025-09-302025-11-04 NMIH NMI HLDGS INC18.7K shares3.87%2025-09-302025-11-04 EG EVEREST GROUP LTD1.9K shares0.79%2025-09-302025-11-04 NOMD NOMAD FOODS LTD41.7K shares3.38%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.863 shares0.00%2025-09-302025-11-04 TYL TYLER TECHNOLOGIES INC500 sharesnew addition2025-09-302025-11-04 NEE NEXTERA ENERGY INC3.1K shares0.00%2025-09-302025-11-04 LLY ELI LILLY & CO300 shares0.00%2025-09-302025-11-04 WDAY WORKDAY INC859 shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available