test

Wren Green

@Legend Financial Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$141.726MTotal holdings267
Assets growth rate-2.16%Assets growth rate (2-Q avg)0.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legend Financial Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 267 positions.

Assets under management

The assets under management (AUM) of Legend Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.726M in assets, with a quarterly growth rate of -2.16% and a 2-quarter average growth rate of 0.31%. The portfolio is managed by Wren Green, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOVanguard Index Fds
Recent Activity
Decreased -0.96%
9.62%
$13.625M
51,585 shares@ $264.13 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -3.14%
9.42%
$13.341M
269,453 shares@ $49.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.27%
9.37%
$13.273M
25,964 shares@ $511.23 avg price
SOXXIshares Tr
Recent Activity
Decreased -0.97%
7.61%
$10.777M
50,014 shares@ $215.49 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 196.32%
6.83%
$9.672M
408,425 shares@ $23.69 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Increased 0.15%
6.05%
$8.563M
91,757 shares@ $93.33 avg price
LCRLeuthold Fds Inc
Recent Activity
Increased 1.19%
5.85%
$8.279M
241,083 shares@ $34.35 avg price
COPXGlobal X Fds
Recent Activity
Increased 2.16%
5.82%
$8.242M
215,868 shares@ $38.18 avg price
RSPDInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.07%
5.16%
$7.31M
136,817 shares@ $53.44 avg price
XMESpdr Ser Tr
Recent Activity
Increased 0.93%
4.99%
$7.06M
124,406 shares@ $56.76 avg price