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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
SOXXIshares Tr
Recent Activity
Decreased -0.97%
7.61%
$10.777M
50,014 shares@ $215.49 avg price
RSPDInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.07%
5.16%
$7.31M
136,817 shares@ $53.44 avg price
IAKIshares Tr
Recent Activity
Decreased -1.35%
4.76%
$6.745M
53,330 shares@ $126.47 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -2.1%
2.7%
$3.824M
85,131 shares@ $44.92 avg price
FIFiserv Inc
Recent Activity
Decreased -4.22%
1.05%
$1.481M
7,208 shares@ $205.42 avg price
TBBKBancorp Inc Del
Recent Activity
Decreased -0.66%
0.52%
$726,083
13,796 shares@ $52.63 avg price
INTCIntel Corp
Recent Activity
Decreased -1.83%
0.45%
$637,450
31,793 shares@ $20.06 avg price
NEENextera Energy Inc
Recent Activity
Decreased -11.49%
0.18%
$247,259
3,449 shares@ $71.7 avg price