Wren Green

@Legend Financial Advisors, Inc.

Latest period2024 - Q4

Reported11d ago

Managed Assets$141.726M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOLDBarrick Gold Corp Recent Activity New Position	0.5%	$699,717 45,143 shares@ $15.51 avg price	New Position
DCIDonaldson Inc Recent Activity New Position	0.15%	$208,246 3,092 shares@ $67.35 avg price	New Position
MOAltria Group Inc Recent Activity New Position	0.04%	$52,290 1,000 shares@ $52.29 avg price	New Position
ENBEnbridge Inc Recent Activity New Position	0.03%	$42,430 1,000 shares@ $42.43 avg price	New Position
WHRWhirlpool Corp Recent Activity New Position	0.03%	$34,344 300 shares@ $114.48 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.03%	$33,573 250 shares@ $134.3 avg price	New Position
HASIHa Sustainable Infra Cap Inc Recent Activity New Position	0.02%	$26,830 1,000 shares@ $26.83 avg price	New Position
PPGPpg Inds Inc Recent Activity New Position	0.02%	$26,757 224 shares@ $119.46 avg price	New Position
OMFOnemain Hldgs Inc Recent Activity New Position	0.02%	$26,065 500 shares@ $52.13 avg price	New Position
DDSDillards Inc Recent Activity New Position	0.02%	$22,882 53 shares@ $431.74 avg price	New Position