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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
IAKIshares Tr
Recent Activity
Decreased -1.35%
4.76%
$6.745M
53,330 shares@ $126.47 avg price
DJPBarclays Bank Plc
Recent Activity
Increased 0.55%
4.76%
$6.733M
209,809 shares@ $32.09 avg price
ARBAltshares Trust
Recent Activity
Increased 2.05%
3.13%
$4.423M
160,666 shares@ $27.54 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -2.1%
2.7%
$3.824M
85,131 shares@ $44.92 avg price
AAPLApple Inc
Recent Activity
Increased 0.9%
1.42%
$1.999M
7,982 shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.23%
1.25%
$1.761M
8,029 shares@ $219.39 avg price
FIFiserv Inc
Recent Activity
Decreased -4.22%
1.05%
$1.481M
7,208 shares@ $205.42 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.17%
0.95%
$1.335M
2,946 shares@ $453.29 avg price
MODModine Mfg Co
Recent Activity
Increased 2.9%
0.82%
$1.151M
9,929 shares@ $115.94 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 286.22%
0.63%
$882,519
31,666 shares@ $27.87 avg price