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
IWFIshares Tr Recent Activity Decreased -3.84%	0.1%	$140,553 350 shares@ $401.58 avg price	Decreased -3.84%
PEPPepsico Inc Recent Activity Decreased -46.42%	0.08%	$108,115 711 shares@ $152.07 avg price	Decreased -46.42%
HIIHuntington Ingalls Inds Inc Recent Activity Decreased -49.93%	0.05%	$68,880 365 shares@ $188.72 avg price	Decreased -49.93%
COPConocophillips Recent Activity Decreased -6%	0.05%	$68,328 689 shares@ $99.17 avg price	Decreased -6%
SPYSpdr S&p 500 Etf Tr Recent Activity Decreased -3.03%	0.03%	$37,512 64 shares@ $586.13 avg price	Decreased -3.03%
ROKRockwell Automation Inc Recent Activity Decreased -13.33%	0.03%	$37,153 130 shares@ $285.8 avg price	Decreased -13.33%
HALHalliburton Co Recent Activity Decreased -95.42%	0.02%	$22,840 840 shares@ $27.2 avg price	Decreased -95.42%
SLBSchlumberger Ltd Recent Activity Decreased -94.63%	0.02%	$22,276 581 shares@ $38.35 avg price	Decreased -94.63%
UAPRInnovator Etfs Trust Recent Activity Decreased -31.02%	0.01%	$5,828 189 shares@ $30.84 avg price	Decreased -31.02%