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
CSXCsx Corp Recent Activity New Position	0.02%	$21,298 660 shares@ $32.27 avg price	New Position
SBLKStar Bulk Carriers Corp Recent Activity New Position	0.02%	$14,950 1,000 shares@ $14.95 avg price	New Position
GLDSpdr Gold Tr Recent Activity New Position	0.01%	$12,591 52 shares@ $242.14 avg price	New Position
GBTCGrayscale Bitcoin Tr Btc Recent Activity New Position	0.01%	$11,547 156 shares@ $74.02 avg price	New Position
ARKKArk Etf Tr Recent Activity New Position	0.01%	$10,957 193 shares@ $56.78 avg price	New Position
WFCWells Fargo Co New Recent Activity New Position	0.01%	$10,747 153 shares@ $70.25 avg price	New Position
WCLDWisdomtree Tr Recent Activity New Position	0.01%	$10,506 280 shares@ $37.53 avg price	New Position
UPSUnited Parcel Service Inc Recent Activity New Position	0.01%	$10,466 83 shares@ $126.1 avg price	New Position
URNMSprott Fds Tr Recent Activity New Position	0.01%	$9,755 242 shares@ $40.31 avg price	New Position
QQEWFirst Tr Nas100 Eq Weighted Recent Activity New Position	0.01%	$8,872 71 shares@ $124.96 avg price	New Position