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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
FSLRFirst Solar Inc
Recent Activity
Increased 2.76%
0.58%
$821,631
4,662 shares@ $176.25 avg price
CRBGCorebridge Finl Inc
Recent Activity
Increased 3.84%
0.55%
$771,117
25,764 shares@ $29.94 avg price
TBBKBancorp Inc Del
Recent Activity
Decreased -0.66%
0.52%
$726,083
13,796 shares@ $52.63 avg price
GOLDBarrick Gold Corp
Recent Activity
New Position
0.5%
$699,717
45,143 shares@ $15.51 avg price
NMIHNmi Hldgs Inc
Recent Activity
Increased 6.31%
0.49%
$686,824
18,684 shares@ $36.77 avg price
CPACopa Holdings Sa
Recent Activity
Increased 5.58%
0.48%
$675,973
7,692 shares@ $87.89 avg price
EGEverest Group Ltd
Recent Activity
Increased 6.47%
0.48%
$674,176
1,860 shares@ $362.47 avg price
INTCIntel Corp
Recent Activity
Decreased -1.83%
0.45%
$637,450
31,793 shares@ $20.06 avg price
ALVAutoliv Inc
Recent Activity
Increased 1.85%
0.42%
$595,004
6,344 shares@ $93.8 avg price
VVisa Inc
Recent Activity
Increased 1558%
0.37%
$523,994
1,658 shares@ $316.04 avg price