Portfolio (Quarterly)
Guide ↗
Legend Financial Advisors, Inc.
· CIK 0001781948| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,964.0 | $1.9M | 1.08% | — | — | $238.34 | +11.8% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,217.0 | $1.6M | 0.92% | +58.0 | +1.8% | $500.39 | — |
| 23 | FSLR | FIRST SOLAR INC | Energy | 5,419.0 | $1.3M | 0.73% | +576.0 | +11.9% | $235.96 | -13.3% |
| 24 | RELY | REMITLY GLOBAL INC | Technology | 56,074.0 | $1.3M | 0.71% | NEW | — | $22.41 | +18.5% |
| 25 | CPA | COPA HOLDINGS SA | Industrials | 8,011.0 | $1.2M | 0.71% | — | — | $155.57 | -16.8% |
| 26 | FRDM | EA SERIES TRUST | — | 15,817.0 | $1.2M | 0.66% | +253.0 | +1.6% | $72.90 | -5.9% |
| 27 | TBBK | BANCORP INC DEL | Financial Services | 17,841.0 | $1.1M | 0.64% | +4K | +32.6% | $62.64 | +4.9% |
| 28 | EVR | EVERCORE INC | Financial Services | 3,210.0 | $1.1M | 0.62% | — | — | $341.44 | -15.0% |
| 29 | DLO | DLOCAL LTD | Technology | 83,373.0 | $1.1M | 0.62% | — | — | $12.99 | +15.7% |
| 30 | NMIH | NMI HLDGS INC | Financial Services | 23,740.0 | $975K | 0.55% | +5K | +26.8% | $41.09 | +9.1% |
| 31 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 19,931.0 | $893K | 0.51% | -8K | -29.9% | $44.79 | +18.0% |
| 32 | B | BARRICK MNG CORP | Basic Materials | 22,327.0 | $820K | 0.47% | — | — | $36.73 | +24.3% |
| 33 | ALV | AUTOLIV INC | Consumer Cyclical | 6,474.0 | $752K | 0.43% | — | — | $116.17 | +5.1% |
| 34 | V | VISA INC | Financial Services | 1,859.0 | $638K | 0.36% | — | — | $343.09 | +11.2% |
| 35 | SCHG | SCHWAB STRATEGIC TR | — | 14,789.0 | $500K | 0.28% | -468.0 | -3.1% | $33.84 | +5.7% |
| 36 | PPL | PPL CORP | Utilities | 8,471.0 | $308K | 0.17% | — | — | $36.35 | -5.9% |
| 37 | DCI | DONALDSON INC | Industrials | 3,092.0 | $278K | 0.16% | — | — | $89.77 | +2.4% |
| 38 | JPM | JPMORGAN CHASE & CO | Financial Services | 794.0 | $260K | 0.15% | -69.0 | -8.0% | $327.33 | +9.3% |
| 39 | LLY | ELI LILLY & CO | Healthcare | 193.0 | $231K | 0.13% | NEW | — | $1199.43 | -2.2% |
| 40 | NEE | NEXTERA ENERGY INC | Utilities | 2,556.0 | $224K | 0.13% | -593.0 | -18.8% | $87.77 | -6.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
66.8%
Technology
18.0%
Consumer Cyclical
7.1%
Basic Materials
2.6%
Industrials
2.3%
Energy
2.0%
Utilities
0.8%
Healthcare
0.4%