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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legend Financial Advisors, Inc.

Quarter ended Q4 2024 · Filed January 7, 2025 · Accession 0001781948-25-000001

Total Value
$141.7M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290862951,585$13.6M9.61%
2ISHARES GOLD TRIAU269,453$13.3M9.41%
3INVESCO QQQ TRIVZ25,964$13.3M9.37%
4ISHARES TR46428752350,014$10.8M7.60%
5SCHWAB STRATEGIC TR808524771408,425$9.7M6.82%
6VANGUARD ADMIRAL FDS INC92193277891,757$8.6M6.04%
7LEUTHOLD FDS INC527289789241,083$8.3M5.84%
8GLOBAL X FDS37954Y830215,868$8.2M5.82%
9INVESCO EXCHANGE TRADED FD TIVZ136,817$7.3M5.16%
10SPDR SER TR78464A755124,406$7.1M4.98%
11ISHARES TR46428878653,330$6.7M4.76%
12BARCLAYS BANK PLCVXZ209,809$6.7M4.75%
13ALTSHARES TRUST02210T108160,666$4.4M3.12%
14SPDR SER TR78468R85385,131$3.8M2.70%
15APPLE INCAAPL7,982$2.0M1.41%
16AMAZON COM INCAMZN8,029$1.8M1.24%
17FISERV INCFISV7,208$1.5M1.04%
18BERKSHIRE HATHAWAY INC DELBRK-A2,946$1.3M0.94%
19MODINE MFG CO6078281009,929$1.2M0.81%
20SCHWAB STRATEGIC TR80852430031,666$882,5190.62%
21FIRST SOLAR INCFSLR4,662$821,6310.58%
22COREBRIDGE FINL INC21871X10925,764$771,1170.54%
23BANCORP INC DELTBBK13,796$726,0830.51%
24BARRICK GOLD CORP06790110845,143$699,7170.49%
25NMI HLDGS INCNMIH18,684$686,8240.48%
26COPA HOLDINGS SACPA7,692$675,9730.48%
27EVEREST GROUP LTDEG1,860$674,1760.48%
28INTEL CORPINTC31,793$637,4500.45%
29AUTOLIV INCALV6,344$595,0040.42%
30VISA INCV1,658$523,9940.37%
31NEXTERA ENERGY INCNEE-PW3,449$247,2590.17%
32ELI LILLY & COLLY300$231,6000.16%
33DONALDSON INCDCI3,092$208,2460.15%
34JPMORGAN CHASE & COVYLD863$206,8700.15%
35INVESCO EXCHANGE TRADED FD TIVZ930$163,0150.12%
36SELECT SECTOR SPDR TR81369Y407716$160,6350.11%
37PNC FINL SVCS GROUP INC693475105744$143,4800.10%
38ISHARES TR464287614350$140,5530.10%
39S & T BANCORP INCSTBA3,374$128,9540.09%
40PEPSICO INCPEP711$108,1150.08%
41AMGEN INCAMGN381$99,3040.07%
42PROCTER AND GAMBLE CO742718109582$97,5070.07%
43BANK NEW YORK MELLON CORP0640581001,036$79,5960.06%
44ALPHABET INCGOOG380$71,9340.05%
45HUNTINGTON INGALLS INDS INC446413106365$68,8800.05%
46CONOCOPHILLIPSCOP689$68,3280.05%
47MICROSOFT CORPMSFT138$58,1670.04%
48ALPHABET INCGOOG280$53,3230.04%
49MASTERCARD INCORPORATEDMA100$52,6570.04%
50ALTRIA GROUP INCMO1,000$52,2900.04%
51MERCK & CO INCMRK490$48,7830.03%
52GLOBAL X FDS37954Y8141,361$42,4900.03%
53ENBRIDGE INCENNPF1,000$42,4300.03%
54METLIFE INCMET-PF500$40,9400.03%
55ISHARES TR464288810685$39,9700.03%
56PHILLIPS 66PSX350$39,8760.03%
57AT&T INCT-PC1,648$37,5140.03%
58SPDR S&P 500 ETF TRSPY64$37,5120.03%
59ROCKWELL AUTOMATION INCROK130$37,1530.03%
60COMCAST CORP NEWCCZ919$34,4900.02%
61WHIRLPOOL CORPWHR-PA300$34,3440.02%
62CARRIER GLOBAL CORPORATIONCARR500$34,1300.02%
63NVIDIA CORPORATIONNVDA250$33,5730.02%
64INVESCO EXCHANGE TRADED FD TIVZ1,088$32,7340.02%
65RESTAURANT BRANDS INTL INC76131D103500$32,5900.02%
66VERIZON COMMUNICATIONS INCVZ780$31,1920.02%
67VANGUARD INDEX FDS922908744184$31,1510.02%
68GENERAC HLDGS INCGNRC200$31,0100.02%
69MCDONALDS CORPMCD105$30,4930.02%
70SPDR SER TR78464A698491$29,6520.02%
71HOME DEPOT INCHD76$29,5630.02%
72VANGUARD INDEX FDS92290873671$29,1410.02%
73RTX CORPORATIONRTX250$28,9300.02%
74HA SUSTAINABLE INFRA CAP INC41068X1001,000$26,8300.02%
75PPG INDS INC693506107224$26,7570.02%
76ORACLE CORPORCL-PD157$26,1620.02%
77ONEMAIN HLDGS INCOMF500$26,0650.02%
78UNITEDHEALTH GROUP INCUNH51$25,7990.02%
79BROADCOM INCAVGO100$23,1840.02%
80DILLARDS INC25406710153$22,8820.02%
81HALLIBURTON COHAL840$22,8400.02%
82SCHLUMBERGER LTDSLB581$22,2760.02%
83ARTISAN PARTNERS ASSET MGMT04316A108500$21,5250.02%
84CSX CORPCSX660$21,2980.02%
85FIRST TR EXCHANGE TRADED FD33734X176133$19,7570.01%
86SPDR SER TR78464A870218$19,6330.01%
87SPROTT PHYSICAL GOLD & SILVESII808$19,1980.01%
88GLOBAL X FDS37954Y855444$18,0930.01%
89INVESCO EXCH TRADED FD TR IIIVZ204$18,0850.01%
90FIRST TR NASDAQ 100 TECH IND33734510294$17,6980.01%
91YUM BRANDS INCYUM131$17,5750.01%
92CHUBB LIMITEDCB63$17,4070.01%
93VANGUARD INDEX FDS92290853866$16,7480.01%
94FIRST TR EXCHANGE-TRADED FD33733E30265$15,8060.01%
95INVESCO EXCHANGE TRADED FD TIVZ420$15,7160.01%
96ISHARES TR464287804130$14,9790.01%
97STAR BULK CARRIERS CORPSBLK1,000$14,9500.01%
98CHAMPIONX CORPORATION15872M104547$14,8730.01%
99PFIZER INCPFE544$14,4290.01%
100SCHWAB STRATEGIC TR808524201611$14,1620.01%
101VANGUARD WORLD FD92191081640$13,7360.01%
102MARATHON PETE CORPMARA98$13,6710.01%
103SPDR GOLD TRGLD52$12,5910.01%
104ACCENTURE PLC IRELANDACN34$11,9610.01%
105GENERAL DYNAMICS CORPGD45$11,8570.01%
106DOLBY LABORATORIES INCDLB150$11,7530.01%
107GRAYSCALE BITCOIN TR BTCGBTC156$11,5470.01%
108GOLDMAN SACHS GROUP INCGSCE20$11,4520.01%
109ARK ETF TR00214Q104193$10,9570.01%
110MORGAN STANLEYMS-PQ87$10,9380.01%
111TRAVELERS COMPANIES INCTRV45$10,8400.01%
112WELLS FARGO CO NEW949746101153$10,7470.01%
113WISDOMTREE TRWT280$10,5060.01%
114UNITED PARCEL SERVICE INCUPS83$10,4660.01%
115INNOVATOR ETFS TRUSTINHD283$10,3870.01%
116SPROTT FDS TRSII242$9,7550.01%
117COGNIZANT TECHNOLOGY SOLUTIOCTSH125$9,6130.01%
118BOEING COBA-PA54$9,5580.01%
119CONSTELLATION BRANDS INCSTZ43$9,5030.01%
120UNION PAC CORPUNP41$9,3500.01%
121GENERAL MTRS CO37045V100173$9,2160.01%
122BANK AMERICA CORP060505104210$9,2140.01%
123EASTMAN CHEM COEMN100$9,1320.01%
124JOHNSON & JOHNSONJNJ63$9,1110.01%
125FIRST TR NAS100 EQ WEIGHTED33734410571$8,8720.01%
126NXP SEMICONDUCTORS N VNXPI41$8,5220.01%
127WISDOMTREE TRWT104$8,0900.01%
128UNITED AIRLS HLDGS INCUNTCW83$8,0590.01%
129DISCOVER FINL SVCS25470910846$7,9690.01%
130TOLL BROTHERS INCTOL60$7,5570.01%
131COLGATE PALMOLIVE COCL82$7,4550.01%
132SERVICENOW INCNOW7$7,4210.01%
133CISCO SYS INCCSCO125$7,4000.01%
134THE CIGNA GROUP12552310026$7,1800.01%
135CITIGROUP INCC-PR101$7,1090.01%
136BECTON DICKINSON & COBDX31$7,0330.00%
137INVESCO EXCHANGE TRADED FD TIVZ166$6,7130.00%
138ARK ETF TR00214Q302281$6,6160.00%
139BLOCK H & R INCBSQKZ123$6,4990.00%
140BOYD GAMING CORPBYD89$6,4560.00%
141QUALCOMM INCQCOM42$6,4520.00%
142UNITED STS BRENT OIL FD LPUNTCW212$6,3490.00%
143NIKE INCNKE82$6,2050.00%
144MANULIFE FINL CORP56501R106200$6,1420.00%
145VANECK ETF TRUST92189H60722$5,9670.00%
146SPDR SER TR78464A86224$5,9630.00%
147INNOVATOR ETFS TRUSTINHD189$5,8280.00%
148CVS HEALTH CORPCVS125$5,6110.00%
149DEVON ENERGY CORP NEW25179M103166$5,4330.00%
150DIAMEDICA THERAPEUTICS INCDMAC1,000$5,4300.00%
151MARRIOTT INTL INC NEW57190320219$5,3000.00%
152MURPHY OIL CORPMUR175$5,2960.00%
153ATMOS ENERGY CORPATO38$5,2920.00%
154ISHARES TR46428788738$5,1440.00%
155TJX COS INC NEW87254010942$5,0740.00%
156LAM RESEARCH CORPLRCX70$5,0560.00%
157UNITED STATES STL CORP NEWUNTCW147$4,9970.00%
158LOCKHEED MARTIN CORPLMT10$4,8590.00%
159INTERNATIONAL SEAWAYS INCINSW133$4,7800.00%
160ALLY FINL INC02005N100131$4,7170.00%
161TYSON FOODS INCTSN82$4,7100.00%
162ADVISORSHARES TR00768Y4531,199$4,5680.00%
163SELECT SECTOR SPDR TR81369Y20932$4,4020.00%
164FIRST CTZNS BANCSHARES INC N31946M1032$4,2260.00%
165SELECT SECTOR SPDR TR81369Y80318$4,1850.00%
166ETF SER SOLUTIONS26922A842162$4,1070.00%
167DIANA SHIPPING INCDSX-WT2,089$4,0940.00%
168VIKING THERAPEUTICS INCVKTX100$4,0240.00%
169PRUDENTIAL FINL INCPUKPF33$3,9110.00%
170CHEVRON CORP NEWCVX27$3,9110.00%
171CITIZENS FINL GROUP INCCIA89$3,8950.00%
172ISHARES TR46428723492$3,8470.00%
173G III APPAREL GROUP LTDGIII116$3,7840.00%
174VANECK ETF TRUST92189H80597$3,7840.00%
175METROPOLITAN BK HLDG CORP59177410464$3,7380.00%
176VANGUARD SCOTTSDALE FDS92206C66440$3,5730.00%
177VANECK ETF TRUST92189F106105$3,5610.00%
178BUNGE GLOBAL SABG45$3,4990.00%
179DOMINION ENERGY INCD63$3,3930.00%
180FIDELITY COVINGTON TRUST31609211399$3,2600.00%
181ISHARES TR46428764811$3,1660.00%
182LIBERTY GLOBAL LTDLBTYK236$3,1010.00%
183VANECK ETF TRUST92189F79172$3,0780.00%
184NORDSTROM INC655664100125$3,0190.00%
185WISDOMTREE TRWT59$2,9690.00%
186CANNAE HLDGS INCCNNE141$2,8000.00%
187TRUIST FINL CORP89832Q10964$2,7760.00%
188AGNICO EAGLE MINES LTDAEM34$2,6590.00%
189ISHARES SILVER TRSLV99$2,6070.00%
190DISNEY WALT CO25468710620$2,2270.00%
191SANOFISNYNF45$2,1700.00%
192ABRDN PLATINUM ETF TRUSTPPLT26$2,1590.00%
193LINDBLAD EXPEDITIONS HLDGS ILIND181$2,1470.00%
194FS KKR CAP CORPFSK97$2,1070.00%
195VANECK ETF TRUST92189F20535$2,0460.00%
196VANECK ETF TRUST92189F11424$2,0010.00%
197NABORS INDUSTRIES LTDNBRWF34$1,9440.00%
198JETBLUE AWYS CORP477143101235$1,8470.00%
199AMERICAN TOWER CORP NEW03027X10010$1,8340.00%
200ANGLOGOLD ASHANTI PLCAU78$1,8000.00%
201VANGUARD INDEX FDS9229087696$1,7620.00%
202SOUTHWEST AIRLS CO84474110850$1,6810.00%
203LINCOLN NATL CORP IND53418710951$1,6170.00%
204VANGUARD INDEX FDS9229083633$1,6160.00%
205AMERICAN AIRLS GROUP INC02376R10292$1,6040.00%
206ABRDN PALLADIUM ETF TRUSTPALL19$1,5870.00%
207LITMAN GREGORY FDS TR53700T82758$1,5170.00%
208CORE LABORATORIES INCCLB85$1,4710.00%
209CAESARS ENTERTAINMENT INC NE12769G10043$1,4370.00%
210VANGUARD INDEX FDS9229086117$1,3870.00%
211SPDR SER TR78464A53216$1,3870.00%
212SCHWAB STRATEGIC TR80852410260$1,3620.00%
213KOHLS CORPKSS95$1,3340.00%
214GRAYSCALE BITCOIN MINI TR BT38993010831$1,2980.00%
215FIRST TR EXCH TRD ALPHDX FD33737J18255$1,2120.00%
216CROWN CASTLE INCCCI13$1,1800.00%
217ISHARES TR4642874739$1,1640.00%
218ABRDN GLOBAL INFRA INCOME FU00326W10664$1,1220.00%
219ARK ETF TR00214Q4019$9720.00%
220FIRST TR EXCHANGE TRADED FD33734X84614$8880.00%
221GLOBAL X FDS37954Y84824$7620.00%
222STEEL DYNAMICS INCSTLD5$5700.00%
223WESCO INTL INC95082P1053$5430.00%
224VIATRIS INCVTRS42$5230.00%
225INTERNATIONAL GAME TECHNOLOGINTR27$4770.00%
226SCHWAB STRATEGIC TR80852484722$4630.00%
227ISHARES TR4642872424$4270.00%
228AMPLIFY ETF TR0321086567$4060.00%
229PAN AMERN SILVER CORP69790010820$4040.00%
230ISHARES TR4642871503$3860.00%
231ORGANON & COOGN25$3730.00%
232SCHWAB STRATEGIC TR80852480520$3700.00%
233VANGUARD INTL EQUITY INDEX F9220428588$3520.00%
234HERSHEY COHSY2$3390.00%
235INVESCO EXCH TRADED FD TR IIIVZ17$3370.00%
236B2GOLD CORPBTG128$3120.00%
237ATAI LIFE SCIENCES NVN0731H103233$3100.00%
238ROSS STORES INCROST2$3030.00%
239EMERSON ELEC COEMR2$2480.00%
240APPIAN CORPAPPN7$2310.00%
241EXXON MOBIL CORPXOM2$2150.00%
242HARLEY DAVIDSON INCHOG6$1810.00%
243PAYPAL HLDGS INCPYPL2$1710.00%
244MCCORMICK & CO INCMKC-V2$1520.00%
245DOLLAR TREE INCDLTR2$1500.00%
246EMBECTA CORPEMBC7$1450.00%
247INVESCO EXCH TRADED FD TR IIIVZ4$1320.00%
248TAPESTRY INCTPR2$1310.00%
249PINTEREST INCPINS3$870.00%
250AMPLIFY ETF TR0321085404$860.00%
251BLOCK INCBSQKZ1$850.00%
252OCEANPAL INCSVRN68$790.00%
253JOHNSON CTLS INTL PLCG515021051$790.00%
254ALPS ETF TR00162Q4603$780.00%
255LEMONADE INCLMND2$730.00%
256JD COM INCJDCMF2$690.00%
257INVESCO EXCHANGE TRADED FD TIVZ3$600.00%
258DIANA SHIPPING INCDSX-WT417$460.00%
259WARNER BROS DISCOVERY INCWBD4$420.00%
260CAPRI HOLDINGS LIMITEDCPRI2$420.00%
261GENASYS INCGNSS15$390.00%
262TASEKO MINES LTDTGB20$390.00%
263TELADOC HEALTH INCTDOC4$360.00%
264SPIRIT AIRLS INC84857710280$270.00%
265STITCH FIX INCSFIX4$170.00%
266TURTLE BEACH CORPTBCH1$170.00%
267XOS INCXOSWW5$160.00%