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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 10 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IYH ISHARES TR 4,791.0 $312K 0.10% NEW $65.10 -1.6%
182 UDR UDR INC Real Estate 8,447.0 $310K 0.10% NEW $36.68 +4.4%
183 XLG INVESCO EXCHANGE TRADED FD T 5,215.0 $309K 0.10% NEW $59.28 +1.2%
184 CGGR CAPITAL GROUP GROWTH ETF 6,939.0 $309K 0.10% NEW $44.47 +2.5%
185 LLY ELI LILLY & CO Healthcare 285.0 $306K 0.10% NEW $1074.73 +3.0%
186 EA ELECTRONIC ARTS INC Communication Services 1,494.0 $305K 0.10% NEW $204.33 -0.4%
187 IWF ISHARES TR 632.0 $299K 0.10% NEW $473.30 -74.7%
188 IJH ISHARES TR 4,482.0 $296K 0.10% NEW $65.99 +14.1%
189 PM PHILIP MORRIS INTL INC Consumer Defensive 1,833.0 $294K 0.10% NEW $160.44 +11.4%
190 ZS ZSCALER INC Technology 1,302.0 $293K 0.10% NEW $224.92 -44.8%
191 FYT FIRST TR EXCHANGE-TRADED ALP 5,146.0 $292K 0.10% NEW $56.69 +19.7%
192 PLTR PALANTIR TECHNOLOGIES INC Technology 1,641.0 $292K 0.10% NEW $177.75 -34.3%
193 EFA ISHARES TR 3,029.0 $291K 0.10% NEW $96.03 +6.6%
194 AXP AMERICAN EXPRESS CO Financial Services 785.0 $290K 0.10% NEW $369.99 -8.7%
195 HON HONEYWELL INTL INC Industrials 1,481.0 $289K 0.10% NEW $195.09 +14.0%
196 MOAT VANECK ETF TRUST 2,775.0 $288K 0.10% NEW $103.61 -2.4%
197 BA BOEING CO Industrials 1,318.0 $286K 0.10% NEW $217.16 -0.2%
198 LOW LOWES COS INC Consumer Cyclical 1,177.0 $284K 0.10% NEW $241.16 -11.5%
199 GLW CORNING INC Technology 3,230.0 $283K 0.10% NEW $87.56 +121.6%
200 BOND PIMCO ETF TR 3,037.0 $283K 0.10% NEW $93.08 -1.3%
Page 10 of 56  ·  1,119 positions

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
Technology 26.2%
Industrials 17.6%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 7.0%
Consumer Defensive 6.5%
Communication Services 6.4%
Energy 3.6%
Real Estate 1.7%
Utilities 1.6%