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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 25 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KMI KINDER MORGAN INC DEL Energy 1,735.0 $48K 0.02% NEW $27.49 +20.9%
482 WDC WESTERN DIGITAL CORP Technology 275.0 $47K 0.02% NEW $172.27 +292.9%
483 CHKP CHECK POINT SOFTWARE TECH LT Technology 253.0 $47K 0.02% NEW $185.56 -33.5%
484 DMXF ISHARES TR 622.0 $47K 0.02% NEW $75.16 +11.4%
485 DSI ISHARES TR 358.0 $46K 0.01% NEW $128.83 +7.9%
486 IBIT ISHARES BITCOIN TRUST ETF Financial Services 922.0 $46K 0.01% NEW $49.65 -32.6%
487 CGUS CAPITAL GROUP CORE EQUITY ET 1,087.0 $44K 0.01% NEW $40.23 +8.9%
488 EXPD EXPEDITORS INTL WASH INC Industrials 293.0 $44K 0.01% NEW $149.01 +8.5%
489 BKLN INVESCO EXCH TRADED FD TR II 2,050.0 $43K 0.01% NEW $21.00 -3.2%
490 NEM NEWMONT CORP Basic Materials 430.0 $43K 0.01% NEW $99.85 -4.0%
491 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 565.0 $43K 0.01% NEW $75.91 -38.1%
492 CLX CLOROX CO DEL Consumer Defensive 425.0 $43K 0.01% NEW $100.76 -5.1%
493 ROBT FIRST TR EXCHANGE TRADED FD 825.0 $43K 0.01% NEW $51.87 +4.0%
494 AVDV AMERICAN CENTY ETF TR 450.0 $42K 0.01% NEW $93.97 +11.3%
495 GFL GFL ENVIRONMENTAL INC Industrials 976.0 $42K 0.01% NEW $42.95 -11.7%
496 TMUS T-MOBILE US INC Communication Services 206.0 $42K 0.01% NEW $203.04 -10.5%
497 UPS UNITED PARCEL SERVICE INC Industrials 421.0 $42K 0.01% NEW $99.26 +9.7%
498 AMT AMERICAN TOWER CORP NEW Real Estate 238.0 $42K 0.01% NEW $175.57 -4.5%
499 DGRO ISHARES TR 597.0 $41K 0.01% NEW $69.42 +9.3%
500 JHML JOHN HANCOCK EXCHANGE TRADED 519.0 $41K 0.01% NEW $79.85 +10.9%
Page 25 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%