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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $306M AUM 12,534 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 204 Added 206 Reduced 43 Exited
Page 12 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ISHARES TR 5,421.0 $251K 0.08% +124.0 +2.3% $46.23
222 WM WASTE MGMT INC DEL Industrials 1,085.0 $249K 0.08% $229.79 -2.7%
223 CB CHUBB LTD SWITZ Financial Services 760.0 $248K 0.08% $325.93 +2.2%
224 VFH VANGUARD WORLD FD 2,006.0 $242K 0.08% -59.0 -2.9% $120.81 +8.9%
225 CLS CELESTICA INC Technology 846.0 $238K 0.08% $281.64 +31.6%
226 NFLX NETFLIX INC. Communication Services 2,471.0 $238K 0.08% +141.0 +6.0% $96.15 -24.7%
227 AXP AMERICAN EXPRESS CO Financial Services 785.0 $237K 0.08% $302.51 +12.2%
228 VSGX VANGUARD WORLD FD 3,288.0 $236K 0.08% +67.0 +2.1% $71.73 +13.0%
229 XLI SELECT SECTOR SPDR TR 1,451.0 $235K 0.08% +545.0 +60.1% $162.10 +11.2%
230 PECO PHILLIPS EDISON & CO INC Real Estate 6,268.0 $235K 0.08% -1K -15.0% $37.42 +12.6%
231 IWD ISHARES TR 1,072.0 $229K 0.07% +200.0 +22.9% $213.67 +13.1%
232 AMD ADVANCED MICRO DEVICES INC Technology 1,112.0 $226K 0.07% +338.0 +43.7% $203.43 +155.9%
233 GRID FIRST TR EXCHANGE-TRADED FD 1,375.0 $225K 0.07% +80.0 +6.2% $163.58 +15.2%
234 JGRO J P MORGAN EXCHANGE TRADED F 2,627.0 $222K 0.07% +240.0 +10.1% $84.52 +13.0%
235 EPD ENTERPRISE PRODS PARTNERS L Energy 5,820.0 $220K 0.07% $37.84 -2.7%
236 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,029.0 $220K 0.07% $72.69 -0.3%
237 GILD GILEAD SCIENCES INC Healthcare 1,576.0 $220K 0.07% +503.0 +46.9% $139.38 -9.6%
238 QYLD GLOBAL X FDS 12,529.0 $215K 0.07% +218.0 +1.8% $17.15 +5.0%
239 MTB M & T BK CORP Financial Services 1,039.0 $215K 0.07% $206.72 +13.0%
240 DUK DUKE ENERGY CORP NEW Utilities 1,611.0 $211K 0.07% +23.0 +1.4% $130.95 -4.5%
Page 12 of 57  ·  1,121 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 26.4%
Industrials 18.0%
Financial Services 15.5%
Consumer Cyclical 10.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Communication Services 6.2%
Energy 4.8%
Utilities 1.8%
Real Estate 1.6%