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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 14 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,122.0 $189K 0.06% $60.65 -9.0%
262 VEU VANGUARD INTL EQUITY INDEX F 2,516.0 $189K 0.06% -20.0 -0.8% $75.09 +10.1%
263 CVS CVS HEALTH CORP Healthcare 2,566.0 $184K 0.06% $71.84 +40.4%
264 FSK FS KKR CAP CORP Financial Services 17,915.0 $182K 0.06% $10.18 +0.1%
265 ES EVERSOURCE ENERGY Utilities 2,628.0 $182K 0.06% +501.0 +23.6% $69.28 +2.9%
266 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,500.0 $181K 0.06% $72.55 +5.3%
267 ABT ABBOTT LABORATORIES Healthcare 1,747.0 $179K 0.06% -118.0 -6.3% $102.67 -11.0%
268 DFUV DIMENSIONAL ETF TRUST 3,645.0 $177K 0.06% $48.46 +12.9%
269 TORTOISE CAPITAL SERIES TRUS 16,763.0 $175K 0.06% +391.0 +2.4% $10.43
270 CWB SPDR SERIES TRUST 1,899.0 $174K 0.06% $91.51 +17.8%
271 ITA ISHARES TR 779.0 $171K 0.06% -48.0 -5.8% $219.87 +8.2%
272 IRT INDEPENDENCE RLTY TR INC Real Estate 11,453.0 $171K 0.06% $14.89 +9.9%
273 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 4,810.0 $170K 0.06% $35.44 -15.0%
274 SCHV SCHWAB STRATEGIC TR 5,540.0 $169K 0.06% $30.50 +12.9%
275 SHEL SHELL PLC Energy 1,803.0 $168K 0.06% $92.98 -16.1%
276 PSK SPDR SERIES TRUST 5,365.0 $165K 0.05% -1K -18.5% $30.84 -0.9%
277 ANNALY CAPITAL MANAGEMENT IN 7,793.0 $165K 0.05% +221.0 +2.9% $21.15
278 COKE COCA COLA CONS INC Consumer Defensive 850.0 $163K 0.05% $191.74 -4.7%
279 GNR SPDR INDEX SHS FDS 2,181.0 $163K 0.05% -42.0 -1.9% $74.67 -10.1%
280 IAT ISHARES TR 2,980.0 $160K 0.05% $53.84 +14.2%
Page 14 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%