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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 37 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AIG AMERICAN INTL GROUP INC Financial Services 146.0 $12K 0.00% NEW $85.55 -10.0%
722 FDX FEDEX CORP Industrials 43.0 $12K 0.00% NEW $288.86 +8.1%
723 LUV SOUTHWEST AIRLS CO Industrials 296.0 $12K 0.00% NEW $41.38 +22.9%
724 REGL PROSHARES TR 142.0 $12K 0.00% NEW $84.22 +8.2%
725 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 132.0 $12K 0.00% NEW $89.92 -0.7%
726 NGVT INGEVITY CORP Basic Materials 200.0 $12K 0.00% NEW $59.18 +26.9%
727 FELV FIDELITY COVINGTON TRUST 333.0 $12K 0.00% NEW $34.66 +14.8%
728 DINO HF SINCLAIR CORP Energy 250.0 $12K 0.00% NEW $46.08 +41.3%
729 RQI COHEN & STEERS QUALITY INCOM Financial Services 1,000.0 $11K 0.00% NEW $11.42 +9.2%
730 PAGP PLAINS GP HLDGS L P Energy 595.0 $11K 0.00% NEW $19.14 +23.0%
731 MSTR STRATEGY INC Technology 74.0 $11K 0.00% NEW $151.96 -37.6%
732 SLV ISHARES SILVER TR Financial Services 174.0 $11K 0.00% NEW $64.42 -20.2%
733 OMF ONEMAIN HLDGS INC Financial Services 163.0 $11K 0.00% NEW $67.55 -13.0%
734 PEY INVESCO EXCHANGE TRADED FD T 540.0 $11K 0.00% NEW $20.39 +12.6%
735 BNDX VANGUARD CHARLOTTE FDS 226.0 $11K 0.00% NEW $48.26 +0.5%
736 IDXX IDEXX LABS INC Healthcare 16.0 $11K 0.00% NEW $676.50 -18.4%
737 SPSB SPDR SERIES TRUST 355.0 $11K 0.00% NEW $30.21 -0.8%
738 QS QUANTUMSCAPE CORP Consumer Cyclical 1,013.0 $11K 0.00% NEW $10.42 -31.9%
739 IEI ISHARES TR 88.0 $11K 0.00% NEW $119.35 -1.6%
740 TOST TOAST INC Technology 294.0 $10K 0.00% NEW $35.51 -26.3%
Page 37 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%