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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 38 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BIP BROOKFIELD INFRAST PARTNERS Utilities 300.0 $10K 0.00% NEW $34.74 +5.2%
742 CRBG COREBRIDGE FINL INC Financial Services 344.0 $10K 0.00% NEW $30.17 -7.5%
743 VAW VANGUARD WORLD FD 50.0 $10K 0.00% NEW $207.56 +10.8%
744 CMRE COSTAMARE INC Industrials 650.0 $10K 0.00% NEW $15.79 -4.6%
745 CGXU CAPITAL GROUP INTL FOCUS EQT 345.0 $10K 0.00% NEW $29.55 +15.4%
746 LNG CHENIERE ENERGY INC Energy 52.0 $10K 0.00% NEW $194.38 +18.1%
747 CNP CENTERPOINT ENERGY INC Utilities 262.0 $10K 0.00% NEW $38.36 +14.1%
748 AES AES CORP Utilities 700.0 $10K 0.00% NEW $14.34 +2.3%
749 GSLC GOLDMAN SACHS ETF TR 73.0 $10K 0.00% NEW $132.37 +5.5%
750 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,100.0 $10K 0.00% NEW $8.76 -27.5%
751 BBY BEST BUY INC Consumer Cyclical 143.0 $10K 0.00% NEW $66.93 +15.8%
752 ASX ASE TECHNOLOGY HLDG CO LTD Technology 592.0 $10K 0.00% NEW $16.10 +154.0%
753 SLYG SPDR SERIES TRUST 100.0 $9K 0.00% NEW $94.19 +22.5%
754 TSN TYSON FOODS INC Consumer Defensive 160.0 $9K 0.00% NEW $58.62 -0.8%
755 RKT ROCKET COS INC Financial Services 484.0 $9K 0.00% NEW $19.36 -22.9%
756 CYBERARK SOFTWARE LTD 21.0 $9K 0.00% NEW $446.05
757 FNV FRANCO NEV CORP Basic Materials 45.0 $9K 0.00% NEW $207.29 +0.3%
758 MDYG SPDR SERIES TRUST 100.0 $9K 0.00% NEW $92.43 +18.5%
759 GLIN VANECK ETF TRUST 200.0 $9K 0.00% NEW $46.10 +1.2%
760 KB KB FINL GROUP INC Financial Services 106.0 $9K 0.00% NEW $86.04 +16.4%
Page 38 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%