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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 39 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TLN TALEN ENERGY CORP Utilities 24.0 $9K 0.00% NEW $374.83 +9.1%
762 CHTR CHARTER COMMUNICATIONS INC N Communication Services 43.0 $9K 0.00% NEW $208.77 -37.6%
763 APOS APOLLO GLOBAL MGMT INC Financial Services 62.0 $9K 0.00% NEW $144.76 -82.5%
764 FE FIRSTENERGY CORP Utilities 200.0 $9K 0.00% NEW $44.77 +5.9%
765 SOFI SOFI TECHNOLOGIES INC Financial Services 339.0 $9K 0.00% NEW $26.18 -32.3%
766 DLN WISDOMTREE TR 100.0 $9K 0.00% NEW $88.08 +9.0%
767 LGLV SPDR SERIES TRUST 50.0 $9K 0.00% NEW $175.58 +2.5%
768 MTG MGIC INVT CORP WIS Financial Services 300.0 $9K 0.00% NEW $29.22 -7.3%
769 SAIC SCIENCE APPLICATIONS INTL CO Technology 86.0 $9K 0.00% NEW $100.66 +7.0%
770 BKR BAKER HUGHES COMPANY Energy 190.0 $9K 0.00% NEW $45.54 +23.1%
771 EPI WISDOMTREE TR 186.0 $9K 0.00% NEW $46.40 -7.2%
772 IVW ISHARES TR 70.0 $9K 0.00% NEW $123.26 +8.5%
773 BEPC BROOKFIELD RENEWABLE CORP Utilities 225.0 $9K 0.00% NEW $38.34 -1.4%
774 OSCR OSCAR HEALTH INC Healthcare 600.0 $9K 0.00% NEW $14.37 +102.1%
775 SLDP SOLID POWER INC Industrials 2,000.0 $8K 0.00% NEW $4.25 -37.2%
776 ARGX ARGENX SE Healthcare 10.0 $8K 0.00% NEW $841.00 +1.7%
777 XPH SPDR SERIES TRUST 150.0 $8K 0.00% NEW $56.01 +15.9%
778 JCPI J P MORGAN EXCHANGE TRADED F 174.0 $8K 0.00% NEW $48.19 -0.7%
779 WES WESTERN MIDSTREAM PARTNERS L Energy 212.0 $8K 0.00% NEW $39.50 +7.7%
780 IGIB ISHARES TR 155.0 $8K 0.00% NEW $53.88 -1.3%
Page 39 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%