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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 44 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 IWN ISHARES TR 27.0 $5K 0.00% NEW $181.22 +20.7%
862 EFG ISHARES TR 42.0 $5K 0.00% NEW $113.93 +6.7%
863 CERS CERUS CORP Healthcare 2,319.0 $5K 0.00% NEW $2.06 +24.8%
864 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 53.0 $5K 0.00% NEW $89.92 +16.6%
865 SPTL SPDR SERIES TRUST 180.0 $5K 0.00% NEW $26.47 -0.1%
866 SABA SABA CAPITAL INCOME & OPPORT Financial Services 575.0 $5K 0.00% NEW $8.25 -1.1%
867 FIRST TR EXCHANGE TRADED FD 200.0 $5K 0.00% NEW $23.62
868 GPN GLOBAL PMTS INC Industrials 61.0 $5K 0.00% NEW $77.39 -14.8%
869 MTN VAIL RESORTS INC Consumer Cyclical 35.0 $5K 0.00% NEW $132.80 +9.3%
870 SPYG SPDR SERIES TRUST 43.0 $5K 0.00% NEW $107.51 +8.0%
871 CRSP CRISPR THERAPEUTICS AG Healthcare 88.0 $5K 0.00% NEW $52.44 +3.3%
872 SCCO SOUTHERN COPPER CORP Basic Materials 32.0 $5K 0.00% NEW $143.91 +21.1%
873 QTEC FIRST TR EXCHANGE-TRADED FD 20.0 $5K 0.00% NEW $230.20 +38.3%
874 SIRI SIRIUSXM HOLDINGS INC Communication Services 230.0 $5K 0.00% NEW $20.00 +41.6%
875 FNY FIRST TR EXCHANGE-TRADED ALP 50.0 $5K 0.00% NEW $91.20 +18.4%
876 NFE NEW FORTRESS ENERGY INC Utilities 4,000.0 $5K 0.00% NEW $1.14 -64.9%
877 ICSH ISHARES TR 90.0 $5K 0.00% NEW $50.58 -0.1%
878 IWO ISHARES TR 14.0 $5K 0.00% NEW $323.00 +21.0%
879 CBOE CBOE GLOBAL MKTS INC Financial Services 18.0 $5K 0.00% NEW $251.00 +4.7%
880 AVUS AMERICAN CENTY ETF TR 40.0 $4K 0.00% NEW $111.78 +13.1%
Page 44 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%