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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 51 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 RPM RPM INTL INC Basic Materials 20.0 $2K 0.00% $99.40 +6.7%
1002 EDIV SPDR INDEX SHS FDS 50.0 $2K 0.00% $39.48 +2.9%
1003 TDV PROSHARES TR 23.0 $2K 0.00% $84.70 +19.5%
1004 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 179.0 $2K 0.00% $10.80 +13.4%
1005 AVNS AVANOS MED INC Healthcare 136.0 $2K 0.00% $14.01 +78.0%
1006 ITT ITT INC Industrials 10.0 $2K 0.00% $190.50 +2.1%
1007 PSKY PARAMOUNT SKYDANCE CORP Communication Services 209.0 $2K 0.00% $9.02 +7.8%
1008 CEVA CEVA INC Technology 100.0 $2K 0.00% $18.68 +143.5%
1009 GRAL GRAIL INC Healthcare 36.0 $2K 0.00% $51.69 +18.2%
1010 MNKD MANNKIND CORP Healthcare 750.0 $2K 0.00% $2.45 +60.4%
1011 EMLC VANECK ETF TRUST 73.0 $2K 0.00% $25.11 +1.2%
1012 VCIT VANGUARD SCOTTSDALE FDS 22.0 $2K 0.00% $82.73 -0.4%
1013 VGLT VANGUARD SCOTTSDALE FDS 32.0 $2K 0.00% $55.38 -0.6%
1014 TRC TEJON RANCH CO Industrials 94.0 $2K 0.00% $18.84 +0.1%
1015 RDOG ALPS ETF TR 49.0 $2K 0.00% $35.78 +14.3%
1016 BBEU J P MORGAN EXCHANGE TRADED F 24.0 $2K 0.00% $72.42 +5.3%
1017 FMC FMC CORP Basic Materials 100.0 $2K 0.00% $17.22 -36.0%
1018 SBRA SABRA HEALTH CARE REIT INC Real Estate 89.0 $2K 0.00% $19.24 -3.2%
1019 PEGA PEGASYSTEMS INC Technology 40.0 $2K 0.00% $42.65 -30.0%
1020 RYN RAYONIER INC Real Estate 82.0 $2K 0.00% $20.62 +2.7%
Page 51 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%