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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 +1.0%
1002 EDIV SPDR INDEX SHS FDS — 50.0 $2K 0.00% — — $39.48 +3.4%
1003 TDV PROSHARES TR — 23.0 $2K 0.00% — — $84.70 +18.3%
1004 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 179.0 $2K 0.00% — — $10.80 +9.5%
1005 AVNS AVANOS MED INC Healthcare 136.0 $2K 0.00% — — $14.01 +78.4%
1006 ITT ITT INC Industrials 10.0 $2K 0.00% — — $190.50 +8.3%
1007 PSKY PARAMOUNT SKYDANCE CORP Communication Services 209.0 $2K 0.00% — — $9.02 +10.4%
1008 CEVA CEVA INC Technology 100.0 $2K 0.00% — — $18.68 +93.8%
1009 GRAL GRAIL INC Healthcare 36.0 $2K 0.00% — — $51.69 +145.5%
1010 MNKD MANNKIND CORP Healthcare 750.0 $2K 0.00% — — $2.45 +36.3%
1011 EMLC VANECK ETF TRUST — 73.0 $2K 0.00% — — $25.11 -0.6%
1012 VCIT VANGUARD SCOTTSDALE FDS — 22.0 $2K 0.00% — — $82.73 -4.7%
1013 VGLT VANGUARD SCOTTSDALE FDS — 32.0 $2K 0.00% — — $55.38 -7.9%
1014 TRC TEJON RANCH CO Industrials 94.0 $2K 0.00% — — $18.84 -12.7%
1015 RDOG ALPS ETF TR — 49.0 $2K 0.00% — — $35.78 +6.9%
1016 BBEU J P MORGAN EXCHANGE TRADED F — 24.0 $2K 0.00% — — $72.42 +6.7%
1017 FMC FMC CORP Basic Materials 100.0 $2K 0.00% — — $17.22 -44.4%
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 -20.9%
1020 RYN RAYONIER INC Real Estate 82.0 $2K 0.00% — — $20.62 -8.4%
Page 51 of 57  ·  1,121 positions

① 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 26.9%
Industrials 18.3%
Financial Services 15.8%
Consumer Cyclical 10.3%
Healthcare 7.5%
Consumer Defensive 6.9%
Communication Services 4.9%
Energy 4.7%
Utilities 1.9%
Real Estate 1.6%