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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 55 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CORE LABORATORIES INC 30.0 $481.0 NEW $16.03
1082 SUNS SUNRISE RLTY TR INC Real Estate 49.0 $462.0 NEW $9.43 -10.5%
1083 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7.0 $404.0 NEW $57.71 +69.0%
1084 GBIL GOLDMAN SACHS ETF TR 4.0 $400.0 NEW $100.00 +0.1%
1085 TLRY TILRAY BRANDS INC Healthcare 37.0 $334.0 NEW $9.03 -48.9%
1086 OGN ORGANON & CO Healthcare 44.0 $316.0 NEW $7.18 +87.3%
1087 WOLF WOLFSPEED INC Technology 17.0 $296.0 NEW $17.41 +181.2%
1088 BXP BXP INC Real Estate 4.0 $270.0 NEW $67.50 -4.7%
1089 BHF BRIGHTHOUSE FINL INC Financial Services 4.0 $259.0 NEW $64.75 -1.9%
1090 ACRES COMMERCIAL REALTY CORP 12.0 $256.0 NEW $21.33
1091 OPK OPKO HEALTH INC Healthcare 200.0 $252.0 NEW $1.26 +15.9%
1092 NATL NCR ATLEOS CORPORATION Technology 6.0 $229.0 NEW $38.17 +14.2%
1093 MSOS ADVISORSHARES TR 46.0 $217.0 NEW $4.72 -4.6%
1094 PGEN PRECIGEN INC Healthcare 50.0 $209.0 NEW $4.18 +28.2%
1095 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 8.0 $195.0 NEW $24.38 -44.9%
1096 ARTY ISHARES TR 4.0 $194.0 NEW $48.50 +53.4%
1097 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 100.0 $187.0 NEW $1.87 -29.9%
1098 NOK NOKIA CORP Technology 26.0 $168.0 NEW $6.46 +112.3%
1099 LCID LUCID GROUP INC Consumer Cyclical 15.0 $159.0 NEW $10.60 -51.0%
1100 J P MORGAN EXCHANGE TRADED F 3.0 $153.0 NEW $51.00
Page 55 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%