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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WCMI FIRST TR EXCHANGE-TRADED FD 2,939.0 $49K 0.02% +3K +879.7% $16.77 +15.3%
162 UPS UNITED PARCEL SVCS INC Industrials 472.0 $46K 0.01% +51.0 +12.1% $98.37 +7.6%
163 MS MORGAN STANLEY Financial Services 278.0 $46K 0.01% +3.0 +1.1% $164.77 +37.2%
164 ACHR ARCHER AVIATION INC Industrials 8,850.0 $46K 0.01% +1K +14.2% $5.17 +1.5%
165 TJX TJX COS INC NEW Consumer Cyclical 285.0 $46K 0.01% +88.0 +44.7% $159.70 +2.9%
166 CRM SALESFORCE INC Technology 241.0 $45K 0.01% +124.0 +106.0% $186.67 -17.8%
167 SLV ISHARES SILVER TR Financial Services 652.0 $44K 0.01% +478.0 +274.7% $68.14 -18.2%
168 NEE NEXTERA ENERGY INC Utilities 459.0 $43K 0.01% +67.0 +17.1% $92.78 -6.8%
169 MU MICRON TECHNOLOGY INC Technology 125.0 $42K 0.01% +17.0 +15.7% $337.84 +211.3%
170 IEF ISHARES TR 400.0 $38K 0.01% +9.0 +2.3% $95.44 -1.4%
171 ACWV ISHARES INC 315.0 $38K 0.01% +2.0 +0.6% $119.51 -0.3%
172 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 94.0 $37K 0.01% +30.0 +46.9% $391.77 +165.1%
173 SCHI SCHWAB STRATEGIC TR 1,562.0 $35K 0.01% +2K +2689.3% $22.68 -0.4%
174 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 450.0 $34K 0.01% +100.0 +28.6% $76.16 +11.2%
175 AVLV AMERICAN CENTY ETF TR 424.0 $34K 0.01% +36.0 +9.3% $80.61 +12.6%
176 XJR ISHARES TR 710.0 $31K 0.01% +26.0 +3.8% $43.54 +16.3%
177 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,388.0 $31K 0.01% +175.0 +14.4% $22.27 -4.8%
178 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 4,600.0 $30K 0.01% +4K +318.2% $6.63 -11.0%
179 IEMG ISHARES INC 428.0 $30K 0.01% +350.0 +448.7% $69.75 +16.6%
180 FCX FREEPORT MCMORAN INC Basic Materials 480.0 $28K 0.01% +46.0 +10.6% $58.78 +9.5%
Page 9 of 11  ·  204 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%