Portfolio (Quarterly)
Guide ↗
Medallion Wealth Advisors, LLC
· CIK 0002131139| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | GALAXY DIGITAL INC. | — | 166 | $4K | 0.00% | SOLD |
| 22 | SPYV | SPDR SERIES TRUST | — | 64 | $4K | 0.00% | SOLD |
| 23 | WTI | W & T OFFSHORE INC | Energy | 1,700 | $3K | 0.00% | SOLD |
| 24 | — | FUBOTV INC | — | 1,000 | $3K | 0.00% | SOLD |
| 25 | PRNT | ARK ETF TR | — | 101 | $2K | 0.00% | SOLD |
| 26 | MYGN | MYRIAD GENETICS INC | Healthcare | 300 | $2K | 0.00% | SOLD |
| 27 | VTHR | VANGUARD SCOTTSDALE FDS | — | 5 | $2K | 0.00% | SOLD |
| 28 | TLH | ISHARES TR | — | 14 | $1K | — | SOLD |
| 29 | — | INVESCO EXCH TRADED FD TR II | — | 24 | $1K | — | SOLD |
| 30 | ARW | ARROW ELECTRS INC | Technology | 10 | $1K | — | SOLD |
| 31 | SJM | SMUCKER J M CO | Consumer Defensive | 10 | $978.0 | — | SOLD |
| 32 | ICVT | ISHARES TR | — | 9 | $887.0 | — | SOLD |
| 33 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 17 | $794.0 | — | SOLD |
| 34 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 20 | $775.0 | — | SOLD |
| 35 | — | FRONTIER COMMUNICATIONS PARE | — | 14 | $533.0 | — | SOLD |
| 36 | — | ACRES COMMERCIAL REALTY CORP | — | 12 | $256.0 | — | SOLD |
| 37 | OPK | OPKO HEALTH INC | Healthcare | 200 | $252.0 | — | SOLD |
| 38 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 8 | $195.0 | — | SOLD |
| 39 | FSLY | FASTLY INC | Technology | 7 | $71.0 | — | SOLD |
| 40 | — | INSEEGO CORP | — | 4 | $41.0 | — | SOLD |
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%