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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 50 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CEVA CEVA INC Technology 100.0 $2K 0.00% NEW $21.52 +109.3%
982 MOD MODINE MFG CO Consumer Cyclical 16.0 $2K 0.00% NEW $133.50 +107.3%
983 BBJP J P MORGAN EXCHANGE TRADED F 32.0 $2K 0.00% NEW $65.94 +13.4%
984 SPTS SPDR SERIES TRUST 72.0 $2K 0.00% NEW $29.22 -0.8%
985 FVRR FIVERR INTL LTD Communication Services 106.0 $2K 0.00% NEW $19.76 -46.5%
986 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 179.0 $2K 0.00% NEW $11.66 +2.2%
987 RPM RPM INTL INC Basic Materials 20.0 $2K 0.00% NEW $104.00 +5.5%
988 NRDY NERDY INC Technology 1,967.0 $2K 0.00% NEW $1.04 -13.6%
989 FAAR FIRST TR EXCHANGE TRAD FD VI 75.0 $2K 0.00% NEW $27.19 +16.6%
990 SCHP SCHWAB STRATEGIC TR 76.0 $2K 0.00% NEW $26.49 -0.1%
991 USFR WISDOMTREE TR 40.0 $2K 0.00% NEW $50.33 +0.3%
992 AI C3 AI INC Technology 149.0 $2K 0.00% NEW $13.48 -30.8%
993 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 130.0 $2K 0.00% NEW $15.41 +14.4%
994 TDV PROSHARES TR 23.0 $2K 0.00% NEW $86.57 +16.4%
995 UPWK UPWORK INC Industrials 99.0 $2K 0.00% NEW $19.82 -58.5%
996 EDIV SPDR INDEX SHS FDS 50.0 $2K 0.00% NEW $39.16 +3.1%
997 DDOG DATADOG INC Technology 14.0 $2K 0.00% NEW $136.00 +63.7%
998 EMLC VANECK ETF TRUST 73.0 $2K 0.00% NEW $25.82 -1.7%
999 CRH PLC 15.0 $2K 0.00% NEW $124.80
1000 MYGN MYRIAD GENETICS INC Healthcare 300.0 $2K 0.00% NEW $6.15 -15.1%
Page 50 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%