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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 32 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IP INTERNATIONAL PAPER CO Consumer Cyclical 675.0 $24K 0.01% $35.70 +7.3%
622 CNC CENTENE CORP DEL Healthcare 731.0 $24K 0.01% -80.0 -9.9% $32.74 +92.3%
623 OMFL INVESCO EXCH TRD SLF IDX FD 398.0 $24K 0.01% $60.12 +12.1%
624 KNG FIRST TR EXCHANGE-TRADED FD 481.0 $23K 0.01% +10.0 +2.1% $48.71 +3.0%
625 B BARRICK MNG CORP Basic Materials 574.0 $23K 0.01% $40.79 -10.6%
626 OII OCEANEERING INTL INC Energy 660.0 $23K 0.01% $35.47 +2.3%
627 FDT FIRST TR EXCH TRD ALPHDX FD 269.0 $23K 0.01% -118.0 -30.5% $86.93 +9.4%
628 VLUE ISHARES TR 164.0 $23K 0.01% $142.19 +38.3%
629 GRMN GARMIN LTD Technology 100.0 $23K 0.01% NEW $232.01 +3.5%
630 EXPE EXPEDIA GROUP INC Consumer Cyclical 100.0 $23K 0.01% NEW $230.89 +13.5%
631 BLK BLACKROCK INC Financial Services 24.0 $23K 0.01% $961.71 +2.2%
632 IBIT ISHARES BITCOIN TRUST ETF Financial Services 597.0 $23K 0.01% -325.0 -35.2% $38.42 -11.8%
633 BNDX VANGUARD CHARLOTTE FDS 477.0 $23K 0.01% +251.0 +111.1% $48.03 +1.0%
634 BTG B2GOLD CORP Basic Materials 5,000.0 $23K 0.01% NEW $4.53 -14.1%
635 PLUG PLUG PWR INC Industrials 10,000.0 $23K 0.01% $2.26 +15.5%
636 MBB ISHARES TR 237.0 $22K 0.01% $94.87 -0.1%
637 GIB CGI INC Technology 306.0 $22K 0.01% $73.10 -13.7%
638 OSIS OSI SYSTEMS INC Technology 84.0 $22K 0.01% $265.51 -19.5%
639 MGK VANGUARD WORLD FD 60.0 $22K 0.01% $367.43 -76.8%
640 BDX BECTON DICKINSON & CO Healthcare 140.0 $22K 0.01% $157.23 -6.0%
Page 32 of 57  ·  1,121 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%