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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 39 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FE FIRSTENERGY CORP Utilities 200.0 $10K 0.00% $50.66 -5.6%
762 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 260.0 $10K 0.00% -270.0 -50.9% $38.97 +14.6%
763 JOBY JOBY AVIATION INC Industrials 1,225.0 $10K 0.00% $8.26 +12.3%
764 VEEV VEEVA SYS INC Healthcare 57.0 $10K 0.00% $175.67 -8.1%
765 AES AES CORP Utilities 700.0 $10K 0.00% $14.09 +4.2%
766 HAL HALLIBURTON CO Energy 250.0 $10K 0.00% -312.0 -55.5% $38.99 -13.1%
767 SLYG SPDR SERIES TRUST 100.0 $10K 0.00% $96.62 +19.3%
768 MDYG SPDR SERIES TRUST 100.0 $10K 0.00% $95.96 +14.3%
769 NOC NORTHROP GRUMMAN CORP Industrials 14.0 $10K 0.00% $682.21 -26.3%
770 CHTR CHARTER COMMUNICATIONS INC Communication Services 43.0 $9K 0.00% $215.88 -39.1%
771 CGXU CAPITAL GROUP INTL FOCUS EQT 313.0 $9K 0.00% -32.0 -9.3% $29.49 +16.1%
772 AVUS AMERICAN CENTY ETF TR 83.0 $9K 0.00% +43.0 +107.5% $111.18 +13.3%
773 MKSI MKS INC. Technology 40.0 $9K 0.00% -10.0 -20.0% $229.80 +66.1%
774 SCCO SOUTHERN COPPER CORP Basic Materials 53.0 $9K 0.00% +21.0 +65.6% $172.83 -0.6%
775 GSLC GOLDMAN SACHS ETF TR 73.0 $9K 0.00% $125.12 +11.5%
776 IDXX IDEXX LABS INC Healthcare 16.0 $9K 0.00% $561.88 -2.3%
777 BEPC BROOKFIELD RENEWABLE CORP Utilities 225.0 $9K 0.00% $39.83 -5.5%
778 DLN WISDOMTREE TR 100.0 $9K 0.00% $89.33 +7.5%
779 LGLV SPDR SERIES TRUST 50.0 $9K 0.00% $178.10 +1.0%
780 GNRC GENERAC HLDGS INC Industrials 45.0 $9K 0.00% $195.33 +45.5%
Page 39 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%