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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 52 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 RGTI RIGETTI COMPUTING INC Technology 120.0 $2K 0.00% $14.04 +51.5%
1022 SLGN SILGAN HLDGS INC Consumer Cyclical 43.0 $2K 0.00% $38.79 +8.9%
1023 DDOG DATADOG INC Technology 14.0 $2K 0.00% $118.07 +86.8%
1024 GEM GOLDMAN SACHS ETF TR 38.0 $2K 0.00% $43.21 +18.4%
1025 NRDY NERDY INC Technology 1,967.0 $2K 0.00% $0.82 +7.2%
1026 GSEU GOLDMAN SACHS ETF TR 35.0 $2K 0.00% $45.20 +7.4%
1027 CRH PLC 15.0 $2K 0.00% $105.13
1028 VMBS VANGUARD SCOTTSDALE FDS 33.0 $2K 0.00% $47.33 -1.3%
1029 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 33.0 $2K 0.00% $46.42 +11.1%
1030 SHYG ISHARES TR 36.0 $2K $42.31 +0.1%
1031 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 100.0 $2K $15.02 +6.6%
1032 HLF HERBALIFE LTD Consumer Defensive 100.0 $1K -15.0 -13.0% $14.72 -16.7%
1033 AESI ATLAS ENERGY SOLUTIONS INC Energy 111.0 $1K $13.12 +25.1%
1034 THNQ EXCHANGE TRADED CONCEPTS TRU 24.0 $1K $59.00 +46.5%
1035 ACA ARCOSA INC Industrials 13.0 $1K $106.15 +36.5%
1036 BBCA J P MORGAN EXCHANGE TRADED F 14.0 $1K $94.00 +5.7%
1037 ESRT EMPIRE ST RLTY TR INC Real Estate 250.0 $1K $5.20 -0.8%
1038 STCE SCHWAB STRATEGIC TR 25.0 $1K $52.00 +48.6%
1039 TRN TRINITY INDS INC Industrials 40.0 $1K $32.17 +9.0%
1040 HST HOST HOTELS & RESORTS INC Real Estate 67.0 $1K $19.16 +29.5%
Page 52 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%