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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 54 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ALGN ALIGN TECHNOLOGY INC Healthcare 6.0 $1K — — — $171.50 -15.1%
1062 ED CONSOLIDATED EDISON INC Utilities 9.0 $1K — — — $113.22 -9.3%
1063 NKTR NEKTAR THERAPEUTICS Healthcare 13.0 $935.0 — — — $71.92 -17.4%
1064 GCOR GOLDMAN SACHS ETF TR — 22.0 $909.0 — — — $41.32 -4.5%
1065 SHY ISHARES TR — 11.0 $908.0 — — — $82.55 -1.8%
1066 DG DOLLAR GEN CORP Consumer Defensive 7.0 $877.0 — — — $125.29 -2.2%
1067 DFIS DIMENSIONAL ETF TRUST — 25.0 $842.0 — — — $33.68 +8.1%
1068 IYE ISHARES TR — 13.0 $842.0 — — — $64.77 +1.9%
1069 PBW INVESCO EXCHANGE TRADED FD T — 26.0 $822.0 — — — $31.62 -5.3%
1070 DWX SPDR INDEX SHS FDS — 18.0 $821.0 — — — $45.61 +1.6%
1071 EXP EAGLE MATLS INC Basic Materials 4.0 $758.0 — — — $189.50 -6.4%
1072 COMT ISHARES U S ETF TR — 22.0 $744.0 — — — $33.82 +11.2%
1073 AI C3 AI INC Technology 83.0 $699.0 — -66.0 -44.3% $8.42 +27.8%
1074 PRGO PERRIGO CO PLC Healthcare 63.0 $677.0 — -1.0 -1.6% $10.75 +36.6%
1075 FTGC FIRST TR EXCHANGE TRAD FD VI — 23.0 $667.0 — — — $29.00 +8.2%
1076 TDC TERADATA CORP DEL Technology 24.0 $616.0 — — — $25.67 +14.8%
1077 BBAX J P MORGAN EXCHANGE TRADED F — 9.0 $535.0 — — — $59.44 +3.8%
1078 SPRU SPRUCE POWER HOLDING CORP Energy 125.0 $513.0 — — — $4.10 -51.3%
1079 — CORE LABORATORIES INC — 30.0 $504.0 — — — $16.80 —
1080 GEMD GOLDMAN SACHS ETF TR — 12.0 $497.0 — — — $41.42 -2.5%
Page 54 of 57  ·  1,121 positions

① 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 26.9%
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%