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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 8 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FTCB FIRST TR EXCHANGE-TRADED FD 19,990.0 $424K 0.14% NEW $21.23 -1.2%
142 VOE VANGUARD INDEX FDS 2,378.0 $423K 0.14% NEW $177.94 +11.4%
143 INDB INDEPENDENT BK CORP MASS Financial Services 5,733.0 $419K 0.14% NEW $73.08 +14.8%
144 DON WISDOMTREE TR 8,104.0 $418K 0.14% NEW $51.60 +9.1%
145 ARKQ ARK ETF TR 3,639.0 $417K 0.14% NEW $114.67 +9.8%
146 MRK MERCK & CO INC Healthcare 3,949.0 $416K 0.14% NEW $105.26 +14.4%
147 ANET ARISTA NETWORKS INC Technology 3,155.0 $413K 0.14% NEW $131.03 +25.2%
148 LRCX LAM RESEARCH CORP Technology 2,402.0 $411K 0.14% NEW $171.18 +116.2%
149 PFE PFIZER INC Healthcare 16,446.0 $409K 0.14% NEW $24.90 -3.0%
150 PFFD GLOBAL X FDS 21,117.0 $399K 0.13% NEW $18.91 -0.9%
151 VZ VERIZON COMMUNICATIONS INC Communication Services 9,677.0 $394K 0.13% NEW $40.73 +12.0%
152 PEP PEPSICO INC Consumer Defensive 2,728.0 $391K 0.13% NEW $143.51 -0.1%
153 ARKG ARK ETF TR 13,197.0 $382K 0.13% NEW $28.97 +33.5%
154 COF CAPITAL ONE FINL CORP Financial Services 1,572.0 $381K 0.13% NEW $242.29 -16.6%
155 XLE SELECT SECTOR SPDR TR 8,516.0 $381K 0.13% NEW $44.71 +19.1%
156 TRV TRAVELERS COMPANIES INC Financial Services 1,311.0 $380K 0.13% NEW $290.15 +11.2%
157 ESGV VANGUARD WORLD FD 3,073.0 $372K 0.12% NEW $120.96 +8.1%
158 IXUS ISHARES TR 4,336.0 $367K 0.12% NEW $84.64 +11.5%
159 HSY HERSHEY CO Consumer Defensive 2,000.0 $364K 0.12% NEW $181.98 -0.1%
160 OBND SSGA ACTIVE TR 13,900.0 $362K 0.12% NEW $26.04 -0.7%
Page 8 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%