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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 8 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GTO INVESCO ACTIVELY MANAGED EXC 9,487.0 $444K 0.14% -280.0 -2.9% $46.84 -0.2%
142 GLW CORNING INC Technology 3,263.0 $444K 0.14% +33.0 +1.0% $135.97 +42.7%
143 AMGN AMGEN INC Healthcare 1,250.0 $440K 0.14% +151.0 +13.7% $351.74 -1.3%
144 BERKSHIRE HATHAWAY INC DEL 917.0 $439K 0.14% $479.20
145 NSC NORFOLK SOUTHN CORP Industrials 1,500.0 $430K 0.14% $287.00 +5.7%
146 HON HONEYWELL INTL INC Industrials 1,881.0 $425K 0.14% +400.0 +27.0% $226.03 -1.6%
147 JHMM JOHN HANCOCK EXCHANGE TRADED 6,325.0 $425K 0.14% -208.0 -3.2% $67.13 +9.7%
148 HSY HERSHEY CO Consumer Defensive 2,000.0 $416K 0.14% $207.89 -13.8%
149 XLV SELECT SECTOR SPDR TR 2,829.0 $415K 0.14% -3K -55.1% $146.56 +3.8%
150 RECS COLUMBIA ETF TR I 10,636.0 $415K 0.14% +11K +8145.0% $38.98 +10.0%
151 DON WISDOMTREE TR 7,827.0 $411K 0.13% -277.0 -3.4% $52.54 +6.4%
152 ARKQ ARK ETF TR 3,615.0 $407K 0.13% -24.0 -0.7% $112.46 +12.4%
153 VOE VANGUARD INDEX FDS 2,162.0 $399K 0.13% -216.0 -9.1% $184.54 +6.8%
154 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,366.0 $395K 0.13% -1K -11.3% $47.16 +3.2%
155 TOTALENERGIES SE 4,212.0 $387K 0.13% $91.84
156 INDB INDEPENDENT BK CORP MASS Financial Services 5,134.0 $386K 0.13% -599.0 -10.4% $75.21 +10.3%
157 ANET ARISTA NETWORKS INC Technology 3,139.0 $385K 0.13% -16.0 -0.5% $122.78 +32.1%
158 J P MORGAN EXCHANGE TRADED F 7,565.0 $383K 0.12% -23K -75.1% $50.61
159 PLTR PALANTIR TECHNOLOGIES INC Technology 2,596.0 $380K 0.12% +955.0 +58.2% $146.28 -20.2%
160 VOT VANGUARD INDEX FDS 1,457.0 $378K 0.12% -119.0 -7.5% $259.16 +15.9%
Page 8 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%