Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Medallion Wealth Advisors

Latest statistics and disclosures from Medallion Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JMBS, SCHX, NVDA, IVV, FTCS, and represent 14.87% of Medallion Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JMBS (+$15M), JQUA, MCHP, BBEU, JPRE, VUG, FTCS, RTX, FTNT, EELV.
Started 195 new stock positions in DD, FITB, EELV, TXG, AFRM, ONB, LFST, JEF, VIK, ATR.
Reduced shares in these 10 stocks: JAAA (-$15M), VTI, JCPB, SPMO, MSFT, JPM, VV, AMZN, JPIE, JNJ.
Sold out of its positions in ACMR, ALK, AMTM, ACA, AX, BNS, BXP, BSX, BHF, IGR.
Medallion Wealth Advisors was a net seller of stock by $-19M.
Medallion Wealth Advisors has $317M in assets under management (AUM), dropping by 3.64%.
Central Index Key (CIK): 0002131139

Tip: Access up to 7 years of quarterly data

Positions held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Medallion Wealth Advisors

Medallion Wealth Advisors holds 1220 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Medallion Wealth Advisors has 1220 total positions. Only the first 250 positions are shown.

Sign up to view all of the Medallion Wealth Advisors June 30, 2026 positions
Download the Medallion Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Henderson Mtg (JMBS)	5.1	$16M	+1095%	322k	50.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$9.6M	+3%	326k	29.40	View chart
NVIDIA Corporation (NVDA)	2.8	$9.0M	-4%	45k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$6.6M	+7%	8.8k	750.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.8	$5.7M	+70%	8.6k	667.62	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.8	$5.7M	+4%	62k	91.08	View chart
Amazon (AMZN)	1.6	$5.0M	-30%	21k	238.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$5.0M	-49%	14k	370.14	View chart
Vanguard Wellington Us Quality (VFQY)	1.5	$4.9M	+4%	29k	170.26	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.5	$4.6M	+486%	99k	46.98	View chart
Apple (AAPL)	1.3	$4.1M	-18%	14k	289.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$4.1M		99k	41.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$4.0M		5.9k	686.90	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.3	$4.0M	+3%	76k	52.34	View chart
Dimensional Etf Trust Us Larg Vect Etf (DFVX)	1.2	$3.9M	+2%	48k	82.23	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.2	$3.9M	+6%	64k	60.76	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$3.6M	+9%	135k	26.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$3.4M	-2%	117k	28.96	View chart
Ametek (AME)	1.1	$3.4M		14k	241.94	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$3.2M	-13%	52k	62.22	View chart
Microchip Technology (MCHP)	1.0	$3.2M	+9715%	8.6k	370.13	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.9	$3.0M	+268991%	65k	46.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.9M	+494%	34k	86.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$2.9M	+3%	34k	85.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$2.8M	+2%	83k	33.84	View chart
J P Morgan Exchange Traded F Rlty Income Etf (JPRE)	0.8	$2.6M	+1381%	8.1k	320.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$2.6M	-51%	7.6k	343.93	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$2.5M	-9%	13k	190.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$2.4M	-3%	60k	40.21	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.7	$2.3M		54k	43.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$2.3M	+209%	15k	151.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$2.2M		28k	81.06	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.2M	+559%	12k	189.75	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.7	$2.2M	+5%	45k	49.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$2.2M	+2%	60k	36.81	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$2.2M	+4%	40k	54.02	View chart
CSX Corporation (CSX)	0.7	$2.1M		45k	47.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$2.1M	-6%	13k	158.03	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$2.1M	-5%	24k	87.88	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.6	$2.1M	-31%	26k	80.76	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.6	$2.0M	-5%	52k	39.47	View chart
State Street Corporation (STT)	0.6	$2.0M		12k	169.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$2.0M	-2%	37k	52.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.0M	-30%	9.0k	218.44	View chart
Union Pacific Corporation (UNP)	0.6	$1.8M		6.8k	272.00	View chart
Fortinet (FTNT)	0.6	$1.8M	+15984%	97k	18.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.8M	-8%	2.4k	749.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.7M	+5%	18k	96.51	View chart
Brown Forman Corp CL B (BF.B)	0.5	$1.6M		60k	26.65	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.5	$1.6M	NEW	27k	59.11	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$1.6M	+457%	30k	52.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$1.6M	-90%	33k	47.63	View chart
Kemper Corp Del (KMPR)	0.5	$1.6M	NEW	6.2k	253.97	View chart
Broadcom (AVGO)	0.5	$1.6M	-3%	4.1k	377.56	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$1.6M	NEW	20k	79.42	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$1.5M		34k	45.48	View chart
Cisco Systems (CSCO)	0.5	$1.5M	-7%	13k	117.49	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.5	$1.5M	+89%	21k	71.28	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.4M	-29%	10k	136.78	View chart
W.W. Grainger (GWW)	0.4	$1.4M		1.0k	1360.40	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.3M	-7%	42k	31.10	View chart
Canadian Pacific Kansas City (CP)	0.4	$1.3M		15k	86.65	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.3M	-50%	27k	48.19	View chart
Illinois Tool Works (ITW)	0.4	$1.3M		4.7k	270.47	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.4	$1.3M	-4%	24k	53.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.3M	+137%	16k	80.64	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.2M		4.2k	297.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.2M	+121%	17k	72.02	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.2M		23k	50.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.1M	-33%	3.2k	353.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$1.1M	-5%	29k	38.79	View chart
International Business Machines (IBM)	0.4	$1.1M		4.0k	281.46	View chart
Lamb Weston Hldgs (LW)	0.3	$1.1M	+185%	3.7k	296.80	View chart
Wabtec Corporation (WAB)	0.3	$1.1M	-2%	4.0k	269.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M	-16%	15k	71.15	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$1.0M	+14%	49k	20.85	View chart
Caterpillar (CAT)	0.3	$994k		932.00	1066.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$994k	-32%	3.3k	303.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$968k	-50%	2.7k	357.43	View chart
Jackson Financial Com Cl A (JXN)	0.3	$952k	+3236%	12k	80.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$942k	-18%	4.0k	236.26	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.3	$920k	-35%	18k	51.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$901k	-7%	13k	69.90	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$898k	+4%	24k	38.06	View chart
Edwards Lifesciences (EW)	0.3	$887k	NEW	9.5k	93.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$875k	-3%	3.6k	242.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$875k	-14%	15k	59.74	View chart
Procter & Gamble Company (PG)	0.3	$874k	-17%	6.0k	146.64	View chart
Wal-Mart Stores (WMT)	0.3	$861k	-7%	7.6k	113.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$856k	+35%	9.6k	89.20	View chart
Intuitive Surgical Com New (ISRG)	0.3	$853k	+13498%	23k	37.57	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$838k	-13%	12k	72.90	View chart
Simpson Manufacturing (SSD)	0.3	$837k		4.0k	209.35	View chart
Corning Incorporated (GLW)	0.3	$829k		3.2k	255.43	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$818k	-12%	9.1k	90.04	View chart
Intel Corporation (INTC)	0.3	$810k	-8%	5.8k	139.64	View chart
Advanced Micro Devices (AMD)	0.3	$804k	+24%	1.4k	580.91	View chart
Home Depot (HD)	0.3	$794k	-7%	2.3k	352.83	View chart
D R S Technologies (DRS)	0.2	$792k	NEW	20k	40.58	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$787k	-2%	15k	51.69	View chart
UnitedHealth (UNH)	0.2	$782k	-27%	1.9k	415.87	View chart
Carrier Global Corporation (CARR)	0.2	$772k	-17%	11k	73.35	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.2	$757k	+2193%	26k	29.35	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$732k	+2%	11k	67.60	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.2	$706k	-2%	14k	51.35	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$664k	+2%	28k	23.81	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	0.2	$664k	-8%	16k	42.63	View chart
At&t (T)	0.2	$663k	-16%	32k	20.74	View chart
Coca-Cola Company (KO)	0.2	$641k	-32%	7.9k	81.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$640k	+3%	4.3k	149.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$617k	-26%	8.4k	73.41	View chart
Ge Aerospace Com New (GE)	0.2	$613k	-10%	1.6k	374.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$609k	+2%	17k	36.28	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$604k		11k	53.14	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$600k	+12%	6.5k	92.28	View chart
Tesla Motors (TSLA)	0.2	$598k	+2%	1.4k	420.59	View chart
Booking Holdings (BKNG)	0.2	$598k	+2244%	3.4k	178.24	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$596k	+29%	14k	43.28	View chart
MetLife (MET)	0.2	$556k	+541%	4.4k	127.61	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.2	$552k	-12%	14k	40.29	View chart
Bank of America Corporation (BAC)	0.2	$550k		9.7k	56.99	View chart
Blackrock Etf Trust Ii Isha Floa Ln Etf (BRLN)	0.2	$529k	-24%	10k	50.90	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.2	$527k	-73%	5.4k	98.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$517k	+2%	1.4k	368.37	View chart
Costco Wholesale Corporation (COST)	0.2	$507k	-25%	542.00	935.46	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$505k	+388%	10k	49.55	View chart
Meta Platforms Cl A (META)	0.2	$495k		879.00	563.56	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$485k		7.2k	67.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$483k	+53%	2.0k	246.20	View chart
Ford Motor Company (F)	0.2	$481k	-11%	35k	13.90	View chart
Abbvie (ABBV)	0.1	$472k	-26%	1.9k	251.69	View chart
Norfolk Southern (NSC)	0.1	$472k		1.5k	314.59	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$456k	-9%	9.7k	46.85	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$450k	+1875%	12k	37.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$450k		1.5k	309.15	View chart
Otis Worldwide Corp (OTIS)	0.1	$445k	-9%	6.2k	71.60	View chart
Ubiquiti (UI)	0.1	$445k	-31%	833.00	534.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$443k		7.8k	56.52	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$434k	-2%	9.3k	46.91	View chart
Pepsi (PEP)	0.1	$431k		3.2k	135.41	View chart
Oracle Corporation (ORCL)	0.1	$427k	-5%	2.9k	146.64	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$426k	+10%	3.2k	133.24	View chart
Travelers Companies (TRV)	0.1	$423k	+9%	1.3k	330.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$423k	-2%	2.1k	199.77	View chart
Independent Bank (INDB)	0.1	$422k		5.0k	83.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$419k	+16%	1.4k	303.60	View chart
Amgen (AMGN)	0.1	$414k	-8%	1.1k	362.36	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$413k	-5%	12k	35.20	View chart
Chevron Corporation (CVX)	0.1	$407k	-12%	2.5k	165.83	View chart
Arista Networks Com Shs (ANET)	0.1	$403k	-24%	2.4k	169.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$401k	-25%	13k	31.71	View chart
Pitney Bowes (PBI)	0.1	$398k		23k	17.52	View chart
Murphy Usa (MUSA)	0.1	$398k	+10300%	1.0k	382.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$396k	+1458%	4.1k	95.48	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$394k	-12%	2.5k	158.89	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$391k	-35%	72k	5.45	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$389k	-57%	2.7k	144.87	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$382k	+5%	8.1k	47.20	View chart
Ge Vernova (GEV)	0.1	$378k	-11%	321.00	1176.73	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$377k	-9%	2.9k	132.24	View chart
Jd.com Spon Ads Cl A (JD)	0.1	$377k	+8423%	7.8k	48.59	View chart
Pfizer (PFE)	0.1	$376k	-13%	15k	24.51	View chart
Citigroup Com New (C)	0.1	$375k	+8%	2.7k	140.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$374k	+31%	14k	27.70	View chart
Palantir Technologies Cl A (PLTR)	0.1	$367k	+20%	3.1k	116.67	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$363k	+15%	9.1k	39.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$363k	+400%	5.9k	61.37	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$360k		511.00	704.03	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$355k		5.4k	65.59	View chart
Hershey Company (HSY)	0.1	$351k		2.0k	175.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$350k	-5%	1.7k	210.72	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$350k	-67%	7.0k	50.15	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$348k	-37%	8.3k	42.06	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$346k	-20%	6.6k	52.15	View chart
Udr (UDR)	0.1	$337k		8.4k	39.92	View chart
Ssga Active Tr St Str Loomi Etf (OBND)	0.1	$330k	-9%	13k	25.81	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$325k	-7%	3.6k	90.98	View chart
Philip Morris International (PM)	0.1	$321k	-3%	1.8k	180.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$315k		4.1k	77.12	View chart
Columbia Etf Tr I Resh Enhnc Vlu (REVS)	0.1	$314k	+11%	10k	31.44	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$314k	-49%	3.3k	96.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$311k		5.8k	53.60	View chart
Littelfuse (LFUS)	0.1	$308k	+1470%	267.00	1152.49	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$306k	-6%	4.4k	69.81	View chart
Builders FirstSource (BLDR)	0.1	$306k	-2%	3.4k	89.48	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$305k	-3%	4.5k	67.01	View chart
Verizon Communications (VZ)	0.1	$304k	-19%	7.2k	42.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$302k	+400%	2.5k	119.52	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$301k	-53%	3.4k	88.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$300k	-34%	600.00	500.38	View chart
Emerson Electric (EMR)	0.1	$297k	-21%	2.1k	143.15	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$292k	+21205%	3.8k	76.14	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$283k	-2%	11k	26.16	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$283k	-6%	3.7k	75.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$283k	-7%	2.7k	103.88	View chart
Celestica (CLS)	0.1	$281k	-8%	771.00	364.80	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$281k	-12%	4.6k	61.23	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$276k	-38%	21k	12.95	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$275k	-48%	1.0k	273.63	View chart
Iridium Communications (IRDM)	0.1	$274k		5.0k	54.85	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$274k		573.00	477.56	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$272k	-4%	13k	21.40	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$270k	-26%	11k	25.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$267k		1.4k	185.67	View chart
Qualcomm (QCOM)	0.1	$260k	-5%	1.4k	184.94	View chart
Chubb (CB)	0.1	$259k		760.00	340.74	View chart
Anthem (ELV)	0.1	$258k		666.00	386.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$253k	-6%	3.1k	82.34	View chart
Electronic Arts (EA)	0.1	$251k	-17%	1.2k	205.04	View chart
CVS Caremark Corporation (CVS)	0.1	$251k	-5%	2.4k	103.54	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$247k	-3%	5.7k	43.68	View chart
Johnson Controls Internation SHS (JCI)	0.1	$247k	-13%	1.7k	146.11	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$245k	-45%	1.4k	176.70	View chart
Lowe's Companies (LOW)	0.1	$238k	-41%	694.00	342.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$237k	+7%	3.1k	75.49	View chart
Altria (MO)	0.1	$237k	-13%	3.3k	71.97	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$237k	-2%	5.5k	42.67	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.1	$235k	+130%	2.5k	92.79	View chart
Capital One Financial (COF)	0.1	$234k	-23%	1.2k	200.69	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$232k	-38%	12k	18.69	View chart
Archer Daniels Midland Company (ADM)	0.1	$232k		3.0k	76.40	View chart
Waste Management (WM)	0.1	$228k	-5%	1.0k	222.88	View chart
Nextera Energy (NEE)	0.1	$225k	+459%	2.6k	87.81	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$223k	-53%	1.7k	132.25	View chart
MKS Instruments (MKSI)	0.1	$221k	+2137%	895.00	247.25	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$220k	+4%	3.1k	72.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$219k	-44%	2.4k	90.10	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$214k	+3%	2.8k	77.23	View chart
Linde SHS (LIN)	0.1	$213k	-3%	409.00	521.72	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$213k	-19%	1.1k	191.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$213k	-3%	2.0k	104.01	View chart
Honeywell International (HON)	0.1	$211k	NEW	941.00	223.90	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.1	$209k	+2274%	3.4k	61.01	View chart
Honeywell Aerospace (HONA)	0.1	$208k	NEW	941.00	221.08	View chart
McDonald's Corporation (MCD)	0.1	$205k	+241%	3.2k	64.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$205k	-78%	2.9k	70.75	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$204k		9.9k	20.67	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$203k	+41%	2.3k	88.08	View chart
Totalenergies Se Act (TTE)	0.1	$202k	-38%	2.6k	77.76	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$200k	-63%	11k	17.88	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$199k	-8%	3.4k	58.33	View chart
International Flavors & Fragrances (IFF)	0.1	$198k		2.5k	79.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$198k	NEW	1.7k	113.63	View chart
American Water Works (AWK)	0.1	$198k		1.5k	131.58	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.1	$197k	+10957%	774.00	254.28	View chart
Enterprise Products Partners (EPD)	0.1	$196k	-8%	5.3k	36.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$195k	-2%	3.5k	55.01	View chart
General Mills (GIS)	0.1	$194k	+4%	5.6k	34.80	View chart
3M Company (MMM)	0.1	$192k	-14%	1.2k	161.91	View chart
Air Products & Chemicals (APD)	0.1	$192k		654.00	293.18	View chart

Past Filings by Medallion Wealth Advisors

SEC 13F filings are viewable for Medallion Wealth Advisors going back to 2026

Medallion Wealth Advisors 2026 Q2 filed Aug. 14, 2026
Medallion Wealth Advisors 2024 Q4 filed April 24, 2026
Medallion Wealth Advisors 2025 Q1 filed April 24, 2026
Medallion Wealth Advisors 2025 Q2 filed April 24, 2026
Medallion Wealth Advisors 2025 Q3 filed April 24, 2026
Medallion Wealth Advisors 2025 Q4 filed April 24, 2026
Medallion Wealth Advisors 2026 Q1 filed April 24, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z