Medallion Wealth Advisors, LLC
CIK
2131139
City
FARMINGTON
State / Country
CT
Top Portfolio Positions
646 positions ·
$102,103,601 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
47,045 | $8,204,638 | 8.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,316 | $6,313,870 | 6.18% | |
| AAPL |
Apple Inc.
Technology
|
17,281 | $4,385,705 | 4.30% | |
| MSFT |
Microsoft Corp
Technology
|
9,376 | $3,470,684 | 3.40% | |
| AME |
Ametek Inc/
Industrials
|
13,889 | $2,977,246 | 2.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,491 | $2,791,863 | 2.73% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,513 | $2,462,259 | 2.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
8,014 | $1,958,934 | 1.92% | |
| CSX |
Csx Corp
Industrials
|
45,000 | $1,847,250 | 1.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,582 | $1,679,153 | 1.64% |
Portfolio Trend
Holdings in LDP
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,470 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,640 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $21,128 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $20,455 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $19,851 | 975 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $19,695 | 975 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||