Holdings of Medallion Wealth Advisors, LLC
941 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 25.5 % of the equity sleeve
Sector breakdown
- Technology 9.8 %
- Funds 4.9 %
- Industrials 4.7 %
- Consumer discretionary 3.5 %
- Financials 3.3 %
- Health care 2.5 %
- Consumer staples 2.2 %
- Communication 2.2 %
- Energy 1.3 %
- Utilities 0.5 %
- Materials 0.3 %
- Real estate 0.1 %
- Unattributed 64.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- GB 0.2 %
- TW 0.1 %
- NL 0.1 %
- DE 0.0 %
- FR 0.0 %
- DK 0.0 %
- KR 0.0 %
- ES 0.0 %
- IN 0.0 %
- KY 0.0 %
- MX 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 903 | 279.8M $ | 99.57 % |
| 2 | GB | 8 | 626.4K $ | 0.22 % |
| 3 | TW | 2 | 208.2K $ | 0.07 % |
| 4 | NL | 3 | 168K $ | 0.06 % |
| 5 | DE | 1 | 34.2K $ | 0.01 % |
| 6 | FR | 1 | 31.6K $ | 0.01 % |
| 7 | DK | 1 | 26.1K $ | 0.01 % |
| 8 | KR | 3 | 22K $ | 0.01 % |
| 9 | ES | 1 | 19.2K $ | 0.01 % |
| 10 | IN | 1 | 15K $ | 0.01 % |
| 11 | KY | 5 | 14.5K $ | 0.01 % |
| 12 | MX | 2 | 13.7K $ | 0.00 % |