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CIK: 0002131139
Total reported value
$317.3M
$317.3M
1022 檔
8.8%
During the Q4 2024 filing period, Medallion Wealth Advisors, LLC (CIK: 0002131139) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $317.3M across 1022 reported positions.
During Q4 2024, Medallion Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1022 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.40% | -1.22% | — | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.29% | -5.06% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | -0.48% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.17% | — | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.85% | -0.21% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.34% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.76% | +0.05% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.74% | -0.14% | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 1.71% | -0.72% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.11% | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.55% | +0.37% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -1.11% | — | |
| 13 | ARKK | Ark Innovation ETF | ETF-Other | 1.33% | -0.17% | — | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.30% | -1.42% | — | |
| 15 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 1.29% | +0.20% | — | |
| 16 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.19% | -0.01% | — | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.18% | -0.04% | — | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.16% | -0.42% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.12% | +0.24% | — | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | -0.20% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.89% | — | |
| 22 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.96% | -0.05% | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.96% | +0.08% | — | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.03% | — | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | — | — | |
| 26 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.73% | +0.11% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.36% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | +0.11% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | +0.09% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | -0.02% | — | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.70% | -0.07% | — | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.68% | +0.05% | — | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.68% | +0.01% | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | -0.21% | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.16% | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.10% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.01% | — | |
| 38 | RDVY | First Trust Rising Dividend | ETF-Other | 0.58% | +0.09% | — | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | +0.10% | — | |
| 40 | STT | State Street CORP | Stock-Financials | 0.57% | +0.14% | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | -0.02% | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.10% | — | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.09% | — | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.52% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.21% | — | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.47% | — | — | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | +0.07% | — | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | +0.26% | — | |
| 49 | BRLN | Ishare Fltng Rt Ln Av Etf-ui | ETF-Other | 0.45% | -0.06% | — | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.45% | — | — |
According to official SEC Form 13F filings, Medallion Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $317.3M across 1022 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, JAAA, AMZN) accounted for 8.8% of total reported equity market value during Q4 2024.
During Q4 2024, Medallion Wealth Advisors, LLC's top holdings by market value included VTI (3.4%)、JAAA (3.3%)、AMZN (2.9%). The largest single position, VTI, represented 3.4% of total portfolio value.
In Q4 2024, Medallion Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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