Medallion Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Medallion Wealth Advisors, LLC | Institutional Filer | — | $1.57B | 1294 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1294)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | — | 338K | $17.0M | 1.09% |
| 2 | JAAA | JANUS DETROIT STR TR | — | 322K | $16.3M | 1.04% |
| 3 | JAAA | JANUS DETROIT STR TR | — | 276K | $14.0M | 0.89% |
| 4 | JAAA | JANUS DETROIT STR TR | — | 242K | $12.3M | 0.78% |
| 5 | JAAA | JANUS DETROIT STR TR | — | 191K | $9.7M | 0.62% |
| 6 | VTI | VANGUARD INDEX FDS | — | 27K | $8.9M | 0.57% |
| 7 | VTI | VANGUARD INDEX FDS | — | 27K | $8.5M | 0.54% |
| 8 | VTI | VANGUARD INDEX FDS | — | 25K | $8.4M | 0.53% |
| 9 | NVDA | NVIDIA Corporation | Technology | 47K | $8.2M | 0.52% |
| 10 | SCHX | SCHWAB STRATEGIC TR | — | 316K | $8.1M | 0.52% |
| 11 | VTI | VANGUARD INDEX FDS | — | 25K | $7.6M | 0.49% |
| 12 | SCHX | SCHWAB STRATEGIC TR | — | 275K | $7.4M | 0.47% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 30K | $6.9M | 0.44% |
| 14 | VTI | VANGUARD INDEX FDS | — | 25K | $6.9M | 0.44% |
| 15 | VTI | VANGUARD INDEX FDS | — | 25K | $6.9M | 0.44% |
Showing 1 to 15 of 1000 holdings