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Home > Institutional Investor > Medallion Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Medallion Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 321,613 $16,252,994 5.12%
2.
Schwab Strategic Trust
 SCHD 325,905 $9,581,894 3.02%
3.
Nvidia Corp
 NVDA 45,125 $9,029,206 2.85%
4.
Ishares Trust
 IEF 8,772 $6,583,354 2.08%
5.
Internet Gold Golden Lines Ltd
 IGLD 8,597 $5,739,497 1.81%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.