Medallion Wealth Advisors, LLC - Portfolio overview

Medallion Wealth Advisors, LLC has 1120 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. CSX - CSX CORP, 5.34%
2. BFB - BROWN FORMAN CORP, 4.56%
3. STT - STATE STR CORP, 4.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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