MW
Medallion Wealth Advisors, LLC
Institutional13F-HRQ1 2025 · Latest
Locationfarmington, CT
CIK0002131139
Date FiledApr 24, 2026
SEC FilingsView on SEC.gov ↗
Portfolio Value
$220.2M
Total reported value
Num Holdings
10741
Across all sectors
Top Holding
—
Other Managers
0
Sub-advisors listed
Report Period
Q1 2025
Mar 31, 2025
Compare Q1 2025to:
All Holdings 0
IssuerClassCUSIPValueSharesAvg PriceAllocationOption
∅
No holdings found
Sector Allocation
Sector data will appear once holdings load.
Medallion Wealth Advisors, LLC — Q1 2025 13F Holdings | SensaMarket