StockDriftsStockDriftsTop 50 Medallion Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 5.56% | 337.9K | $17.0M | +5.01%(+16.12K) | $50.73(-0.20%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.79% | 26.6K | $8.5M | -0.38%(-101) | $288.84(+26.27%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 47.0K | $8.2M | +32.23%(+11.47K) | $140.83(+60.36%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.65% | 316.0K | $8.1M | +15.06%(+41.35K) | $23.96(+21.73%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.06% | 30.3K | $6.3M | +1.39%(+416) | $203.50(+32.74%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.74% | 8.1K | $5.3M | +6.34%(+485) | $582.86(+27.94%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 1.54% | 15.8K | $4.7M | +4.53%(+684) | $271.95(+25.50%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 1.54% | 59.6K | $4.7M | +5.68%(+3.20K) | $72.38(+24.19%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.43% | 93.3K | $4.4M | +4.54%(+4.05K) | $47.18(-0.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.43% | 17.3K | $4.4M | +7.68%(+1.23K) | $235.10(+27.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.82% | +18.50% |
| Top 20 Holdings Unweighted | +6.92% | +22.25% |
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