Mid-American Wealth Advisory Group
Latest statistics and disclosures from Mid-American Wealth Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBHD, IBDP, IBHE, BILZ, MARW, and represent 55.31% of Mid-American Wealth Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: MARW (+$10M), BILZ, TUA, IBHD, IBHE, PDBC, IBDP, IBHF, TAIL, REM.
- Started 12 new stock positions in LONZ, WMT, PDBC, CLOX, CLOZ, EDV, BND, EMLC, HIGH, SJB. TUA, MARW.
- Reduced shares in these 10 stocks: SGOV (-$9.3M), SIXJ, VYM, MSFT, DECW, SIXO, USRT, AMZN, IGIB, .
- Sold out of its positions in DECW, SIXJ, SIXO, DBA, USRT, SJNK, SPHY, Simplify Exchange Traded Fun.
- Mid-American Wealth Advisory Group was a net buyer of stock by $12M.
- Mid-American Wealth Advisory Group has $148M in assets under management (AUM), dropping by 10.03%.
- Central Index Key (CIK): 0001911264
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Mid-American Wealth Advisory Group holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Mid-American Wealth Advisory Group
SEC 13F filings are viewable for Mid-American Wealth Advisory Group going back to 2021
- Mid-American Wealth Advisory Group 2024 Q1 filed April 8, 2024
- Mid-American Wealth Advisory Group 2023 Q4 restated filed Feb. 7, 2024
- Mid-American Wealth Advisory Group 2023 Q4 filed Feb. 5, 2024
- Mid-American Wealth Advisory Group 2023 Q3 filed Oct. 10, 2023
- Mid-American Wealth Advisory Group 2023 Q2 filed July 13, 2023
- Mid-American Wealth Advisory Group 2022 Q1 filed May 31, 2022
- Mid-American Wealth Advisory Group 2021 Q4 filed Feb. 16, 2022