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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, IBHE, BILZ, JULW, TUA, and represent 50.20% of Mid-American Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: JULW (+$9.7M), JULZ, TUA, SIXJ, BILZ, IBHF, CDX, IBHE, IBHD, HIGH.
Started 8 new stock positions in SVOL, CDX, QMMY, HYS, XISE, JULZ, SIXJ, JULW.
Reduced shares in these 10 stocks: IBDP (-$10M), MARW (-$9.7M), TAIL, ZROZ, SGOV, CLOX, CLOZ, EDV, BMY, MO.
Sold out of its positions in MARW, GOOGL, BGT, TAIL, NJAN, QQQM, IGIB, PFF, SLV, SGOV. NRO, SPLG, SCHO, SCHP, XLU, CLOX, CLOZ, PFXF, EMLC, EDV, VONG.
Mid-American Wealth Advisory Group was a net seller of stock by $-2.5M.
Mid-American Wealth Advisory Group has $159M in assets under management (AUM), dropping by 1.71%.
Central Index Key (CIK): 0001911264

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Portfolio Holdings for Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group holds 44 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ibonds 24 Trm Hg (IBHD)	18.8	$30M	+2%	1.3M	23.29	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	9.9	$16M	+7%	677k	23.30	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	9.4	$15M	+22%	149k	101.22	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	6.1	$9.7M	NEW	281k	34.54	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	5.9	$9.4M	+66%	410k	22.99	View chart
Aim Etf Products Trust Allianzim Us Lrg (SIXP)	3.4	$5.4M	-5%	198k	27.22	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	3.3	$5.3M	-65%	211k	25.21	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	3.3	$5.2M	+60%	224k	23.41	View chart
Listed Fd Tr Trueshares Strct (JULZ)	3.0	$4.8M	NEW	113k	42.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.0	$4.7M	-3%	24k	198.06	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	2.9	$4.7M	+5%	81k	57.75	View chart
Verizon Communications (VZ)	2.9	$4.6M	-2%	103k	44.91	View chart
Cisco Systems (CSCO)	2.8	$4.5M	-3%	85k	53.22	View chart
Bristol Myers Squibb (BMY)	2.8	$4.4M	-11%	86k	51.74	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.7	$4.3M	-3%	239k	18.10	View chart
Ishares Tr Mortge Rel Etf (REM)	2.7	$4.3M	-7%	180k	23.73	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	2.0	$3.2M	NEW	109k	29.40	View chart
Apple (AAPL)	1.9	$3.0M	-8%	13k	233.00	View chart
Coca-Cola Company (KO)	1.5	$2.4M	-13%	33k	71.86	View chart
Listed Fd Tr Trueshares Struc (MARZ)	1.5	$2.4M	-4%	74k	32.21	View chart
Altria (MO)	1.4	$2.2M	-18%	42k	51.04	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	1.0	$1.5M	+62%	30k	51.14	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	1.0	$1.5M	+68%	65k	23.45	View chart
Simplify Exchange Traded Fun High Yield Plus (CDX)	0.9	$1.5M	NEW	64k	23.74	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.9	$1.5M	-42%	18k	82.42	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.5	$757k	+69%	47k	16.19	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.4	$620k	+61%	12k	51.67	View chart
Simplify Exchange Traded Fun Stable Incm Etf (BUCK)	0.4	$611k	+65%	25k	24.58	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.4	$607k	+66%	26k	23.86	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.4	$596k	NEW	27k	21.96	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$588k	NEW	6.2k	95.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$414k	-16%	8.3k	49.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$404k	-22%	701.00	576.82	View chart
Wal-Mart Stores (WMT)	0.2	$393k	-4%	4.9k	80.75	View chart
Microsoft Corporation (MSFT)	0.2	$384k	+5%	893.00	430.30	View chart
Amazon (AMZN)	0.2	$367k	+10%	2.0k	186.33	View chart
Honeywell International (HON)	0.2	$303k	-6%	1.5k	206.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.2	$303k	NEW	10k	30.24	View chart
Listed Fd Tr Trueshares Strcd (JANZ)	0.2	$301k	-13%	8.7k	34.68	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.2	$295k	NEW	14k	20.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$279k	-33%	2.2k	128.17	View chart
NVIDIA Corporation (NVDA)	0.2	$275k	+5%	2.3k	121.42	View chart
BP Sponsored Adr (BP)	0.1	$221k		7.1k	31.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$202k	-10%	438.00	460.26	View chart

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 Q3 filed Oct. 2, 2024
Mid-American Wealth Advisory Group 2024 Q2 filed July 10, 2024
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

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