Mid American Wealth Advisory Group, Inc. Portfolio Holdings

Mid American Wealth Advisory Group, Inc.

  • $210 Billion
  • Q2 2025

Mid American Wealth Advisory Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr 1 5 Yr High Yield with a value of $30B, Simpl Exch Traded Fds Sht Term with a value of $23B, Ishares Ibonds 2025 Term High with a value of $13.9B, Ishares Tr Ibonds 2026 Term Hi with a value of $13.9B, and Pimco ETF Tr with a value of $10.8B.

Examining the 13F form we can see an increase of $23.8B in the current position value, from $186B to 210B.

Mid American Wealth Advisory Group, Inc. is based out at Kansas City, MO

Below you can find more details about Mid American Wealth Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
ETFs: $112 Billion
Technology: $7.25 Billion
Communication Services: $4.71 Billion
Healthcare: $4.58 Billion
Consumer Defensive: $4.06 Billion
Consumer Cyclical: $1.81 Billion
Industrials: $776 Million
Financial Services: $593 Million
Other: $977 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.7B
$9.94 Million 0.0% of portfolio
338
Q2 2025 New
$331M
$730,000 0.0% of portfolio
30
Q2 2025 New
$12.3B
$1.78 Million 0.0% of portfolio
9
Q2 2025 New
$31B
$3.14 Million 0.0% of portfolio
36
Q2 2025 New
$86B
$2.62 Million 0.0% of portfolio
38
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $210 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 295 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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