Mid American Wealth Advisory Group, Inc. Portfolio Holdings

Mid American Wealth Advisory Group, Inc.

  • $159 Billion
  • Q3 2024

Mid American Wealth Advisory Group, Inc. has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Ibonds 2024 Term High with a value of $30B, Ishares Ibonds 2025 Term High with a value of $15.8B, Pimco ETF Tr with a value of $15B, Aim ETF Prods Tr Allianzim Us with a value of $9.71B, and Simpl Exch Traded Fds Sht Term with a value of $9.42B.

Examining the 13F form we can see an increase of $2.67B in the current position value, from $157B to 159B.

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 $159 Billion
ETFs: $84.5 Billion
Technology: $8.15 Billion
Consumer Defensive: $4.95 Billion
Communication Services: $4.61 Billion
Healthcare: $4.44 Billion
Consumer Cyclical: $367 Million
Industrials: $303 Million
Energy: $221 Million
Other: $202 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30 Billion 18.83% of portfolio
1,287,816
Q3 2024 Added 2.96%
$0
$15.8 Billion 9.91% of portfolio
677,446
Q3 2024 Added 7.53%
$0
$9.71 Billion 6.1% of portfolio
281,077
Q3 2024 New
$0
$5.32 Billion 3.34% of portfolio
211,121
Q3 2024 Reduced 65.56%
$0
$5.25 Billion 3.29% of portfolio
224,068
Q3 2024 Added 60.94%
$0
$4.78 Billion 3.0% of portfolio
112,949
Q3 2024 New
$0
$4.73 Billion 2.97% of portfolio
23,879
Q3 2024 Reduced 3.97%
$0
$4.66 Billion 2.92% of portfolio
80,619
Q3 2024 Added 5.27%
$0
$4.32 Billion 2.71% of portfolio
238,504
Q3 2024 Reduced 3.29%
$0
$4.26 Billion 2.67% of portfolio
179,484
Q3 2024 Reduced 7.12%
$0
$3.21 Billion 2.02% of portfolio
109,291
Q3 2024 New
$0
$2.37 Billion 1.49% of portfolio
73,719
Q3 2024 Reduced 4.2%
$0
$1.52 Billion 0.95% of portfolio
29,642
Q3 2024 Added 62.95%
$0
$1.51 Billion 0.95% of portfolio
63,714
Q3 2024 New
$0
$1.45 Billion 0.91% of portfolio
17,639
Q3 2024 Reduced 42.03%
$0
$757 Million 0.48% of portfolio
46,777
Q3 2024 Added 69.75%
$0
$596 Million 0.37% of portfolio
27,132
Q3 2024 New
$41B
$414 Million 0.26% of portfolio
8,320
Q3 2024 Reduced 16.46%
$0
$404 Million 0.25% of portfolio
701
Q3 2024 Reduced 22.2%
$0
$301 Million 0.19% of portfolio
8,672
Q3 2024 Reduced 13.77%
$0
$279 Million 0.18% of portfolio
2,176
Q3 2024 Reduced 33.05%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $159 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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