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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$9.42 Billion 5.92% of portfolio
-
Q3 2024 Added 66.94%
$171B
$4.61 Billion 2.89% of portfolio
102,650
Q3 2024 Reduced 2.29%
$240B
$4.5 Billion 2.83% of portfolio
84,639
Q3 2024 Reduced 3.62%
$123B
$4.44 Billion 2.79% of portfolio
85,869
Q3 2024 Reduced 11.16%
$4.07T
$2.98 Billion 1.87% of portfolio
12,799
Q3 2024 Reduced 8.61%
$274B
$2.4 Billion 1.51% of portfolio
33,363
Q3 2024 Reduced 13.95%
$97B
$2.16 Billion 1.36% of portfolio
42,383
Q3 2024 Reduced 18.02%
-
$1.52 Billion 0.95% of portfolio
-
Q3 2024 Added 68.6%
-
$611 Million 0.38% of portfolio
-
Q3 2024 Added 65.49%
$259B
$393 Million 0.25% of portfolio
4,864
Q3 2024 Reduced 4.31%
$3.39T
$384 Million 0.24% of portfolio
893
Q3 2024 Added 5.56%
$2.35T
$367 Million 0.23% of portfolio
1,970
Q3 2024 Added 10.18%
$157B
$303 Million 0.19% of portfolio
1,466
Q3 2024 Reduced 6.09%
$325B
$275 Million 0.17% of portfolio
2,266
Q3 2024 Added 5.2%
$89.1B
$221 Million 0.14% of portfolio
7,050
Q3 2023 Reduced 1.19%
$593B
$202 Million 0.13% of portfolio
438
Q3 2024 Reduced 10.98%

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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