Mid American Wealth Advisory Group, Inc. Portfolio Holdings

Mid American Wealth Advisory Group, Inc.

  • $170 Billion
  • Q4 2024

Mid American Wealth Advisory Group, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 43 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 $27.6B, Ishares Ibonds 2025 Term High with a value of $16.6B, Simpl Exch Traded Fds Sht Term with a value of $14.7B, Pimco ETF Tr with a value of $12.6B, and Aim ETF Prods Tr Allianzim U S with a value of $8.77B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $159B to 170B.

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 $170 Billion
ETFs: $90.6 Billion
Technology: $7.73 Billion
Consumer Defensive: $4.35 Billion
Healthcare: $3.94 Billion
Communication Services: $3.78 Billion
Consumer Cyclical: $762 Million
Industrials: $333 Million
Energy: $208 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.6 Billion 16.21% of portfolio
294,238
Q4 2024 Added 4,680.47%
$0
$16.6 Billion 9.75% of portfolio
714,500
Q4 2024 Added 5.47%
$0
$8.15 Billion 4.79% of portfolio
351,899
Q4 2024 Added 57.05%
$0
$7.1 Billion 4.17% of portfolio
136,380
Q4 2024 Added 69.17%
$0
$6.26 Billion 3.68% of portfolio
91,211
Q4 2024 Added 417.1%
$0
$4.94 Billion 2.9% of portfolio
54,019
Q4 2024 New
$0
$4.24 Billion 2.49% of portfolio
101,811
Q4 2024 Reduced 9.86%
$0
$4.16 Billion 2.45% of portfolio
21,240
Q4 2024 Reduced 11.05%
$0
$3.69 Billion 2.17% of portfolio
172,918
Q4 2024 Reduced 3.66%
$0
$2.92 Billion 1.72% of portfolio
237,879
Q4 2024 New
$0
$2.39 Billion 1.41% of portfolio
46,793
Q4 2024 Added 57.86%
$0
$2.24 Billion 1.32% of portfolio
102,798
Q4 2024 Added 61.34%
$0
$2.06 Billion 1.21% of portfolio
65,557
Q4 2024 Reduced 11.07%
$0
$522 Million 0.31% of portfolio
16,113
Q4 2024 New
$0
$519 Million 0.3% of portfolio
881
Q4 2024 Added 25.68%
$0
$484 Million 0.28% of portfolio
17,336
Q4 2024 New
$0
$240 Million 0.14% of portfolio
6,996
Q4 2024 Reduced 19.33%
$0
$232 Million 0.14% of portfolio
1,817
Q4 2024 Reduced 16.5%
$0
$229 Million 0.13% of portfolio
5,871
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $170 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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