Mid American Wealth Advisory Group, Inc. Portfolio Holdings

Mid American Wealth Advisory Group, Inc.

  • $186 Billion
  • Q1 2025

Mid American Wealth Advisory Group, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 48 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 $29.2B, Simpl Exch Traded Fds Sht Term with a value of $21.5B, Ishares Ibonds 2025 Term High with a value of $17.3B, Ishares Tr Ibonds 2026 Term Hi with a value of $10.2B, and Aim ETF Prods Tr Allianzim U S with a value of $8.62B.

Examining the 13F form we can see an increase of $16.3B in the current position value, from $170B to 186B.

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 $186 Billion
ETFs: $97.3 Billion
Technology: $7.81 Billion
Consumer Defensive: $4.6 Billion
Communication Services: $4.49 Billion
Healthcare: $4.08 Billion
Consumer Cyclical: $914 Million
Industrials: $314 Million
Real Estate: $268 Million
Other: $492 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$253B
$4.03 Billion 2.16% of portfolio
65,252
Q1 2025 Reduced 4.3%
$3.57T
$2.78 Billion 1.49% of portfolio
12,514
Q1 2025 Added 8.41%
$310B
$2.1 Billion 1.13% of portfolio
29,292
Q1 2025 Reduced 11.37%
$1.94T
$573 Million 0.31% of portfolio
3,012
Q1 2025 Added 35.19%
$2.8T
$535 Million 0.29% of portfolio
1,424
Q1 2025 Added 37.72%
$270B
$474 Million 0.25% of portfolio
4,374
Q1 2025 Added 59.75%
$238B
$411 Million 0.22% of portfolio
4,685
Q1 2025 Added 0.73%
$818B
$341 Million 0.18% of portfolio
1,314
Q1 2025 Added 94.38%
$951B
$276 Million 0.15% of portfolio
1,767
Q1 2025 New
$683B
$254 Million 0.14% of portfolio
477
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $186 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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