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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Mid American Wealth Advisory Group, Inc. Portfolio

Follow Mid American Wealth Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mid American Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mid American Wealth Advisory Group, Inc. with notifications on news.