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Mid-American Wealth Advisory Group

Latest statistics and disclosures from Mid-American Wealth Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IBHD, IBDP, IBHE, BILZ, MARW, and represent 55.31% of Mid-American Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: MARW (+$10M), BILZ, TUA, IBHD, IBHE, PDBC, IBDP, IBHF, TAIL, REM.
Started 12 new stock positions in LONZ, WMT, PDBC, CLOX, CLOZ, EDV, BND, EMLC, HIGH, SJB. TUA, MARW.
Reduced shares in these 10 stocks: SGOV (-$9.3M), SIXJ, VYM, MSFT, DECW, SIXO, USRT, AMZN, IGIB, .
Sold out of its positions in DECW, SIXJ, SIXO, DBA, USRT, SJNK, SPHY, Simplify Exchange Traded Fun.
Mid-American Wealth Advisory Group was a net buyer of stock by $12M.
Mid-American Wealth Advisory Group has $148M in assets under management (AUM), dropping by 10.03%.
Central Index Key (CIK): 0001911264

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Portfolio Holdings for Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ibonds 24 Trm Hg (IBHD)	20.2	$30M	+11%	1.3M	23.32	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	10.8	$16M	+11%	639k	25.05	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	9.9	$15M	+13%	629k	23.38	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	7.6	$11M	+56%	111k	101.15	View chart
Aim Etf Products Trust Us Larcp B20 Mar (MARW)	6.8	$10M	NEW	349k	28.72	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.2	$6.2M	-59%	62k	100.71	View chart
Cambria Etf Tr Tail Risk (TAIL)	3.2	$4.7M	+15%	391k	12.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$4.7M	+5%	26k	182.61	View chart
Verizon Communications (VZ)	3.1	$4.6M	+4%	110k	41.96	View chart
Ishares Tr Mortge Rel Etf (REM)	3.1	$4.6M	+13%	198k	23.24	View chart
Bristol Myers Squibb (BMY)	3.1	$4.6M	+7%	84k	54.23	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.1	$4.5M	+7%	262k	17.32	View chart
Cisco Systems (CSCO)	3.0	$4.5M	+8%	90k	49.91	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	2.6	$3.9M	+16%	69k	55.56	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	2.3	$3.4M	NEW	155k	21.87	View chart
Altria (MO)	1.7	$2.6M	+6%	59k	43.62	View chart
Coca-Cola Company (KO)	1.7	$2.6M		42k	61.18	View chart
Apple (AAPL)	1.6	$2.4M	+26%	14k	171.48	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.1	$1.7M	NEW	123k	13.87	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	1.1	$1.7M	+454%	73k	23.06	View chart
Series Portfolios Tr Panagram Bbb B (CLOZ)	0.3	$510k	NEW	19k	26.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$508k	-12%	966.00	525.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$495k	-22%	15k	32.23	View chart
Series Portfolios Tr Panagram Aaa (CLOX)	0.3	$494k	NEW	19k	25.50	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.3	$489k	NEW	20k	24.40	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$487k	-31%	9.4k	51.60	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.3	$481k	NEW	9.4k	51.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$473k	-84%	3.9k	120.99	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$467k	-24%	26k	17.69	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$458k	-15%	9.5k	48.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$428k	-11%	10k	42.01	View chart
Vanguard World Extended Dur (EDV)	0.2	$358k	NEW	4.7k	76.60	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$346k	-27%	6.6k	52.16	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$321k	-23%	4.9k	65.64	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$315k	-15%	14k	22.75	View chart
Honeywell International (HON)	0.2	$298k		1.5k	205.29	View chart
Wal-Mart Stores (WMT)	0.2	$281k	NEW	4.7k	60.17	View chart
BP Sponsored Adr (BP)	0.2	$266k		7.1k	37.68	View chart
Microsoft Corporation (MSFT)	0.2	$242k	-89%	575.00	420.72	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$240k	-25%	2.8k	86.67	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.2	$234k	NEW	14k	17.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$234k	-22%	1.3k	182.69	View chart
Amazon (AMZN)	0.2	$224k	-51%	1.2k	180.38	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$214k	NEW	8.7k	24.51	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$208k	-43%	4.0k	51.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$200k	NEW	2.8k	72.63	View chart
BlackRock Floating Rate Income Trust (BGT)	0.1	$193k	-35%	15k	12.98	View chart
Neuberger Berman Real Estate Sec (NRO)	0.0	$60k	-41%	18k	3.34	View chart

Past Filings by Mid-American Wealth Advisory Group

SEC 13F filings are viewable for Mid-American Wealth Advisory Group going back to 2021

Mid-American Wealth Advisory Group 2024 Q1 filed April 8, 2024
Mid-American Wealth Advisory Group 2023 Q4 restated filed Feb. 7, 2024
Mid-American Wealth Advisory Group 2023 Q4 filed Feb. 5, 2024
Mid-American Wealth Advisory Group 2023 Q3 filed Oct. 10, 2023
Mid-American Wealth Advisory Group 2023 Q2 filed July 13, 2023
Mid-American Wealth Advisory Group 2022 Q1 filed May 31, 2022
Mid-American Wealth Advisory Group 2021 Q4 filed Feb. 16, 2022

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