Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group as of March 31, 2024

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