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Mid-American Wealth Advisory Group, Inc. Top Holdings and 13F Report (2025)

About Mid-American Wealth Advisory Group, Inc.

Investment Activity

  • Mid-American Wealth Advisory Group, Inc. has $210.23 million in total holdings as of June 30, 2025.
  • Mid-American Wealth Advisory Group, Inc. owns shares of 341 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 16.60% of the portfolio was purchased this quarter.
  • About 6.51% of the portfolio was sold this quarter.
  • This quarter, Mid-American Wealth Advisory Group, Inc. has purchased 48 new stocks and bought additional shares in 26 stocks.
  • Mid-American Wealth Advisory Group, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

210322756 - ELEVATION SERIES TRUST
$630,497 Holding
343412102 - Fluor
$437,948 Holding
457669307 - Insmed
$395,314 Holding
G3730V105 - FTAI AVIATION LTD
$347,550 Holding
82889N673 - Simplify Bitcoin Strategy PLUS Income ETF
$309,591 Holding

Largest Purchases this Quarter

PIMCO Ultra Short Government Active ETF
30,970 shares (about $3.13M)
Simplify Opportunistic Income ETF
113,978 shares (about $2.72M)

Largest Sales this Quarter

Simplify Enhanced Income ETF
132,020 shares (about $3.20M)
Apple
7,817 shares (about $1.60M)
AllianzIM U.S. Large Cap Buffer20 Nov ETF
22,784 shares (about $734.16K)
AIM ETF PRODUCTS TRUST
23,793 shares (about $675.79K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMid-American Wealth Advisory Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$29,982,194$402,842 1.4%315,56914.3%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$23,010,826$1,442,481 6.7%1,044,52210.9%ETF
iShares iBonds 2025 Term High Yield and Income ETF stock logo
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
$13,913,849$3,391,628 -19.6%598,3166.6%ETF
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$13,899,590$3,720,514 36.6%598,3476.6%ETF
BILZ
PIMCO Ultra Short Government Active ETF
$10,762,319$3,134,165 41.1%106,3475.1%ETF
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock logo
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
$9,737,410$3,659,983 60.2%185,5814.6%ETF
NVBW
AllianzIM U.S. Large Cap Buffer20 Nov ETF
$8,339,499$734,160 -8.1%258,8094.0%ETF
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock logo
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
$8,313,295$5,127,482 160.9%123,9504.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$7,184,385$155,482 2.2%78,3213.4%ETF
AIM ETF PRODUCTS TRUST
$7,070,195$675,788 -8.7%248,9263.4%ALLIANZIM U S LR
AIM ETF PRODUCTS TRUST
$6,935,848$548,372 8.6%229,1073.3%ALLIANZIM U S EQ
OCTW
AllianzIM U.S. Large Cap Buffer20 Oct ETF
$5,411,676$506,001 10.3%146,2222.6%ETF
JULZ
TrueShares Structured Outcome (July) ETF
$4,548,452$150,320 -3.2%104,6342.2%ETF
ELEVATION SERIES TRUST
$4,446,808$334,204 8.1%180,2522.1%TRUESHARES QUART
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,253,592$133,647 -3.0%20,7832.0%ETF
CDX
Simplify High Yield ETF
$4,121,568$1,092,423 36.1%176,7402.0%ETF
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
$4,092,992$1,131,633 38.2%80,2661.9%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,017,480$509,739 -11.3%57,9051.9%Computer and Technology
CRDT
Simplify Opportunistic Income ETF
$3,847,890$2,723,492 242.2%161,0341.8%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,694,164$323,832 -8.1%85,3751.8%Computer and Technology
TYA
Simplify Intermediate Term Treasury Futures Strategy ETF
$3,675,025$246,314 7.2%272,4261.7%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$3,401,262$305,885 9.9%73,4771.6%Medical
ELEVATION SERIES TRUST
$2,601,767$318,890 14.0%102,2711.2%TRUSHARES BULL
MARZ
TrueShares Structured Outcome (March) ETF
$2,064,974$120,754 -5.5%63,0331.0%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$1,734,545$312,201 -15.3%29,5850.8%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$1,673,436$398,956 -19.3%23,6530.8%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$971,786$280,745 40.6%6,1510.5%Computer and Technology
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$963,799$277,495 40.4%29,1090.5%ETF
Apple Inc. stock logo
AAPL
Apple
$963,590$1,603,658 -62.5%4,6970.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$896,348$188,024 26.5%1,8020.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$888,968$228,166 34.5%4,0520.4%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$635,320$217,915 52.2%2,0000.3%Auto/Tires/Trucks
ELEVATION SERIES TRUST
$630,497$630,497 New Holding14,0960.3%TRUESHS TECH AI
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$568,813$1,524 -0.3%1,8660.3%Finance
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$568,732$240,947 73.5%6,3070.3%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$555,971$242,506 77.4%3,1340.3%Computer and Technology
MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
$513,655$216,740 73.0%9,6100.2%ETF
Public Storage stock logo
PSA
Public Storage
$454,575$192,219 73.3%1,5490.2%Finance
Fluor Corporation stock logo
FLR
Fluor
$437,948$437,948 New Holding8,5420.2%Construction
Insmed, Inc. stock logo
INSM
Insmed
$395,314$395,314 New Holding3,9280.2%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$358,259$124,180 -25.7%5770.2%ETF
FTAI AVIATION LTD
$347,550$347,550 New Holding3,0210.2%SHS
Walmart Inc. stock logo
WMT
Walmart
$322,185$135,914 -29.7%3,2950.2%Retail/Wholesale
Simplify Bitcoin Strategy PLUS Income ETF stock logo
MAXI
Simplify Bitcoin Strategy PLUS Income ETF
$309,591$309,591 New Holding10,3030.1%ETF
NVBT
AllianzIM U.S. Large Cap Buffer10 Nov ETF
$309,168$10,095 3.4%9,0040.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$280,433$103,642 -27.0%4,4970.1%Finance
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$270,191$270,191 New Holding8,3110.1%Medical
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$246,317$246,317 New Holding3,0090.1%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$221,345$221,345 New Holding1,2560.1%Computer and Technology
TrueShares Structured Outcome (January) ETF stock logo
JANZ
TrueShares Structured Outcome (January) ETF
$202,386$202,386 New Holding5,6660.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$167,105$64,607 -27.9%3440.1%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$166,767$166,767 New Holding1,5470.1%Energy
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$165,723$165,723 New Holding2,2800.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$163,795$163,795 New Holding2220.1%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$152,166$152,166 New Holding6960.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$147,501$147,501 New Holding1490.1%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$141,024$141,024 New Holding4640.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$118,720$118,720 New Holding4,4800.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$115,412$115,412 New Holding2090.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$113,935$113,935 New Holding3930.1%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$100,190$100,190 New Holding3960.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$92,384$92,384 New Holding6930.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$84,306$84,306 New Holding1,1450.0%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$79,258$257,078 -76.4%3490.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$67,013$67,013 New Holding4680.0%Energy
ISHARES BITCOIN TRUST ETF
$62,740$62,740 New Holding1,0250.0%SHS BEN INT
Visa Inc. stock logo
V
Visa
$61,424$61,424 New Holding1730.0%Business Services
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$58,135$58,135 New Holding3,2660.0%ETF
SIXJ
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
$57,106$57,106 New Holding1,7840.0%ETF
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$56,004$56,004 New Holding1,3980.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$55,419$55,419 New Holding2550.0%Finance
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$54,907$54,907 New Holding1,3070.0%Energy
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$52,396$52,396 New Holding1120.0%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$52,278$52,278 New Holding9170.0%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$48,266$48,266 New Holding4420.0%ETF
SIRIUSXM HOLDINGS INC
$47,617$47,617 New Holding2,0730.0%COMMON STOCK
RTX Corporation stock logo
RTX
RTX
$47,018$47,018 New Holding3220.0%Aerospace
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$46,130$46,130 New Holding7420.0%Finance
The Kroger Co. stock logo
KR
Kroger
$45,979$45,979 New Holding6410.0%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$44,191$44,191 New Holding330.0%Consumer Discretionary
Lennar Corporation stock logo
LEN
Lennar
$42,917$42,917 New Holding3880.0%Construction
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$42,075$42,075 New Holding1,5000.0%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$40,278$40,278 New Holding1940.0%Computer and Technology
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$38,653$38,653 New Holding1,4970.0%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$37,650$37,650 New Holding670.0%Business Services
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$37,473$37,473 New Holding1,5270.0%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$36,857$36,857 New Holding5340.0%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$35,645$35,645 New Holding1220.0%Retail/Wholesale
DaVita Inc. stock logo
DVA
DaVita
$35,613$35,613 New Holding2500.0%Medical
AIM ETF PRODUCTS TRUST
$34,517$34,517 New Holding1,1250.0%ALLIANZIM US LRG
Louisiana-Pacific Corporation stock logo
LPX
Louisiana-Pacific
$34,396$34,396 New Holding4000.0%Construction
Pool Corporation stock logo
POOL
Pool
$34,395$34,395 New Holding1180.0%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$33,776$33,776 New Holding2120.0%Consumer Staples
BLACKROCK INC
$33,576$33,576 New Holding320.0%COM
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$33,294$33,294 New Holding1470.0%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$32,847$32,847 New Holding1,3440.0%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$31,752$31,752 New Holding3480.0%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$31,188$31,188 New Holding4760.0%Finance
DOMINOS PIZZA INC
$31,091$31,091 New Holding690.0%COM
VANGUARD MALVERN FDS
$30,567$30,567 New Holding3940.0%CORE BD ETF

Showing largest 100 holdings. View all holdings.
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