Mid-American Wealth Advisory Group, Inc. Top Holdings and 13F Report (2025) About Mid-American Wealth Advisory Group, Inc.Investment ActivityMid-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 Holdings PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $29,982,194Simplify Short Term Treasury Futures Strategy ETF $23,010,826iShares iBonds 2025 Term High Yield and Income ETF $13,913,849iShares iBonds 2026 Term High Yield and Income ETF $13,899,590PIMCO Ultra Short Government Active ETF $10,762,319 Largest New Holdings this Quarter 210322756 - ELEVATION SERIES TRUST $630,497 Holding343412102 - Fluor $437,948 Holding457669307 - Insmed $395,314 HoldingG3730V105 - FTAI AVIATION LTD $347,550 Holding82889N673 - Simplify Bitcoin Strategy PLUS Income ETF $309,591 Holding Largest Purchases this Quarter PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 76,450 shares (about $5.13M)iShares iBonds 2026 Term High Yield and Income ETF 160,160 shares (about $3.72M)PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 69,754 shares (about $3.66M)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 iShares iBonds 2025 Term High Yield and Income ETF 145,845 shares (about $3.39M)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 TimeMap of 500 Largest Holdings ofMid-American Wealth Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$29,982,194$402,842 ▲1.4%315,56914.3%ETFTUASimplify Short Term Treasury Futures Strategy ETF$23,010,826$1,442,481 ▲6.7%1,044,52210.9%ETFIBHEiShares iBonds 2025 Term High Yield and Income ETF$13,913,849$3,391,628 ▼-19.6%598,3166.6%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$13,899,590$3,720,514 ▲36.6%598,3476.6%ETFBILZPIMCO Ultra Short Government Active ETF$10,762,319$3,134,165 ▲41.1%106,3475.1%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$9,737,410$3,659,983 ▲60.2%185,5814.6%ETFNVBWAllianzIM U.S. Large Cap Buffer20 Nov ETF$8,339,499$734,160 ▼-8.1%258,8094.0%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$8,313,295$5,127,482 ▲160.9%123,9504.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,184,385$155,482 ▲2.2%78,3213.4%ETFAIM ETF PRODUCTS TRUST$7,070,195$675,788 ▼-8.7%248,9263.4%ALLIANZIM U S LRAIM ETF PRODUCTS TRUST$6,935,848$548,372 ▲8.6%229,1073.3%ALLIANZIM U S EQOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$5,411,676$506,001 ▲10.3%146,2222.6%ETFJULZTrueShares Structured Outcome (July) ETF$4,548,452$150,320 ▼-3.2%104,6342.2%ETFELEVATION SERIES TRUST$4,446,808$334,204 ▲8.1%180,2522.1%TRUESHARES QUARTVIGVanguard Dividend Appreciation ETF$4,253,592$133,647 ▼-3.0%20,7832.0%ETFCDXSimplify High Yield ETF$4,121,568$1,092,423 ▲36.1%176,7402.0%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$4,092,992$1,131,633 ▲38.2%80,2661.9%ETFCSCOCisco Systems$4,017,480$509,739 ▼-11.3%57,9051.9%Computer and TechnologyCRDTSimplify Opportunistic Income ETF$3,847,890$2,723,492 ▲242.2%161,0341.8%ETFVZVerizon Communications$3,694,164$323,832 ▼-8.1%85,3751.8%Computer and TechnologyTYASimplify Intermediate Term Treasury Futures Strategy ETF$3,675,025$246,314 ▲7.2%272,4261.7%ETFBMYBristol Myers Squibb$3,401,262$305,885 ▲9.9%73,4771.6%MedicalELEVATION SERIES TRUST$2,601,767$318,890 ▲14.0%102,2711.2%TRUSHARES BULLMARZTrueShares Structured Outcome (March) ETF$2,064,974$120,754 ▼-5.5%63,0331.0%ETFMOAltria Group$1,734,545$312,201 ▼-15.3%29,5850.8%Consumer StaplesKOCocaCola$1,673,436$398,956 ▼-19.3%23,6530.8%Consumer StaplesNVDANVIDIA$971,786$280,745 ▲40.6%6,1510.5%Computer and TechnologySIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$963,799$277,495 ▲40.4%29,1090.5%ETFAAPLApple$963,590$1,603,658 ▼-62.5%4,6970.5%Computer and TechnologyMSFTMicrosoft$896,348$188,024 ▲26.5%1,8020.4%Computer and TechnologyAMZNAmazon.com$888,968$228,166 ▲34.5%4,0520.4%Retail/WholesaleTSLATesla$635,320$217,915 ▲52.2%2,0000.3%Auto/Tires/TrucksELEVATION SERIES TRUST$630,497$630,497 ▲New Holding14,0960.3%TRUESHS TECH AIGLDSPDR Gold Shares$568,813$1,524 ▼-0.3%1,8660.3%FinanceTDIVFirst Trust NASDAQ Technology Dividend Index Fund$568,732$240,947 ▲73.5%6,3070.3%ManufacturingGOOGAlphabet$555,971$242,506 ▲77.4%3,1340.3%Computer and TechnologyMFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF$513,655$216,740 ▲73.0%9,6100.2%ETFPSAPublic Storage$454,575$192,219 ▲73.3%1,5490.2%FinanceFLRFluor$437,948$437,948 ▲New Holding8,5420.2%ConstructionINSMInsmed$395,314$395,314 ▲New Holding3,9280.2%MedicalIVViShares Core S&P 500 ETF$358,259$124,180 ▼-25.7%5770.2%ETFFTAI AVIATION LTD$347,550$347,550 ▲New Holding3,0210.2%SHSWMTWalmart$322,185$135,914 ▼-29.7%3,2950.2%Retail/WholesaleMAXISimplify Bitcoin Strategy PLUS Income ETF$309,591$309,591 ▲New Holding10,3030.1%ETFNVBTAllianzIM U.S. Large Cap Buffer10 Nov ETF$309,168$10,095 ▲3.4%9,0040.1%ETFIAUiShares Gold Trust$280,433$103,642 ▼-27.0%4,4970.1%FinancePCVXVaxcyte$270,191$270,191 ▲New Holding8,3110.1%MedicalLNTHLantheus$246,317$246,317 ▲New Holding3,0090.1%MedicalGOOGLAlphabet$221,345$221,345 ▲New Holding1,2560.1%Computer and TechnologyJANZTrueShares Structured Outcome (January) ETF$202,386$202,386 ▲New Holding5,6660.1%ETFBRK.BBerkshire Hathaway$167,105$64,607 ▼-27.9%3440.1%FinanceXOMExxon Mobil$166,767$166,767 ▲New Holding1,5470.1%EnergySPLGSPDR Portfolio S&P 500 ETF$165,723$165,723 ▲New Holding2,2800.1%ETFMETAMeta Platforms$163,795$163,795 ▲New Holding2220.1%Computer and TechnologyORCLOracle$152,166$152,166 ▲New Holding6960.1%Computer and TechnologyCOSTCostco Wholesale$147,501$147,501 ▲New Holding1490.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$141,024$141,024 ▲New Holding4640.1%ETFSCHDSchwab US Dividend Equity ETF$118,720$118,720 ▲New Holding4,4800.1%ETFQQQInvesco QQQ$115,412$115,412 ▲New Holding2090.1%FinanceJPMJPMorgan Chase & Co.$113,935$113,935 ▲New Holding3930.1%FinanceXLKTechnology Select Sector SPDR Fund$100,190$100,190 ▲New Holding3960.0%ETFVYMVanguard High Dividend Yield ETF$92,384$92,384 ▲New Holding6930.0%ETFBNDVanguard Total Bond Market ETF$84,306$84,306 ▲New Holding1,1450.0%ETFQQQMInvesco NASDAQ 100 ETF$79,258$257,078 ▼-76.4%3490.0%ETFCVXChevron$67,013$67,013 ▲New Holding4680.0%EnergyISHARES BITCOIN TRUST ETF$62,740$62,740 ▲New Holding1,0250.0%SHS BEN INTVVisa$61,424$61,424 ▲New Holding1730.0%Business ServicesFPEFirst Trust Preferred Securities and Income ETF$58,135$58,135 ▲New Holding3,2660.0%ETFSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$57,106$57,106 ▲New Holding1,7840.0%ETFSTRVStrive 500 ETF$56,004$56,004 ▲New Holding1,3980.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$55,419$55,419 ▲New Holding2550.0%FinanceOXYOccidental Petroleum$54,907$54,907 ▲New Holding1,3070.0%EnergyULTAUlta Beauty$52,396$52,396 ▲New Holding1120.0%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$52,278$52,278 ▲New Holding9170.0%ETFVONGVanguard Russell 1000 Growth ETF$48,266$48,266 ▲New Holding4420.0%ETFSIRIUSXM HOLDINGS INC$47,617$47,617 ▲New Holding2,0730.0%COMMON STOCKRTXRTX$47,018$47,018 ▲New Holding3220.0%AerospaceCBSHCommerce Bancshares$46,130$46,130 ▲New Holding7420.0%FinanceKRKroger$45,979$45,979 ▲New Holding6410.0%Retail/WholesaleNFLXNetflix$44,191$44,191 ▲New Holding330.0%Consumer DiscretionaryLENLennar$42,917$42,917 ▲New Holding3880.0%ConstructionSCHMSchwab U.S. Mid-Cap ETF$42,075$42,075 ▲New Holding1,5000.0%ETFTXNTexas Instruments$40,278$40,278 ▲New Holding1940.0%Computer and TechnologyKHCKraft Heinz$38,653$38,653 ▲New Holding1,4970.0%Consumer StaplesMAMastercard$37,650$37,650 ▲New Holding670.0%Business ServicesFNDXSchwab Fundamental U.S. Large Company ETF$37,473$37,473 ▲New Holding1,5270.0%ETFNVONovo Nordisk A/S$36,857$36,857 ▲New Holding5340.0%MedicalMCDMcDonald's$35,645$35,645 ▲New Holding1220.0%Retail/WholesaleDVADaVita$35,613$35,613 ▲New Holding2500.0%MedicalAIM ETF PRODUCTS TRUST$34,517$34,517 ▲New Holding1,1250.0%ALLIANZIM US LRGLPXLouisiana-Pacific$34,396$34,396 ▲New Holding4000.0%ConstructionPOOLPool$34,395$34,395 ▲New Holding1180.0%Consumer DiscretionaryPGProcter & Gamble$33,776$33,776 ▲New Holding2120.0%Consumer StaplesBLACKROCK INC$33,576$33,576 ▲New Holding320.0%COMTSMTaiwan Semiconductor Manufacturing$33,294$33,294 ▲New Holding1470.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$32,847$32,847 ▲New Holding1,3440.0%ETFSCHWCharles Schwab$31,752$31,752 ▲New Holding3480.0%FinanceGLDMSPDR Gold MiniShares Trust$31,188$31,188 ▲New Holding4760.0%FinanceDOMINOS PIZZA INC$31,091$31,091 ▲New Holding690.0%COMVANGUARD MALVERN FDS$30,567$30,567 ▲New Holding3940.0%CORE BD ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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