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 $223.92 million in total holdings as of September 30, 2025.
Mid-American Wealth Advisory Group, Inc. owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 25.72% of the portfolio was purchased this quarter.
About 20.44% of the portfolio was sold this quarter.
This quarter, Mid-American Wealth Advisory Group, Inc. has purchased 341 new stocks and bought additional shares in 24 stocks.
Mid-American Wealth Advisory Group, Inc. sold shares of 13 stocks and completely divested from 304 stocks this quarter.

Largest Holdings

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund: $31,119,238
Simplify Short Term Treasury Futures Strategy ETF: $24,030,539
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF: $20,899,979
iShares iBonds 2026 Term High Yield and Income ETF: $15,320,807
iShares iBonds 2025 Term High Yield and Income ETF: $14,685,166

Largest New Holdings this Quarter

82889N335 - SIMPLIFY EXCHANGE TRADED FUN: $8,674,347 Holding
210322608 - ELEVATION SERIES TRUST: $4,229,697 Holding
210322863 - ELEVATION SERIES TRUST: $2,195,721 Holding
808524607 - Schwab US Small-Cap ETF: $1,983,795 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $1,375,121 Holding

Largest Purchases this Quarter

AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF: 625,090 shares (about $20.84M)
SIMPLIFY EXCHANGE TRADED FUN: 330,325 shares (about $8.67M)
ELEVATION SERIES TRUST: 159,551 shares (about $4.23M)
ELEVATION SERIES TRUST: 138,910 shares (about $3.42M)
Invesco NASDAQ 100 ETF: 13,458 shares (about $3.33M)

Largest Sales this Quarter

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund: 17,329 shares (about $1.18M)
NVIDIA: 3,632 shares (about $677.66K)
Microsoft: 1,069 shares (about $553.73K)
Amazon.com: 2,336 shares (about $512.92K)
Apple: 1,976 shares (about $503.06K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$31,119,238	$925,608 ▲	3.1%	325,243	13.9%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$24,030,539	$1,186,841 ▲	5.2%	1,098,790	10.7%	ETF
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF	$20,899,979	$20,840,500 ▲	35,038.7%	626,874	9.3%	ETF
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$15,320,807	$1,325,465 ▲	9.5%	655,015	6.8%	ETF
IBHE iShares iBonds 2025 Term High Yield and Income ETF	$14,685,166	$792,267 ▲	5.7%	632,436	6.6%	ETF
BILZ PIMCO Ultra Short Government Active ETF	$11,249,544	$488,244 ▲	4.5%	111,172	5.0%	ETF
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$10,169,026	$281,265 ▲	2.8%	190,860	4.5%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$8,674,347	$8,674,347 ▲	New Holding	330,325	3.9%	BARRIER INCOME
NVBW AllianzIM U.S. Large Cap Buffer20 Nov ETF	$8,636,297	$21,835 ▲	0.3%	259,465	3.9%	ETF
ELEVATION SERIES TRUST	$7,864,173	$3,422,752 ▲	77.1%	319,162	3.5%	TRUESHARES QUART
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$7,245,938	$1,177,675 ▼	-14.0%	106,621	3.2%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$7,241,736	$55,784 ▲	0.8%	78,929	3.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,501,015	$16,184 ▲	0.4%	20,858	2.0%	ETF
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$4,498,119	$398,957 ▲	9.7%	88,078	2.0%	ETF
CDX Simplify High Yield ETF	$4,474,863	$425,759 ▲	10.5%	195,324	2.0%	ETF
CRDT Simplify Opportunistic Income ETF	$4,408,211	$598,148 ▲	15.7%	186,315	2.0%	ETF
ELEVATION SERIES TRUST	$4,229,697	$4,229,697 ▲	New Holding	159,551	1.9%	TRUESHARES SEASO
CSCO Cisco Systems	$3,792,042	$169,818 ▼	-4.3%	55,423	1.7%	Computer and Technology
VZ Verizon Communications	$3,764,569	$12,350 ▲	0.3%	85,656	1.7%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$3,412,037	$3,325,791 ▲	3,856.2%	13,807	1.5%	ETF
BMY Bristol Myers Squibb	$3,400,177	$86,366 ▲	2.6%	75,392	1.5%	Medical
ELEVATION SERIES TRUST	$2,195,721	$2,195,721 ▲	New Holding	63,053	1.0%	TRUESHARES STRUC
SCHA Schwab US Small-Cap ETF	$1,983,795	$1,983,795 ▲	New Holding	71,104	0.9%	ETF
MO Altria Group	$1,879,284	$75,111 ▼	-3.8%	28,448	0.8%	Consumer Staples
KO CocaCola	$1,534,205	$34,487 ▼	-2.2%	23,133	0.7%	Consumer Staples
PYLD PIMCO Multi Sector Bond Active ETF	$1,375,121	$1,375,121 ▲	New Holding	51,234	0.6%	ETF
SPMO Invesco S&P 500 Momentum ETF	$1,187,259	$1,187,259 ▲	New Holding	9,807	0.5%	ETF
ELEVATION SERIES TRUST	$777,310	$135,839 ▲	21.2%	17,081	0.3%	TRUESHS TECH AI
ELEVATION SERIES TRUST	$726,566	$726,566 ▲	New Holding	15,675	0.3%	TRUESHARES STRCT
TDIV First Trust NASDAQ Technology Dividend Index Fund	$717,794	$96,021 ▲	15.4%	7,281	0.3%	Manufacturing
AAPL Apple	$692,726	$503,060 ▼	-42.1%	2,721	0.3%	Computer and Technology
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	$672,499	$131,957 ▲	24.4%	11,956	0.3%	ETF
GLD SPDR Gold Shares	$637,002	$26,305 ▼	-4.0%	1,792	0.3%	Finance
NVDA NVIDIA	$469,995	$677,659 ▼	-59.0%	2,519	0.2%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$449,984	$449,984 ▲	New Holding	4,469	0.2%	ETF
TSLA Tesla	$436,270	$453,169 ▼	-51.0%	981	0.2%	Auto/Tires/Trucks
IVV iShares Core S&P 500 ETF	$416,974	$30,788 ▲	8.0%	623	0.2%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$415,368	$415,368 ▲	New Holding	15,612	0.2%	TARGET 15 DISTRI
MSFT Microsoft	$379,687	$553,732 ▼	-59.3%	733	0.2%	Computer and Technology
AMZN Amazon.com	$376,782	$512,915 ▼	-57.7%	1,716	0.2%	Retail/Wholesale
MAXI Simplify Bitcoin Strategy PLUS Income ETF	$371,169	$84,758 ▲	29.6%	13,352	0.2%	ETF
PALMER SQUARE CAPITAL BDC IN	$366,554	$366,554 ▲	New Holding	29,874	0.2%	COM SHS
CALAMOS ETF TR	$362,659	$362,659 ▲	New Holding	13,202	0.2%	AUTOCALLABLE INC
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF	$360,284	$356,457 ▲	9,314.7%	10,921	0.2%	ETF
WMT Walmart	$338,964	$618 ▼	-0.2%	3,289	0.2%	Retail/Wholesale
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$328,875	$328,773 ▲	322,200.0%	12,892	0.1%	ETF
IAU iShares Gold Trust	$312,765	$14,481 ▼	-4.4%	4,298	0.1%	Finance
GOOGL Alphabet	$274,703	$30,631 ▼	-10.0%	1,130	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$263,167	$263,167 ▲	New Holding	430	0.1%	ETF
AIM ETF PRODUCTS TRUST	$0	$7,070,195 ▼	-100.0%	0	0.0%	ALLIANZIM U S LR
AIM ETF PRODUCTS TRUST	$0	$6,935,848 ▼	-100.0%	0	0.0%	ALLIANZIM U S EQ
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$0	$5,411,676 ▼	-100.0%	0	0.0%	ETF
JULZ TrueShares Structured Outcome (July) ETF	$0	$4,548,452 ▼	-100.0%	0	0.0%	ETF
TYA Simplify Intermediate Term Treasury Futures Strategy ETF	$0	$3,675,025 ▼	-100.0%	0	0.0%	ETF
ELEVATION SERIES TRUST	$0	$2,601,767 ▼	-100.0%	0	0.0%	TRUSHARES BULL
MARZ TrueShares Structured Outcome (March) ETF	$0	$2,064,974 ▼	-100.0%	0	0.0%	ETF
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF	$0	$963,799 ▼	-100.0%	0	0.0%	ETF
GOOG Alphabet	$0	$555,971 ▼	-100.0%	0	0.0%	Computer and Technology
PSA Public Storage	$0	$454,575 ▼	-100.0%	0	0.0%	Finance
FLR Fluor	$0	$437,948 ▼	-100.0%	0	0.0%	Construction
INSM Insmed	$0	$395,314 ▼	-100.0%	0	0.0%	Medical
FTAI AVIATION LTD	$0	$347,550 ▼	-100.0%	0	0.0%	SHS
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF	$0	$309,168 ▼	-100.0%	0	0.0%	ETF
PCVX Vaxcyte	$0	$270,191 ▼	-100.0%	0	0.0%	Medical
LNTH Lantheus	$0	$246,317 ▼	-100.0%	0	0.0%	Medical
JANZ TrueShares Structured Outcome (January) ETF	$0	$202,386 ▼	-100.0%	0	0.0%	ETF
BRK.B Berkshire Hathaway	$0	$167,105 ▼	-100.0%	0	0.0%	Finance
XOM Exxon Mobil	$0	$166,767 ▼	-100.0%	0	0.0%	Energy
SPLG SPDR Portfolio S&P 500 ETF	$0	$165,723 ▼	-100.0%	0	0.0%	ETF
META Meta Platforms	$0	$163,795 ▼	-100.0%	0	0.0%	Computer and Technology
ORCL Oracle	$0	$152,166 ▼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$147,501 ▼	-100.0%	0	0.0%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$0	$141,024 ▼	-100.0%	0	0.0%	ETF
SCHD Schwab US Dividend Equity ETF	$0	$118,720 ▼	-100.0%	0	0.0%	ETF
QQQ Invesco QQQ	$0	$115,412 ▼	-100.0%	0	0.0%	Finance
JPM JPMorgan Chase & Co.	$0	$113,935 ▼	-100.0%	0	0.0%	Finance
XLK Technology Select Sector SPDR Fund	$0	$100,190 ▼	-100.0%	0	0.0%	ETF
VYM Vanguard High Dividend Yield ETF	$0	$92,384 ▼	-100.0%	0	0.0%	ETF
BND Vanguard Total Bond Market ETF	$0	$84,306 ▼	-100.0%	0	0.0%	ETF
CVX Chevron	$0	$67,013 ▼	-100.0%	0	0.0%	Energy
ISHARES BITCOIN TRUST ETF	$0	$62,740 ▼	-100.0%	0	0.0%	SHS BEN INT
V Visa	$0	$61,424 ▼	-100.0%	0	0.0%	Business Services
FPE First Trust Preferred Securities and Income ETF	$0	$58,135 ▼	-100.0%	0	0.0%	ETF
STRV Strive 500 ETF	$0	$56,004 ▼	-100.0%	0	0.0%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$55,419 ▼	-100.0%	0	0.0%	Finance
OXY Occidental Petroleum	$0	$54,907 ▼	-100.0%	0	0.0%	Energy
ULTA Ulta Beauty	$0	$52,396 ▼	-100.0%	0	0.0%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$0	$52,278 ▼	-100.0%	0	0.0%	ETF
VONG Vanguard Russell 1000 Growth ETF	$0	$48,266 ▼	-100.0%	0	0.0%	ETF
SIRIUSXM HOLDINGS INC	$0	$47,617 ▼	-100.0%	0	0.0%	COMMON STOCK
RTX RTX	$0	$47,018 ▼	-100.0%	0	0.0%	Aerospace
CBSH Commerce Bancshares	$0	$46,130 ▼	-100.0%	0	0.0%	Finance
KR Kroger	$0	$45,979 ▼	-100.0%	0	0.0%	Retail/Wholesale
NFLX Netflix	$0	$44,191 ▼	-100.0%	0	0.0%	Consumer Discretionary
LEN Lennar	$0	$42,917 ▼	-100.0%	0	0.0%	Construction
SCHM Schwab U.S. Mid-Cap ETF	$0	$42,075 ▼	-100.0%	0	0.0%	ETF
TXN Texas Instruments	$0	$40,278 ▼	-100.0%	0	0.0%	Computer and Technology
KHC Kraft Heinz	$0	$38,653 ▼	-100.0%	0	0.0%	Consumer Staples
MA Mastercard	$0	$37,650 ▼	-100.0%	0	0.0%	Business Services
FNDX Schwab Fundamental U.S. Large Company ETF	$0	$37,473 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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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

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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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

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools