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 $170.09 million in total holdings as of December 31, 2024.
Mid-American Wealth Advisory Group, Inc. owns shares of 43 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 47.52% of the portfolio was purchased this quarter.
About 40.05% of the portfolio was sold this quarter.
This quarter, Mid-American Wealth Advisory Group, Inc. has purchased 44 new stocks and bought additional shares in 15 stocks.
Mid-American Wealth Advisory Group, Inc. sold shares of 15 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund: $27,564,216
iShares iBonds 2025 Term High Yield and Income ETF: $16,576,405
Simplify Short Term Treasury Futures Strategy ETF: $14,653,760
PIMCO Ultra Short Government Active ETF: $12,624,944
AllianzIM U.S. Large Cap Buffer20 Nov ETF: $8,772,376

Largest New Holdings this Quarter

AllianzIM U.S. Large Cap Buffer20 Nov ETF: $8,772,376 Holding
AIM ETF PRODUCTS TRUST: $7,579,689 Holding
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $4,938,957 Holding
ELEVATION SERIES TRUST: $3,888,100 Holding
Simplify Intermediate Term Treasury Futures Strategy ETF: $2,919,819 Holding

Largest Purchases this Quarter

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund: 288,083 shares (about $26.99M)
AllianzIM U.S. Large Cap Buffer20 Nov ETF: 283,254 shares (about $8.77M)
AIM ETF PRODUCTS TRUST: 274,516 shares (about $7.58M)
Simplify Short Term Treasury Futures Strategy ETF: 280,744 shares (about $5.96M)
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund: 73,572 shares (about $5.05M)

Largest Sales this Quarter

PIMCO Ultra Short Government Active ETF: 23,402 shares (about $2.36M)
Cisco Systems: 16,457 shares (about $974.25K)
Bristol-Myers Squibb: 16,207 shares (about $916.67K)
Vanguard Dividend Appreciation ETF: 2,639 shares (about $516.79K)
TrueShares Structured Outcome (July) ETF: 11,138 shares (about $463.51K)

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	$27,564,216	$26,987,616 ▲	4,680.5%	294,238	16.2%	ETF
IBHE iShares iBonds 2025 Term High Yield and Income ETF	$16,576,405	$859,653 ▲	5.5%	714,500	9.7%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$14,653,760	$5,957,384 ▲	68.5%	690,564	8.6%	ETF
BILZ PIMCO Ultra Short Government Active ETF	$12,624,944	$2,359,382 ▼	-15.7%	125,223	7.4%	ETF
NVBW AllianzIM U.S. Large Cap Buffer20 Nov ETF	$8,772,376	$8,772,376 ▲	New Holding	283,254	5.2%	ETF
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$8,146,462	$2,959,288 ▲	57.1%	351,899	4.8%	ETF
AIM ETF PRODUCTS TRUST	$7,579,689	$7,579,689 ▲	New Holding	274,516	4.5%	ALLIANZIM U S LR
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$7,101,281	$2,903,465 ▲	69.2%	136,380	4.2%	ETF
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$6,258,902	$5,048,513 ▲	417.1%	91,211	3.7%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$4,938,957	$4,938,957 ▲	New Holding	54,019	2.9%	ETF
JULZ TrueShares Structured Outcome (July) ETF	$4,236,909	$463,513 ▼	-9.9%	101,811	2.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,159,350	$516,786 ▼	-11.1%	21,240	2.4%	ETF
CSCO Cisco Systems	$4,036,373	$974,254 ▼	-19.4%	68,182	2.4%	Computer and Technology
BMY Bristol-Myers Squibb	$3,940,083	$916,668 ▼	-18.9%	69,662	2.3%	Medical
ELEVATION SERIES TRUST	$3,888,100	$3,888,100 ▲	New Holding	157,445	2.3%	TRUESHARES QUART
VZ Verizon Communications	$3,780,198	$324,757 ▼	-7.9%	94,529	2.2%	Computer and Technology
REM iShares Mortgage Real Estate ETF	$3,691,792	$140,184 ▼	-3.7%	172,918	2.2%	ETF
TYA Simplify Intermediate Term Treasury Futures Strategy ETF	$2,919,819	$2,919,819 ▲	New Holding	237,879	1.7%	ETF
AAPL Apple	$2,890,568	$314,524 ▼	-9.8%	11,543	1.7%	Computer and Technology
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$2,391,122	$876,416 ▲	57.9%	46,793	1.4%	ETF
HIGH Simplify Enhanced Income ETF	$2,349,928	$862,306 ▲	58.0%	102,082	1.4%	ETF
CDX Simplify High Yield PLUS Credit Hedge ETF	$2,242,024	$852,422 ▲	61.3%	102,798	1.3%	ETF
KO Coca-Cola	$2,057,584	$19,612 ▼	-0.9%	33,048	1.2%	Consumer Staples
MARZ TrueShares Structured Outcome (March) ETF	$2,055,493	$255,914 ▼	-11.1%	65,557	1.2%	ETF
ELEVATION SERIES TRUST	$2,014,233	$2,014,233 ▲	New Holding	81,469	1.2%	TRUSHARES BULL
MO Altria Group	$1,877,173	$339,051 ▼	-15.3%	35,899	1.1%	Consumer Staples
BUCK Simplify Treasury Option Income ETF	$964,029	$354,480 ▲	58.2%	39,284	0.6%	ETF
CRDT Simplify Opportunistic Income ETF	$938,941	$938,941 ▲	New Holding	37,408	0.6%	ETF
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF	$522,076	$522,076 ▲	New Holding	16,113	0.3%	ETF
IVV iShares Core S&P 500 ETF	$518,627	$105,962 ▲	25.7%	881	0.3%	ETF
AMZN Amazon.com	$488,801	$56,603 ▲	13.1%	2,228	0.3%	Retail/Wholesale
CTA Simplify Managed Futures Strategy ETF	$483,501	$483,501 ▲	New Holding	17,336	0.3%	ETF
MSFT Microsoft	$435,831	$59,432 ▲	15.8%	1,034	0.3%	Computer and Technology
WMT Walmart	$420,218	$19,245 ▼	-4.4%	4,651	0.2%	Retail/Wholesale
IAU iShares Gold Trust	$374,593	$37,331 ▼	-9.1%	7,566	0.2%	Finance
NVDA NVIDIA	$367,664	$63,381 ▲	20.8%	2,738	0.2%	Computer and Technology
HON Honeywell International	$332,871	$1,807 ▲	0.5%	1,474	0.2%	Multi-Sector Conglomerates
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF	$313,897	$313,897 ▲	New Holding	9,612	0.2%	ETF
TSLA Tesla	$272,996	$272,996 ▲	New Holding	676	0.2%	Auto/Tires/Trucks
JANZ TrueShares Structured Outcome (January) ETF	$240,393	$57,590 ▼	-19.3%	6,996	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$231,767	$45,792 ▼	-16.5%	1,817	0.1%	ETF
LRNZ TrueShares Technology, AI & Deep Learning ETF	$228,842	$228,842 ▲	New Holding	5,871	0.1%	ETF
BP BP	$208,398		0.0%	7,050	0.1%	Oils/Energy
IBHD iShares iBonds 2024 Term High Yield and Income ETF	$0	$29,993,243 ▼	-100.0%	0	0.0%	ETF
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF	$0	$9,707,950 ▼	-100.0%	0	0.0%	ETF
AIM ETF PRODUCTS TRUST	$0	$5,395,376 ▼	-100.0%	0	0.0%	ALLIANZIM US LRG
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$0	$5,322,349 ▼	-100.0%	0	0.0%	ETF
FPE First Trust Preferred Securities and Income ETF	$0	$4,316,925 ▼	-100.0%	0	0.0%	ETF
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF	$0	$3,213,243 ▼	-100.0%	0	0.0%	ETF
SJB ProShares Short High Yield	$0	$757,320 ▼	-100.0%	0	0.0%	ETF
PRFD PIMCO Preferred and Capital Securities Active Exchange-Traded Fund	$0	$619,523 ▼	-100.0%	0	0.0%	ETF
INNOVATOR ETFS TRUST	$0	$607,183 ▼	-100.0%	0	0.0%	PREM INC 20 BARR
SVOL Simplify Volatility Premium ETF	$0	$595,819 ▼	-100.0%	0	0.0%	ETF
FIRST TR EXCHNG TRADED FD VI	$0	$302,944 ▼	-100.0%	0	0.0%	FT VEST U.S. EQU
FIRST TR EXCHNG TRADED FD VI	$0	$295,098 ▼	-100.0%	0	0.0%	VEST NASDAQ 100
BRK.B Berkshire Hathaway	$0	$201,594 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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