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 $186.41 million in total holdings as of March 31, 2025.
Mid-American Wealth Advisory Group, Inc. owns shares of 48 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 15.97% of the portfolio was purchased this quarter.
About 8.29% of the portfolio was sold this quarter.
This quarter, Mid-American Wealth Advisory Group, Inc. has purchased 43 new stocks and bought additional shares in 25 stocks.
Mid-American Wealth Advisory Group, Inc. sold shares of 13 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund: $29,159,076
Simplify Short Term Treasury Futures Strategy ETF: $21,509,606
iShares iBonds 2025 Term High Yield and Income ETF: $17,294,291
iShares iBonds 2026 Term High Yield and Income ETF: $10,174,702
AllianzIM U.S. Large Cap Buffer20 Nov ETF: $8,616,633

Largest New Holdings this Quarter

00888H638 - AIM ETF PRODUCTS TRUST: $5,934,432 Holding
00888H505 - AllianzIM U.S. Large Cap Buffer20 Oct ETF: $4,655,156 Holding
78463V107 - SPDR Gold Shares: $539,110 Holding
46138G649 - Invesco NASDAQ 100 ETF: $285,863 Holding
72202L363 - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF: $278,973 Holding

Largest Purchases this Quarter

Simplify Short Term Treasury Futures Strategy ETF: 288,480 shares (about $6.34M)
AIM ETF PRODUCTS TRUST: 210,993 shares (about $5.93M)
AllianzIM U.S. Large Cap Buffer20 Oct ETF: 132,550 shares (about $4.66M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 22,607 shares (about $2.07M)
iShares iBonds 2026 Term High Yield and Income ETF: 86,288 shares (about $2.00M)

Largest Sales this Quarter

PIMCO Ultra Short Government Active ETF: 49,846 shares (about $5.04M)
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund: 43,711 shares (about $3.13M)
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund: 20,553 shares (about $1.13M)
Coca-Cola: 3,756 shares (about $269.01K)
Cisco Systems: 2,930 shares (about $180.81K)

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	$29,159,076	$1,600,743 ▲	5.8%	311,329	15.6%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$21,509,606	$6,337,908 ▲	41.8%	979,044	11.5%	ETF
IBHE iShares iBonds 2025 Term High Yield and Income ETF	$17,294,291	$689,321 ▲	4.2%	744,161	9.3%	ETF
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$10,174,702	$2,003,607 ▲	24.5%	438,187	5.5%	ETF
NVBW AllianzIM U.S. Large Cap Buffer20 Nov ETF	$8,616,633	$50,826 ▼	-0.6%	281,593	4.6%	ETF
BILZ PIMCO Ultra Short Government Active ETF	$7,628,146	$5,044,411 ▼	-39.8%	75,377	4.1%	ETF
AIM ETF PRODUCTS TRUST	$7,382,422	$48,644 ▼	-0.7%	272,719	4.0%	ALLIANZIM U S LR
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$7,028,903	$2,073,740 ▲	41.9%	76,626	3.8%	ETF
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$6,351,930	$1,127,122 ▼	-15.1%	115,827	3.4%	ETF
AIM ETF PRODUCTS TRUST	$5,934,432	$5,934,432 ▲	New Holding	210,993	3.2%	ALLIANZIM U S EQ
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$4,655,156	$4,655,156 ▲	New Holding	132,550	2.5%	ETF
JULZ TrueShares Structured Outcome (July) ETF	$4,335,379	$251,920 ▲	6.2%	108,092	2.3%	ETF
VZ Verizon Communications	$4,212,096	$75,751 ▼	-1.8%	92,859	2.3%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$4,158,308	$38,021 ▲	0.9%	21,436	2.2%	ETF
ELEVATION SERIES TRUST	$4,132,608	$229,555 ▲	5.9%	166,705	2.2%	TRUESHARES QUART
BMY Bristol-Myers Squibb	$4,078,359	$170,346 ▼	-4.0%	66,869	2.2%	Medical
CSCO Cisco Systems	$4,026,716	$180,811 ▼	-4.3%	65,252	2.2%	Computer and Technology
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$3,402,458	$3,131,049 ▼	-47.9%	47,500	1.8%	ETF
TYA Simplify Intermediate Term Treasury Futures Strategy ETF	$3,362,628	$215,490 ▲	6.8%	254,167	1.8%	ETF
CDX Simplify High Yield PLUS Credit Hedge ETF	$2,979,791	$621,605 ▲	26.4%	129,895	1.6%	ETF
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$2,926,061	$568,394 ▲	24.1%	58,074	1.6%	ETF
HIGH Simplify Enhanced Income ETF	$2,922,649	$682,970 ▲	30.5%	133,211	1.6%	ETF
AAPL Apple	$2,779,680	$215,684 ▲	8.4%	12,514	1.5%	Computer and Technology
ELEVATION SERIES TRUST	$2,230,830	$205,517 ▲	10.1%	89,736	1.2%	TRUSHARES BULL
KO Coca-Cola	$2,097,911	$269,007 ▼	-11.4%	29,292	1.1%	Consumer Staples
MO Altria Group	$2,095,273	$59,359 ▼	-2.8%	34,910	1.1%	Consumer Staples
MARZ TrueShares Structured Outcome (March) ETF	$2,023,079	$35,235 ▲	1.8%	66,719	1.1%	ETF
CRDT Simplify Opportunistic Income ETF	$1,201,340	$246,314 ▲	25.8%	47,056	0.6%	ETF
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF	$654,590	$145,742 ▲	28.6%	20,728	0.4%	ETF
CTA Simplify Managed Futures Strategy ETF	$612,898	$99,752 ▲	19.4%	20,706	0.3%	ETF
AMZN Amazon.com	$573,063	$149,164 ▲	35.2%	3,012	0.3%	Retail/Wholesale
GLD SPDR Gold Shares	$539,110	$539,110 ▲	New Holding	1,871	0.3%	Finance
MSFT Microsoft	$534,555	$146,402 ▲	37.7%	1,424	0.3%	Computer and Technology
NVDA NVIDIA	$474,037	$177,303 ▲	59.8%	4,374	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$436,596	$58,438 ▼	-11.8%	777	0.2%	ETF
WMT Walmart	$411,296	$2,985 ▲	0.7%	4,685	0.2%	Retail/Wholesale
IAU iShares Gold Trust	$363,135	$82,957 ▼	-18.6%	6,159	0.2%	Finance
TSLA Tesla	$340,536	$165,344 ▲	94.4%	1,314	0.2%	Auto/Tires/Trucks
HON Honeywell International	$313,698	$1,483 ▲	0.5%	1,481	0.2%	Multi-Sector Conglomerates
LRNZ TrueShares Technology, AI & Deep Learning ETF	$307,429	$105,514 ▲	52.3%	8,939	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$285,863	$285,863 ▲	New Holding	1,481	0.2%	ETF
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	$278,973	$278,973 ▲	New Holding	5,555	0.1%	ETF
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF	$277,675	$28,756 ▼	-9.4%	8,710	0.1%	ETF
GOOG Alphabet	$276,074	$276,074 ▲	New Holding	1,767	0.1%	Computer and Technology
TDIV First Trust NASDAQ Technology Dividend Index Fund	$267,572	$267,572 ▲	New Holding	3,635	0.1%	Manufacturing
PSA Public Storage	$267,565	$267,565 ▲	New Holding	894	0.1%	Finance
BRK.B Berkshire Hathaway	$254,041	$254,041 ▲	New Holding	477	0.1%	Finance
BP BP	$238,220		0.0%	7,050	0.1%	Energy
REM iShares Mortgage Real Estate ETF	$0	$3,691,792 ▼	-100.0%	0	0.0%	ETF
BUCK Simplify Treasury Option Income ETF	$0	$964,029 ▼	-100.0%	0	0.0%	ETF
JANZ TrueShares Structured Outcome (January) ETF	$0	$240,393 ▼	-100.0%	0	0.0%	ETF
VYM Vanguard High Dividend Yield ETF	$0	$231,767 ▼	-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