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Kevin McCann

@Mid-american Wealth Advisory Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$170.091MTotal holdings43
Assets growth rate6.81%Assets growth rate (2-Q avg)4.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mid-american Wealth Advisory Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Mid-american Wealth Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 170.091M in assets, with a quarterly growth rate of 6.81% and a 2-quarter average growth rate of 4.26%. The portfolio is managed by Kevin McCann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYSPimco Etf Tr
Recent Activity
Increased 4680.48%
16.21%
$27.564M
294,238 shares@ $93.69 avg price
IBHEIshares Tr
Recent Activity
Increased 5.47%
9.75%
$16.576M
714,500 shares@ $23.21 avg price
TUASimplify Exchange Traded Fun
Recent Activity
Increased 68.51%
8.62%
$14.654M
690,564 shares@ $21.22 avg price
BILZPimco Etf Tr
Recent Activity
Decreased -15.74%
7.43%
$12.625M
125,223 shares@ $100.82 avg price
NVBWAim Etf Products Trust
Recent Activity
New Position
5.16%
$8.772M
283,254 shares@ $30.97 avg price
IBHFIshares Tr
Recent Activity
Increased 57.06%
4.79%
$8.146M
351,899 shares@ $23.16 avg price
SIXZAim Etf Products Trust
Recent Activity
New Position
4.46%
$7.58M
274,516 shares@ $27.62 avg price
LTPZPimco Etf Tr
Recent Activity
Increased 69.17%
4.18%
$7.101M
136,380 shares@ $52.07 avg price
ZROZPimco Etf Tr
Recent Activity
Increased 417.1%
3.68%
$6.259M
91,211 shares@ $68.63 avg price
BILSpdr Ser Tr
Recent Activity
New Position
2.91%
$4.939M
54,019 shares@ $91.43 avg price