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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
NVBWAim Etf Products Trust
Recent Activity
New Position
5.16%
$8.772M
283,254 shares@ $30.97 avg price
SIXZAim Etf Products Trust
Recent Activity
New Position
4.46%
$7.58M
274,516 shares@ $27.62 avg price
BILSpdr Ser Tr
Recent Activity
New Position
2.91%
$4.939M
54,019 shares@ $91.43 avg price
QBERElevation Series Trust
Recent Activity
New Position
2.29%
$3.888M
157,445 shares@ $24.7 avg price
TYASimplify Exchange Traded Fun
Recent Activity
New Position
1.72%
$2.92M
237,879 shares@ $12.28 avg price
QBULElevation Series Trust
Recent Activity
New Position
1.19%
$2.014M
81,469 shares@ $24.73 avg price
CRDTSimplify Exchange Traded Fun
Recent Activity
New Position
0.56%
$938,941
37,408 shares@ $25.11 avg price
SIXOAim Etf Products Trust
Recent Activity
New Position
0.31%
$522,076
16,113 shares@ $32.41 avg price
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.29%
$483,501
17,336 shares@ $27.89 avg price
NVBTAim Etf Products Trust
Recent Activity
New Position
0.19%
$313,897
9,612 shares@ $32.66 avg price