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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
IBHDIshares Tr
Recent Activity
Exited
0%
$29.993M
1.288M shares@ $23.3 avg price
JULWAim Etf Products Trust
Recent Activity
Exited
0%
$9.708M
281,077 shares@ $34.54 avg price
SIXPAim Etf Products Trust
Recent Activity
Exited
0%
$5.395M
198,178 shares@ $27.23 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$5.322M
211,121 shares@ $25.21 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$4.317M
238,504 shares@ $18.11 avg price
SIXJAim Etf Products Trust
Recent Activity
Exited
0%
$3.213M
109,291 shares@ $29.41 avg price
SJBProshares Tr
Recent Activity
Exited
0%
$757,320
46,777 shares@ $16.2 avg price
PRFDPimco Etf Tr
Recent Activity
Exited
0%
$619,523
11,990 shares@ $51.67 avg price
OCTHInnovator Etfs Trust
Recent Activity
Exited
0%
$607,183
25,452 shares@ $23.86 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$595,819
27,132 shares@ $21.97 avg price