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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
JULZListed Fd Tr
Recent Activity
Decreased -9.86%
2.5%
$4.237M
101,811 shares@ $41.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -11.05%
2.45%
$4.159M
21,240 shares@ $195.83 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -19.44%
2.38%
$4.036M
68,182 shares@ $59.2 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -18.87%
2.32%
$3.94M
69,662 shares@ $56.57 avg price
QBERElevation Series Trust
Recent Activity
New Position
2.29%
$3.888M
157,445 shares@ $24.7 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.91%
2.23%
$3.78M
94,529 shares@ $39.99 avg price
REMIshares Tr
Recent Activity
Decreased -3.65%
2.18%
$3.692M
172,918 shares@ $21.35 avg price
TYASimplify Exchange Traded Fun
Recent Activity
New Position
1.72%
$2.92M
237,879 shares@ $12.28 avg price
AAPLApple Inc
Recent Activity
Decreased -9.81%
1.7%
$2.891M
11,543 shares@ $250.42 avg price
LONZPimco Etf Tr
Recent Activity
Increased 57.87%
1.41%
$2.391M
46,793 shares@ $51.1 avg price