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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
MOAltria Group Inc
Recent Activity
Decreased -15.29%
1.11%
$1.877M
35,899 shares@ $52.3 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.37%
0.25%
$420,218
4,651 shares@ $90.36 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -9.06%
0.23%
$374,593
7,566 shares@ $49.52 avg price
JANZListed Fd Tr
Recent Activity
Decreased -19.32%
0.15%
$240,393
6,996 shares@ $34.37 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -16.49%
0.14%
$231,767
1,817 shares@ $127.56 avg price