Kevin McCann

@Mid-american Wealth Advisory Group, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$170.091M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TSLATesla Inc Recent Activity New Position	0.17%	$272,996 676 shares@ $403.85 avg price	New Position
LRNZListed Fd Tr Recent Activity New Position	0.14%	$228,842 5,871 shares@ $38.98 avg price	New Position