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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
XISEFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$302,944
10,018 shares@ $30.24 avg price
QMMYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$295,098
14,106 shares@ $20.93 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$201,594
438 shares@ $460.27 avg price