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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
HIGHSimplify Exchange Traded Fun
Recent Activity
Increased 57.97%
1.39%
$2.35M
102,082 shares@ $23.03 avg price
CDXSimplify Exchange Traded Fun
Recent Activity
Increased 61.35%
1.32%
$2.242M
102,798 shares@ $21.81 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.94%
1.21%
$2.058M
33,048 shares@ $62.27 avg price
MARZListed Fd Tr
Recent Activity
Decreased -11.07%
1.21%
$2.055M
65,557 shares@ $31.36 avg price
QBULElevation Series Trust
Recent Activity
New Position
1.19%
$2.014M
81,469 shares@ $24.73 avg price
MOAltria Group Inc
Recent Activity
Decreased -15.29%
1.11%
$1.877M
35,899 shares@ $52.3 avg price
BUCKSimplify Exchange Traded Fun
Recent Activity
Increased 58.16%
0.57%
$964,029
39,284 shares@ $24.54 avg price
CRDTSimplify Exchange Traded Fun
Recent Activity
New Position
0.56%
$938,941
37,408 shares@ $25.11 avg price
SIXOAim Etf Products Trust
Recent Activity
New Position
0.31%
$522,076
16,113 shares@ $32.41 avg price
IVVIshares Tr
Recent Activity
Increased 25.68%
0.31%
$518,627
881 shares@ $588.68 avg price