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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
AMZNAmazon Com Inc
Recent Activity
Increased 13.1%
0.29%
$488,801
2,228 shares@ $219.4 avg price
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.29%
$483,501
17,336 shares@ $27.89 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 15.79%
0.26%
$435,831
1,034 shares@ $421.5 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
NVDANvidia Corporation
Recent Activity
Increased 20.83%
0.22%
$367,664
2,738 shares@ $134.29 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.55%
0.2%
$332,871
1,474 shares@ $225.83 avg price
NVBTAim Etf Products Trust
Recent Activity
New Position
0.19%
$313,897
9,612 shares@ $32.66 avg price
TSLATesla Inc
Recent Activity
New Position
0.17%
$272,996
676 shares@ $403.85 avg price
JANZListed Fd Tr
Recent Activity
Decreased -19.32%
0.15%
$240,393
6,996 shares@ $34.37 avg price