MA
| |
Mid-American Wealth Advisory Group, Inc.13F | |
| Mid-American Wealth Advisory Group, Inc. | |
| Last update 2025-04-09 | 48 Stocks (9 new) |
| Value $186.00 Mil | Turnover 16 % |
Mid-American Wealth Advisory G... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYS |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
| 311,329 | 29,159.1 | +5.81% | 15.640 | +0.86% | 2.040 | +4.59% | +4.62% | 1,447.7 | ||
TUA |
Simplify Short Term Treasury Futures Strategy ETF
Simplify Short Term Treasury Futures Strategy ETF
| 979,044 | 21,509.6 | +41.77% | 11.540 | +3.40% | 3.190 | -1.08% | +4.25% | 663.7 | ||
IBHE |
iShares iBonds 2025 Term High Yield and Income ETF
iShares iBonds 2025 Term High Yield and Income ETF
| 744,161 | 17,294.3 | +4.15% | 9.280 | +0.37% | 2.920 | +1.33% | +2.74% | 552.5 | ||
IBHF |
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
| 438,187 | 10,174.7 | +24.52% | 5.460 | +1.08% | 1.270 | +2.49% | +3.60% | 871.1 | ||
NVBW |
AllianzIM U.S. Large Cap Buffer20 Nov ETF
AllianzIM U.S. Large Cap Buffer20 Nov ETF
| 281,593 | 8,616.6 | -0.59% | 4.620 | -0.03% | 12.980 | +8.82% | +4.71% | 75.4 | ||
BILZ |
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
| 75,377 | 7,628.1 | -39.81% | 4.090 | -2.95% | 1.030 | +1.05% | +2.30% | 826.8 | ||
SIXZ |
AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
| 272,719 | 7,382.4 | -0.65% | 3.960 | -0.03% | 36.360 | +7.33% | +3.40% | 22.8 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 76,626 | 7,028.9 | +41.85% | 3.770 | +1.11% | 0.020 | +1.04% | +2.30% | 41,833.2 | ||
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 115,827 | 6,351.9 | -15.07% | 3.410 | -0.63% | 0.870 | +0.79% | +0.75% | 659.7 | ||
FLJJ |
AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF
AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF
| 210,993 | 5,934.4 | New Holding | 3.180 | +3.18% | 18.670 | +10.52% | +5.76% | 39.5 |
Mid-American Wealth Advisory Group, Inc.'s Historical Top Holdings Breakdowns
Mid-American Wealth Advisory Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TUA |
Simplify Short Term Treasury Futures Strategy ETF
Simplify Short Term Treasury Futures Strategy ETF
| 2025-03-31 | Add Add | +3.40% | 20.94 ($21.46) 22 | $21.71 | 1.16% | Add 41.77% | 979,044 | 288,480 | |
FLJJ |
AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF
AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF
| 2025-03-31 | New Buy New Buy | +3.18% | 27.98 ($28.84) 29.41 | $30.42 | 5.46% | New holding | 210,993 | 210,993 | |
BILZ |
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -2.95% | 100.83 ($101.03) 101.21 | $101.08 | 0.05% | Reduce -39.81% | 75,377 | -49,846 | |
AZBO | AZBO | 2025-03-31 | New Buy New Buy | +2.50% | 34.83 ($35.7) 36.28 | $27.59 | -22.73% | New holding | 132,550 | 132,550 | |
REM | iShares Mortgage Real Estate ETF | 2025-03-31 | Sold Out Sold Out | -2.17% | 20.83 ($22.56) 23.69 | $21.64 | -4.10% | Sold Out | 0 | -172,918 | |
ZROZ |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -1.76% | 65.49 ($69.82) 74.67 | $62.66 | -10.25% | Reduce -47.92% | 47,500 | -43,711 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.11% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Add 41.85% | 76,626 | 22,607 | |
IBHF |
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
| 2025-03-31 | Add Add | +1.08% | 23.13 ($23.28) 23.41 | $23.20 | -0.35% | Add 24.52% | 438,187 | 86,288 | |
HYS |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.86% | 93.32 ($94.43) 95.35 | $94.62 | 0.20% | Add 5.81% | 311,329 | 17,091 | |
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -0.63% | 50.99 ($53.49) 55.74 | $51.26 | -4.17% | Reduce -15.07% | 115,827 | -20,553 |
Mid-American Wealth Advisory Group, Inc. Total Holding History ($B)
Mid-American Wealth Advisory Group, Inc.'s Asset Allocation
Mid-American Wealth Advisory Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mid-American Wealth Advisory Group, Inc.'s Hypothetical Growth since 2025-03-31
Mid-American Wealth Advisory Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mid-American Wealth Advisory Group, Inc.'s Holdings Heat Map
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Mid-American Wealth Advisory Group, Inc.'s Holdings Bubble Chart
Mid-American Wealth Advisory Group, Inc. News
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