Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IBHD) | 1,287,284 | +135,722 | $30,013 |
IBHD | 1,287,284 | +135,722 | $30,013 |
ISHARES TR (IBDP) | 638,642 | +66,549 | $15,998 |
IBDP | 638,642 | +66,549 | $15,998 |
ISHARES TR (IBHE) | 628,987 | +76,528 | $14,706 |
IBHE | 628,987 | +76,528 | $14,706 |
PIMCO ETF TR (BILZ) | 111,212 | +39,988 | $11,249 |
BILZ | 111,212 | +39,988 | $11,249 |
AIM ETF PRODUCTS TRUST (MARW) | 349,196 | +349,196 | $10,029 |
MARW | 349,196 | +349,196 | $10,029 |
ISHARES TR (SGOV) | 62,028 | -92,749 | $6,247 |
SGOV | 62,028 | -92,749 | $6,247 |
CAMBRIA ETF TR (TAIL) | 390,986 | +51,465 | $4,739 |
TAIL | 390,986 | +51,465 | $4,739 |
VANGUARD SPECIALIZED FUNDS (VIG) | 25,762 | +1,410 | $4,704 |
VIG | 25,762 | +1,410 | $4,704 |
VERIZON COMMUNICATIONS INC | 110,095 | +4,990 | $4,620 |
VZ | 110,095 | +4,990 | $4,620 |
ISHARES TR (REM) | 198,373 | +23,299 | $4,610 |
REM | 198,373 | +23,299 | $4,610 |
BRISTOL MYERS SQUIBB CO | 84,432 | +6,171 | $4,579 |
BMY | 84,432 | +6,171 | $4,579 |
FIRST TR EXCH TRADED FD III (FPE) | 261,553 | +17,382 | $4,530 |
FPE | 261,553 | +17,382 | $4,530 |
CISCO SYS INC | 90,000 | +6,839 | $4,492 |
CSCO | 90,000 | +6,839 | $4,492 |
PIMCO ETF TR (LTPZ) | 69,405 | +9,745 | $3,856 |
LTPZ | 69,405 | +9,745 | $3,856 |
SIMPLIFY EXCHANGE TRADED FUN (TUA) | 154,912 | +154,912 | $3,388 |
TUA | 154,912 | +154,912 | $3,388 |
ALTRIA GROUP INC | 59,096 | +3,840 | $2,578 |
MO | 59,096 | +3,840 | $2,578 |
COCA COLA CO | 42,098 | +424 | $2,576 |
KO | 42,098 | +424 | $2,576 |
APPLE INC | 14,193 | +2,967 | $2,434 |
AAPL | 14,193 | +2,967 | $2,434 |
INVESCO ACTVELY MNGD ETC FD | 122,750 | +1,102 | $1,703 |
PDBC | 122,750 | +1,102 | $1,703 |
ISHARES TR (IBHF) | 72,554 | +59,460 | $1,673 |
IBHF | 72,554 | +59,460 | $1,673 |
SERIES PORTFOLIOS TR | 19,024 | +19,024 | $510 |
CLOZ | 19,024 | +19,024 | $510 |
ISHARES TR (IVV) | 966 | -139 | $508 |
IVV | 966 | -139 | $508 |
SERIES PORTFOLIOS TR | 19,376 | +19,376 | $494 |
CLOX | 19,376 | +19,376 | $494 |
ISHARES TR (PFF) | 15,341 | -4,391 | $494 |
PFF | 15,341 | -4,391 | $494 |
SIMPLIFY EXCHANGE TRADED FUN (HIGH) | 20,040 | +20,040 | $489 |
HIGH | 20,040 | +20,040 | $489 |
ISHARES TR (IGIB) | 9,431 | -4,401 | $487 |
IGIB | 9,431 | -4,401 | $487 |
PIMCO ETF TR (LONZ) | 9,398 | +9,398 | $481 |
LONZ | 9,398 | +9,398 | $481 |
VANGUARD WHITEHALL FDS (VYM) | 3,905 | -21,730 | $472 |
VYM | 3,905 | -21,730 | $472 |
VANECK ETF TRUST (PFXF) | 26,372 | -8,623 | $467 |
PFXF | 26,372 | -8,623 | $467 |
SCHWAB STRATEGIC TR | 9,494 | -1,788 | $458 |
SCHO | 9,494 | -1,788 | $458 |
ISHARES GOLD TR (IAU) | 10,189 | -1,347 | $428 |
IAU | 10,189 | -1,347 | $428 |
VANGUARD WORLD FD (EDV) | 4,667 | +4,667 | $357 |
EDV | 4,667 | +4,667 | $357 |
SCHWAB STRATEGIC TR | 6,632 | -2,566 | $346 |
SCHP | 6,632 | -2,566 | $346 |
SELECT SECTOR SPDR TR (XLU) | 4,885 | -1,507 | $321 |
XLU | 4,885 | -1,507 | $321 |
ISHARES SILVER TR (SLV) | 13,831 | -2,493 | $315 |
SLV | 13,831 | -2,493 | $315 |
HONEYWELL INTL INC | 1,453 | +28 | $298 |
HON | 1,453 | +28 | $298 |
WALMART INC | 4,668 | +3,082 | $281 |
WMT | 4,668 | +3,082 | $281 |
BP PLC | 7,050 | UNCH | $266 |
BP | 7,050 | UNCH | $266 |
MICROSOFT CORP | 575 | -4,970 | $242 |
MSFT | 575 | -4,970 | $242 |
VANGUARD SCOTTSDALE FDS (VONG) | 2,767 | -966 | $240 |
VONG | 2,767 | -966 | $240 |
PROSHARES TR (SJB) | 13,686 | +13,686 | $234 |
SJB | 13,686 | +13,686 | $234 |
INVESCO EXCH TRADED FD TR II (QQQM) | 1,278 | -381 | $233 |
QQQM | 1,278 | -381 | $233 |
AMAZON COM INC | 1,239 | -1,319 | $223 |
AMZN | 1,239 | -1,319 | $223 |
VANECK ETF TRUST (EMLC) | 8,737 | +8,737 | $214 |
EMLC | 8,737 | +8,737 | $214 |
ISHARES TR (IGLB) | 4,031 | -3,107 | $208 |
IGLB | 4,031 | -3,107 | $208 |
VANGUARD BD INDEX FDS (BND) | 2,754 | UNCH | $200 |
BND | 2,754 | UNCH | $200 |
BLACKROCK FLOATING RATE INC | 14,871 | -8,210 | $193 |
BGT | 14,871 | -8,210 | $193 |
NEUBERGER BERMAN REAL ESTATE | 18,002 | -12,882 | $60 |
NRO | 18,002 | -12,882 | $60 |
SIMPLIFY EXCHANGE TRADED FUN | $0 (exited) | ||
CYA | 0 | -22,613 | $0 |
INVESCO DB MULTI SECTOR COMM | $0 (exited) | ||
DBA | 0 | -10,749 | $0 |
AIM ETF PRODUCTS TRUST | $0 (exited) | ||
DECW | 0 | -31,739 | $0 |
AIM ETF PRODUCTS TRUST | $0 (exited) | ||
JANT | 0 | -107,197 | $0 |
AIM ETF PRODUCTS TRUST | $0 (exited) | ||
JANW | 0 | -154,119 | $0 |
AIM ETF PRODUCTS TRUST | $0 (exited) | ||
SIXJ | 0 | -159,124 | $0 |
AIM ETF PRODUCTS TRUST | $0 (exited) | ||
SIXO | 0 | -30,838 | $0 |
SPDR SER TR | $0 (exited) | ||
SJNK | 0 | -8,227 | $0 |
SPDR SER TR | $0 (exited) | ||
SPHY | 0 | -9,605 | $0 |
ISHARES TR | 0 | -4,850 | $0 (exited) |
USRT | 0 | -4,850 | $0 |
See Summary: Mid American Wealth Advisory Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Mid American Wealth Advisory Group Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MARW | +349,196 | +$10,029 |
TUA | +154,912 | +$3,388 |
CLOZ | +19,024 | +$510 |
CLOX | +19,376 | +$494 |
HIGH | +20,040 | +$489 |
LONZ | +9,398 | +$481 |
EDV | +4,667 | +$357 |
SJB | +13,686 | +$234 |
EMLC | +8,737 | +$214 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
JANW | -154,119 | -$4,733 |
SIXJ | -159,124 | -$4,224 |
JANT | -107,197 | -$3,422 |
DECW | -31,739 | -$900 |
SIXO | -30,838 | -$890 |
USRT | -4,850 | -$263 |
SPHY | -9,605 | -$225 |
DBA | -10,749 | -$223 |
SJNK | -8,227 | -$207 |
CYA | -22,613 | -$5 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IBHD | +135,722 | +$3,285 |
IBHE | +76,528 | +$1,944 |
IBDP | +66,549 | +$1,747 |
IBHF | +59,460 | +$1,373 |
TAIL | +51,465 | +$390 |
BILZ | +39,988 | +$4,081 |
REM | +23,299 | +$480 |
FPE | +17,382 | +$413 |
LTPZ | +9,745 | +$474 |
CSCO | +6,839 | +$291 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SGOV | -92,749 | -$9,272 |
VYM | -21,730 | -$2,390 |
NRO | -12,882 | -$39 |
PFXF | -8,623 | -$134 |
BGT | -8,210 | -$93 |
MSFT | -4,970 | -$1,843 |
IGIB | -4,401 | -$232 |
PFF | -4,391 | -$121 |
IGLB | -3,107 | -$168 |
Size ($ in 1000's)
At 03/31/2024: $148,243 At 12/31/2023: $144,964 Mid American Wealth Advisory Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mid American Wealth Advisory Group Inc. 13F filings. Link to 13F filings: SEC filings |