$128 Million is the total value of Mid-American Wealth Advisory Group, Inc.'s 64 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AWF | Exit | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | – | -11,311 | -100.0% | -0.11% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -11,839 | -100.0% | -0.14% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -2,007 | -100.0% | -0.18% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -7,477 | -100.0% | -0.18% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -5,777 | -100.0% | -0.18% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,104 | -100.0% | -0.19% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -7,252 | -100.0% | -0.19% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -4,748 | -100.0% | -0.19% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -1,901 | -100.0% | -0.20% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -569 | -100.0% | -0.20% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -3,478 | -100.0% | -0.20% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,504 | -100.0% | -0.23% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -2,877 | -100.0% | -0.26% | – |
| SDEF | Exit | TIDAL ETF TRsound enhanced | $0 | – | -37,509 | -100.0% | -0.63% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -36,578 | -100.0% | -0.68% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -4,574 | -100.0% | -1.46% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -39,905 | -100.0% | -5.25% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -80,916 | -100.0% | -7.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.3% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 4.7% |
| ISHARES TR | 4 | Q3 2023 | 4.8% |
| VANECK ETF TRUST | 4 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.9% |
| ISHARES GOLD TR | 4 | Q3 2023 | 3.6% |
| ISHARES TR | 4 | Q3 2023 | 4.6% |
| ISHARES TR | 4 | Q3 2023 | 4.7% |
| ISHARES TR | 4 | Q3 2023 | 3.7% |
View Mid-American Wealth Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR/A | 2024-02-07 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2022-05-31 |
| 13F-HR | 2022-02-16 |
View Mid-American Wealth Advisory Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.