Mid-American Wealth Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$5.06M |
| 2 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$3.69M |
| 3 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$3.61M |
| 4 |
PIMCO Ultra Short Government Active ETF
BILZ
|
+$3.13M |
| 5 |
Simplify Opportunistic Income ETF
CRDT
|
+$2.83M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
+$3.38M |
| 2 |
Simplify Enhanced Income ETF
HIGH
|
+$3.13M |
| 3 |
Apple
AAPL
|
+$1.58M |
| 4 |
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
|
+$706K |
| 5 |
SIXZ
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
SIXZ
|
+$651K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.46% |
| 2 | Communication Services | 2.27% |
| 3 | Healthcare | 2.19% |
| 4 | Consumer Staples | 1.93% |
| 5 | Consumer Discretionary | 0.86% |
Similar funds
Mid-American Wealth Advisory Group's Q2 2025 Portfolio in Review
As of Q2 2025, Mid-American Wealth Advisory Group held 342 positions worth $210M, up 13% from $186M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Mid-American Wealth Advisory Group deployed $20.6M of net new capital in Q2 2025, opening 293 new positions and adding to 27 existing holdings. Its largest new stake was Fluor: 8,542 shares worth $438K.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, down from 4.2% a quarter earlier, followed by Communication Services and Healthcare.
On the sell side, the largest reduction was iShares iBonds 2025 Term High Yield and Income ETF, an estimated $3.38M trimmed.
- Mid-American Wealth Advisory Group's largest Q2 2025 buy was Fluor: 8,542 shares worth $438K.
- Mid-American Wealth Advisory Group added most to PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2025, an estimated $5.06M increase.
- Mid-American Wealth Advisory Group's biggest Q2 2025 reduction was iShares iBonds 2025 Term High Yield and Income ETF, cutting an estimated $3.38M.
- Mid-American Wealth Advisory Group fully exited BP in Q2 2025, selling an estimated $238K.
- Mid-American Wealth Advisory Group's ten largest holdings make up 63% of its $210M portfolio in Q2 2025.
- Mid-American Wealth Advisory Group opened 293 new positions and closed 1 in Q2 2025.
- Mid-American Wealth Advisory Group's portfolio value rose 13% quarter-over-quarter to $210M.
Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.