Mid-American Wealth Advisory Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Mid-American Wealth Advisory Group, Inc. reported 43 stock positions worth $170.1 million. Its top holding was PIMCO 0-5 Year H/Y Corp. Bond (HYS) at 16.2% of the portfolio, followed by iShares Ibonds 2025 H/Y (IBHE, 9.7%) and Sim St Treas Fut Strat ETF (TUA, 8.6%). Compared with Q3 2024, it opened 12 new positions, sold out of 13, added to 15 and reduced 15. The biggest buy was PIMCO 0-5 Year H/Y Corp. Bond (HYS, shares +4680%) and the biggest sale an exit from iShares Ibonds 2024 H/Y (IBHD).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001911264
- Portfolio Value
- $170.1M (Q4 2024)
- SEC Filing
- 0001911264-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 43 stocks · $170.1M
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 16.21% | 294,238 | $27.6M | Add +4680.5% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 9.75% | 714,500 | $16.6M | Add +5.5% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 8.62% | 690,564 | $14.7M | Add +68.5% |
| BILZ PIMCO Ultra SHRT Govt Active | 7.42% | 125,223 | $12.6M | Reduce -15.8% |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | 5.16% | 283,254 | $8.8M | New |
| IBHF iShares Ibond 2026 HY & Inc. | 4.79% | 351,899 | $8.1M | Add +57.0% |
| SIXZ Allian US Equ 6 Mon BU10-Usd | 4.46% | 274,516 | $7.6M | New |
| LTPZ PIMCO 15+ YR US Tips Indx | 4.17% | 136,380 | $7.1M | Add +69.2% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 3.68% | 91,211 | $6.3M | Add +417.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.90% | 54,019 | $4.9M | New |
| LISTED FDS TR | 2.49% | 101,811 | $4.2M | Reduce -9.9% |
| VIG Vanguard Dividend Apprec ETF | 2.45% | 21,240 | $4.2M | Reduce -11.1% |
| CSCO Cisco Systems Inc. | 2.37% | 68,182 | $4.0M | Reduce -19.4% |
| BMY Bristol-Myers Squibb Co. | 2.32% | 69,662 | $3.9M | Reduce -18.9% |
| QBER Trueshares Quartly B HDG ETF | 2.29% | 157,445 | $3.9M | New |
| VZ Verizon Communications Inc. | 2.22% | 94,529 | $3.8M | Reduce -7.9% |
| REM iShares Mortgage Real Estate | 2.17% | 172,918 | $3.7M | Reduce -3.7% |
| TYA Simplify Intermediate Term | 1.72% | 237,879 | $2.9M | New |
| AAPL Apple Inc. | 1.70% | 11,543 | $2.9M | Reduce -9.8% |
| LONZ PIMCO Senior Loan Active ETF | 1.41% | 46,793 | $2.4M | Add +57.9% |
| HIGH Simplify Enhanced Income ETF | 1.38% | 102,082 | $2.3M | Add +58.0% |
| CDX Simplify High Yield ETF | 1.32% | 102,798 | $2.2M | Add +61.3% |
| KO The Coca-Cola Co. | 1.21% | 33,048 | $2.1M | Reduce -0.9% |
| LISTED FDS TR | 1.21% | 65,557 | $2.1M | Reduce -11.1% |
| QBUL Trueshare QRT Bull Hdge ETF | 1.18% | 81,469 | $2.0M | New |
| MO Altria Group Inc. | 1.10% | 35,899 | $1.9M | Reduce -15.3% |
| BUCK Simplify Treasury Option Inc. | 0.57% | 39,284 | $964K | Add +58.1% |
| CRDT Simplify Opportunistic Inc. | 0.55% | 37,408 | $939K | New |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.31% | 16,113 | $522K | New |
| IVV iShares Core S&P 500 ETF | 0.30% | 881 | $519K | Add +25.7% |
| AMZN Amazon.com Inc. | 0.29% | 2,228 | $489K | Add +13.1% |
| CTA Simplify Managed Futures St | 0.28% | 17,336 | $484K | New |
| MSFT Microsoft Corp. | 0.26% | 1,034 | $436K | Add +15.8% |
| WMT Walmart Inc. | 0.25% | 4,651 | $420K | Reduce -4.4% |
| IAU iShares Gold Trust | 0.22% | 7,566 | $375K | Reduce -9.1% |
| NVDA Nvidia Corp. | 0.22% | 2,738 | $368K | Add +20.8% |
| HON Honeywell International Inc. | 0.20% | 1,474 | $333K | Add +0.6% |
| NVBT All US Equ BUF10 Nov ETF-Usd | 0.18% | 9,612 | $314K | New |
| TSLA Tesla Inc. | 0.16% | 676 | $273K | New |
| LISTED FDS TR | 0.14% | 6,996 | $240K | Reduce -19.3% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,817 | $232K | Reduce -16.5% |
| LISTED FD TR | 0.13% | 5,871 | $229K | New |
| BP BP PLC-Spons ADR | 0.12% | 7,050 | $208K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IBHD iShares Ibonds 2024 H/Y Inc. | Sold out | 0.00% | −18.83 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Sold out | 0.00% | −6.10 |
| SIXP Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −3.39 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −3.34 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −2.71 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -15.8% | 7.42% | −2.02 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −2.02 |
| VZ Verizon Communications Inc. | Reduce -7.9% | 2.22% | −0.67 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.1% | 2.45% | −0.52 |
| LISTED FDS TR | Reduce -9.9% | 2.49% | −0.51 |
| REM iShares Mortgage Real Estate | Reduce -3.7% | 2.17% | −0.50 |
| SJB Proshares Short High Yield | Sold out | 0.00% | −0.48 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.9% | 2.32% | −0.47 |
| CSCO Cisco Systems Inc. | Reduce -19.4% | 2.37% | −0.46 |
| PRFD PIMCO Pref and Cap Sec Act | Sold out | 0.00% | −0.39 |
| OCTH Innvtr PR INC20 Bar ETF-Oct | Sold out | 0.00% | −0.38 |
| SVOL Simplify Volatility Premium | Sold out | 0.00% | −0.37 |
| KO The Coca-Cola Co. | Reduce -0.9% | 1.21% | −0.30 |
| LISTED FDS TR | Reduce -11.1% | 1.21% | −0.28 |
| MO Altria Group Inc. | Reduce -15.3% | 1.10% | −0.25 |
| XISE FT Vest US Equity Buffer & P | Sold out | 0.00% | −0.19 |
| QMMY FT NDQ100 Mod Buff ETF - May | Sold out | 0.00% | −0.19 |
| AAPL Apple Inc. | Reduce -9.8% | 1.70% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.13 |
| LISTED FDS TR | Reduce -19.3% | 0.14% | −0.05 |
| IAU iShares Gold Trust | Reduce -9.1% | 0.22% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -16.5% | 0.14% | −0.04 |
| WMT Walmart Inc. | Reduce -4.4% | 0.25% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +4680.5% | 16.21% | +15.84 |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | New | 5.16% | +5.16 |
| SIXZ Allian US Equ 6 Mon BU10-Usd | New | 4.46% | +4.46 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 2.90% | +2.90 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +417.1% | 3.68% | +2.77 |
| TUA Sim St Treas Fut Strat ETF | Add +68.5% | 8.62% | +2.70 |
| QBER Trueshares Quartly B HDG ETF | New | 2.29% | +2.29 |
| TYA Simplify Intermediate Term | New | 1.72% | +1.72 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +57.0% | 4.79% | +1.50 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +69.2% | 4.17% | +1.25 |
| QBUL Trueshare QRT Bull Hdge ETF | New | 1.18% | +1.18 |
| CRDT Simplify Opportunistic Inc. | New | 0.55% | +0.55 |
| LONZ PIMCO Senior Loan Active ETF | Add +57.9% | 1.41% | +0.45 |
| HIGH Simplify Enhanced Income ETF | Add +58.0% | 1.38% | +0.43 |
| CDX Simplify High Yield ETF | Add +61.3% | 1.32% | +0.37 |
| SIXO Allian US Equ 6 Mon BU10-Usd | New | 0.31% | +0.31 |
| CTA Simplify Managed Futures St | New | 0.28% | +0.28 |
| NVBT All US Equ BUF10 Nov ETF-Usd | New | 0.18% | +0.18 |
| BUCK Simplify Treasury Option Inc. | Add +58.1% | 0.57% | +0.18 |
| TSLA Tesla Inc. | New | 0.16% | +0.16 |
| LISTED FD TR | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +13.1% | 0.29% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +25.7% | 0.30% | +0.05 |
| NVDA Nvidia Corp. | Add +20.8% | 0.22% | +0.04 |
| MSFT Microsoft Corp. | Add +15.8% | 0.26% | +0.01 |
| HON Honeywell International Inc. | Add +0.6% | 0.20% | +0.01 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +5.5% | 9.75% | −0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $276.6M | PAYM, TUA, HYS, SIXZ, BILZ |
| Q1 2026 | 55 | $236.7M | HYS, TUA, IBHF, SIXO, BILZ |
| Q4 2025 | 55 | $236.7M | HYS, TUA, IBHF, SIXO, BILZ |
| Q3 2025 | 49 | $223.9M | HYS, TUA, SIXJ, IBHF, IBHE |
| Q2 2025 | 340 | $210.2M | HYS, TUA, IBHE, IBHF, BILZ |
| Q1 2025 | 48 | $186.4M | HYS, TUA, IBHE, IBHF, NVBW |
| Q4 2024 | 43 | $170.1M | HYS, IBHE, TUA, BILZ, NVBW |
| Q3 2024 | 44 | $159.3M | IBHD, IBHE, BILZ, JULW, TUA |
| Q2 2024 | 57 | $156.6M | IBHD, IBDP, IBHE, BILZ, MARW |
| Q1 2024 | 48 | $148.2M | IBHD, IBDP, IBHE, BILZ, MARW |