Mid-american Wealth Advisory is an investment fund managing more than $157 billion ran by Kevin Mccann. There are currently 39 companies in Mr. Mccann’s portfolio. The largest investments include Ishares Tr and Pimco Etf Tr, together worth $85.2 billion.
As of 3rd July 2024, Mid-american Wealth Advisory’s top holding is 2,854,789 shares of Ishares Tr currently worth over $68.8 billion and making up 43.9% of the portfolio value.
In addition, the fund holds 197,651 shares of Pimco Etf Tr worth $16.4 billion.
The third-largest holding is Aim Etf Products Trust worth $15.3 billion and the next is Simplify Exchange Traded Fun worth $6.53 billion, with 298,828 shares owned.
Currently, Mid-american Wealth Advisory's portfolio is worth at least $157 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Mid-american Wealth Advisory office and employees reside in Kansas City, Missouri. According to the last 13-F report filed with the SEC, Kevin Mccann serves as the Chief Compliance Officer at Mid-american Wealth Advisory.
In the most recent 13F filing, Mid-american Wealth Advisory revealed that it had opened a new position in
Aim Etf Products Trust and bought 540,520 shares worth $15.3 billion.
The investment fund also strengthened its position in Ishares Tr by buying
201,061 additional shares.
This makes their stake in Ishares Tr total 2,854,789 shares worth $68.8 billion.
On the other hand, there are companies that Mid-american Wealth Advisory is getting rid of from its portfolio.
Mid-american Wealth Advisory closed its position in Aim Etf Products Trust on 10th July 2024.
It sold the previously owned 221,701 shares for $6.01 billion.
Kevin Mccann also disclosed a decreased stake in Verizon Communications Inc by approximately 0.1%.
This leaves the value of the investment at $4.33 billion and 105,054 shares.
The two most similar investment funds to Mid-american Wealth Advisory are Asset Management Resources and Bryant Woods Investment Advisors. They manage $157 billion and $157 billion respectively.
Mid-american Wealth Advisory’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Consumer Staples — making up 3.3% of
the total portfolio value.
The fund focuses on investments in the United States as
30.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
33% of the total holdings value.
On the other hand, small-cap stocks make up only 7.7% of the portfolio.
The average market cap of the portfolio companies is close to $471 billion.
These positions were updated on July 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
7.58%
2,854,789
|
$68,818,689,000 | 43.95% |
| Pimco Etf Tr |
51.01%
197,651
|
$16,380,736,000 | 10.46% |
| Aim Etf Products Trust |
Opened
540,520
|
$15,272,841,000 | 9.75% |
| Simplify Exchange Traded Fun |
Opened
298,828
|
$6,534,759,000 | 4.17% |
| Vanguard Specialized Funds |
2.11%
24,867
|
$4,539,536,000 | 2.90% |
| Cambria Etf Tr |
12.23%
381,034
|
$4,416,178,000 | 2.82% |
| Verizon Communications Inc |
0.05%
105,054
|
$4,332,434,000 | 2.77% |
| First Tr Exch Traded Fd Iii |
1.00%
246,622
|
$4,281,353,000 | 2.73% |
| Aim Etf Products Trust |
Closed
221,701
|
$6,014,061,000 | |
| Cisco Sys Inc |
5.60%
87,814
|
$4,172,048,000 | 2.66% |
| Bristol-Myers Squibb Co. |
23.50%
96,655
|
$4,014,093,000 | 2.56% |
| Apple Inc |
24.76%
14,005
|
$2,949,649,000 | 1.88% |
| Coca-Cola Co |
6.96%
38,772
|
$2,467,844,000 | 1.58% |
| Listed Fd Tr |
Opened
87,008
|
$2,717,308,000 | 1.74% |
| Altria Group Inc. |
6.44%
51,700
|
$2,354,942,000 | 1.50% |
| Pimco Etf Tr |
Opened
56,039
|
$3,583,703,000 | 2.29% |
| Series Portfolios Tr |
Opened
71,516
|
$1,875,603,000 | 1.20% |
| Vanguard World Fd |
Opened
10,146
|
$744,818,000 | 0.48% |
| Proshares Tr |
Opened
27,556
|
$466,799,000 | 0.30% |
| Ishares Gold Tr |
13.67%
9,959
|
$437,499,000 | 0.28% |
| Schwab Strategic Tr |
36.00%
13,107
|
$649,868,000 | 0.42% |
| VanEck ETF Trust |
Opened
16,227
|
$385,878,000 | 0.25% |
| Vanguard Whitehall Fds |
87.32%
3,250
|
$385,450,000 | 0.25% |
| Microsoft Corporation |
84.74%
846
|
$378,120,000 | 0.24% |
| Ishares Tr |
Closed
11,988
|
$639,421,000 | |
| Innovator ETFs Trust |
Opened
22,664
|
$701,463,000 | 0.45% |
| Ishares Silver Tr |
17.64%
13,445
|
$357,234,000 | 0.23% |
| Amazon.com Inc. |
30.10%
1,788
|
$345,531,000 | 0.22% |
| Walmart Inc |
Opened
5,083
|
$344,170,000 | 0.22% |
| Honeywell International Inc |
9.54%
1,561
|
$333,256,000 | 0.21% |
| VanEck ETF Trust |
51.75%
16,886
|
$292,121,000 | 0.19% |
| NVIDIA Corp |
Opened
2,154
|
$266,066,000 | 0.17% |
| BP plc |
No change
7,050
|
$254,505,000 | 0.16% |
| Select Sector Spdr Tr |
41.63%
3,731
|
$254,196,000 | 0.16% |
| Invesco Exch Traded Fd Tr Ii |
28.15%
1,192
|
$234,955,000 | 0.15% |
| Alphabet Inc |
Opened
1,244
|
$226,595,000 | 0.14% |
| Spdr Ser Tr |
Closed
17,832
|
$431,390,000 | |
| Invesco Db Multi-sector Comm |
Closed
10,749
|
$222,934,000 | |
| Spdr Ser Tr |
Opened
3,463
|
$221,620,000 | 0.14% |
| Vanguard Scottsdale Fds |
42.73%
2,138
|
$200,566,000 | 0.13% |
| Berkshire Hathaway Inc. |
Opened
492
|
$200,146,000 | 0.13% |
| Blackrock Floating Rate Inc |
50.32%
11,467
|
$146,319,000 | 0.09% |
| Neuberger Berman Real Estate |
56.36%
13,479
|
$45,357,000 | 0.03% |
| Simplify Exchange Traded Fun |
Closed
22,613
|
$4,593,000 | |
| No transactions found | |||
| Showing first 500 out of 44 holdings | |||