Midamerican-Wealth-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "IVV",
  "AAPL",
  "NVDA",
  "VZ",
  "GLD",
  null,
  "BP",
  null,
  "VIG",
  null,
  null,
  null,
  "AMZN",
  null,
  "WMT",
  null,
  "PSA",
  "BRK-B",
  "BMY",
  "CSCO",
  "KO",
  "GOOG",
  "TSLA",
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 48
Total Value: 186407389
Accession Number: 0001911264-25-000003
Form Type: 13F-HR
CIK: midamerican-wealth-advisory-group
Manager Name: Midamerican-Wealth-Advisory-Group

Data Enrichment

40% identified

19 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $186.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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72201R783

Shares:311.3K

Value:$29.2M

% of Portfolio:15.6% ($29.2M/$186.4M)

82889N657

Shares:979.0K

Value:$21.5M

% of Portfolio:11.5% ($21.5M/$186.4M)

46435U168

Shares:744.2K

Value:$17.3M

% of Portfolio:9.3% ($17.3M/$186.4M)

46436E528

Shares:438.2K

Value:$10.2M

% of Portfolio:5.5% ($10.2M/$186.4M)

00888H844

Shares:281.6K

Value:$8.6M

% of Portfolio:4.6% ($8.6M/$186.4M)

72201R577

Shares:75.4K

Value:$7.6M

% of Portfolio:4.1% ($7.6M/$186.4M)

00888H653

Shares:272.7K

Value:$7.4M

% of Portfolio:4.0% ($7.4M/$186.4M)

78468R663

Shares:76.6K

Value:$7.0M

% of Portfolio:3.8% ($7.0M/$186.4M)

72201R304

Shares:115.8K

Value:$6.4M

% of Portfolio:3.4% ($6.4M/$186.4M)

00888H638

Shares:211.0K

Value:$5.9M

% of Portfolio:3.2% ($5.9M/$186.4M)

00888H505

Shares:132.6K

Value:$4.7M

% of Portfolio:2.5% ($4.7M/$186.4M)

53656F664

Shares:108.1K

Value:$4.3M

% of Portfolio:2.3% ($4.3M/$186.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:92.9K

Value:$4.2M

% of Portfolio:2.3% ($4.2M/$186.4M)

921908844

VIG|921908844

Shares:21.4K

Value:$4.2M

% of Portfolio:2.2% ($4.2M/$186.4M)

210322509

Shares:166.7K

Value:$4.1M

% of Portfolio:2.2% ($4.1M/$186.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:66.9K

Value:$4.1M

% of Portfolio:2.2% ($4.1M/$186.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:65.3K

Value:$4.0M

% of Portfolio:2.2% ($4.0M/$186.4M)

72201R882

Shares:47.5K

Value:$3.4M

% of Portfolio:1.8% ($3.4M/$186.4M)

82889N798

Shares:254.2K

Value:$3.4M

% of Portfolio:1.8% ($3.4M/$186.4M)

82889N830

Shares:129.9K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$186.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R783)✕	311.3K	QoQ +5.80% (+17.1K) YoY NEW(+311.3K)	All Managers (Combined)	$29.2M	15.6% ($29.2M/$186.4M)	QoQ +5.78% (+$1.6M) YoY NEW(+$29.2M)
(cusip82889N657)✕	979.0K	QoQ +41.77% (+288.5K) YoY +532.00% (+824.1K)	All Managers (Combined)	$21.5M	11.5% ($21.5M/$186.4M)	QoQ +46.78% (+$6.9M) YoY +534.88% (+$18.1M)
(cusip46435U168)✕	744.2K	QoQ +4.15% (+29.7K) YoY +18.31% (+115.2K)	All Managers (Combined)	$17.3M	9.3% ($17.3M/$186.4M)	QoQ +4.33% (+$717.9K) YoY +17.60% (+$2.6M)
(cusip46436E528)✕	438.2K	QoQ +24.52% (+86.3K) YoY +503.94% (+365.6K)	All Managers (Combined)	$10.2M	5.5% ($10.2M/$186.4M)	QoQ +24.89% (+$2.0M) YoY +508.13% (+$8.5M)
(cusip00888H844)✕	281.6K	QoQ -0.58% (-1.7K) YoY NEW(+281.6K)	All Managers (Combined)	$8.6M	4.6% ($8.6M/$186.4M)	QoQ -1.77% (-$155.7K) YoY NEW(+$8.6M)
(cusip72201R577)✕	75.4K	QoQ -39.80% (-49.8K) YoY -32.22% (-35.8K)	All Managers (Combined)	$7.6M	4.1% ($7.6M/$186.4M)	QoQ -39.57% (-$5.0M) YoY -32.18% (-$3.6M)
(cusip00888H653)✕	272.7K	QoQ -0.65% (-1.8K) YoY NEW(+272.7K)	All Managers (Combined)	$7.4M	4.0% ($7.4M/$186.4M)	QoQ -2.60% (-$197.3K) YoY NEW(+$7.4M)
(cusip78468R663)✕	76.6K	QoQ +41.85% (+22.6K) YoY NEW(+76.6K)	All Managers (Combined)	$7.0M	3.8% ($7.0M/$186.4M)	QoQ +42.31% (+$2.1M) YoY NEW(+$7.0M)
(cusip72201R304)✕	115.8K	QoQ -15.07% (-20.6K) YoY +66.88% (+46.4K)	All Managers (Combined)	$6.4M	3.4% ($6.4M/$186.4M)	QoQ -10.55% (-$749.4K) YoY +64.72% (+$2.5M)
(cusip00888H638)✕	211.0K	QoQ NEW(+211.0K) YoY NEW(+211.0K)	All Managers (Combined)	$5.9M	3.2% ($5.9M/$186.4M)	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
(cusip00888H505)✕	132.6K	QoQ NEW(+132.6K) YoY NEW(+132.6K)	All Managers (Combined)	$4.7M	2.5% ($4.7M/$186.4M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
(cusip53656F664)✕	108.1K	QoQ +6.16% (+6.3K) YoY NEW(+108.1K)	All Managers (Combined)	$4.3M	2.3% ($4.3M/$186.4M)	QoQ +2.32% (+$98.5K) YoY NEW(+$4.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	92.9K	QoQ -1.76% (-1.7K) YoY -15.65% (-17.2K)	All Managers (Combined)	$4.2M	2.3% ($4.2M/$186.4M)	QoQ +11.42% (-$431.9K) YoY -8.82% (-$407.5K)
(VIGcusip921908844)	21.4K	QoQ +0.92% (-196) YoY -16.79% (-4.3K)	All Managers (Combined)	$4.2M	2.2% ($4.2M/$186.4M)	QoQ -0.02% (-$1.0K) YoY -11.60% (-$546.2K)
(cusip210322509)✕	166.7K	QoQ +5.88% (+9.3K) YoY NEW(+166.7K)	All Managers (Combined)	$4.1M	2.2% ($4.1M/$186.4M)	QoQ +6.28% (+$244.5K) YoY NEW(+$4.1M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	66.9K	QoQ -4.00% (-2.8K) YoY -20.80% (-17.6K)	All Managers (Combined)	$4.1M	2.2% ($4.1M/$186.4M)	QoQ +3.50% (-$138.3K) YoY -10.92% (-$500.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	65.3K	QoQ -4.29% (-2.9K) YoY -27.49% (-24.7K)	All Managers (Combined)	$4.0M	2.2% ($4.0M/$186.4M)	QoQ -0.23% (-$9.7K) YoY -10.35% (-$465.2K)
(cusip72201R882)✕	47.5K	QoQ -47.92% (-43.7K) YoY NEW(+47.5K)	All Managers (Combined)	$3.4M	1.8% ($3.4M/$186.4M)	QoQ -45.63% (-$2.9M) YoY NEW(+$3.4M)
(cusip82889N798)✕	254.2K	QoQ +6.84% (+16.3K) YoY NEW(+254.2K)	All Managers (Combined)	$3.4M	1.8% ($3.4M/$186.4M)	QoQ +15.16% (+$442.8K) YoY NEW(+$3.4M)
(cusip82889N830)✕	129.9K	QoQ +26.35% (+27.1K) YoY NEW(+129.9K)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$186.4M)	QoQ +32.90% (+$737.8K) YoY NEW(+$3.0M)