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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Midamerican-Wealth-Advisory-Group
Data Enrichment
40% identified19 identified29 unidentified
Holdings
48 positions • $186.4M total value
Manager:
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72201R627
Shares:58.1K
Value:$2.9M
% of Portfolio:1.6% ($2.9M/$186.4M)
82889N632
Shares:133.2K
Value:$2.9M
% of Portfolio:1.6% ($2.9M/$186.4M)
210322400
Shares:89.7K
Value:$2.2M
% of Portfolio:1.2% ($2.2M/$186.4M)
53656F748
Shares:66.7K
Value:$2.0M
% of Portfolio:1.1% ($2.0M/$186.4M)
82889N558
Shares:47.1K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$186.4M)
00888H877
Shares:20.7K
Value:$654.6K
% of Portfolio:0.4% ($654.6K/$186.4M)
82889N699
Shares:20.7K
Value:$612.9K
% of Portfolio:0.3% ($612.9K/$186.4M)
464285204
Shares:6.2K
Value:$363.1K
% of Portfolio:0.2% ($363.1K/$186.4M)
Shares:1.5K
Value:$313.7K
% of Portfolio:0.2% ($313.7K/$186.4M)
53656F821
Shares:8.9K
Value:$307.4K
% of Portfolio:0.2% ($307.4K/$186.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip72201R627)✕ | 58.1K | All Managers (Combined) | $2.9M | 1.6% ($2.9M/$186.4M) | ||
(cusip82889N632)✕ | 133.2K | All Managers (Combined) | $2.9M | 1.6% ($2.9M/$186.4M) | ||
Apple Inc.(AAPLcusip037833100) | 12.5K | All Managers (Combined) | $2.8M | 1.5% ($2.8M/$186.4M) | ||
(cusip210322400)✕ | 89.7K | YoY NEW(+89.7K) | All Managers (Combined) | $2.2M | 1.2% ($2.2M/$186.4M) | YoY NEW(+$2.2M) |
COCA COLA CO(KOcusip191216100) | 29.3K | All Managers (Combined) | $2.1M | 1.1% ($2.1M/$186.4M) | ||
| 34.9K | All Managers (Combined) | $2.1M | 1.1% ($2.1M/$186.4M) | |||
(cusip53656F748)✕ | 66.7K | YoY NEW(+66.7K) | All Managers (Combined) | $2.0M | 1.1% ($2.0M/$186.4M) | YoY NEW(+$2.0M) |
(cusip82889N558)✕ | 47.1K | YoY NEW(+47.1K) | All Managers (Combined) | $1.2M | 0.6% ($1.2M/$186.4M) | YoY NEW(+$1.2M) |
(cusip00888H877)✕ | 20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $654.6K | 0.4% ($654.6K/$186.4M) | YoY NEW(+$654.6K) |
(cusip82889N699)✕ | 20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $612.9K | 0.3% ($612.9K/$186.4M) | YoY NEW(+$612.9K) |
AMAZON COM INC(AMZNcusip023135106) | 3.0K | All Managers (Combined) | $573.1K | 0.3% ($573.1K/$186.4M) | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $539.1K | 0.3% ($539.1K/$186.4M) | QoQ NEW(+$539.1K) YoY NEW(+$539.1K) |
MICROSOFT CORP(MSFTcusip594918104) | 1.4K | All Managers (Combined) | $534.6K | 0.3% ($534.6K/$186.4M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 4.4K | YoY NEW(+4.4K) | All Managers (Combined) | $474.0K | 0.3% ($474.0K/$186.4M) | YoY NEW(+$474.0K) |
| 777 | All Managers (Combined) | $436.6K | 0.2% ($436.6K/$186.4M) | |||
Walmart Inc.(WMTcusip931142103) | 4.7K | QoQ +0.73% (-34)YoY +0.36% (+17) | All Managers (Combined) | $411.3K | 0.2% ($411.3K/$186.4M) | |
(cusip464285204)✕ | 6.2K | All Managers (Combined) | $363.1K | 0.2% ($363.1K/$186.4M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $340.5K | 0.2% ($340.5K/$186.4M) | YoY NEW(+$340.5K) |
| 1.5K | QoQ +0.47% (-7)YoY +1.92% (+28) | All Managers (Combined) | $313.7K | 0.2% ($313.7K/$186.4M) | ||
(cusip53656F821)✕ | 8.9K | YoY NEW(+8.9K) | All Managers (Combined) | $307.4K | 0.2% ($307.4K/$186.4M) | YoY NEW(+$307.4K) |