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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46138G649

Shares:1.5K

Value:$285.9K

% of Portfolio:0.2% ($285.9K/$186.4M)

72202L363

Shares:5.6K

Value:$279.0K

% of Portfolio:0.1% ($279.0K/$186.4M)

00888H851

Shares:8.7K

Value:$277.7K

% of Portfolio:0.1% ($277.7K/$186.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.8K

Value:$276.1K

% of Portfolio:0.1% ($276.1K/$186.4M)

33738R118

Shares:3.6K

Value:$267.6K

% of Portfolio:0.1% ($267.6K/$186.4M)

Public Storage

PSA|74460D109

Shares:894

Value:$267.6K

% of Portfolio:0.1% ($267.6K/$186.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:477

Value:$254.0K

% of Portfolio:0.1% ($254.0K/$186.4M)

BP PLC

BP|055622104

Shares:7.0K

Value:$238.2K

% of Portfolio:0.1% ($238.2K/$186.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G649)✕	1.5K	QoQ NEW(+1.5K) YoY +15.88% (+203)	All Managers (Combined)	$285.9K	0.2% ($285.9K/$186.4M)	QoQ NEW(+$285.9K) YoY +22.43% (+$52.4K)
(cusip72202L363)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$279.0K	0.1% ($279.0K/$186.4M)	QoQ NEW(+$279.0K) YoY NEW(+$279.0K)
(cusip00888H851)✕	8.7K	QoQ -9.38% (-902) YoY NEW(+8.7K)	All Managers (Combined)	$277.7K	0.1% ($277.7K/$186.4M)	QoQ -11.53% (-$36.2K) YoY NEW(+$277.7K)
Alphabet Inc.(GOOGcusip02079K107)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$276.1K	0.1% ($276.1K/$186.4M)	QoQ NEW(+$276.1K) YoY NEW(+$276.1K)
(cusip33738R118)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$267.6K	0.1% ($267.6K/$186.4M)	QoQ NEW(+$267.6K) YoY NEW(+$267.6K)
Public Storage(PSAcusip74460D109)	894	QoQ NEW(+894) YoY NEW(+894)	All Managers (Combined)	$267.6K	0.1% ($267.6K/$186.4M)	QoQ NEW(+$267.6K) YoY NEW(+$267.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	477	QoQ NEW(+477) YoY NEW(+477)	All Managers (Combined)	$254.0K	0.1% ($254.0K/$186.4M)	QoQ NEW(+$254.0K) YoY NEW(+$254.0K)
BP PLC(BPcusip055622104)	7.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$238.2K	0.1% ($238.2K/$186.4M)	QoQ +14.31% (+$29.8K) YoY -10.32% (-$27.4K)