Mid-American Wealth Advisory Group, Inc.
Q3 2025 13F-HR Holdings
Net value change ($000)
+13,693
(6.5%)
New positions
12
Sold out positions
304
Turnover %
28.5%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SIXJ | 20,843 | 36566.7% |
| SBAR | 8,674 | NEW |
| ONEZ | 4,230 | NEW |
| QBER | 3,417 | 76.8% |
| QQQM | 3,333 | 4219.0% |
| MARZ | 2,196 | NEW |
| SCHA | 1,984 | NEW |
| IBHF | 1,421 | 10.2% |
| PYLD | 1,375 | NEW |
| SPMO | 1,187 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| SIXZ | -7,070 | -100.0% |
| FLJJ | -6,936 | -100.0% |
| OCTW | -5,412 | -100.0% |
| LISTED FDS TR TRUESHARES STRCT | -4,548 | -100.0% |
| TYA | -3,675 | -100.0% |
| QBUL | -2,602 | -100.0% |
| LISTED FD TR | -2,065 | -100.0% |
| ZROZ | -1,067 | -12.8% |
| SIXO | -964 | -100.0% |
| GOOGL | -556 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|