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CIK: 0002053727
Total reported value
$261.7M
$261.7M
72 檔
17.2%
During the Q4 2024 filing period, MOKAN Wealth Management Inc. (CIK: 0002053727) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $261.7M across 72 reported positions.
During Q4 2024, MOKAN Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.82% | -0.52% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.76% | -0.48% | — | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 6.18% | -0.43% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.46% | +0.25% | — | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.36% | +0.01% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.07% | +0.24% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.88% | +0.05% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | +0.17% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | +0.35% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.95% | +0.06% | — | |
| 11 | COP | Conocophillips | Stock-Energy | 2.76% | -0.37% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.49% | +0.11% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.44% | -0.07% | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.44% | -0.14% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.36% | +0.02% | — | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.99% | -0.04% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.81% | +0.45% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.14% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | +0.11% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.50% | -0.34% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.47% | +0.03% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | +0.34% | — | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.13% | — | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | +0.13% | — | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.10% | +0.16% | — | |
| 26 | CME | Cme Group Inc | Stock-Financials | 1.07% | -0.26% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.12% | — | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.06% | — | — | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.06% | — | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.14% | — | |
| 31 | SNA | Snap-on Inc | Stock-Industrials | 1.05% | -0.11% | — | |
| 32 | EOG | Eog Resources Inc | Stock-Energy | 1.05% | -0.32% | — | |
| 33 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.04% | -0.30% | — | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | -0.02% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.02% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.26% | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | +0.09% | NEW | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.76% | — | — | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.74% | +0.15% | — | |
| 40 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.73% | -0.33% | EXIT | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.71% | -0.29% | — | |
| 42 | DVN | Devon Energy CORP | Stock-Energy | 0.70% | — | — | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.70% | -0.10% | — | |
| 44 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.69% | — | — | |
| 45 | AON | Aon plc | Stock-Financials | 0.69% | -0.31% | EXIT | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.45% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | -0.04% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.06% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.08% | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.28% | NEW |
According to official SEC Form 13F filings, MOKAN Wealth Management Inc. reported a total U.S. public equity portfolio value of $261.7M across 72 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, BIL, BILS) accounted for 17.2% of total reported equity market value during Q4 2024.
During Q4 2024, MOKAN Wealth Management Inc.'s top holdings by market value included VGSH (6.8%)、BIL (6.8%)、BILS (6.2%). The largest single position, VGSH, represented 6.8% of total portfolio value.
In Q4 2024, MOKAN Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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