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CIK: 0002053727
Total reported value
$261.7M
$261.7M
74 檔
18.0%
At the close of Q1 2025, MOKAN Wealth Management Inc. disclosed equity holdings valued at approximately $261.7M, spread across 74 reported holdings.
During Q1 2025, 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 | 6.88% | -0.52% | +5.58% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.79% | -0.48% | +5.73% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 6.19% | -0.43% | +5.42% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.34% | +0.05% | +0.48% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.16% | +0.01% | +15.41% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.24% | +7.62% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | +0.17% | +12.52% | |
| 8 | COP | Conocophillips | Stock-Energy | 3.33% | -0.37% | +19.94% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +0.25% | +4.28% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.92% | +0.06% | +15.75% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | +0.35% | +11.57% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.42% | +0.11% | +13.77% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.42% | -0.14% | +2.31% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.20% | +0.02% | +1.55% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.06% | -0.04% | +1.37% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | -0.07% | +5.20% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.90% | +0.45% | -6.07% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.69% | +0.03% | +17.28% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.57% | -0.34% | -5.75% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | +0.11% | +0.42% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.14% | +35.48% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.14% | +12.83% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | +0.34% | +12.87% | |
| 24 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.19% | -0.30% | +4.02% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | +0.13% | -1.34% | |
| 26 | CME | Cme Group Inc | Stock-Financials | 1.16% | -0.26% | +0.25% | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 1.16% | -0.32% | +11.27% | |
| 28 | SNA | Snap-on Inc | Stock-Industrials | 1.14% | -0.11% | +15.35% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.10% | +0.16% | -13.31% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.12% | +10.16% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.09% | — | +7.55% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | -0.02% | +12.60% | |
| 33 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.03% | +0.15% | +266.64% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.02% | +12.38% | |
| 35 | DVN | Devon Energy CORP | Stock-Energy | 0.84% | — | +11.05% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.26% | -2.78% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | +0.09% | NEW | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.78% | — | +16.77% | |
| 39 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.78% | — | +8.85% | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 0.77% | +0.15% | +0.73% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.12% | NEW | |
| 42 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.76% | -0.33% | EXIT | |
| 43 | AON | Aon plc | Stock-Financials | 0.74% | -0.31% | EXIT | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.74% | -0.10% | +14.37% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.71% | -0.29% | EXIT | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.45% | +17.08% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.06% | +20.04% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.04% | +2.19% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.08% | -0.50% | |
| 50 | CRH | CRH plc | Stock-Materials | 0.42% | -0.20% | — |
According to official SEC Form 13F filings, MOKAN Wealth Management Inc. reported a total U.S. public equity portfolio value of $261.7M across 74 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, BIL, BILS) accounted for 18.0% of total reported equity market value during Q1 2025.
During Q1 2025, MOKAN Wealth Management Inc.'s top holdings by market value included VGSH (6.9%)、BIL (6.8%)、BILS (6.2%). The largest single position, VGSH, represented 6.9% of total portfolio value.
In Q1 2025, 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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