The Analysis of MOKAN Wealth Management Inc.'s Holdings
Currently, MOKAN Wealth Management Inc. holds 103 types of securities in its portfolio with a total value $225.4M. In the most recent quarter, they have increased their positions in VGT (+6.7K shares, valued at $5.0M), VUG (+9.7K shares, valued at $4.7M), MCO (+2.8K shares, valued at $1.4M); decreased their positions in SCHD (-19.2K shares, valued at $525.5K), N/A (-4.8K shares, valued at $503.6K), N/A (-1.5K shares, valued at $466.0K); initiated new positions in MCO (+2.8K shares, valued at $1.4M), JKHY (+7.4K shares, valued at $1.4M), ADP (+5.1K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS242.2K shares10.66%2025-12-312026-01-26
BIL SPDR SERIES TRUST153.1K shares10.71%2025-12-312026-01-26 VGT VANGUARD WORLD FD18.5K shares56.14%2025-12-312026-01-26 BILS SPDR SERIES TRUST129.9K shares11.98%2025-12-312026-01-26 VUG VANGUARD INDEX FDS23.4K shares70.60%2025-12-312026-01-26 BROADCOM INC BROADCOM INC26.8K shares5.81%2025-12-312026-01-26 AAPL APPLE INC26.0K shares-2.21%2025-12-312026-01-26 MSFT MICROSOFT CORP13.7K shares11.63%2025-12-312026-01-26 WMT WALMART INC59.3K shares6.70%2025-12-312026-01-26 AMZN AMAZON COM INC23.8K shares10.91%2025-12-312026-01-26 MCD MCDONALDS CORP15.3K shares19.15%2025-12-312026-01-26 ABBV ABBVIE INC20.3K shares11.73%2025-12-312026-01-26 NVDA NVIDIA CORPORATION24.5K shares18.98%2025-12-312026-01-26 ALPHABET INC ALPHABET INC13.4K shares-9.99%2025-12-312026-01-26 VTV VANGUARD INDEX FDS20.1K shares19.46%2025-12-312026-01-26 COP CONOCOPHILLIPS40.4K shares21.17%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW4.2K shares25.24%2025-12-312026-01-26 ABT ABBOTT LABS28.9K shares20.52%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.11.1K shares18.10%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR120.1K shares-13.75%2025-12-312026-01-26 HD HOME DEPOT INC8.4K shares31.19%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO16.3K shares2.00%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS9.8K shares7.81%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON10.4K shares-16.32%2025-12-312026-01-26 ALPHABET INC ALPHABET INC6.7K shares4.11%2025-12-312026-01-26 AVY AVERY DENNISON CORP11.1K shares42.50%2025-12-312026-01-26 SNA SNAP ON INC5.8K shares-8.83%2025-12-312026-01-26 CBOE CBOE GLOBAL MKTS INC7.9K shares-13.24%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC8.0K shares1.51%2025-12-312026-01-26 CME CME GROUP INC7.1K shares138.77%2025-12-312026-01-26 PEP PEPSICO INC13.4K shares-7.46%2025-12-312026-01-26 EOG EOG RES INC18.1K shares2.49%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS12.2K shares48.89%2025-12-312026-01-26 V VISA INC4.4K shares3.04%2025-12-312026-01-26 MCO MOODYS CORP2.8K sharesnew addition2025-12-312026-01-26 YUM YUM BRANDS INC9.3K shares-2.04%2025-12-312026-01-26 CTSH COGNIZANT TECHNOLOGY SOLUTIO16.7K shares-9.35%2025-12-312026-01-26 AON PLC AON PLC3.9K shares6.88%2025-12-312026-01-26 PAYX PAYCHEX INC12.2K shares21.08%2025-12-312026-01-26 GWW WW GRAINGER INC1.4K shares3.28%2025-12-312026-01-26 JKHY HENRY JACK & ASSOC INC7.4K sharesnew addition2025-12-312026-01-26 ZTS ZOETIS INC10.6K shares23.66%2025-12-312026-01-26 AOS SMITH A O CORP19.8K shares11.72%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN5.1K sharesnew addition2025-12-312026-01-26 DPZ DOMINOS PIZZA INC3.1K sharesnew addition2025-12-312026-01-26 RTX RTX CORPORATION5.9K shares-0.44%2025-12-312026-01-26 TSLA TESLA INC1.8K shares6.37%2025-12-312026-01-26 GILD GILEAD SCIENCES INC5.8K shares-19.97%2025-12-312026-01-26 XOM EXXON MOBIL CORP5.9K shares1.32%2025-12-312026-01-26 CMCSA COMCAST CORP NEW22.6K shares5.52%2025-12-312026-01-26 FOXA FOX CORP9.2K shares-23.06%2025-12-312026-01-26 TROW PRICE T ROWE GROUP INC6.5K shares-11.46%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC16.3K shares-7.94%2025-12-312026-01-26 USB US BANCORP DEL12.2K shares-18.03%2025-12-312026-01-26 GIS GENERAL MLS INC13.5K shares-7.81%2025-12-312026-01-26 CRH PLC CRH PLC4.9K shares77.24%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO7.8K shares-9.35%2025-12-312026-01-26 CAG CONAGRA BRANDS INC35.4K shares-5.69%2025-12-312026-01-26 MO ALTRIA GROUP INC10.6K shares-4.76%2025-12-312026-01-26 KHC KRAFT HEINZ CO25.0K shares-7.22%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP6.0K shares2.30%2025-12-312026-01-26 VICI VICI PPTYS INC21.5K shares-0.74%2025-12-312026-01-26 CF CF INDS HLDGS INC7.7K shares-9.78%2025-12-312026-01-26 KO COCA COLA CO8.2K shares-2.92%2025-12-312026-01-26 VXUS VANGUARD STAR FDS6.8K shares41.02%2025-12-312026-01-26 TMUS T-MOBILE US INC2.2K shares10.22%2025-12-312026-01-26 VTI VANGUARD INDEX FDS1.2K sharesnew addition2025-12-312026-01-26 NEE NEXTERA ENERGY INC4.7K shares3.13%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC1.9K shares18.74%2025-12-312026-01-26 DY DYCOM INDS INC1.1K shares2.33%2025-12-312026-01-26 FLEX FLEX LTD5.0K shares20.38%2025-12-312026-01-26 CVX CHEVRON CORP NEW2.0K shares3.54%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC1.1K sharesnew addition2025-12-312026-01-26 LOW LOWES COS INC1.2K shares12.65%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC877 shares-4.47%2025-12-312026-01-26 TOL TOLL BROTHERS INC2.1K shares35.30%2025-12-312026-01-26 MMSI MERIT MED SYS INC3.2K sharesnew addition2025-12-312026-01-26 CAT CATERPILLAR INC494 shares4.88%2025-12-312026-01-26 AVT AVNET INC5.9K shares42.16%2025-12-312026-01-26 ABG ASBURY AUTOMOTIVE GROUP INC1.2K shares40.70%2025-12-312026-01-26 ZM ZOOM COMMUNICATIONS INC3.2K shares28.39%2025-12-312026-01-26 NBIX NEUROCRINE BIOSCIENCES INC1.9K shares24.15%2025-12-312026-01-26 ACLS AXCELIS TECHNOLOGIES INC3.4K shares30.22%2025-12-312026-01-26 HRB BLOCK H & R INC6.3K shares0.82%2025-12-312026-01-26 CHTR CHARTER COMMUNICATIONS INC N1.3K shares61.38%2025-12-312026-01-26 MPWR MONOLITHIC PWR SYS INC294 shares18.55%2025-12-312026-01-26 EXEL EXELIXIS INC6.1K shares21.80%2025-12-312026-01-26 UTHR UNITED THERAPEUTICS CORP DEL548 sharesnew addition2025-12-312026-01-26 RL RALPH LAUREN CORP742 sharesnew addition2025-12-312026-01-26 PODD INSULET CORP916 shares39.85%2025-12-312026-01-26 META META PLATFORMS INC391 shares-0.26%2025-12-312026-01-26 BA BOEING CO1.2K shares2.16%2025-12-312026-01-26 ELAN ELANCO ANIMAL HEALTH INC11.3K sharesnew addition2025-12-312026-01-26 CHWY CHEWY INC7.6K sharesnew addition2025-12-312026-01-26 THC TENET HEALTHCARE CORP1.2K sharesnew addition2025-12-312026-01-26 PINS PINTEREST INC9.0K sharesnew addition2025-12-312026-01-26 HIMS HIMS & HERS HEALTH INC6.5K shares69.36%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR8.5K sharesnew addition2025-12-312026-01-26 AMCR AMCOR PLC10.2K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available