The Analysis of Mokosak Advisory Group, LLC's Holdings
Currently, Mokosak Advisory Group, LLC holds 38 types of securities in its portfolio with a total value $398.5M. In the most recent quarter, they have increased their positions in SCHV (+100.2K shares, valued at $3.0M), VBR (+13.7K shares, valued at $2.9M), SCHM (+42.4K shares, valued at $1.3M); decreased their positions in WFC (-922 shares, valued at $85.9K), FTEC (-139 shares, valued at $31.2K), ESGV (-154 shares, valued at $18.6K); initiated new positions in LLY (+213 shares, valued at $228.6K), SHW (+654 shares, valued at $212.0K), AMD (+937 shares, valued at $200.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHV SCHWAB STRATEGIC TR3.0M shares3.40%2025-12-312026-02-03
VBR VANGUARD INDEX FDS323.4K shares4.42%2025-12-312026-02-03 SCHG SCHWAB STRATEGIC TR1.2M shares1.16%2025-12-312026-02-03 SCHA SCHWAB STRATEGIC TR1.2M shares2.54%2025-12-312026-02-03 SCHM SCHWAB STRATEGIC TR1.1M shares3.87%2025-12-312026-02-03 VGT VANGUARD WORLD FD42.7K shares0.02%2025-12-312026-02-03 SCHZ SCHWAB STRATEGIC TR1.2M shares3.21%2025-12-312026-02-03 CORP PIMCO ETF TR238.8K shares2.09%2025-12-312026-02-03 VTV VANGUARD INDEX FDS64.0K shares2.77%2025-12-312026-02-03 VIOV VANGUARD ADMIRAL FDS INC94.8K shares3.70%2025-12-312026-02-03 VB VANGUARD INDEX FDS18.0K shares3.40%2025-12-312026-02-03 VO VANGUARD INDEX FDS16.0K shares3.75%2025-12-312026-02-03 FTEC FIDELITY COVINGTON TRUST19.5K shares-0.71%2025-12-312026-02-03 LQD ISHARES TR31.8K shares6.97%2025-12-312026-02-03 AAPL APPLE INC6.9K shares0.06%2025-12-312026-02-03 CASY CASEYS GEN STORES INC2.1K shares0.19%2025-12-312026-02-03 NVDA NVIDIA CORPORATION6.0K shares0.02%2025-12-312026-02-03 PFG PRINCIPAL FINANCIAL GROUP IN7.2K shares0.81%2025-12-312026-02-03 WMT WALMART INC5.2K shares-1.28%2025-12-312026-02-03 DE DEERE & CO1.2K shares0.34%2025-12-312026-02-03 ESML ISHARES TR10.4K shares-1.58%2025-12-312026-02-03 ESGV VANGUARD WORLD FD3.9K shares-3.79%2025-12-312026-02-03 WFC WELLS FARGO CO NEW4.2K shares-17.85%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC636 shares0.00%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST8.6K shares0.22%2025-12-312026-02-03 AMZN AMAZON COM INC1.2K shares0.00%2025-12-312026-02-03 TCHP T ROWE PRICE ETF INC5.3K shares-1.28%2025-12-312026-02-03 TIP ISHARES TR2.4K shares1.15%2025-12-312026-02-03 VTEB VANGUARD MUN BD FDS5.1K shares1.12%2025-12-312026-02-03 AMGN AMGEN INC744 shares-5.10%2025-12-312026-02-03 DFAT DIMENSIONAL ETF TRUST4.0K shares0.40%2025-12-312026-02-03 LLY ELI LILLY & CO213 sharesnew addition2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC1.2K shares4.26%2025-12-312026-02-03 KDP KEURIG DR PEPPER INC7.9K shares0.89%2025-12-312026-02-03 SHW SHERWIN WILLIAMS CO654 sharesnew addition2025-12-312026-02-03 VUG VANGUARD INDEX FDS423 shares0.24%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC937 sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available