Mokan Wealth Management Inc. Top Holdings and 13F Report (2025) About Mokan Wealth Management Inc.Investment ActivityMokan Wealth Management Inc. has $165.96 million in total holdings as of March 31, 2025.Mokan Wealth Management Inc. owns shares of 74 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.10% of the portfolio was purchased this quarter.About 3.65% of the portfolio was sold this quarter.This quarter, Mokan Wealth Management Inc. has purchased 72 new stocks and bought additional shares in 49 stocks.Mokan Wealth Management Inc. sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $11,411,360SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $11,267,920SPDR Bloomberg 3-12 Month T-Bill ETF $10,278,453Berkshire Hathaway $7,199,997Vanguard Information Technology ETF $6,908,718 Largest New Holdings this Quarter 747525103 - QUALCOMM $1,268,963 Holding98978V103 - Zoetis $1,184,101 HoldingG25508105 - CRH PLC $703,760 Holding902973304 - U.S. Bancorp $558,734 Holding872590104 - T-Mobile US $536,354 Holding Largest Purchases this Quarter QUALCOMM 8,261 shares (about $1.27M)T. Rowe Price Group 13,500 shares (about $1.24M)Zoetis 7,197 shares (about $1.18M)Vanguard Information Technology ETF 1,702 shares (about $922.46K)ConocoPhillips 8,737 shares (about $917.55K) Largest Sales this Quarter Mondelez International 17,855 shares (about $1.21M)Lockheed Martin 2,074 shares (about $927.44K)Gilead Sciences 2,499 shares (about $280.00K)AbbVie 973 shares (about $203.85K)Abbott Laboratories 1,199 shares (about $159.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMokan Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$11,411,360$602,671 ▲5.6%194,4406.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$11,267,920$610,968 ▲5.7%122,8476.8%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$10,278,453$528,697 ▲5.4%103,3106.2%ETFBRK.BBerkshire Hathaway$7,199,997$34,078 ▲0.5%13,5224.3%FinanceVGTVanguard Information Technology ETF$6,908,718$922,463 ▲15.4%12,7474.2%ETFAAPLApple$6,112,411$432,808 ▲7.6%27,5113.7%Computer and TechnologyMSFTMicrosoft$5,632,562$626,841 ▲12.5%15,0063.4%Computer and TechnologyCOPConocoPhillips$5,518,825$917,546 ▲19.9%52,5513.3%EnergyAVGOBroadcom$5,275,556$216,432 ▲4.3%31,5173.2%Computer and TechnologyVUGVanguard Growth ETF$4,842,512$658,792 ▲15.7%13,0622.9%ETFAMZNAmazon.com$4,684,538$485,749 ▲11.6%24,6212.8%Retail/WholesaleMRKMerck & Co., Inc.$4,023,250$487,052 ▲13.8%44,8212.4%MedicalSCHDSchwab US Dividend Equity ETF$4,020,059$90,923 ▲2.3%143,7842.4%ETFWMTWalmart$3,657,215$55,749 ▲1.5%41,6572.2%Retail/WholesaleMCDMcDonald's$3,416,338$46,247 ▲1.4%10,9332.1%Retail/WholesaleGOOGAlphabet$3,316,877$164,047 ▲5.2%21,2302.0%Computer and TechnologyABBVAbbVie$3,155,312$203,846 ▼-6.1%15,0611.9%MedicalUNHUnitedHealth Group$2,806,734$413,602 ▲17.3%5,3611.7%MedicalABTAbbott Laboratories$2,607,945$159,050 ▼-5.7%19,6601.6%MedicalCOSTCostco Wholesale$2,498,579$10,419 ▲0.4%2,6381.5%Retail/WholesalePGProcter & Gamble$2,296,845$601,445 ▲35.5%13,4731.4%Consumer StaplesNVDANVIDIA$2,269,728$258,069 ▲12.8%20,9411.4%Computer and TechnologyHDHome Depot$2,075,439$236,679 ▲12.9%5,6561.3%Retail/WholesaleCBOECboe Global Markets$1,977,763$76,382 ▲4.0%8,7261.2%Financial ServicesJNJJohnson & Johnson$1,967,411$26,696 ▼-1.3%11,8651.2%MedicalCMECME Group$1,929,625$4,774 ▲0.2%7,2751.2%FinanceEOGEOG Resources$1,917,019$194,114 ▲11.3%14,9421.2%EnergySNASnap-on$1,894,730$252,204 ▲15.4%5,6271.1%Consumer DiscretionaryGILDGilead Sciences$1,824,073$279,997 ▼-13.3%16,2801.1%MedicalPEPPepsiCo$1,819,502$167,862 ▲10.2%12,1401.1%Consumer StaplesHSYHershey$1,814,528$127,434 ▲7.6%10,6081.1%Consumer StaplesVTVVanguard Value ETF$1,802,530$201,702 ▲12.6%10,4291.1%ETFTROWT. Rowe Price Group$1,705,369$1,240,235 ▲266.6%18,5631.0%FinanceVIGVanguard Dividend Appreciation ETF$1,491,746$164,284 ▲12.4%7,6910.9%ETFDVNDevon Energy$1,393,040$138,567 ▲11.0%37,2470.8%EnergyVVisa$1,331,846$38,153 ▼-2.8%3,8050.8%Business ServicesMAMastercard$1,300,221$35,555 ▲2.8%2,3770.8%Business ServicesBLACKROCK INC$1,292,654$185,612 ▲16.8%1,3650.8%COMEXPDExpeditors International of Washington$1,286,201$104,589 ▲8.9%10,6990.8%TransportationPAYXPaychex$1,284,237$9,256 ▲0.7%8,3250.8%Business ServicesQCOMQUALCOMM$1,268,963$1,268,963 ▲New Holding8,2610.8%Computer and TechnologyYUMYum! Brands$1,265,104$79,580 ▼-5.9%8,0440.8%Retail/WholesaleAONAON$1,232,892$24,770 ▲2.1%3,0860.7%FinanceITWIllinois Tool Works$1,226,225$154,022 ▲14.4%4,9440.7%IndustrialsZTSZoetis$1,184,101$1,184,101 ▲New Holding7,1970.7%MedicalGOOGLAlphabet$975,430$142,266 ▲17.1%6,3010.6%Computer and TechnologyVOOVanguard S&P 500 ETF$943,899$157,574 ▲20.0%1,8330.6%ETFVYMVanguard High Dividend Yield ETF$891,955$19,088 ▲2.2%6,9160.5%ETFRTXRTX$790,195$3,973 ▼-0.5%5,9660.5%AerospaceCRH PLC$703,760$703,760 ▲New Holding8,0000.4%ORDLMTLockheed Martin$702,514$927,444 ▼-56.9%1,5710.4%AerospaceMDLZMondelez International$683,992$1,210,854 ▼-63.9%10,0860.4%Consumer StaplesVZVerizon Communications$681,625$13,651 ▲2.0%15,0300.4%Computer and TechnologyXOMExxon Mobil$652,286$39,125 ▲6.4%5,4850.4%EnergyKMBKimberly-Clark$641,199$7,544 ▼-1.2%4,5050.4%Consumer StaplesCSCOCisco Systems$634,130$28,631 ▼-4.3%10,2770.4%Computer and TechnologyMOAltria Group$630,513$12,728 ▲2.1%10,5020.4%Consumer StaplesCFCF Industries$604,340$101,830 ▲20.3%7,7390.4%Basic MaterialsCLColgate-Palmolive$600,587$43,187 ▲7.7%6,4110.4%Consumer StaplesKOCoca-Cola$597,409$18,976 ▼-3.1%8,3430.4%Consumer StaplesGISGeneral Mills$596,698$48,738 ▲8.9%9,9780.4%Consumer StaplesFOXAFOX$592,991$71,279 ▼-10.7%10,4740.4%Consumer DiscretionaryVICIVICI Properties$592,916$12,037 ▼-2.0%18,1760.4%FinanceDGXQuest Diagnostics$568,538$41,407 ▼-6.8%3,3640.3%MedicalUSBU.S. Bancorp$558,734$558,734 ▲New Holding13,2340.3%FinanceTMUST-Mobile US$536,354$536,354 ▲New Holding2,0110.3%Computer and TechnologyTSLATesla$423,912$23,579 ▲5.9%1,6360.3%Auto/Tires/TrucksHRBH&R Block$338,131$46,673 ▼-12.1%6,1580.2%Consumer DiscretionaryNEENextEra Energy$334,848$72,497 ▼-17.8%4,7250.2%UtilitiesCVXChevron$306,409$3,345 ▼-1.1%1,8320.2%EnergyVXUSVanguard Total International Stock ETF$252,783$807 ▲0.3%4,0710.2%ETFLOWLowe's Companies$214,346$3,265 ▲1.5%9190.1%Retail/WholesaleMETAMeta Platforms$213,805$213,805 ▲New Holding3700.1%Computer and TechnologyPANWPalo Alto Networks$209,695$209,695 ▲New Holding1,2270.1%Computer and TechnologyACNAccenture$0$1,109,041 ▼-100.0%00.0%Computer and TechnologyVLOValero Energy$0$537,910 ▼-100.0%00.0%EnergyCMCSAComcast$0$525,223 ▼-100.0%00.0%Consumer DiscretionaryOXYOccidental Petroleum$0$424,194 ▼-100.0%00.0%EnergyBABoeing$0$222,489 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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