Mokan Wealth Management Inc. Top Holdings and 13F Report (2025) About Mokan Wealth Management Inc.Investment ActivityMokan Wealth Management Inc. has $157.19 million in total holdings as of December 31, 2024.Mokan Wealth Management Inc. owns shares of 72 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Short-Term Treasury Index ETF $10,714,884SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,622,796SPDR Bloomberg 3-12 Month T-Bill ETF $9,716,231Broadcom $7,008,056Vanguard Information Technology ETF $6,861,101 Sector AllocationMap of 500 Largest Holdings ofMokan Wealth Management Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$10,714,884184,1716.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,622,796116,1866.8%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$9,716,23197,9966.2%ETFAVGOBroadcom$7,008,05630,2244.5%Computer and TechnologyVGTVanguard Information Technology ETF$6,861,10111,0454.4%ETFAAPLApple$6,403,74625,5634.1%Computer and TechnologyBRK.BBerkshire Hathaway$6,101,08713,4583.9%FinanceMSFTMicrosoft$5,623,55413,3363.6%Computer and TechnologyAMZNAmazon.com$4,842,28522,0683.1%Retail/WholesaleVUGVanguard Growth ETF$4,633,86911,2852.9%ETFCOPConocoPhillips$4,345,05943,8142.8%Oils/EnergyMRKMerck & Co., Inc.$3,918,98239,3952.5%MedicalGOOGAlphabet$3,841,87020,1802.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,839,394140,5322.4%ETFWMTWalmart$3,706,09641,0222.4%Retail/WholesaleMCDMcDonald's$3,126,75610,7852.0%Retail/WholesaleABBVAbbVie$2,849,26416,0341.8%MedicalNVDANVIDIA$2,492,59918,5601.6%Computer and TechnologyCOSTCostco Wholesale$2,414,0762,6271.5%Retail/WholesaleABTAbbott Laboratories$2,359,13120,8591.5%MedicalUNHUnitedHealth Group$2,314,1744,5711.5%MedicalHDHome Depot$1,950,1735,0111.2%Retail/WholesaleLMTLockheed Martin$1,773,2853,6451.1%AerospaceJNJJohnson & Johnson$1,738,93212,0261.1%MedicalGILDGilead Sciences$1,734,70818,7791.1%MedicalCMECME Group$1,685,0197,2571.1%FinancePEPPepsiCo$1,676,24811,0201.1%Consumer StaplesHSYHershey$1,671,2019,8631.1%Consumer StaplesMDLZMondelez International$1,669,30927,9411.1%Consumer StaplesPGProcter & Gamble$1,667,1849,9451.1%Consumer StaplesSNASnap-on$1,656,1024,8781.1%Consumer DiscretionaryEOGEOG Resources$1,644,97213,4291.0%Oils/EnergyCBOECboe Global Markets$1,642,0218,3891.0%Financial ServicesVTVVanguard Value ETF$1,569,5139,2621.0%ETFVIGVanguard Dividend Appreciation ETF$1,339,6136,8440.9%ETFVVisa$1,235,7713,9140.8%Business ServicesMAMastercard$1,217,4052,3120.8%Business ServicesBLACKROCK INC$1,195,9761,1690.8%COMPAYXPaychex$1,159,3678,2650.7%Business ServicesYUMYum! Brands$1,146,4418,5500.7%Retail/WholesaleACNAccenture$1,109,0413,1510.7%Computer and TechnologyDVNDevon Energy$1,097,97033,5420.7%Oils/EnergyITWIllinois Tool Works$1,096,0944,3230.7%Industrial ProductsEXPDExpeditors International of Washington$1,088,4689,8290.7%TransportationAONAON$1,086,1543,0240.7%FinanceGOOGLAlphabet$1,019,5285,3820.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$863,3806,7680.5%ETFVOOVanguard S&P 500 ETF$822,6041,5270.5%ETFRTXRTX$693,6135,9960.4%AerospaceCSCOCisco Systems$635,74010,7410.4%Computer and TechnologyTSLATesla$623,5171,5450.4%Auto/Tires/TrucksKMBKimberly-Clark$597,7204,5580.4%Consumer StaplesVZVerizon Communications$589,00814,7290.4%Computer and TechnologyGISGeneral Mills$584,2039,1630.4%Consumer StaplesTROWT. Rowe Price Group$572,8345,0630.4%FinanceFOXAFOX$569,94811,7330.4%Consumer DiscretionaryXOMExxon Mobil$554,6645,1560.4%Oils/EnergyCFCF Industries$548,7856,4350.3%Basic MaterialsDGXQuest Diagnostics$544,5683,6090.3%MedicalVICIVICI Properties$541,63718,5450.3%FinanceCLColgate-Palmolive$540,9655,9500.3%Consumer StaplesMOAltria Group$537,92610,2900.3%Consumer StaplesVLOValero Energy$537,9104,3850.3%Oils/EnergyKOCoca-Cola$535,7418,6080.3%Consumer StaplesCMCSAComcast$525,22313,9970.3%Consumer DiscretionaryOXYOccidental Petroleum$424,1948,5850.3%Oils/EnergyNEENextEra Energy$412,1645,7480.3%UtilitiesHRBH&R Block$370,3077,0080.2%Consumer DiscretionaryCVXChevron$268,2461,8520.2%Oils/EnergyVXUSVanguard Total International Stock ETF$239,1614,0580.2%ETFLOWLowe's Companies$223,5239050.1%Retail/WholesaleBABoeing$222,4891,2570.1%AerospaceShowing largest 100 holdings. View all holdings. 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