MOKAN Wealth Management
Latest statistics and disclosures from MOKAN Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002053727
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Portfolio Holdings for MOKAN Wealth Management
MOKAN Wealth Management holds 72 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 6.8 | $11M | 184k | 58.18 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 6.8 | $11M | 116k | 91.43 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 6.2 | $9.7M | 98k | 99.15 |
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| Broadcom (AVGO) | 4.5 | $7.0M | 30k | 231.87 |
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| Vanguard World Inf Tech Etf (VGT) | 4.4 | $6.9M | 11k | 621.20 |
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| Apple (AAPL) | 4.1 | $6.4M | 26k | 250.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $6.1M | 14k | 453.34 |
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| Microsoft Corporation (MSFT) | 3.6 | $5.6M | 13k | 421.68 |
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| Amazon (AMZN) | 3.1 | $4.8M | 22k | 219.43 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.9 | $4.6M | 11k | 410.62 |
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| ConocoPhillips (COP) | 2.8 | $4.3M | 44k | 99.17 |
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| Merck & Co (MRK) | 2.5 | $3.9M | 39k | 99.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $3.8M | 20k | 190.38 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.4 | $3.8M | 141k | 27.32 |
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| Wal-Mart Stores (WMT) | 2.4 | $3.7M | 41k | 90.34 |
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| McDonald's Corporation (MCD) | 2.0 | $3.1M | 11k | 289.92 |
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| Abbvie (ABBV) | 1.8 | $2.8M | 16k | 177.70 |
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| NVIDIA Corporation (NVDA) | 1.6 | $2.5M | 19k | 134.30 |
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| Costco Wholesale Corporation (COST) | 1.5 | $2.4M | 2.6k | 918.95 |
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| Abbott Laboratories (ABT) | 1.5 | $2.4M | 21k | 113.10 |
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| UnitedHealth (UNH) | 1.5 | $2.3M | 4.6k | 506.27 |
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| Home Depot (HD) | 1.2 | $2.0M | 5.0k | 389.18 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $1.8M | 3.6k | 486.50 |
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| Johnson & Johnson (JNJ) | 1.1 | $1.7M | 12k | 144.60 |
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| Gilead Sciences (GILD) | 1.1 | $1.7M | 19k | 92.37 |
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| Cme (CME) | 1.1 | $1.7M | 7.3k | 232.19 |
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| Pepsi (PEP) | 1.1 | $1.7M | 11k | 152.11 |
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| Hershey Company (HSY) | 1.1 | $1.7M | 9.9k | 169.44 |
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| Mondelez Intl Cl A (MDLZ) | 1.1 | $1.7M | 28k | 59.74 |
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| Procter & Gamble Company (PG) | 1.1 | $1.7M | 9.9k | 167.64 |
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| Snap-on Incorporated (SNA) | 1.1 | $1.7M | 4.9k | 339.50 |
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| EOG Resources (EOG) | 1.0 | $1.6M | 13k | 122.49 |
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| CBOE Holdings (CBOE) | 1.0 | $1.6M | 8.4k | 195.74 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.6M | 9.3k | 169.46 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $1.3M | 6.8k | 195.74 |
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| Visa Com Cl A (V) | 0.8 | $1.2M | 3.9k | 315.73 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $1.2M | 2.3k | 526.56 |
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| Blackrock (BLK) | 0.8 | $1.2M | 1.2k | 1023.08 |
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| Paychex (PAYX) | 0.7 | $1.2M | 8.3k | 140.27 |
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| Yum! Brands (YUM) | 0.7 | $1.1M | 8.6k | 134.09 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.1M | 3.2k | 351.96 |
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| Devon Energy Corporation (DVN) | 0.7 | $1.1M | 34k | 32.73 |
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| Illinois Tool Works (ITW) | 0.7 | $1.1M | 4.3k | 253.55 |
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| Expeditors International of Washington (EXPD) | 0.7 | $1.1M | 9.8k | 110.74 |
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| Aon Shs Cl A (AON) | 0.7 | $1.1M | 3.0k | 359.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.0M | 5.4k | 189.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $863k | 6.8k | 127.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $823k | 1.5k | 538.71 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $694k | 6.0k | 115.68 |
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| Cisco Systems (CSCO) | 0.4 | $636k | 11k | 59.19 |
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| Tesla Motors (TSLA) | 0.4 | $624k | 1.5k | 403.57 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $598k | 4.6k | 131.14 |
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| Verizon Communications (VZ) | 0.4 | $589k | 15k | 39.99 |
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| General Mills (GIS) | 0.4 | $584k | 9.2k | 63.76 |
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| T. Rowe Price (TROW) | 0.4 | $573k | 5.1k | 113.14 |
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| Fox Corp Cl A Com (FOXA) | 0.4 | $570k | 12k | 48.58 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $555k | 5.2k | 107.58 |
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| CF Industries Holdings (CF) | 0.3 | $549k | 6.4k | 85.28 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $545k | 3.6k | 150.89 |
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| Vici Pptys (VICI) | 0.3 | $542k | 19k | 29.21 |
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| Colgate-Palmolive Company (CL) | 0.3 | $541k | 6.0k | 90.92 |
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| Altria (MO) | 0.3 | $538k | 10k | 52.28 |
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| Valero Energy Corporation (VLO) | 0.3 | $538k | 4.4k | 122.67 |
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| Coca-Cola Company (KO) | 0.3 | $536k | 8.6k | 62.24 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $525k | 14k | 37.52 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $424k | 8.6k | 49.41 |
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| Nextera Energy (NEE) | 0.3 | $412k | 5.7k | 71.71 |
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| H&R Block (HRB) | 0.2 | $370k | 7.0k | 52.84 |
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| Chevron Corporation (CVX) | 0.2 | $268k | 1.9k | 144.84 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $239k | 4.1k | 58.94 |
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| Lowe's Companies (LOW) | 0.1 | $224k | 905.00 | 246.99 |
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| Boeing Company (BA) | 0.1 | $223k | 1.3k | 177.00 |
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Past Filings by MOKAN Wealth Management
SEC 13F filings are viewable for MOKAN Wealth Management going back to 2024
- MOKAN Wealth Management 2024 Q4 filed Jan. 30, 2025