MOKAN Wealth Management

MOKAN Wealth Management as of March 31, 2025

Portfolio Holdings for MOKAN Wealth Management

MOKAN Wealth Management holds 74 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.9 $11M 194k 58.69
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 6.8 $11M 123k 91.72
Spdr Ser Tr Bloomberg 3-12 M (BILS) 6.2 $10M 103k 99.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.3 $7.2M 14k 532.47
Vanguard World Inf Tech Etf (VGT) 4.2 $6.9M 13k 541.99
Apple (AAPL) 3.7 $6.1M 28k 222.18
Microsoft Corporation (MSFT) 3.4 $5.6M 15k 375.35
ConocoPhillips (COP) 3.3 $5.5M 53k 105.02
Broadcom (AVGO) 3.2 $5.3M 32k 167.39
Vanguard Index Fds Growth Etf (VUG) 2.9 $4.8M 13k 370.73
Amazon (AMZN) 2.8 $4.7M 25k 190.27
Merck & Co (MRK) 2.4 $4.0M 45k 89.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $4.0M 144k 27.96
Wal-Mart Stores (WMT) 2.2 $3.7M 42k 87.79
McDonald's Corporation (MCD) 2.1 $3.4M 11k 312.48
Alphabet Cap Stk Cl C (GOOG) 2.0 $3.3M 21k 156.24
Abbvie (ABBV) 1.9 $3.2M 15k 209.50
UnitedHealth (UNH) 1.7 $2.8M 5.4k 523.55
Abbott Laboratories (ABT) 1.6 $2.6M 20k 132.65
Costco Wholesale Corporation (COST) 1.5 $2.5M 2.6k 947.15
Procter & Gamble Company (PG) 1.4 $2.3M 14k 170.48
NVIDIA Corporation (NVDA) 1.4 $2.3M 21k 108.39
Home Depot (HD) 1.3 $2.1M 5.7k 366.94
CBOE Holdings (CBOE) 1.2 $2.0M 8.7k 226.65
Johnson & Johnson (JNJ) 1.2 $2.0M 12k 165.82
Cme (CME) 1.2 $1.9M 7.3k 265.24
EOG Resources (EOG) 1.2 $1.9M 15k 128.30
Snap-on Incorporated (SNA) 1.1 $1.9M 5.6k 336.72
Gilead Sciences (GILD) 1.1 $1.8M 16k 112.04
Pepsi (PEP) 1.1 $1.8M 12k 149.88
Hershey Company (HSY) 1.1 $1.8M 11k 171.05
Vanguard Index Fds Value Etf (VTV) 1.1 $1.8M 10k 172.84
T. Rowe Price (TROW) 1.0 $1.7M 19k 91.87
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.5M 7.7k 193.96
Devon Energy Corporation (DVN) 0.8 $1.4M 37k 37.40
Visa Com Cl A (V) 0.8 $1.3M 3.8k 350.03
Mastercard Incorporated Cl A (MA) 0.8 $1.3M 2.4k 547.00
Blackrock (BLK) 0.8 $1.3M 1.4k 947.00
Expeditors International of Washington (EXPD) 0.8 $1.3M 11k 120.22
Paychex (PAYX) 0.8 $1.3M 8.3k 154.26
Qualcomm (QCOM) 0.8 $1.3M 8.3k 153.61
Yum! Brands (YUM) 0.8 $1.3M 8.0k 157.27
Aon Shs Cl A (AON) 0.7 $1.2M 3.1k 399.51
Illinois Tool Works (ITW) 0.7 $1.2M 4.9k 248.02
Zoetis Cl A (ZTS) 0.7 $1.2M 7.2k 164.53
Alphabet Cap Stk Cl A (GOOGL) 0.6 $975k 6.3k 154.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $944k 1.8k 514.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $892k 6.9k 128.97
Raytheon Technologies Corp (RTX) 0.5 $790k 6.0k 132.45
CRH Ord (CRH) 0.4 $704k 8.0k 87.97
Lockheed Martin Corporation (LMT) 0.4 $703k 1.6k 447.18
Mondelez Intl Cl A (MDLZ) 0.4 $684k 10k 67.82
Verizon Communications (VZ) 0.4 $682k 15k 45.35
Exxon Mobil Corporation (XOM) 0.4 $652k 5.5k 118.92
Kimberly-Clark Corporation (KMB) 0.4 $641k 4.5k 142.33
Cisco Systems (CSCO) 0.4 $634k 10k 61.70
Altria (MO) 0.4 $631k 11k 60.04
CF Industries Holdings (CF) 0.4 $604k 7.7k 78.09
Colgate-Palmolive Company (CL) 0.4 $601k 6.4k 93.68
Coca-Cola Company (KO) 0.4 $597k 8.3k 71.61
General Mills (GIS) 0.4 $597k 10k 59.80
Fox Corp Cl A Com (FOXA) 0.4 $593k 11k 56.62
Vici Pptys (VICI) 0.4 $593k 18k 32.62
Quest Diagnostics Incorporated (DGX) 0.3 $569k 3.4k 169.01
Us Bancorp Del Com New (USB) 0.3 $559k 13k 42.22
Metropcs Communications (TMUS) 0.3 $536k 2.0k 266.71
Tesla Motors (TSLA) 0.3 $424k 1.6k 259.11
H&R Block (HRB) 0.2 $338k 6.2k 54.91
Nextera Energy (NEE) 0.2 $335k 4.7k 70.87
Chevron Corporation (CVX) 0.2 $306k 1.8k 167.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $253k 4.1k 62.09
Lowe's Companies (LOW) 0.1 $214k 919.00 233.24
Meta Platforms Cl A (META) 0.1 $214k 370.00 577.85
Palo Alto Networks (PANW) 0.1 $210k 1.2k 170.90