MW

MOKAN Wealth Management Inc.

13F
MOKAN Wealth Management Inc.
Last update 2025-04-23 74 Stocks (7 new)
Value $166.00 Mil Turnover 10 %
Countries:
Top Holdings: VGSH(6.88%)BIL(6.79%)BILS(6.19%)BRK.B(4.34%)VGT(4.16%)
Summary Stock Picks Current Portfolio
MOKAN Wealth Management Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
194,440
11,411.4
+5.58%
6.880
+0.36%
0.050
+0.57%
+2.54%
23,030.4
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
122,847
11,267.9
+5.73%
6.790
+0.37%
0.020
+1.08%
+2.14%
42,785.6
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
103,310
10,278.5
+5.42%
6.190
+0.32%
0.260
+1.00%
+2.09%
3,847.2
 
BRK.B
Berkshire Hathaway Inc
13,522
7,200.0
+0.48%
4.340
+0.02%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
VGT
Vanguard Information Technology ETF
12,747
6,908.7
+15.41%
4.160
+0.56%
0.010
+31.92%
+8.65%
79,404.6
 
AAPL
Apple Inc
27,511
6,112.4
+7.62%
3.680
+0.26%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
15,006
5,632.6
+12.52%
3.390
+0.38%
0.000
+33.94%
+18.80%
3,707,650.2
Software
COP
ConocoPhillips
52,551
5,518.8
+19.94%
3.330
+0.55%
0.000
-0.81%
-3.96%
118,262.6
Oil & Gas
AVGO
Broadcom Inc
31,517
5,275.6
+4.28%
3.180
+0.13%
0.000
+79.10%
+19.33%
1,294,301.1
Semiconductors
VUG
Vanguard Growth ETF
13,062
4,842.5
+15.75%
2.920
+0.40%
0.000
+24.44%
+7.95%
152,432.4
 

MOKAN Wealth Management Inc.'s Historical Top Holdings Breakdowns

MOKAN Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QCOM
Qualcomm Inc
2025-03-31
New Buy
New Buy
+0.76%
●
151.94 ($163) 175.86
$162.21
-0.48%
New holding
8,261
8,261
TROW
T. Rowe Price Group Inc
2025-03-31
Add
Add
+0.75%
●
91.57 ($105.67) 116.92
$100.15
-5.22%
Add 266.64%
18,563
13,500
ZTS
Zoetis Inc
2025-03-31
New Buy
New Buy
+0.71%
●
156.48 ($166.29) 175.67
$159.18
-4.28%
New holding
7,197
7,197
ACN
Accenture PLC
2025-03-31
Sold Out
Sold Out
-0.71%
●
300.91 ($353.16) 398.25
$304.78
-13.70%
Sold Out
0
-3,151
MDLZ
Mondelez International Inc
2025-03-31
Reduce
Reduce
-0.68%
●
56.12 ($61.63) 68.15
$68.99
11.94%
Reduce -63.9%
10,086
-17,855
LMT
Lockheed Martin Corp
2025-03-31
Reduce
Reduce
-0.64%
●
423.19 ($460.32) 506.29
$462.52
0.48%
Reduce -56.9%
1,571
-2,074
VGT
Vanguard Information Technology ETF
2025-03-31
Add
Add
+0.56%
●
542.38 ($602.71) 646.34
$674.02
11.83%
Add 15.41%
12,747
1,702
COP
ConocoPhillips
2025-03-31
Add
Add
+0.55%
●
88.6 ($99.73) 105.85
$93.68
-6.07%
Add 19.94%
52,551
8,737
CRH
CRH PLC
2025-03-31
New Buy
New Buy
+0.42%
●
87.97 ($98.34) 110.51
$94.94
-3.46%
New holding
8,000
8,000
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.40%
●
369.1 ($404.54) 427.61
$441.98
9.25%
Add 15.75%
13,062
1,777

MOKAN Wealth Management Inc. Total Holding History ($B)

To

MOKAN Wealth Management Inc.'s Asset Allocation

To

MOKAN Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MOKAN Wealth Management Inc.'s Hypothetical Growth since 2025-03-31

MOKAN Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

MOKAN Wealth Management Inc.'s Holdings Heat Map

Size field:

MOKAN Wealth Management Inc.'s Holdings Bubble Chart

MOKAN Wealth Management Inc. News

  • 1

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