Mokan Wealth Management Inc. Purchases in Q3 2025

Mokan Wealth Management Inc.

  • $199 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
9.36K
New
$282.78 - $316.06 $2.65M - $2.96M
9.36K $2.95B
VUG
Vanguard Growth ETF

ETFs
4.51K
+ 49.06%
$433.97 - $484.08 $1.96M - $2.18M
13.7K $6.57B
VGT
Vanguard Information Technolog

ETFs
1.59K
+ 15.52%
$656.44 - $753.15 $1.05M - $1.2M
11.9K $8.85B
WMT
Walmart Inc.

Consumer Defensive
12.3K
+ 28.34%
$94.4 - $104.27 $1.16M - $1.28M
55.6K $5.73B
AOS
Smith A O Corp

Industrials
17.7K
New
$67.24 - $74.3 $1.19M - $1.31M
17.7K $1.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.1K
+ 15.5%
$459.11 - $506.91 $965K - $1.07M
15.7K $7.87B
GWW
W.W. Grainger, Inc.

Industrials
1.31K
New
$932.44 - $1059.49 $1.22M - $1.39M
1.31K $1.25B
CTSH
Cognizant Technology Solutions Corp

Technology
18.4K
New
$66.67 - $80.98 $1.23M - $1.49M
18.4K $1.24B
VTV
Vanguard Value ETF

ETFs
5.26K
+ 45.48%
$175.51 - $186.57 $923K - $981K
16.8K $3.14B
KHC
Kraft Heinz CO

Consumer Defensive
26.9K
New
$25.63 - $28.94 $691K - $780K
26.9K $702M
ITW
Illinois Tool Works Inc

Industrials
2.15K
+ 37.65%
$252.31 - $269.41 $543K - $580K
7.87K $2.06B
VGSH
Vanguard

ETFs
8.42K
+ 4.0%
$58.43 - $58.88 $492K - $496K
219K $12.9B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.92K
+ 4.43%
$99.12 - $99.52 $488K - $490K
116K $11.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.81K
+ 3.6%
$91.44 - $91.77 $439K - $441K
138K $12.7B
MCD
Mcdonalds Corp

Consumer Cyclical
958
+ 8.06%
$291.67 - $316.99 $279K - $304K
12.8K $3.9B
MSFT
Microsoft Corp

Technology
172
+ 1.42%
$491.09 - $535.64 $84.5K - $92.1K
12.3K $6.35B
COST
Costco Wholesale Corp

Consumer Defensive
509
+ 17.69%
$915.95 - $994.57 $466K - $506K
3.39K $3.13B
ACLS
Axcelis Technologies Inc

Technology
2.63K
New
$67.69 - $100.44 $178K - $264K
2.63K $257M
VIG
Vanguard Dividend Appreciation

ETFs
712
+ 8.46%
N/A
9.13K $1.97B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
230
+ 10.7%
$567.77 - $614.76 $131K - $141K
2.38K $1.45B
MPWR
Monolithic Power Systems Inc

Technology
248
New
$711.24 - $922.81 $176K - $229K
248 $229M
CNC
Centene Corp

Healthcare
6.41K
New
$25.21 - $56.65 $161K - $363K
6.41K $228M
CAT
Caterpillar Inc

Industrials
471
New
$390.92 - $477.15 $184K - $225K
471 $225M
CHTR
Charter Communications, Inc.

Communication Services
800
New
$256.57 - $418.22 $205K - $335K
800 $220M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.57K
New
$123.98 - $146.67 $194K - $230K
1.57K $220M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.11K
New
$163.62 - $210.2 $182K - $234K
1.11K $217M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.83K
New
$41.53 - $66.18 $159K - $254K
3.83K $217M
DHI
Horton D R Inc

Consumer Cyclical
1.28K
New
$129.82 - $184.04 $166K - $235K
1.28K $216M
AVT
Avnet Inc

Technology
4.13K
New
$49.46 - $56.3 $204K - $233K
4.13K $216M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.56K
New
$113.78 - $148.0 $178K - $231K
1.56K $215M
ABT
Abbott Laboratories

Healthcare
1.93K
+ 8.78%
$120.51 - $136.62 $233K - $264K
23.9K $3.21B
ABG
Asbury Automotive Group Inc

Consumer Cyclical
855
New
$220.33 - $265.97 $188K - $227K
855 $208M
ZM
Zoom Video Communications, Inc.

Technology
2.51K
New
$69.77 - $86.83 $175K - $218K
2.51K $207M
EXEL
Exelixis, Inc.

Healthcare
4.98K
New
$36.22 - $46.25 $180K - $230K
4.98K $206M
PODD
Insulet Corp

Healthcare
655
New
$277.3 - $352.82 $182K - $231K
655 $202M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
968
+ 13.41%
$132.9 - $142.03 $129K - $137K
8.19K $1.15B
CF
Cf Industries Holdings, Inc.

Basic Materials
1.41K
+ 19.71%
$80.91 - $98.75 $114K - $140K
8.58K $770M
CME
Cme Group Inc.

Financial Services
388
+ 14.9%
$258.83 - $287.1 $100K - $111K
2.99K $809M
CAG
Conagra Brands Inc.

Consumer Defensive
8.29K
+ 28.31%
$18.04 - $21.14 $150K - $175K
37.6K $688M
DY
Dycom Industries Inc

Industrials
155
+ 17.69%
$244.32 - $294.01 $37.9K - $45.6K
1.03K $301M
GIS
General Mills Inc

Consumer Defensive
2.05K
+ 16.27%
$48.44 - $53.83 $99.3K - $110K
14.6K $738M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
749
+ 18.27%
$68.24 - $73.73 $51.1K - $55.2K
4.85K $356M
DGX
Quest Diagnostics Inc

Healthcare
146
+ 3.82%
N/A
3.96K $756M
KMB
Kimberly Clark Corp

Consumer Defensive
746
+ 14.56%
$121.72 - $136.77 $90.8K - $102K
5.87K $730M
VZ
Verizon Communications Inc

Communication Services
1.23K
+ 7.48%
$40.84 - $45.06 $50.2K - $55.4K
17.7K $776M
PANW
Palo Alto Networks Inc

Technology
305
+ 22.97%
$167.06 - $208.19 $51K - $63.5K
1.63K $333M
AMZN
Amazon Com Inc

Consumer Cyclical
165
+ 0.77%
$211.65 - $238.24 $34.9K - $39.3K
21.5K $4.72B
FLEX
Flex Ltd.

Technology
140
+ 3.47%
$48.49 - $59.33 $6.79K - $8.31K
4.17K $242M
XOM
Exxon Mobil Corp

Energy
48
+ 0.83%
$105.83 - $117.22 $5.08K - $5.63K
5.83K $657M
Activity Summary
Buys All Purchases 66 New Holdings 21 Increased Positions 45 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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