Mokan Wealth Management Inc. Incresed Positions in Q3 2025

Mokan Wealth Management Inc.

  • $199 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.1K
+ 15.5%
$459.11 - $506.91 $965K - $1.07M
15.7K $7.87B
VTV
Vanguard Value ETF

ETFs
5.26K
+ 45.48%
$175.51 - $186.57 $923K - $981K
16.8K $3.14B
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
COST
Costco Wholesale Corp

Consumer Defensive
509
+ 17.69%
$915.95 - $994.57 $466K - $506K
3.39K $3.13B
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
ABT
Abbott Laboratories

Healthcare
1.93K
+ 8.78%
$120.51 - $136.62 $233K - $264K
23.9K $3.21B
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
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.46%
$215.01 - $273.02 $1.08K - $1.37K
1.1K $276M
CVX
Chevron Corp

Energy
20
+ 1.05%
$145.57 - $161.83 $2.91K - $3.24K
1.92K $298M
VICI
Vici Properties Inc.

Real Estate
782
+ 3.74%
$31.43 - $33.93 $24.6K - $26.5K
21.7K $707M
JBL
Jabil Inc

Technology
90
+ 8.96%
$202.08 - $234.45 $18.2K - $21.1K
1.1K $238M
CL
Colgate Palmolive CO

Consumer Defensive
1.22K
+ 16.55%
$79.36 - $93.33 $96.6K - $114K
8.57K $685M
ZTS
Zoetis Inc.

Healthcare
624
+ 7.87%
$141.13 - $159.19 $88.1K - $99.3K
8.56K $1.25B
PG
Procter & Gamble CO

Consumer Defensive
650
+ 4.24%
$150.47 - $161.22 $97.8K - $105K
16K $2.45B
META
Meta Platforms, Inc.

Communication Services
13
+ 3.43%
$695.21 - $791.73 $9.04K - $10.3K
392 $290M
TMUS
T Mobile Us, Inc.

Communication Services
7
+ 0.35%
$226.02 - $259.01 $1.58K - $1.81K
2.03K $485M
V
Visa Inc.

Financial Services
166
+ 4.08%
$332.09 - $358.86 $55.1K - $59.6K
4.24K $1.45B
ACN
Accenture PLC

Technology
909
+ 21.54%
$232.56 - $304.78 $211K - $277K
5.13K $1.26B
PAYX
Paychex Inc

Industrials
1.19K
+ 13.27%
$126.69 - $147.99 $150K - $175K
10.1K $1.28B
PM
Philip Morris International Inc.

Consumer Defensive
15
+ 1.21%
$157.77 - $183.27 $2.37K - $2.75K
1.25K $203M
HRB
H&R Block Inc

Consumer Cyclical
41
+ 0.66%
$49.28 - $56.76 $2.02K - $2.33K
6.24K $316M
KO
Coca Cola CO

Consumer Defensive
86
+ 1.03%
$65.67 - $71.67 $5.65K - $6.16K
8.45K $560M
AVY
Avery Dennison Corp

Industrials
318
+ 4.25%
$158.71 - $184.63 $50.5K - $58.7K
7.81K $1.27B
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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