Mokan Wealth Management Inc. Purchases in Q4 2025

Mokan Wealth Management Inc.

  • $225 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
6.66K
+ 56.14%
$736.33 - $801.52 $4.9M - $5.34M
18.5K $14B
VUG
Vanguard Growth ETF

ETFs
9.67K
+ 70.6%
$470.44 - $504.26 $4.55M - $4.88M
23.4K $11.4B
MCO
Moodys Corp

Financial Services
2.77K
New
$468.56 - $495.08 $1.3M - $1.37M
2.77K $1.41B
JKHY
Henry Jack & Associates Inc

Technology
7.44K
New
$146.26 - $167.17 $1.09M - $1.24M
7.44K $1.36B
VGSH
Vanguard

ETFs
23.3K
+ 10.66%
$58.64 - $58.96 $1.37M - $1.38M
242K $14.2B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
13.9K
+ 11.98%
$99.21 - $99.52 $1.38M - $1.38M
130K $12.9B
ADP
Automatic Data Processing Inc

Industrials
5.08K
New
$250.9 - $292.94 $1.27M - $1.49M
5.08K $1.31B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.8K
+ 10.71%
$91.46 - $91.76 $1.35M - $1.36M
153K $14B
DPZ
Dominos Pizza Inc

Consumer Cyclical
3.07K
New
$398.46 - $431.24 $1.22M - $1.32M
3.07K $1.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.5K
+ 15.94%
$475.68 - $513.11 $1.19M - $1.28M
18.2K $9.13B
AVGO
Broadcom Inc.

Technology
1.47K
+ 5.81%
$324.63 - $385.98 $478K - $569K
26.8K $9.28B
WMT
Walmart Inc.

Consumer Defensive
3.73K
+ 6.7%
$101.18 - $109.03 $377K - $406K
59.3K $6.61B
AMZN
Amazon Com Inc

Consumer Cyclical
2.34K
+ 10.91%
$213.04 - $254.0 $499K - $595K
23.8K $5.5B
MCD
Mcdonalds Corp

Consumer Cyclical
2.46K
+ 19.15%
$293.81 - $310.11 $722K - $763K
15.3K $4.68B
AVY
Avery Dennison Corp

Industrials
3.32K
+ 42.5%
$157.49 - $186.28 $523K - $618K
11.1K $2.02B
NVDA
Nvidia Corp

Technology
3.9K
+ 18.98%
$179.83 - $207.04 $702K - $808K
24.5K $4.56B
VTV
Vanguard Value ETF

ETFs
3.27K
+ 19.46%
$182.87 - $189.72 $598K - $621K
20.1K $3.84B
ACN
Accenture PLC

Technology
2.19K
+ 42.73%
$234.02 - $253.35 $513K - $555K
7.32K $1.96B
COP
Conocophillips

Energy
7.06K
+ 21.17%
$85.66 - $95.46 $605K - $674K
40.4K $3.78B
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 18.1%
$294.11 - $320.41 $498K - $543K
11.1K $3.56B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4K
+ 48.89%
$137.47 - $143.13 $550K - $573K
12.2K $1.75B
GOOGL
Alphabet Inc.

Communication Services
264
+ 4.11%
$236.57 - $291.31 $62.5K - $76.9K
6.69K $2.1B
COST
Costco Wholesale Corp

Consumer Defensive
855
+ 25.24%
$910.94 - $954.99 $779K - $817K
4.24K $3.66B
ABBV
Abb Vie Inc.

Healthcare
2.13K
+ 11.73%
$211.96 - $244.38 $452K - $522K
20.3K $4.64B
ABT
Abbott Laboratories

Healthcare
4.91K
+ 20.52%
$123.62 - $134.59 $607K - $661K
28.9K $3.62B
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
New
$321.8 - $337.95 $386K - $405K
1.2K $402M
MU
Micron Technology Inc

Technology
1.06K
New
$181.6 - $253.3 $192K - $268K
1.06K $302M
HD
Home Depot, Inc.

Consumer Cyclical
2K
+ 31.19%
$358.03 - $397.02 $715K - $792K
8.4K $2.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
411
+ 17.28%
$600.51 - $631.95 $247K - $260K
2.79K $1.75B
MMSI
Merit Medical Systems Inc

Healthcare
3.22K
New
$78.99 - $89.39 $254K - $288K
3.22K $284M
CRH.L
Crh PLC

Basic Materials
2.15K
+ 77.24%
N/A
4.93K $615M
MSFT
Microsoft Corp

Technology
1.43K
+ 11.63%
$496.82 - $542.07 $708K - $772K
13.7K $6.62B
UTHR
United Therapeutics Corp

Healthcare
548
New
$415.34 - $466.4 $228K - $256K
548 $266M
RL
Ralph Lauren Corp

Consumer Cyclical
742
New
$309.29 - $340.21 $229K - $252K
742 $262M
ELAN
Elanco Animal Health Inc

Healthcare
11.3K
New
$19.76 - $22.86 $223K - $258K
11.3K $256M
CHWY
Chewy, Inc.

Consumer Cyclical
7.56K
New
$32.82 - $39.54 $248K - $299K
7.56K $250M
THC
Tenet Healthcare Corp

Healthcare
1.2K
New
$189.58 - $216.17 $227K - $259K
1.2K $239M
PINS
Pinterest, Inc.

Communication Services
8.96K
New
$25.75 - $35.24 $231K - $316K
8.96K $232M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.52K
New
$23.02 - $24.23 $196K - $206K
8.52K $205M
VIG
Vanguard Dividend Appreciation

ETFs
713
+ 7.81%
N/A
9.84K $2.16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.99K
+ 41.02%
$72.17 - $75.74 $144K - $151K
6.84K $516M
GWW
W.W. Grainger, Inc.

Industrials
43
+ 3.28%
$926.21 - $979.0 $39.8K - $42.1K
1.36K $1.36B
PAYX
Paychex Inc

Industrials
2.13K
+ 21.08%
$111.08 - $128.59 $237K - $274K
12.2K $1.37B
V
Visa Inc.

Financial Services
129
+ 3.04%
$325.75 - $352.42 $42K - $45.5K
4.37K $1.53B
AMCR
Amcor PLC

Consumer Cyclical
10.2K
New
$7.82 - $8.58 $79.7K - $87.5K
10.2K $85M
ZTS
Zoetis Inc.

Healthcare
2.03K
+ 23.66%
$118.8 - $147.53 $241K - $299K
10.6K $1.33B
AON
Aon PLC

Financial Services
251
+ 6.88%
$326.07 - $366.93 $81.8K - $92.1K
3.9K $1.37B
ZM
Zoom Video Communications, Inc.

Technology
712
+ 28.39%
$79.17 - $87.23 $56.4K - $62.1K
3.22K $278M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
348
+ 40.7%
$217.98 - $253.39 $75.9K - $88.2K
1.2K $279M
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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