Mokan Wealth Management Inc. Incresed Positions 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
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.8K
+ 10.71%
$91.46 - $91.76 $1.35M - $1.36M
153K $14B
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
CME
Cme Group Inc.

Financial Services
4.15K
+ 138.77%
$261.53 - $285.04 $1.09M - $1.18M
7.14K $1.95B
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
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
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
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
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
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
TOL
Toll Brothers, Inc.

Consumer Cyclical
551
+ 35.3%
$127.26 - $142.72 $70.1K - $78.6K
2.11K $286M
AVT
Avnet Inc

Technology
1.74K
+ 42.16%
$46.45 - $53.07 $80.9K - $92.4K
5.87K $282M
FLEX
Flex Ltd.

Technology
850
+ 20.38%
$56.13 - $66.1 $47.7K - $56.2K
5.02K $303M
EXEL
Exelixis, Inc.

Healthcare
1.09K
+ 21.8%
$34.54 - $43.59 $37.5K - $47.3K
6.07K $266M
PODD
Insulet Corp

Healthcare
261
+ 39.85%
$305.98 - $336.84 $79.9K - $87.9K
916 $260M
CAT
Caterpillar Inc

Industrials
23
+ 4.88%
$480.82 - $585.49 $11.1K - $13.5K
494 $283M
NBIX
Neurocrine Biosciences Inc

Healthcare
378
+ 24.15%
$136.63 - $154.8 $51.6K - $58.5K
1.94K $276M
TSLA
Tesla, Inc.

Consumer Cyclical
106
+ 6.37%
$401.99 - $468.37 $42.6K - $49.6K
1.77K $796M
DY
Dycom Industries Inc

Industrials
24
+ 2.33%
$279.52 - $298.82 $6.71K - $7.17K
1.06K $356M
XOM
Exxon Mobil Corp

Energy
77
+ 1.32%
$110.64 - $119.78 $8.52K - $9.22K
5.9K $711M
CHTR
Charter Communications, Inc.

Communication Services
491
+ 61.38%
$201.84 - $282.74 $99.1K - $139K
1.29K $269M
MPWR
Monolithic Power Systems Inc

Technology
46
+ 18.55%
$904.44 - $1105.05 $41.6K - $50.8K
294 $267M
NEE
Nextera Energy Inc

Utilities
141
+ 3.13%
$78.18 - $86.03 $11K - $12.1K
4.65K $373M
PANW
Palo Alto Networks Inc

Technology
306
+ 18.74%
$204.77 - $221.38 $62.7K - $67.7K
1.94K $357M
AOS
Smith A O Corp

Industrials
2.07K
+ 11.72%
$64.74 - $73.54 $134K - $152K
19.8K $1.32B
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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