Mokan Wealth Management Inc. Reduced Holdings in Q4 2025

Mokan Wealth Management Inc.

  • $225 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19.2K
- 13.75%
$26.44 - $27.53 $507K - $527K
120K $3.3B
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.2K
- 13.24%
$232.68 - $260.88 $279K - $313K
7.86K $1.97B
SNA
Snap On Inc

Industrials
-566
- 8.83%
$327.33 - $349.13 $185K - $198K
5.85K $2.01B
CF
Cf Industries Holdings, Inc.

Basic Materials
-839
- 9.78%
$81.45 - $92.06 $68.3K - $77.2K
7.74K $599M
JNJ
Johnson & Johnson

Healthcare
-2.04K
- 16.32%
$185.98 - $199.58 $378K - $406K
10.4K $2.16B
MO
Altria Group, Inc.

Consumer Defensive
-531
- 4.76%
$56.38 - $66.65 $29.9K - $35.4K
10.6K $613M
VZ
Verizon Communications Inc

Communication Services
-1.4K
- 7.94%
$38.4 - $43.83 $53.9K - $61.5K
16.3K $662M
GIS
General Mills Inc

Consumer Defensive
-1.14K
- 7.81%
$45.98 - $50.93 $52.6K - $58.3K
13.5K $628M
PEP
Pepsico Inc

Consumer Defensive
-1.08K
- 7.46%
$138.84 - $153.71 $150K - $166K
13.4K $1.93B
VICI
Vici Properties Inc.

Real Estate
-160
- 0.74%
$29.52 - $32.91 $4.72K - $5.27K
21.5K $605M
GILD
Gilead Sciences, Inc.

Healthcare
-1.46K
- 19.97%
$110.56 - $125.2 $161K - $182K
5.84K $717M
TROW
Price T Rowe Group Inc

Financial Services
-839
- 11.46%
$101.07 - $106.13 $84.8K - $89K
6.48K $664M
FOXA
Fox Corp

Communication Services
-2.74K
- 23.06%
$57.0 - $66.71 $156K - $183K
9.15K $669M
CAG
Conagra Brands Inc.

Consumer Defensive
-2.14K
- 5.69%
$16.7 - $19.3 $35.7K - $41.2K
35.4K $613M
CL
Colgate Palmolive CO

Consumer Defensive
-801
- 9.35%
$74.98 - $79.86 $60.1K - $64K
7.77K $614M
USB
Us Bancorp \De\

Financial Services
-2.69K
- 18.03%
$45.28 - $48.26 $122K - $130K
12.2K $651M
YUM
Yum Brands Inc

Consumer Cyclical
-194
- 2.04%
$138.21 - $153.19 $26.8K - $29.7K
9.31K $1.41B
META
Meta Platforms, Inc.

Communication Services
-1
- 0.26%
$609.01 - $751.67 $609 - $752
391 $260M
UNH
Unitedhealth Group Inc

Healthcare
-41
- 4.47%
$320.52 - $369.92 $13.1K - $15.2K
877 $291M
KO
Coca Cola CO

Consumer Defensive
-247
- 2.92%
$66.1 - $71.61 $16.3K - $17.7K
8.2K $573M
RTX
Raytheon Technologies Corp

Industrials
-26
- 0.44%
$157.0 - $179.44 $4.08K - $4.67K
5.91K $1.08B
CTSH
Cognizant Technology Solutions Corp

Technology
-1.72K
- 9.35%
$65.47 - $74.66 $113K - $128K
16.7K $1.39B
AAPL
Apple Inc.

Technology
-588
- 2.21%
$245.27 - $275.25 $144K - $162K
26K $7.07B
GOOG
Alphabet Inc.

Communication Services
-1.49K
- 9.99%
$237.49 - $291.74 $353K - $434K
13.4K $4.2B
MRK
Merck & Co., Inc.

Healthcare
-4.79K
- 9.39%
$82.49 - $92.93 $395K - $445K
46.2K $4.86B
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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