Mokan Wealth Management Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $10.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.6B, Spdr Bloomberg 3 12 Month T Bi with a value of $9.72B, Broadcom Inc. with a value of $7.01B, and Vanguard Information Technolog with a value of $6.86B.
Examining the 13F form we can see an increase of $157B in the current position value.
Mokan Wealth Management Inc. is based out at Overland Park, KS
Below you can find more details about Mokan Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$157 Billion
ETFs: $51.2 Billion
Technology: $23.3 Billion
Consumer Defensive: $15.6 Billion
Healthcare: $15.5 Billion
Financial Services: $13.5 Billion
Consumer Cyclical: $12.3 Billion
Energy: $8.87 Billion
Industrials: $7.69 Billion
Other: $8.05 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
