Mokan Wealth Management Inc. Top Holdings and 13F Report (2025) About Mokan Wealth Management Inc.Investment ActivityMokan Wealth Management Inc. has $178.93 million in total holdings as of June 30, 2025.Mokan Wealth Management Inc. owns shares of 82 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 11.80% of the portfolio was purchased this quarter.About 7.81% of the portfolio was sold this quarter.This quarter, Mokan Wealth Management Inc. has purchased 74 new stocks and bought additional shares in 57 stocks.Mokan Wealth Management Inc. sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $12,372,066SPDR Bloomberg 1-3 Month T-Bill ETF $12,242,208SPDR Bloomberg 3-12 Month T-Bill ETF $11,044,048Broadcom $7,705,554Vanguard Information Technology ETF $6,806,955 Largest New Holdings this Quarter G0176J109 - Allegion $1,383,204 Holding745867101 - PulteGroup $1,372,265 Holding693506107 - PPG Industries $1,365,943 Holding053611109 - Avery Dennison $1,312,327 HoldingG1151C101 - Accenture $1,262,865 Holding Largest Purchases this Quarter Allegion 9,603 shares (about $1.38M)PulteGroup 13,013 shares (about $1.37M)PPG Industries 12,006 shares (about $1.37M)Avery Dennison 7,489 shares (about $1.31M)Accenture 4,221 shares (about $1.26M) Largest Sales this Quarter Vanguard Growth ETF 3,871 shares (about $1.70M)Vanguard Information Technology ETF 2,478 shares (about $1.64M)Microsoft 2,922 shares (about $1.45M)CME Group 4,671 shares (about $1.29M)T. Rowe Price Group 10,779 shares (about $1.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMokan Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$12,372,066$942,889 ▲8.2%210,4816.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,242,208$973,187 ▲8.6%133,4566.8%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,044,048$771,694 ▲7.5%111,0716.2%ETFAVGOBroadcom$7,705,554$984,010 ▼-11.3%27,9484.3%Computer and TechnologyVGTVanguard Information Technology ETF$6,806,955$1,642,578 ▼-19.4%10,2693.8%ETFBRK.BBerkshire Hathaway$6,588,808$18,949 ▲0.3%13,5613.7%FinanceMSFTMicrosoft$6,006,949$1,452,524 ▼-19.5%12,0843.4%Computer and TechnologyAAPLApple$5,788,593$143,432 ▲2.5%28,2103.2%Computer and TechnologyMRKMerck & Co., Inc.$4,701,670$1,153,310 ▲32.5%59,3892.6%MedicalAMZNAmazon.com$4,675,117$723,600 ▼-13.4%21,3212.6%Retail/WholesaleWMTWalmart$4,234,859$161,725 ▲4.0%43,3112.4%Retail/WholesaleCOPConocoPhillips$4,093,780$622,274 ▼-13.2%45,6172.3%EnergyVUGVanguard Growth ETF$4,027,975$1,696,474 ▼-29.6%9,1912.3%ETFSCHDSchwab US Dividend Equity ETF$3,995,382$185,103 ▲4.9%150,7692.2%ETFMCDMcDonald's$3,472,577$277,888 ▲8.7%11,8841.9%Retail/WholesaleABBVAbbVie$3,396,266$600,662 ▲21.5%18,2971.9%MedicalNVDANVIDIA$3,291,084$17,855 ▼-0.5%20,8281.8%Computer and TechnologyGOOGAlphabet$3,164,226$600,219 ▼-15.9%17,8451.8%Computer and TechnologyABTAbbott Laboratories$2,992,770$319,173 ▲11.9%22,0071.7%MedicalCOSTCostco Wholesale$2,845,328$237,275 ▲9.1%2,8781.6%Retail/WholesaleUNHUnitedHealth Group$2,741,049$1,068,338 ▲63.9%8,7851.5%MedicalPGProcter & Gamble$2,442,069$294,279 ▲13.7%15,3191.4%Consumer StaplesHDHome Depot$2,347,670$274,213 ▲13.2%6,4041.3%Retail/WholesaleJNJJohnson & Johnson$2,156,296$343,724 ▲19.0%14,1151.2%MedicalEOGEOG Resources$2,153,283$365,521 ▲20.4%17,9971.2%EnergyGILDGilead Sciences$2,145,827$340,636 ▲18.9%19,3521.2%MedicalCBOECboe Global Markets$2,132,237$96,581 ▲4.7%9,1401.2%Financial ServicesHSYHershey$2,113,027$352,918 ▲20.1%12,7351.2%Consumer StaplesPEPPepsiCo$2,089,409$486,640 ▲30.4%15,8261.2%Consumer StaplesVTVVanguard Value ETF$2,043,632$199,784 ▲10.8%11,5591.1%ETFSNASnap-On$2,014,180$262,706 ▲15.0%6,4711.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,722,602$148,955 ▲9.5%8,4191.0%ETFQCOMQUALCOMM$1,511,702$196,327 ▲14.9%9,4940.8%Computer and TechnologyYUMYum! Brands$1,449,404$257,155 ▲21.6%9,7790.8%Retail/WholesaleVVisa$1,445,426$94,776 ▲7.0%4,0720.8%Business ServicesEXPDExpeditors International of Washington$1,436,206$213,385 ▲17.5%12,5660.8%TransportationMAMastercard$1,416,796$83,572 ▲6.3%2,5260.8%Business ServicesITWIllinois Tool Works$1,413,787$191,373 ▲15.7%5,7180.8%IndustrialsALLEAllegion$1,383,204$1,383,204 ▲New Holding9,6030.8%IndustrialsPHMPulteGroup$1,372,265$1,372,265 ▲New Holding13,0130.8%ConstructionPPGPPG Industries$1,365,943$1,365,943 ▲New Holding12,0060.8%Basic MaterialsAONAON$1,324,389$223,941 ▲20.3%3,7140.7%FinanceAVYAvery Dennison$1,312,327$1,312,327 ▲New Holding7,4890.7%IndustrialsPAYXPaychex$1,299,718$87,919 ▲7.3%8,9290.7%Computer and TechnologyACNAccenture$1,262,865$1,262,865 ▲New Holding4,2210.7%Computer and TechnologyZTSZoetis$1,236,078$114,680 ▲10.2%7,9330.7%MedicalVOOVanguard S&P 500 ETF$1,221,132$179,562 ▲17.2%2,1490.7%ETFGOOGLAlphabet$1,140,472$29,790 ▲2.7%6,4700.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$962,272$40,389 ▲4.4%7,2190.5%ETFRTXRTX$867,722$3,505 ▼-0.4%5,9420.5%AerospaceCSCOCisco Systems$778,333$65,225 ▲9.1%11,2170.4%Computer and TechnologyLMTLockheed Martin$765,492$38,413 ▲5.3%1,6540.4%AerospaceTROWT. Rowe Price Group$751,771$1,041,025 ▼-58.1%7,7840.4%FinanceCMECME Group$717,369$1,286,801 ▼-64.2%2,6040.4%FinanceVZVerizon Communications$711,207$60,800 ▲9.3%16,4350.4%Computer and TechnologyDGXQuest Diagnostics$685,937$81,565 ▲13.5%3,8180.4%MedicalVICIVICI Properties$680,982$88,444 ▲14.9%20,8890.4%FinanceUSBU.S. Bancorp$677,993$79,184 ▲13.2%14,9840.4%FinanceFOXAFOX$673,525$86,530 ▲14.7%12,0180.4%Consumer DiscretionaryCLColgate-Palmolive$668,163$85,599 ▲14.7%7,3530.4%Consumer StaplesKMBKimberly-Clark$660,513$79,793 ▲13.7%5,1240.4%Consumer StaplesCFCF Industries$660,009$52,377 ▼-7.4%7,1700.4%Basic MaterialsMOAltria Group$658,473$42,632 ▲6.9%11,2290.4%Consumer StaplesGISGeneral Mills$652,543$135,668 ▲26.2%12,5970.4%Consumer StaplesXOMExxon Mobil$622,830$31,583 ▲5.3%5,7780.3%EnergyCAGConagra Brands$599,350$599,350 ▲New Holding29,2780.3%Consumer StaplesKOCocaCola$591,853$1,557 ▲0.3%8,3650.3%Consumer StaplesTSLATesla$543,841$24,446 ▲4.7%1,7130.3%Auto/Tires/TrucksTMUST-Mobile US$480,966$1,906 ▲0.4%2,0190.3%Computer and TechnologyHRBH&R Block$340,245$2,250 ▲0.7%6,1990.2%Consumer DiscretionaryNEENextEra Energy$326,899$1,250 ▼-0.4%4,7070.2%UtilitiesVXUSVanguard Total International Stock ETF$283,269$2,004 ▲0.7%4,1000.2%ETFMETAMeta Platforms$280,838$6,669 ▲2.4%3790.2%Computer and TechnologyCVXChevron$272,119$9,877 ▲3.8%1,9010.2%EnergyPANWPalo Alto Networks$272,115$20,695 ▲8.2%1,3280.2%Computer and TechnologyCRH PLC$255,296$479,105 ▼-65.2%2,7810.1%ORDLOWLowe's Companies$242,854$38,848 ▲19.0%1,0940.1%Retail/WholesaleBABoeing$242,426$242,426 ▲New Holding1,1570.1%AerospacePMPhilip Morris International$225,243$225,243 ▲New Holding1,2370.1%Consumer StaplesJBLJabil$219,474$219,474 ▲New Holding1,0050.1%Computer and TechnologyDYDycom Industries$214,380$214,380 ▲New Holding8760.1%ConstructionFLEXFlex$201,076$201,076 ▲New Holding4,0310.1%Computer and TechnologyDVNDevon Energy$0$1,393,040 ▼-100.0%00.0%EnergyBLACKROCK INC$0$1,292,654 ▼-100.0%00.0%COMMDLZMondelez International$0$683,992 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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