The Analysis of MOKAN Wealth Management Inc.'s Holdings
Currently, MOKAN Wealth Management Inc. holds 99 types of securities in its portfolio with a total value $198.8M. In the most recent quarter, they have increased their positions in JPM (+9.4K shares, valued at $3.0M), VUG (+4.5K shares, valued at $2.2M), AOS (+17.7K shares, valued at $1.3M); decreased their positions in UNH (-7.9K shares, valued at $2.7M), GILD (-12.1K shares, valued at $1.3M), COP (-12.3K shares, valued at $1.2M); initiated new positions in JPM (+9.4K shares, valued at $3.0M), AOS (+17.7K shares, valued at $1.3M), GWW (+1.3K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS218.9K shares4.00%2025-09-302025-10-30
BIL SPDR SERIES TRUST138.3K shares3.60%2025-09-302025-10-30 BILS SPDR SERIES TRUST116.0K shares4.43%2025-09-302025-10-30 VGT VANGUARD WORLD FD11.9K shares15.52%2025-09-302025-10-30 AVGO BROADCOM INC25.3K shares-9.35%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL15.7K shares15.50%2025-09-302025-10-30 AAPL APPLE INC26.6K shares-5.69%2025-09-302025-10-30 VUG VANGUARD INDEX FDS13.7K shares49.06%2025-09-302025-10-30 MSFT MICROSOFT CORP12.3K shares1.42%2025-09-302025-10-30 WMT WALMART INC55.6K shares28.34%2025-09-302025-10-30 AMZN AMAZON COM INC21.5K shares0.77%2025-09-302025-10-30 MRK MERCK & CO INC50.9K shares-14.23%2025-09-302025-10-30 ABBV ABBVIE INC18.2K shares-0.56%2025-09-302025-10-30 MCD MCDONALDS CORP12.8K shares8.06%2025-09-302025-10-30 NVDA NVIDIA CORPORATION20.6K shares-1.28%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR139.3K shares-7.61%2025-09-302025-10-30 GOOG ALPHABET INC14.9K shares-16.61%2025-09-302025-10-30 ABT ABBOTT LABS23.9K shares8.78%2025-09-302025-10-30 COP CONOCOPHILLIPS33.3K shares-26.92%2025-09-302025-10-30 VTV VANGUARD INDEX FDS16.8K shares45.48%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW3.4K shares17.69%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.9.4K sharesnew addition2025-09-302025-10-30 HD HOME DEPOT INC6.4K shares-0.08%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO16.0K shares4.24%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON12.5K shares-11.68%2025-09-302025-10-30 CBOE CBOE GLOBAL MKTS INC9.1K shares-0.91%2025-09-302025-10-30 SNA SNAP ON INC6.4K shares-0.91%2025-09-302025-10-30 HSY HERSHEY CO11.4K shares-10.33%2025-09-302025-10-30 ITW ILLINOIS TOOL WKS INC7.9K shares37.65%2025-09-302025-10-30 PEP PEPSICO INC14.5K shares-8.37%2025-09-302025-10-30 EOG EOG RES INC17.6K shares-1.96%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS9.1K shares8.46%2025-09-302025-10-30 GOOGL ALPHABET INC6.4K shares-0.68%2025-09-302025-10-30 VOO VANGUARD INDEX FDS2.4K shares10.70%2025-09-302025-10-30 V VISA INC4.2K shares4.08%2025-09-302025-10-30 YUM YUM BRANDS INC9.5K shares-2.80%2025-09-302025-10-30 QCOM QUALCOMM INC8.7K shares-8.52%2025-09-302025-10-30 EXPD EXPEDITORS INTL WASH INC11.4K shares-9.58%2025-09-302025-10-30 ALLE ALLEGION PLC7.6K shares-21.08%2025-09-302025-10-30 AON AON PLC3.6K shares-1.75%2025-09-302025-10-30 AOS SMITH A O CORP17.7K sharesnew addition2025-09-302025-10-30 PAYX PAYCHEX INC10.1K shares13.27%2025-09-302025-10-30 AVY AVERY DENNISON CORP7.8K shares4.25%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND5.1K shares21.54%2025-09-302025-10-30 ZTS ZOETIS INC8.6K shares7.87%2025-09-302025-10-30 GWW GRAINGER W W INC1.3K sharesnew addition2025-09-302025-10-30 CTSH COGNIZANT TECHNOLOGY SOLUTIO18.4K sharesnew addition2025-09-302025-10-30 PHM PULTE GROUP INC9.3K shares-28.63%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS8.2K shares13.41%2025-09-302025-10-30 RTX RTX CORPORATION5.9K shares-0.12%2025-09-302025-10-30 GILD GILEAD SCIENCES INC7.3K shares-62.32%2025-09-302025-10-30 CME CME GROUP INC3.0K shares14.90%2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC17.7K shares7.48%2025-09-302025-10-30 CF CF INDS HLDGS INC8.6K shares19.71%2025-09-302025-10-30 DGX QUEST DIAGNOSTICS INC4.0K shares3.82%2025-09-302025-10-30 TROW PRICE T ROWE GROUP INC7.3K shares-5.95%2025-09-302025-10-30 FOXA FOX CORP11.9K shares-1.02%2025-09-302025-10-30 TSLA TESLA INC1.7K shares-2.86%2025-09-302025-10-30 GIS GENERAL MLS INC14.6K shares16.27%2025-09-302025-10-30 MO ALTRIA GROUP INC11.2K shares-0.64%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP5.9K shares14.56%2025-09-302025-10-30 USB US BANCORP DEL14.9K shares-0.57%2025-09-302025-10-30 VICI VICI PPTYS INC21.7K shares3.74%2025-09-302025-10-30 KHC KRAFT HEINZ CO26.9K sharesnew addition2025-09-302025-10-30 CAG CONAGRA BRANDS INC37.6K shares28.31%2025-09-302025-10-30 CL COLGATE PALMOLIVE CO8.6K shares16.55%2025-09-302025-10-30 CMCSA COMCAST CORP NEW21.4K sharesnew addition2025-09-302025-10-30 XOM EXXON MOBIL CORP5.8K shares0.83%2025-09-302025-10-30 KO COCA COLA CO8.5K shares1.03%2025-09-302025-10-30 TMUS T-MOBILE US INC2.0K shares0.35%2025-09-302025-10-30 VXUS VANGUARD STAR FDS4.8K shares18.27%2025-09-302025-10-30 NEE NEXTERA ENERGY INC4.5K shares-4.14%2025-09-302025-10-30 CRH CRH PLC2.8K shares0.00%2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC1.6K shares22.97%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC918 shares-89.55%2025-09-302025-10-30 HRB BLOCK H & R INC6.2K shares0.66%2025-09-302025-10-30 DY DYCOM INDS INC1.0K shares17.69%2025-09-302025-10-30 CVX CHEVRON CORP NEW1.9K shares1.05%2025-09-302025-10-30 META META PLATFORMS INC392 shares3.43%2025-09-302025-10-30 LOW LOWES COS INC1.1K shares0.46%2025-09-302025-10-30 ACLS AXCELIS TECHNOLOGIES INC2.6K sharesnew addition2025-09-302025-10-30 BA BOEING CO1.2K shares0.00%2025-09-302025-10-30 FLEX FLEX LTD4.2K shares3.47%2025-09-302025-10-30 JBL JABIL INC1.1K shares8.96%2025-09-302025-10-30 MPWR MONOLITHIC PWR SYS INC248 sharesnew addition2025-09-302025-10-30 CNC CENTENE CORP DEL6.4K sharesnew addition2025-09-302025-10-30 CAT CATERPILLAR INC471 sharesnew addition2025-09-302025-10-30 CHTR CHARTER COMMUNICATIONS INC N800 sharesnew addition2025-09-302025-10-30 NBIX NEUROCRINE BIOSCIENCES INC1.6K sharesnew addition2025-09-302025-10-30 WSM WILLIAMS SONOMA INC1.1K sharesnew addition2025-09-302025-10-30 HIMS HIMS & HERS HEALTH INC3.8K sharesnew addition2025-09-302025-10-30 DHI D R HORTON INC1.3K sharesnew addition2025-09-302025-10-30 AVT AVNET INC4.1K sharesnew addition2025-09-302025-10-30 TOL TOLL BROTHERS INC1.6K sharesnew addition2025-09-302025-10-30 ABG ASBURY AUTOMOTIVE GROUP INC855 sharesnew addition2025-09-302025-10-30 ZM ZOOM COMMUNICATIONS INC2.5K sharesnew addition2025-09-302025-10-30 EXEL EXELIXIS INC5.0K sharesnew addition2025-09-302025-10-30 PM PHILIP MORRIS INTL INC1.3K shares1.21%2025-09-302025-10-30 PODD INSULET CORP655 sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available