Sponsored

The Analysis of MOKAN Wealth Management Inc.'s Holdings & P&L

Currently, MOKAN Wealth Management Inc. holds 95 types of securities in its portfolio with a total value $261.7M. In the most recent quarter, they have increased their positions in WMT (+19.3K shares, valued at $2.2M), VUG (+22.7K shares, valued at $2.0M), MSFT (+3.4K shares, valued at $1.3M); decreased their positions in AMD (-3.3K shares, valued at $1.9M), MU (-1.4K shares, valued at $1.6M), FLEX (-8.1K shares, valued at $1.3M); initiated new positions in PGR (+5.1K shares, valued at $1.1M), INTC (+6.3K shares, valued at $885.5K), N/A (+6.2K shares, valued at $724.2K).

1M P&L

+5.4M+2.60%

3M P&L

+2.5M+1.16%

HY P&L

-2.3M-1.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A63.9M

29.7%

2Semiconductors22.1M

10.3%

3Drug Manufacturers - General14.5M

6.7%

Top Industries by Stock Count

1N/A12 stocks

15.6%

2Semiconductors8 stocks

10.4%

3Drug Manufacturers - General5 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGSH VANGUARD SCOTTSDALE FDS266.8K shares7.17%2026-06-302026-07-28

BIL SPDR SERIES TRUST167.6K shares7.10%2026-06-302026-07-28

BILS SPDR SERIES TRUST145.5K shares7.53%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL21.2K shares12.12%2026-06-302026-07-28

WMT WALMART INC88.5K shares27.92%2026-06-302026-07-28

BROADCOM INC BROADCOM INC26.1K shares1.67%2026-06-302026-07-28

NVDA NVIDIA CORPORATION45.4K shares5.20%2026-06-302026-07-28

AAPL APPLE INC29.9K shares9.61%2026-06-302026-07-28

Sponsored

AMZN AMAZON COM INC33.1K shares14.66%2026-06-302026-07-28

MSFT MICROSOFT CORP18.6K shares22.74%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC5.6K shares-20.07%2026-06-302026-07-28

MRK MERCK & CO INC49.0K shares14.08%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.5K shares19.69%2026-06-302026-07-28

ABBVIE INC ABBVIE INC23.8K shares24.35%2026-06-302026-07-28

GOOG ALPHABET INC14.5K shares-9.44%2026-06-302026-07-28

LLY ELI LILLY & CO4.2K shares3.16%2026-06-302026-07-28

Sponsored

APPLIED MATLS INC APPLIED MATLS INC6.5K shares7.73%2026-06-302026-07-28

CAT CATERPILLAR INC4.4K shares2.80%2026-06-302026-07-28

LRCX LAM RESEARCH CORP10.7K shares-0.35%2026-06-302026-07-28

HD HOME DEPOT INC12.9K shares34.04%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.9K shares32.83%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC7.7K shares-30.18%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP32.4K shares19.74%2026-06-302026-07-28

MCD MCDONALDS CORP16.0K shares30.53%2026-06-302026-07-28

Sponsored

GE GE AEROSPACE11.4K shares34.51%2026-06-302026-07-28

COP CONOCOPHILLIPS39.9K shares19.41%2026-06-302026-07-28

DE DEERE & CO6.5K shares36.17%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS15.4K shares3.84%2026-06-302026-07-28

GOOGL ALPHABET INC10.1K shares39.06%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR112.1K shares1.49%2026-06-302026-07-28

VTV VANGUARD INDEX FDS15.3K shares2.97%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC5.6K shares52.43%2026-06-302026-07-28

Sponsored

NETFLIX INC. NETFLIX INC.33.6K shares45.23%2026-06-302026-07-28

VUG VANGUARD INDEX FDS27.0K shares530.70%2026-06-302026-07-28

VOO VANGUARD INDEX FDS3.1K shares8.30%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS12.8K shares2.67%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON5.9K shares42.87%2026-06-302026-07-28

TSLA TESLA INC3.5K shares99.32%2026-06-302026-07-28

PG PROCTER & GAMBLE CO10.1K shares-7.67%2026-06-302026-07-28

SNA SNAP ON INC3.3K shares-13.92%2026-06-302026-07-28

Sponsored

GILD GILEAD SCIENCES INC10.4K shares89.80%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC4.7K shares-7.24%2026-06-302026-07-28

PEP PEPSICO INC9.4K shares5.55%2026-06-302026-07-28

AOS SMITH A O CORP19.5K shares7.01%2026-06-302026-07-28

PAYX PAYCHEX INC12.4K shares57.12%2026-06-302026-07-28

TROW PRICE T ROWE GROUP INC10.7K shares36.07%2026-06-302026-07-28

KMB KIMBERLY-CLARK CORP10.7K shares65.21%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION6.0K shares0.42%2026-06-302026-07-28

Sponsored

PGR PROGRESSIVE CORP5.1K sharesnew addition2026-06-302026-07-28

GIS GENERAL MILLS INC30.8K shares96.16%2026-06-302026-07-28

AVY AVERY DENNISON CORP6.6K shares80.26%2026-06-302026-07-28

KHC KRAFT HEINZ CO44.7K shares54.96%2026-06-302026-07-28

CL COLGATE PALMOLIVE CO11.5K shares60.93%2026-06-302026-07-28

MO ALTRIA GROUP INC14.3K shares39.97%2026-06-302026-07-28

EOG EOG RES INC7.8K shares-28.82%2026-06-302026-07-28

CMCSA COMCAST CORP NEW41.4K shares85.45%2026-06-302026-07-28

Sponsored

VICI VICI PPTYS INC36.3K shares59.50%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC22.7K shares53.88%2026-06-302026-07-28

CF CF INDUSTRIES HOLD8.4K shares33.03%2026-06-302026-07-28

CME CME GROUP INC4.1K shares-10.39%2026-06-302026-07-28

INTC INTEL CORP6.3K sharesnew addition2026-06-302026-07-28

CBOE CBOE GLOBAL MKTS INC3.5K shares-30.23%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.2K shares-7.55%2026-06-302026-07-28

VGT VANGUARD WORLD FD6.4K shares598.90%2026-06-302026-07-28

Sponsored

CISCO SYS INC CISCO SYS INC6.2K sharesnew addition2026-06-302026-07-28

ABT ABBOTT LABORATORIES7.9K shares-40.78%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC7.6K shares61.75%2026-06-302026-07-28

KO COCA COLA CO7.7K shares-1.24%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2026-06-302026-07-28

VXUS VANGUARD STAR FDS7.1K shares3.70%2026-06-302026-07-28

TMUS T-MOBILE US INC3.5K shares77.37%2026-06-302026-07-28

DY DYCOM INDS INC1.1K shares-1.98%2026-06-302026-07-28

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC663 sharesnew addition2026-06-302026-07-28

GRMN GARMIN LTD2.0K sharesnew addition2026-06-302026-07-28

KLAC KLA CORP1.6K sharesnew addition2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares0.25%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K sharesnew addition2026-06-302026-07-28

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-06-302026-07-28

CVX CHEVRON CORPORATION2.1K shares1.03%2026-06-302026-07-28

LIN LINDE PLC632 sharesnew addition2026-06-302026-07-28

Sponsored

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-07-28

AMGN AMGEN INC905 sharesnew addition2026-06-302026-07-28

QCOM QUALCOMM INC1.6K sharesnew addition2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC727 shares-7.39%2026-06-302026-07-28

CRH CRH PLC2.8K shares-57.71%2026-06-302026-07-28

FLEX FLEX LTD1.6K shares-83.35%2026-06-302026-07-28

ADI ANALOG DEVICES INC656 sharesnew addition2026-06-302026-07-28

BA BOEING CO1.2K shares0.00%2026-06-302026-07-28

Sponsored

VISA INC VISA INC734 shares-72.60%2026-06-302026-07-28

HRB BLOCK H & R INC6.4K shares1.31%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED463 sharesnew addition2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR8.6K shares0.60%2026-06-302026-07-28

LOW LOWES COS INC1.1K shares0.47%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-28

BAC BANK OF AMER CORP3.6K sharesnew addition2026-06-302026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

7.17%

Shares266.8K

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

7.10%

Shares167.6K

Event2026-06-30

Filed2026-07-28

BILS

SPDR SERIES TRUST

7.53%

Shares145.5K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

12.12%

Shares21.2K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

27.92%

Shares88.5K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

1.67%

Shares26.1K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

5.20%

Shares45.4K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

9.61%

Shares29.9K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

14.66%

Shares33.1K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

22.74%

Shares18.6K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

-20.07%

Shares5.6K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

14.08%

Shares49.0K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

19.69%

Shares18.5K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

24.35%

Shares23.8K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-9.44%

Shares14.5K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

3.16%

Shares4.2K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

7.73%

Shares6.5K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

2.80%

Shares4.4K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-0.35%

Shares10.7K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

34.04%

Shares12.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

32.83%

Shares4.9K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-30.18%

Shares7.7K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

19.74%

Shares32.4K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

30.53%

Shares16.0K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

34.51%

Shares11.4K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

19.41%

Shares39.9K

Event2026-06-30

Filed2026-07-28

DEERE & CO

36.17%

Shares6.5K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

3.84%

Shares15.4K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

39.06%

Shares10.1K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

1.49%

Shares112.1K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

2.97%

Shares15.3K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

52.43%

Shares5.6K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

45.23%

Shares33.6K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

530.70%

Shares27.0K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

8.30%

Shares3.1K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

2.67%

Shares12.8K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

42.87%

Shares5.9K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

99.32%

Shares3.5K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-7.67%

Shares10.1K

Event2026-06-30

Filed2026-07-28

SNA

SNAP ON INC

-13.92%

Shares3.3K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

89.80%

Shares10.4K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

-7.24%

Shares4.7K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

5.55%

Shares9.4K

Event2026-06-30

Filed2026-07-28

AOS

SMITH A O CORP

7.01%

Shares19.5K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

57.12%

Shares12.4K

Event2026-06-30

Filed2026-07-28

TROW

PRICE T ROWE GROUP INC

36.07%

Shares10.7K

Event2026-06-30

Filed2026-07-28

KMB

KIMBERLY-CLARK CORP

65.21%

Shares10.7K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

0.42%

Shares6.0K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

New

Shares5.1K

Event2026-06-30

Filed2026-07-28

GIS

GENERAL MILLS INC

96.16%

Shares30.8K

Event2026-06-30

Filed2026-07-28

AVY

AVERY DENNISON CORP

80.26%

Shares6.6K

Event2026-06-30

Filed2026-07-28

KHC

KRAFT HEINZ CO

54.96%

Shares44.7K

Event2026-06-30

Filed2026-07-28

COLGATE PALMOLIVE CO

60.93%

Shares11.5K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

39.97%

Shares14.3K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC

-28.82%

Shares7.8K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

85.45%

Shares41.4K

Event2026-06-30

Filed2026-07-28

VICI

VICI PPTYS INC

59.50%

Shares36.3K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

53.88%

Shares22.7K

Event2026-06-30

Filed2026-07-28

CF INDUSTRIES HOLD

33.03%

Shares8.4K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC

-10.39%

Shares4.1K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares6.3K

Event2026-06-30

Filed2026-07-28

CBOE

CBOE GLOBAL MKTS INC

-30.23%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

-7.55%

Shares6.2K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

598.90%

Shares6.4K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

New

Shares6.2K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-40.78%

Shares7.9K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

61.75%

Shares7.6K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-1.24%

Shares7.7K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

3.70%

Shares7.1K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

77.37%

Shares3.5K

Event2026-06-30

Filed2026-07-28

DYCOM INDS INC

-1.98%

Shares1.1K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares663

Event2026-06-30

Filed2026-07-28

GRMN

GARMIN LTD

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

1.03%

Shares2.1K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

New

Shares632

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

New

Shares905

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-7.39%

Shares727

Event2026-06-30

Filed2026-07-28

CRH

CRH PLC

-57.71%

Shares2.8K

Event2026-06-30

Filed2026-07-28

FLEX

FLEX LTD

-83.35%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

New

Shares656

Event2026-06-30

Filed2026-07-28

BOEING CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

VISA INC

-72.60%

Shares734

Event2026-06-30

Filed2026-07-28

HRB

BLOCK H & R INC

1.31%

Shares6.4K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

New

Shares463

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

0.60%

Shares8.6K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

0.47%

Shares1.1K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available