Sponsored

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

Currently, MOKAN Wealth Management Inc. holds 109 types of securities in its portfolio with a total value $225.9M. In the most recent quarter, they have increased their positions in LLY (+4.1K shares, valued at $3.8M), XOM (+21.2K shares, valued at $3.6M), NVDA (+18.7K shares, valued at $3.3M); decreased their positions in VGT (-17.6K shares, valued at $12.3M), VUG (-19.1K shares, valued at $8.3M), ABT (-15.5K shares, valued at $1.6M); initiated new positions in LLY (+4.1K shares, valued at $3.8M), DE (+4.8K shares, valued at $2.7M), N/A (+8.5K shares, valued at $2.4M).

1M P&L

+5.7M+2.91%

3M P&L

-5.8M-2.80%

HY P&L

+2.4M+1.20%

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/A57.3M

30.5%

2Semiconductors12.7M

6.8%

3Discount Stores12.2M

6.5%

Top Industries by Stock Count

1N/A12 stocks

12.2%

2Drug Manufacturers - General4 stocks

4.1%

3Semiconductors4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGSH VANGUARD SCOTTSDALE FDS248.9K shares2.76%2026-03-312026-05-01

BIL SPDR SERIES TRUST156.5K shares2.25%2026-03-312026-05-01

BILS SPDR SERIES TRUST135.4K shares4.21%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.9K shares3.96%2026-03-312026-05-01

WMT WALMART INC69.2K shares16.64%2026-03-312026-05-01

BROADCOM INC BROADCOM INC25.7K shares-4.11%2026-03-312026-05-01

NVDA NVIDIA CORPORATION43.2K shares76.43%2026-03-312026-05-01

AAPL APPLE INC27.3K shares5.00%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC28.8K shares21.00%2026-03-312026-05-01

MSFT MICROSOFT CORP15.1K shares10.55%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC42.9K shares-6.96%2026-03-312026-05-01

ALPHABET INC ALPHABET INC16.1K shares19.93%2026-03-312026-05-01

XOM EXXON MOBIL CORP27.1K shares359.02%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO15.4K shares39.57%2026-03-312026-05-01

COP CONOCOPHILLIPS33.4K shares-17.32%2026-03-312026-05-01

ABBV ABBVIE INC19.2K shares-5.72%2026-03-312026-05-01

Sponsored

MCD MCDONALDS CORP12.3K shares-19.86%2026-03-312026-05-01

LLY ELI LILLY & CO4.1K sharesnew addition2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION3.7K shares-13.77%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR110.5K shares-8.05%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS14.8K shares50.17%2026-03-312026-05-01

HD HOME DEPOT INC9.6K shares14.57%2026-03-312026-05-01

CAT CATERPILLAR INC4.3K shares767.61%2026-03-312026-05-01

VTV VANGUARD INDEX FDS14.9K shares-26.03%2026-03-312026-05-01

Sponsored

DE DEERE & CO4.8K sharesnew addition2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE8.5K sharesnew addition2026-03-312026-05-01

MU MICRON TECHNOLOGY INC7.0K shares556.98%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP10.7K sharesnew addition2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC11.0K sharesnew addition2026-03-312026-05-01

NFLX NETFLIX INC.23.2K sharesnew addition2026-03-312026-05-01

ALPHABET INC ALPHABET INC7.3K shares8.98%2026-03-312026-05-01

META META PLATFORMS INC3.7K shares835.04%2026-03-312026-05-01

Sponsored

AMAT APPLIED MATLS INC6.1K sharesnew addition2026-03-312026-05-01

VUG VANGUARD INDEX FDS4.3K shares-81.70%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS12.5K shares2.66%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares1.00%2026-03-312026-05-01

EOG EOG RES INC11.0K shares-39.06%2026-03-312026-05-01

PG PROCTER & GAMBLE CO10.9K shares-32.93%2026-03-312026-05-01

CBOE CBOE GLOBAL MKTS INC5.0K shares-36.98%2026-03-312026-05-01

PEP PEPSICO INC8.9K shares-33.59%2026-03-312026-05-01

Sponsored

SNA SNAP ON INC3.8K shares-35.10%2026-03-312026-05-01

ABT ABBOTT LABORATORIES13.4K shares-53.69%2026-03-312026-05-01

CME CME GROUP INC4.6K shares-36.11%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.7K shares-8.26%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC5.1K shares-36.35%2026-03-312026-05-01

AOS SMITH A O CORP18.3K shares-7.60%2026-03-312026-05-01

RTX RTX CORPORATION5.9K shares0.30%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON4.1K shares-60.60%2026-03-312026-05-01

Sponsored

CF CF INDUSTRIES HOLD6.3K shares-18.84%2026-03-312026-05-01

V VISA INC2.7K shares-38.65%2026-03-312026-05-01

GILD GILEAD SCIENCES INC5.5K shares-6.12%2026-03-312026-05-01

YUM YUM BRANDS INC4.8K shares-48.73%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC14.7K shares-9.36%2026-03-312026-05-01

PAYX PAYCHEX INC7.9K shares-35.34%2026-03-312026-05-01

AON PLC AON PLC2.2K shares-43.54%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC7.8K shares20.87%2026-03-312026-05-01

Sponsored

MCO MOODYS CORP1.6K shares-41.78%2026-03-312026-05-01

FOXA FOX CORP11.9K shares30.43%2026-03-312026-05-01

HIMS HIMS & HERS HEALTH INC33.4K shares414.73%2026-03-312026-05-01

FDS FACTSET RESH SYS INC3.2K sharesnew addition2026-03-312026-05-01

CRH PLC CRH PLC6.6K shares33.66%2026-03-312026-05-01

CTSH COGNIZANT TECHNOLOGY SOLUTIO11.1K shares-33.79%2026-03-312026-05-01

MO ALTRIA GROUP INC10.2K shares-4.09%2026-03-312026-05-01

UTHR UNITED THERAPEUTICS CORP DEL1.1K shares106.39%2026-03-312026-05-01

Sponsored

JKHY HENRY JACK & ASSOC INC4.2K shares-43.26%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN3.3K shares-35.71%2026-03-312026-05-01

ZTS ZOETIS INC5.6K shares-47.46%2026-03-312026-05-01

TSLA TESLA INC1.8K shares-0.23%2026-03-312026-05-01

ACLS AXCELIS TECHNOLOGIES INC7.0K shares104.17%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC3.8K sharesnew addition2026-03-312026-05-01

KHC KRAFT HEINZ CO28.8K shares15.35%2026-03-312026-05-01

CMCSA COMCAST CORP NEW22.3K shares-1.10%2026-03-312026-05-01

Sponsored

FLEX FLEXTRONICS INTL LTD9.8K shares94.72%2026-03-312026-05-01

ZM ZOOM COMMUNICATIONS INC7.9K shares146.24%2026-03-312026-05-01

VGT VANGUARD WORLD FD910 shares-95.09%2026-03-312026-05-01

AVY AVERY DENNISON CORP3.6K shares-67.21%2026-03-312026-05-01

DPZ DOMINOS PIZZA INC1.8K shares-42.80%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP6.5K shares8.04%2026-03-312026-05-01

VICI VICI PPTYS INC22.8K shares5.93%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO7.1K shares-7.98%2026-03-312026-05-01

Sponsored

AVT AVNET INC9.8K shares67.47%2026-03-312026-05-01

NBIX NEUROCRINE BIOSCIENCES INC4.6K shares135.98%2026-03-312026-05-01

ELAN ELANCO ANIMAL HEALTH INC25.2K shares122.94%2026-03-312026-05-01

MPWR MONOLITHIC PWR SYS INC542 shares84.35%2026-03-312026-05-01

EXEL EXELIXIS INC13.9K shares129.52%2026-03-312026-05-01

KO COCA COLA CO7.8K shares-4.57%2026-03-312026-05-01

LII LENNOX INTL INC1.3K sharesnew addition2026-03-312026-05-01

GIS GENERAL MILLS INC15.7K shares16.43%2026-03-312026-05-01

Sponsored

CAG CONAGRA BRANDS INC36.7K shares3.49%2026-03-312026-05-01

CHWY CHEWY INC20.8K shares175.65%2026-03-312026-05-01

TOL TOLL BROTHERS INC4.1K shares94.60%2026-03-312026-05-01

RL RALPH LAUREN CORP1.6K shares119.27%2026-03-312026-05-01

ABG ASBURY AUTOMOTIVE GROUP INC2.8K shares136.33%2026-03-312026-05-01

MMSI MERIT MED SYS INC7.8K shares143.53%2026-03-312026-05-01

VXUS VANGUARD STAR FDS6.8K shares0.10%2026-03-312026-05-01

TOST TOAST INC19.9K sharesnew addition2026-03-312026-05-01

Sponsored

PODD INSULET CORP2.5K shares167.79%2026-03-312026-05-01

HALO HALOZYME THERAPEUTICS INC7.6K sharesnew addition2026-03-312026-05-01

THC TENET HEALTHCARE CORP2.5K shares108.10%2026-03-312026-05-01

NEE NEXTERA ENERGY INC4.7K shares0.69%2026-03-312026-05-01

CVX CHEVRON CORPORATION2.0K shares2.71%2026-03-312026-05-01

TMUS T-MOBILE US INC1.9K shares-12.72%2026-03-312026-05-01

VTI VANGUARD INDEX FDS1.2K shares1.34%2026-03-312026-05-01

DY DYCOM INDS INC1.1K shares5.12%2026-03-312026-05-01

Sponsored

LOW LOWES COS INC1.1K shares-13.97%2026-03-312026-05-01

BA BOEING CO1.2K shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC785 shares-10.49%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-05-01

HRB BLOCK H & R INC6.4K shares0.95%2026-03-312026-05-01

VGSH

VANGUARD SCOTTSDALE FDS

2.76%

Shares248.9K

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

2.25%

Shares156.5K

Event2026-03-31

Filed2026-05-01

BILS

SPDR SERIES TRUST

4.21%

Shares135.4K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

3.96%

Shares18.9K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

16.64%

Shares69.2K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-4.11%

Shares25.7K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

76.43%

Shares43.2K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

5.00%

Shares27.3K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

21.00%

Shares28.8K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

10.55%

Shares15.1K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-6.96%

Shares42.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

19.93%

Shares16.1K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

359.02%

Shares27.1K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

39.57%

Shares15.4K

Event2026-03-31

Filed2026-05-01

COP

CONOCOPHILLIPS

-17.32%

Shares33.4K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-5.72%

Shares19.2K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-19.86%

Shares12.3K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

New

Shares4.1K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-13.77%

Shares3.7K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

-8.05%

Shares110.5K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

50.17%

Shares14.8K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

14.57%

Shares9.6K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

767.61%

Shares4.3K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

-26.03%

Shares14.9K

Event2026-03-31

Filed2026-05-01

DEERE & CO

New

Shares4.8K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

New

Shares8.5K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

556.98%

Shares7.0K

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

New

Shares10.7K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

New

Shares23.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

8.98%

Shares7.3K

Event2026-03-31

Filed2026-05-01