Mokan Wealth Management Inc. Purchases in Q2 2025

Mokan Wealth Management Inc.

  • $179 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALLE
Allegion PLC

Industrials
9.6K
New
$118.52 - $145.64 $1.14M - $1.4M
9.6K $1.38B
PHM
Pultegroup Inc

Consumer Cyclical
13K
New
$92.02 - $106.54 $1.2M - $1.39M
13K $1.37B
PPG
Ppg Industries Inc

Basic Materials
12K
New
$91.66 - $115.04 $1.1M - $1.38M
12K $1.37B
AVY
Avery Dennison Corp

Industrials
7.49K
New
$159.58 - $183.97 $1.2M - $1.38M
7.49K $1.31B
ACN
Accenture PLC

Technology
4.22K
New
$279.23 - $323.21 $1.18M - $1.36M
4.22K $1.26B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.6K
+ 8.64%
$91.43 - $91.74 $970K - $973K
133K $12.2B
VGSH
Vanguard

ETFs
16K
+ 8.25%
$58.32 - $58.95 $936K - $946K
210K $12.4B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.76K
+ 7.51%
$99.1 - $99.49 $769K - $772K
111K $11B
MRK
Merck & Co., Inc.

Healthcare
14.6K
+ 32.5%
$73.47 - $87.12 $1.07M - $1.27M
59.4K $4.7B
CAG
Conagra Brands Inc.

Consumer Defensive
29.3K
New
$20.4 - $26.78 $597K - $784K
29.3K $599M
ABT
Abbott Laboratories

Healthcare
2.35K
+ 11.94%
$123.95 - $138.08 $291K - $324K
22K $2.99B
COST
Costco Wholesale Corp

Consumer Defensive
240
+ 9.1%
$908.13 - $1056.85 $218K - $254K
2.88K $2.85B
GILD
Gilead Sciences, Inc.

Healthcare
3.07K
+ 18.87%
$96.91 - $113.0 $298K - $347K
19.4K $2.15B
HSY
Hershey CO

Consumer Defensive
2.13K
+ 20.05%
$151.29 - $173.13 $322K - $368K
12.7K $2.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
316
+ 17.24%
$456.74 - $568.03 $144K - $179K
2.15K $1.22B
HD
Home Depot, Inc.

Consumer Cyclical
748
+ 13.22%
$335.24 - $380.78 $251K - $285K
6.4K $2.35B
PEP
Pepsico Inc

Consumer Defensive
3.69K
+ 30.36%
$128.02 - $151.37 $472K - $558K
15.8K $2.09B
QCOM
Qualcomm Inc

Technology
1.23K
+ 14.93%
$124.66 - $159.48 $154K - $197K
9.49K $1.51B
BA
Boeing CO

Industrials
1.16K
New
$136.59 - $217.51 $158K - $252K
1.16K $242M
VTV
Vanguard Value ETF

ETFs
1.13K
+ 10.84%
$153.67 - $176.74 $174K - $200K
11.6K $2.04B
ABBV
Abb Vie Inc.

Healthcare
3.24K
+ 21.49%
$170.16 - $206.27 $551K - $667K
18.3K $3.4B
EOG
Eog Resources Inc

Energy
3.06K
+ 20.45%
$104.61 - $129.97 $320K - $397K
18K $2.15B
VIG
Vanguard Dividend Appreciation

ETFs
728
+ 9.47%
N/A
8.42K $1.72B
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
New
$149.23 - $184.95 $185K - $229K
1.24K $225M
JBL
Jabil Inc

Technology
1.01K
New
$116.88 - $218.1 $117K - $219K
1.01K $219M
DY
Dycom Industries Inc

Industrials
876
New
$138.96 - $245.71 $122K - $215K
876 $214M
FLEX
Flex Ltd.

Technology
4.03K
New
$26.68 - $50.09 $108K - $202K
4.03K $201M
JNJ
Johnson & Johnson

Healthcare
2.25K
+ 18.96%
$146.36 - $159.82 $329K - $360K
14.1K $2.16B
ITW
Illinois Tool Works Inc

Industrials
774
+ 15.66%
$218.41 - $252.43 $169K - $195K
5.72K $1.41B
YUM
Yum Brands Inc

Consumer Cyclical
1.74K
+ 21.57%
$138.36 - $161.45 $240K - $280K
9.78K $1.45B
GOOGL
Alphabet Inc.

Communication Services
169
+ 2.68%
$144.7 - $178.6 $24.5K - $30.2K
6.47K $1.14B
CBOE
Cboe Global Markets, Inc.

Financial Services
414
+ 4.74%
$205.81 - $234.23 $85.2K - $97K
9.14K $2.13B
EXPD
Expeditors International Of Washington Inc

Industrials
1.87K
+ 17.45%
$102.84 - $122.24 $192K - $228K
12.6K $1.44B
PG
Procter & Gamble CO

Consumer Defensive
1.85K
+ 13.7%
$157.66 - $172.39 $291K - $318K
15.3K $2.44B
CSCO
Cisco Systems, Inc.

Technology
940
+ 9.15%
$53.19 - $69.38 $50K - $65.2K
11.2K $778M
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 4.71%
$221.86 - $362.89 $17.1K - $27.9K
1.71K $544M
SNA
Snap On Inc

Industrials
844
+ 15.0%
$292.36 - $342.2 $247K - $289K
6.47K $2.01B
USB
Us Bancorp \De\

Financial Services
1.75K
+ 13.22%
$36.4 - $45.76 $63.7K - $80.1K
15K $678M
DGX
Quest Diagnostics Inc

Healthcare
454
+ 13.5%
N/A
3.82K $686M
MA
Mastercard Inc

Financial Services
149
+ 6.27%
$479.92 - $590.74 $71.5K - $88K
2.53K $1.42B
V
Visa Inc.

Financial Services
267
+ 7.02%
$308.27 - $373.31 $82.3K - $99.7K
4.07K $1.45B
AON
Aon PLC

Financial Services
628
+ 20.35%
$335.85 - $398.81 $211K - $250K
3.71K $1.32B
VICI
Vici Properties Inc.

Real Estate
2.71K
+ 14.93%
$29.41 - $32.97 $79.8K - $89.4K
20.9K $681M
FOXA
Fox Corp

Communication Services
1.54K
+ 14.74%
$47.21 - $57.04 $72.9K - $88.1K
12K $674M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
303
+ 4.38%
$114.78 - $133.31 $34.8K - $40.4K
7.22K $962M
CL
Colgate Palmolive CO

Consumer Defensive
942
+ 14.69%
$87.57 - $96.0 $82.5K - $90.4K
7.35K $668M
META
Meta Platforms, Inc.

Communication Services
9
+ 2.43%
$484.66 - $738.09 $4.36K - $6.64K
379 $281M
LMT
Lockheed Martin Corp

Industrials
83
+ 5.28%
$430.82 - $486.45 $35.8K - $40.4K
1.65K $765M
PANW
Palo Alto Networks Inc

Technology
101
+ 8.23%
$152.44 - $204.64 $15.4K - $20.7K
1.33K $272M
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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