Mokan Wealth Management Inc. Purchases in Q4 2024

Mokan Wealth Management Inc.

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
184K
New
$58.02 - $58.88 $10.7M - $10.8M
184K $10.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
116K
New
$91.29 - $91.8 $10.6M - $10.7M
116K $10.6B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
98K
New
$99.0 - $99.5 $9.7M - $9.75M
98K $9.72B
AVGO
Broadcom Inc.

Technology
30.2K
New
$159.67 - $250.0 $4.83M - $7.56M
30.2K $7.01B
VGT
Vanguard Information Technolog

ETFs
11K
New
$571.78 - $647.97 $6.32M - $7.16M
11K $6.86B
AAPL
Apple Inc.

Technology
25.6K
New
$221.69 - $259.02 $5.67M - $6.62M
25.6K $6.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.5K
New
$442.29 - $483.08 $5.95M - $6.5M
13.5K $6.1B
MSFT
Microsoft Corp

Technology
13.3K
New
$406.35 - $454.46 $5.42M - $6.06M
13.3K $5.62B
AMZN
Amazon Com Inc

Consumer Cyclical
22.1K
New
$180.88 - $232.93 $3.99M - $5.14M
22.1K $4.84B
VUG
Vanguard Growth ETF

ETFs
11.3K
New
$378.79 - $428.11 $4.27M - $4.83M
11.3K $4.63B
MRK
Merck & Co., Inc.

Healthcare
39.4K
New
$96.31 - $114.76 $3.79M - $4.52M
39.4K $3.92B
GOOG
Alphabet Inc.

Communication Services
20.2K
New
$163.08 - $198.16 $3.29M - $4M
20.2K $3.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
141K
New
$26.93 - $84.95 $3.78M - $11.9M
141K $3.84B
WMT
Walmart Inc.

Consumer Defensive
41K
New
$79.1 - $95.7 $3.24M - $3.93M
41K $3.71B
MCD
Mcdonalds Corp

Consumer Cyclical
10.8K
New
$288.47 - $316.54 $3.11M - $3.41M
10.8K $3.13B
ABBV
Abb Vie Inc.

Healthcare
16K
New
$164.99 - $203.87 $2.65M - $3.27M
16K $2.85B
NVDA
Nvidia Corp

Technology
18.6K
New
$117.0 - $148.88 $2.17M - $2.76M
18.6K $2.49B
COST
Costco Wholesale Corp

Consumer Defensive
2.63K
New
$873.59 - $994.69 $2.29M - $2.61M
2.63K $2.41B
ABT
Abbott Laboratories

Healthcare
20.9K
New
$111.93 - $119.39 $2.33M - $2.49M
20.9K $2.36B
UNH
Unitedhealth Group Inc

Healthcare
4.57K
New
$485.52 - $625.25 $2.22M - $2.86M
4.57K $2.31B
HD
Home Depot, Inc.

Consumer Cyclical
5.01K
New
$385.02 - $431.37 $1.93M - $2.16M
5.01K $1.95B
LMT
Lockheed Martin Corp

Industrials
3.65K
New
$479.66 - $614.62 $1.75M - $2.24M
3.65K $1.77B
JNJ
Johnson & Johnson

Healthcare
12K
New
$143.34 - $165.86 $1.72M - $1.99M
12K $1.74B
GILD
Gilead Sciences, Inc.

Healthcare
18.8K
New
$83.95 - $97.9 $1.58M - $1.84M
18.8K $1.73B
CME
Cme Group Inc.

Financial Services
7.26K
New
$221.17 - $246.02 $1.61M - $1.79M
7.26K $1.69B
PEP
Pepsico Inc

Consumer Defensive
11K
New
$151.29 - $176.1 $1.67M - $1.94M
11K $1.68B
HSY
Hershey CO

Consumer Defensive
9.86K
New
$168.67 - $193.65 $1.66M - $1.91M
9.86K $1.67B
MDLZ
Mondelez International, Inc.

Consumer Defensive
27.9K
New
$59.25 - $72.99 $1.66M - $2.04M
27.9K $1.67B
PG
Procter & Gamble CO

Consumer Defensive
9.95K
New
$161.05 - $179.7 $1.6M - $1.79M
9.95K $1.67B
SNA
Snap On Inc

Industrials
4.88K
New
$285.44 - $371.35 $1.39M - $1.81M
4.88K $1.66B
EOG
Eog Resources Inc

Energy
13.4K
New
$118.22 - $136.54 $1.59M - $1.83M
13.4K $1.64B
CBOE
Cboe Global Markets, Inc.

Financial Services
8.39K
New
$191.61 - $217.84 $1.61M - $1.83M
8.39K $1.64B
VTV
Vanguard Value ETF

ETFs
9.26K
New
$168.32 - $181.87 $1.56M - $1.68M
9.26K $1.57B
VIG
Vanguard Dividend Appreciation

ETFs
6.84K
New
N/A
6.84K $1.34B
V
Visa Inc.

Financial Services
3.91K
New
$273.87 - $320.91 $1.07M - $1.26M
3.91K $1.24B
MA
Mastercard Inc

Financial Services
2.31K
New
$491.3 - $536.15 $1.14M - $1.24M
2.31K $1.22B
Blackrock Inc
1.17K
New
N/A
1.17K $1.2B
PAYX
Paychex Inc

Industrials
8.27K
New
$135.86 - $148.73 $1.12M - $1.23M
8.27K $1.16B
YUM
Yum Brands Inc

Consumer Cyclical
8.55K
New
$130.36 - $139.54 $1.11M - $1.19M
8.55K $1.15B
ACN
Accenture PLC

Technology
3.15K
New
$343.9 - $376.86 $1.08M - $1.19M
3.15K $1.11B
DVN
Devon Energy Corp

Energy
33.5K
New
$30.52 - $42.96 $1.02M - $1.44M
33.5K $1.1B
ITW
Illinois Tool Works Inc

Industrials
4.32K
New
$253.56 - $278.5 $1.1M - $1.2M
4.32K $1.1B
EXPD
Expeditors International Of Washington Inc

Industrials
9.83K
New
$110.5 - $128.26 $1.09M - $1.26M
9.83K $1.09B
AON
Aon PLC

Financial Services
3.02K
New
$344.14 - $393.31 $1.04M - $1.19M
3.02K $1.09B
GOOGL
Alphabet Inc.

Communication Services
5.38K
New
$161.86 - $196.66 $871K - $1.06M
5.38K $1.02B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.77K
New
$126.68 - $134.74 $857K - $912K
6.77K $863M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.53K
New
$521.84 - $558.82 $797K - $853K
1.53K $823M
RTX
Raytheon Technologies Corp

Industrials
6K
New
$114.45 - $127.21 $686K - $763K
6K $694M
CSCO
Cisco Systems, Inc.

Technology
10.7K
New
$52.45 - $60.02 $563K - $645K
10.7K $636M
Activity Summary
Buys All Purchases 72 New Holdings 72 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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