Mokan Wealth Management Inc. Portfolio Holdings

Mokan Wealth Management Inc.

  • $166 Billion
  • Q1 2025

Mokan Wealth Management Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $11.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $11.3B, Spdr Bloomberg 3 12 Month T Bi with a value of $10.3B, Berkshire Hathaway Inc Class B with a value of $7.2B, and Vanguard Information Technolog with a value of $6.91B.

Examining the 13F form we can see an increase of $8.78B in the current position value, from $157B to 166B.

Mokan Wealth Management Inc. is based out at Overland Park, KS

Below you can find more details about Mokan Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $54.1 Billion
Technology: $21.4 Billion
Healthcare: $18.1 Billion
Financial Services: $17.2 Billion
Consumer Defensive: $15.8 Billion
Consumer Cyclical: $12.4 Billion
Energy: $9.79 Billion
Industrials: $7.18 Billion
Other: $8.55 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.4 Billion 6.88% of portfolio
194,440
Q1 2025 Added 5.58%
$0
$11.3 Billion 6.79% of portfolio
122,847
Q1 2025 Added 5.73%
$0
$10.3 Billion 6.19% of portfolio
103,310
Q1 2025 Added 5.42%
$685B
$7.2 Billion 4.34% of portfolio
13,522
Q1 2025 Added 0.48%
$0
$6.91 Billion 4.16% of portfolio
12,747
Q1 2025 Added 15.41%
$3.21T
$6.11 Billion 3.68% of portfolio
27,511
Q1 2025 Added 7.62%
$2.73T
$5.63 Billion 3.39% of portfolio
15,006
Q1 2025 Added 12.52%
$114B
$5.52 Billion 3.33% of portfolio
52,551
Q1 2025 Added 19.94%
$68.7B
$5.28 Billion 3.18% of portfolio
31,517
Q1 2025 Added 4.28%
$0
$4.84 Billion 2.92% of portfolio
13,062
Q1 2025 Added 15.75%
$1.76T
$4.68 Billion 2.82% of portfolio
24,621
Q1 2025 Added 11.57%
$0
$4.02 Billion 2.42% of portfolio
143,784
Q1 2025 Added 2.31%
$200B
$4.02 Billion 2.42% of portfolio
44,821
Q1 2025 Added 13.77%
$257B
$3.66 Billion 2.2% of portfolio
41,657
Q1 2025 Added 1.55%
$235B
$3.42 Billion 2.06% of portfolio
10,933
Q1 2025 Added 1.37%
$937B
$3.32 Billion 2.0% of portfolio
21,230
Q1 2025 Added 5.2%
$400B
$2.81 Billion 1.69% of portfolio
5,361
Q1 2025 Added 17.28%
$231B
$2.61 Billion 1.57% of portfolio
19,660
Q1 2025 Reduced 5.75%
$433B
$2.5 Billion 1.51% of portfolio
2,638
Q1 2025 Added 0.42%
$398B
$2.3 Billion 1.38% of portfolio
13,473
Q1 2025 Added 35.48%
$246B
$2.27 Billion 1.37% of portfolio
20,941
Q1 2025 Added 12.83%
$363B
$2.08 Billion 1.25% of portfolio
5,656
Q1 2025 Added 12.87%
$412B
$1.97 Billion 1.19% of portfolio
11,865
Q1 2025 Reduced 1.34%
$22.7B
$1.98 Billion 1.19% of portfolio
8,726
Q1 2025 Added 4.02%
$95.5B
$1.93 Billion 1.16% of portfolio
7,275
Q1 2025 Added 0.25%
$65.2B
$1.92 Billion 1.16% of portfolio
14,942
Q1 2025 Added 11.27%
$16B
$1.89 Billion 1.14% of portfolio
5,627
Q1 2025 Added 15.35%
$198B
$1.82 Billion 1.1% of portfolio
12,140
Q1 2025 Added 10.16%
$132B
$1.82 Billion 1.1% of portfolio
16,280
Q1 2025 Reduced 13.31%
$0
$1.8 Billion 1.09% of portfolio
10,429
Q1 2025 Added 12.6%
$24.6B
$1.81 Billion 1.09% of portfolio
10,608
Q1 2025 Added 7.55%
$19.5B
$1.71 Billion 1.03% of portfolio
18,563
Q1 2025 Added 266.64%
$0
$1.49 Billion 0.9% of portfolio
7,691
Q1 2025 Added 12.38%
$20.4B
$1.39 Billion 0.84% of portfolio
37,247
Q1 2025 Added 11.05%
$542B
$1.33 Billion 0.8% of portfolio
3,805
Q1 2025 Reduced 2.78%
$17.5B
$1.29 Billion 0.78% of portfolio
10,699
Q1 2025 Added 8.85%
$503B
$1.3 Billion 0.78% of portfolio
2,377
Q1 2025 Added 2.81%
Blackrock Inc
-
$1.29 Billion 0.78% of portfolio
-
Q1 2025 Added 16.77%
$51.6B
$1.28 Billion 0.77% of portfolio
8,325
Q1 2025 Added 0.73%
$156B
$1.27 Billion 0.76% of portfolio
8,261
Q1 2025 New
$41.3B
$1.27 Billion 0.76% of portfolio
8,044
Q1 2025 Reduced 5.92%
$72.6B
$1.23 Billion 0.74% of portfolio
4,944
Q1 2025 Added 14.37%
$76.2B
$1.23 Billion 0.74% of portfolio
3,086
Q1 2025 Added 2.05%
$70.2B
$1.18 Billion 0.71% of portfolio
7,197
Q1 2025 New
$905B
$975 Million 0.59% of portfolio
6,301
Q1 2025 Added 17.08%
$0
$944 Million 0.57% of portfolio
1,833
Q1 2025 Added 20.04%
$0
$892 Million 0.54% of portfolio
6,916
Q1 2025 Added 2.19%
$167B
$790 Million 0.48% of portfolio
5,966
Q1 2025 Reduced 0.5%
$121B
$703 Million 0.42% of portfolio
1,571
Q1 2025 Reduced 56.9%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $166 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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