Mokan Wealth Management Inc. Portfolio Holdings

Mokan Wealth Management Inc.

  • $157 Billion
  • Q4 2024

Mokan Wealth Management Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $10.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.6B, Spdr Bloomberg 3 12 Month T Bi with a value of $9.72B, Broadcom Inc. with a value of $7.01B, and Vanguard Information Technolog with a value of $6.86B.

Examining the 13F form we can see an increase of $157B in the current position value.

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 $157 Billion
ETFs: $51.2 Billion
Technology: $23.3 Billion
Consumer Defensive: $15.6 Billion
Healthcare: $15.5 Billion
Financial Services: $13.5 Billion
Consumer Cyclical: $12.3 Billion
Energy: $8.87 Billion
Industrials: $7.69 Billion
Other: $8.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Billion 6.82% of portfolio
184,171
Q4 2024 New
$0
$10.6 Billion 6.76% of portfolio
116,186
Q4 2024 New
$0
$9.72 Billion 6.18% of portfolio
97,996
Q4 2024 New
$67.8B
$7.01 Billion 4.46% of portfolio
30,224
Q4 2024 New
$0
$6.86 Billion 4.36% of portfolio
11,045
Q4 2024 New
$3.57T
$6.4 Billion 4.07% of portfolio
25,563
Q4 2024 New
$683B
$6.1 Billion 3.88% of portfolio
13,458
Q4 2024 New
$2.8T
$5.62 Billion 3.58% of portfolio
13,336
Q4 2024 New
$1.94T
$4.84 Billion 3.08% of portfolio
22,068
Q4 2024 New
$0
$4.63 Billion 2.95% of portfolio
11,285
Q4 2024 New
$134B
$4.35 Billion 2.76% of portfolio
43,814
Q4 2024 New
$227B
$3.92 Billion 2.49% of portfolio
39,395
Q4 2024 New
$951B
$3.84 Billion 2.44% of portfolio
20,180
Q4 2024 New
$0
$3.84 Billion 2.44% of portfolio
140,532
Q4 2024 New
$238B
$3.71 Billion 2.36% of portfolio
41,022
Q4 2024 New
$230B
$3.13 Billion 1.99% of portfolio
10,785
Q4 2024 New
$270B
$2.49 Billion 1.59% of portfolio
18,560
Q4 2024 New
$419B
$2.41 Billion 1.54% of portfolio
2,627
Q4 2024 New
$232B
$2.36 Billion 1.5% of portfolio
20,859
Q4 2024 New
$490B
$2.31 Billion 1.47% of portfolio
4,571
Q4 2024 New
$375B
$1.95 Billion 1.24% of portfolio
5,011
Q4 2024 New
$117B
$1.77 Billion 1.13% of portfolio
3,645
Q4 2024 New
$434B
$1.74 Billion 1.11% of portfolio
12,026
Q4 2024 New
$140B
$1.73 Billion 1.1% of portfolio
18,779
Q4 2024 New
$95.4B
$1.69 Billion 1.07% of portfolio
7,257
Q4 2024 New
$207B
$1.68 Billion 1.07% of portfolio
11,020
Q4 2024 New
$93B
$1.67 Billion 1.06% of portfolio
27,941
Q4 2024 New
$25.1B
$1.67 Billion 1.06% of portfolio
9,863
Q4 2024 New
$404B
$1.67 Billion 1.06% of portfolio
9,945
Q4 2024 New
$17.9B
$1.66 Billion 1.05% of portfolio
4,878
Q4 2024 New
$75.2B
$1.64 Billion 1.05% of portfolio
13,429
Q4 2024 New
$24B
$1.64 Billion 1.04% of portfolio
8,389
Q4 2024 New
$0
$1.57 Billion 1.0% of portfolio
9,262
Q4 2024 New
$0
$1.34 Billion 0.85% of portfolio
6,844
Q4 2024 New
$573B
$1.24 Billion 0.79% of portfolio
3,914
Q4 2024 New
$523B
$1.22 Billion 0.77% of portfolio
2,312
Q4 2024 New
Blackrock Inc
-
$1.2 Billion 0.76% of portfolio
-
Q4 2024 New
$55.6B
$1.16 Billion 0.74% of portfolio
8,265
Q4 2024 New
$44.8B
$1.15 Billion 0.73% of portfolio
8,550
Q4 2024 New
$197B
$1.11 Billion 0.71% of portfolio
3,151
Q4 2024 New
$24.5B
$1.1 Billion 0.7% of portfolio
33,542
Q4 2024 New
$76.2B
$1.1 Billion 0.7% of portfolio
4,323
Q4 2024 New
$19.7B
$1.09 Billion 0.69% of portfolio
9,829
Q4 2024 New
$82.6B
$1.09 Billion 0.69% of portfolio
3,024
Q4 2024 New
$922B
$1.02 Billion 0.65% of portfolio
5,382
Q4 2024 New
$0
$863 Million 0.55% of portfolio
6,768
Q4 2024 New
$0
$823 Million 0.52% of portfolio
1,527
Q4 2024 New
$195B
$694 Million 0.44% of portfolio
5,996
Q4 2024 New
$818B
$624 Million 0.4% of portfolio
1,545
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $157 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 72 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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