Mokan Wealth Management Inc. Purchases and Sells in Q4 2025

Mokan Wealth Management Inc.

$225 Billion
Q4 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	6.66K + 56.14%	$736.33 - $801.52 $4.9M - $5.34M	18.5K $14B
VUG	9.67K + 70.6%	$470.44 - $504.26 $4.55M - $4.88M	23.4K $11.4B
VGSH	23.3K + 10.66%	$58.64 - $58.96 $1.37M - $1.38M	242K $14.2B
BILS	13.9K + 11.98%	$99.21 - $99.52 $1.38M - $1.38M	130K $12.9B
BIL	14.8K + 10.71%	$91.46 - $91.76 $1.35M - $1.36M	153K $14B
BRK-B	2.5K + 15.94%	$475.68 - $513.11 $1.19M - $1.28M	18.2K $9.13B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCO	2.77K New	$468.56 - $495.08 $1.3M - $1.37M	2.77K $1.41B
JKHY	7.44K New	$146.26 - $167.17 $1.09M - $1.24M	7.44K $1.36B
ADP	5.08K New	$250.9 - $292.94 $1.27M - $1.49M	5.08K $1.31B
DPZ	3.07K New	$398.46 - $431.24 $1.22M - $1.32M	3.07K $1.28B
VTI	1.2K New	$321.8 - $337.95 $386K - $405K	1.2K $402M
MU	1.06K New	$181.6 - $253.3 $192K - $268K	1.06K $302M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-19.2K - 13.75%	$26.44 - $27.53 $507K - $527K	120K $3.3B
CBOE	-1.2K - 13.24%	$232.68 - $260.88 $279K - $313K	7.86K $1.97B
SNA	-566 - 8.83%	$327.33 - $349.13 $185K - $198K	5.85K $2.01B
CF	-839 - 9.78%	$81.45 - $92.06 $68.3K - $77.2K	7.74K $599M
JNJ	-2.04K - 16.32%	$185.98 - $199.58 $378K - $406K	10.4K $2.16B
MO	-531 - 4.76%	$56.38 - $66.65 $29.9K - $35.4K	10.6K $613M

Activity Summary All Purchases 77 New Holdings 15 Increased Positions 62 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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