Mokan Wealth Management Inc. Incresed Positions in Q1 2025

Mokan Wealth Management Inc.

  • $166 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
8.74K
+ 19.94%
$88.6 - $105.85 $774K - $925K
52.6K $5.52B
TROW
Price T Rowe Group Inc

Financial Services
13.5K
+ 266.64%
$91.57 - $116.93 $1.24M - $1.58M
18.6K $1.71B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 0.48%
$442.66 - $534.52 $28.3K - $34.2K
13.5K $7.2B
VGSH
Vanguard

ETFs
10.3K
+ 5.58%
$58.07 - $58.69 $596K - $603K
194K $11.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.66K
+ 5.73%
$91.45 - $91.75 $609K - $611K
123K $11.3B
PG
Procter & Gamble CO

Consumer Defensive
3.53K
+ 35.48%
$158.56 - $176.26 $559K - $622K
13.5K $2.3B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.31K
+ 5.42%
$99.16 - $99.52 $527K - $529K
103K $10.3B
UNH
Unitedhealth Group Inc

Healthcare
790
+ 17.28%
$461.52 - $548.18 $365K - $433K
5.36K $2.81B
CBOE
Cboe Global Markets, Inc.

Financial Services
337
+ 4.02%
$190.84 - $226.29 $64.3K - $76.3K
8.73K $1.98B
DVN
Devon Energy Corp

Energy
3.71K
+ 11.05%
$33.15 - $38.55 $123K - $143K
37.2K $1.39B
EOG
Eog Resources Inc

Energy
1.51K
+ 11.27%
$120.54 - $138.05 $182K - $209K
14.9K $1.92B
CME
Cme Group Inc.

Financial Services
18
+ 0.25%
$225.82 - $266.54 $4.06K - $4.8K
7.28K $1.93B
SNA
Snap On Inc

Industrials
749
+ 15.35%
$324.09 - $358.62 $243K - $269K
5.63K $1.89B
VTV
Vanguard Value ETF

ETFs
1.17K
+ 12.6%
$167.73 - $179.21 $196K - $209K
10.4K $1.8B
VUG
Vanguard Growth ETF

ETFs
1.78K
+ 15.75%
$369.1 - $427.61 $656K - $760K
13.1K $4.84B
EXPD
Expeditors International Of Washington Inc

Industrials
870
+ 8.85%
$109.09 - $126.48 $94.9K - $110K
10.7K $1.29B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.25K
+ 2.31%
$27.01 - $28.54 $87.8K - $92.8K
144K $4.02B
VIG
Vanguard Dividend Appreciation

ETFs
847
+ 12.38%
N/A
7.69K $1.49B
AON
Aon PLC

Financial Services
62
+ 2.05%
$348.44 - $409.32 $21.6K - $25.4K
3.09K $1.23B
HSY
Hershey CO

Consumer Defensive
745
+ 7.55%
$144.74 - $186.36 $108K - $139K
10.6K $1.81B
PEP
Pepsico Inc

Consumer Defensive
1.12K
+ 10.16%
$142.64 - $156.42 $160K - $175K
12.1K $1.82B
ITW
Illinois Tool Works Inc

Industrials
621
+ 14.37%
$244.9 - $274.48 $152K - $170K
4.94K $1.23B
HD
Home Depot, Inc.

Consumer Cyclical
645
+ 12.87%
$347.25 - $424.87 $224K - $274K
5.66K $2.08B
PAYX
Paychex Inc

Industrials
60
+ 0.73%
$136.06 - $154.52 $8.16K - $9.27K
8.33K $1.28B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
306
+ 20.04%
$507.05 - $563.67 $155K - $172K
1.83K $944M
MRK
Merck & Co., Inc.

Healthcare
5.43K
+ 13.77%
$83.01 - $101.02 $450K - $548K
44.8K $4.02B
XOM
Exxon Mobil Corp

Energy
329
+ 6.38%
$105.44 - $118.93 $34.7K - $39.1K
5.49K $652M
Blackrock Inc
196
+ 16.77%
N/A
1.37K $1.29B
VZ
Verizon Communications Inc

Communication Services
301
+ 2.04%
$37.81 - $46.49 $11.4K - $14K
15K $682M
MO
Altria Group, Inc.

Consumer Defensive
212
+ 2.06%
$50.81 - $60.02 $10.8K - $12.7K
10.5K $631M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.42%
$890.62 - $1076.86 $9.8K - $11.8K
2.64K $2.5B
MA
Mastercard Inc

Financial Services
65
+ 2.81%
$504.67 - $576.31 $32.8K - $37.5K
2.38K $1.3B
CL
Colgate Palmolive CO

Consumer Defensive
461
+ 7.75%
$85.68 - $97.5 $39.5K - $44.9K
6.41K $601M
CF
Cf Industries Holdings, Inc.

Basic Materials
1.3K
+ 20.26%
$75.03 - $97.25 $97.8K - $127K
7.74K $604M
VGT
Vanguard Information Technolog

ETFs
1.7K
+ 15.41%
$542.38 - $646.34 $923K - $1.1M
12.7K $6.91B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
148
+ 2.19%
$126.11 - $135.06 $18.7K - $20K
6.92K $892M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.32%
$58.01 - $64.46 $754 - $838
4.07K $253M
GIS
General Mills Inc

Consumer Defensive
815
+ 8.89%
$57.56 - $65.3 $46.9K - $53.2K
9.98K $597M
MSFT
Microsoft Corp

Technology
1.67K
+ 12.52%
$375.39 - $447.2 $627K - $747K
15K $5.63B
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.55%
$222.66 - $268.42 $3.12K - $3.76K
919 $214M
GOOGL
Alphabet Inc.

Communication Services
919
+ 17.08%
$154.33 - $206.19 $142K - $189K
6.3K $975M
WMT
Walmart Inc.

Consumer Defensive
635
+ 1.55%
$84.5 - $105.05 $53.7K - $66.7K
41.7K $3.66B
AMZN
Amazon Com Inc

Consumer Cyclical
2.55K
+ 11.57%
$190.26 - $242.06 $486K - $618K
24.6K $4.68B
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 5.89%
$222.15 - $428.22 $20.2K - $39K
1.64K $424M
NVDA
Nvidia Corp

Technology
2.38K
+ 12.83%
$106.98 - $149.43 $255K - $356K
20.9K $2.27B
AAPL
Apple Inc.

Technology
1.95K
+ 7.62%
$209.68 - $247.1 $408K - $481K
27.5K $6.11B
GOOG
Alphabet Inc.

Communication Services
1.05K
+ 5.2%
$156.06 - $207.71 $164K - $218K
21.2K $3.32B
AVGO
Broadcom Inc.

Technology
1.29K
+ 4.28%
$167.43 - $244.7 $216K - $316K
31.5K $5.28B
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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