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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$656B
$7.2 Billion 4.34% of portfolio
13,522
Q1 2025 Added 0.48%
$3.23T
$6.11 Billion 3.68% of portfolio
27,511
Q1 2025 Added 7.62%
$3.43T
$5.63 Billion 3.39% of portfolio
15,006
Q1 2025 Added 12.52%
$109B
$5.52 Billion 3.33% of portfolio
52,551
Q1 2025 Added 19.94%
$98B
$5.28 Billion 3.18% of portfolio
31,517
Q1 2025 Added 4.28%
$2.09T
$4.68 Billion 2.82% of portfolio
24,621
Q1 2025 Added 11.57%
$195B
$4.02 Billion 2.42% of portfolio
44,821
Q1 2025 Added 13.77%
$268B
$3.66 Billion 2.2% of portfolio
41,657
Q1 2025 Added 1.55%
$231B
$3.42 Billion 2.06% of portfolio
10,933
Q1 2025 Added 1.37%
$1.05T
$3.32 Billion 2.0% of portfolio
21,230
Q1 2025 Added 5.2%
$329B
$3.16 Billion 1.9% of portfolio
15,061
Q1 2025 Reduced 6.07%
$282B
$2.81 Billion 1.69% of portfolio
5,361
Q1 2025 Added 17.28%
$234B
$2.61 Billion 1.57% of portfolio
19,660
Q1 2025 Reduced 5.75%
$460B
$2.5 Billion 1.51% of portfolio
2,638
Q1 2025 Added 0.42%
$403B
$2.3 Billion 1.38% of portfolio
13,473
Q1 2025 Added 35.48%
$337B
$2.27 Billion 1.37% of portfolio
20,941
Q1 2025 Added 12.83%
$406B
$1.97 Billion 1.19% of portfolio
11,865
Q1 2025 Reduced 1.34%
$24.3B
$1.98 Billion 1.19% of portfolio
8,726
Q1 2025 Added 4.02%
$104B
$1.93 Billion 1.16% of portfolio
7,275
Q1 2025 Added 0.25%
$63.6B
$1.92 Billion 1.16% of portfolio
14,942
Q1 2025 Added 11.27%
$17B
$1.89 Billion 1.14% of portfolio
5,627
Q1 2025 Added 15.35%
$181B
$1.82 Billion 1.1% of portfolio
12,140
Q1 2025 Added 10.16%
$138B
$1.82 Billion 1.1% of portfolio
16,280
Q1 2025 Reduced 13.31%
$23.6B
$1.81 Billion 1.09% of portfolio
10,608
Q1 2025 Added 7.55%
$21.1B
$1.71 Billion 1.03% of portfolio
18,563
Q1 2025 Added 266.64%
$19.8B
$1.39 Billion 0.84% of portfolio
37,247
Q1 2025 Added 11.05%
$597B
$1.33 Billion 0.8% of portfolio
3,805
Q1 2025 Reduced 2.78%
$18.4B
$1.29 Billion 0.78% of portfolio
10,699
Q1 2025 Added 8.85%
$559B
$1.3 Billion 0.78% of portfolio
2,377
Q1 2025 Added 2.81%
$56.9B
$1.28 Billion 0.77% of portfolio
8,325
Q1 2025 Added 0.73%
$163B
$1.27 Billion 0.76% of portfolio
8,261
Q1 2025 New
$41B
$1.27 Billion 0.76% of portfolio
8,044
Q1 2025 Reduced 5.92%
$75.3B
$1.23 Billion 0.74% of portfolio
4,944
Q1 2025 Added 14.37%
$77B
$1.23 Billion 0.74% of portfolio
3,086
Q1 2025 Added 2.05%
$78.9B
$1.18 Billion 0.71% of portfolio
7,197
Q1 2025 New
$1.03T
$975 Million 0.59% of portfolio
6,301
Q1 2025 Added 17.08%
$201B
$790 Million 0.48% of portfolio
5,966
Q1 2025 Reduced 0.5%
$126B
$703 Million 0.42% of portfolio
1,571
Q1 2025 Reduced 56.9%
$23.9B
$704 Million 0.42% of portfolio
-
Q1 2025 New
$92.5B
$684 Million 0.41% of portfolio
10,086
Q1 2025 Reduced 63.9%
$185B
$682 Million 0.41% of portfolio
15,030
Q1 2025 Added 2.04%
$48.5B
$641 Million 0.39% of portfolio
4,505
Q1 2025 Reduced 1.16%
$426B
$652 Million 0.39% of portfolio
5,485
Q1 2025 Added 6.38%
$109B
$631 Million 0.38% of portfolio
10,502
Q1 2025 Added 2.06%
$259B
$634 Million 0.38% of portfolio
10,277
Q1 2025 Reduced 4.32%
$16.8B
$593 Million 0.36% of portfolio
10,474
Q1 2025 Reduced 10.73%
$18.1B
$604 Million 0.36% of portfolio
7,739
Q1 2025 Added 20.26%
$32.2B
$597 Million 0.36% of portfolio
9,978
Q1 2025 Added 8.89%
$77.5B
$601 Million 0.36% of portfolio
6,411
Q1 2025 Added 7.75%

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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