Mokan Wealth Management Inc. Portfolio Holdings by Sector

Mokan Wealth Management Inc.

$179 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VGSH BIL BILS VGT VUG SCHD VTV VIG 11 stocks	$56.7 Million 31.7% of portfolio	9	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA QCOM 3 stocks	$12.5 Million 6.99% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK ABBV JNJ GILD 4 stocks	$12.4 Million 6.93% of portfolio	4	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$7.08 Million 3.96% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$6.59 Million 3.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$6.28 Million 3.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG 2 stocks	$6.25 Million 3.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.79 Million 3.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM 2 stocks	$4.92 Million 2.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.68 Million 2.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$4.59 Million 2.56% of portfolio	2	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL KMB 3 stocks	$3.77 Million 2.11% of portfolio	3	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$2.99 Million 1.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2.86 Million 1.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CBOE CME 2 stocks	$2.85 Million 1.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$2.74 Million 1.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$2.68 Million 1.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$2.59 Million 1.45% of portfolio	2	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$2.11 Million 1.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$2.01 Million 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LMT BA 3 stocks	$1.88 Million 1.05% of portfolio	2	1	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$1.44 Million 0.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$1.41 Million 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$1.38 Million 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM 1 stocks	$1.37 Million 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PPG 1 stocks	$1.37 Million 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$1.32 Million 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$1.31 Million 0.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$1.3 Million 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$1.26 Million 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS CAG 2 stocks	$1.25 Million 0.7% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.24 Million 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ TMUS 2 stocks	$1.19 Million 0.67% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$894,949 0.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$883,716 0.49% of portfolio	2	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$778,333 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$751,771 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DGX 1 stocks	$685,937 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI 1 stocks	$680,982 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$677,993 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services FOXA 1 stocks	$673,525 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CF 1 stocks	$660,009 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$543,841 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology JBL FLEX 2 stocks	$420,550 0.24% of portfolio	2	-	2	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$340,245 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$326,899 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$255,296 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY 1 stocks	$214,380 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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Mokan Wealth Management Inc. Portfolio Holdings by Sector

Mokan Wealth Management Inc.

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