Mokosak Advisory Group, LLC Purchases in Q3 2025

Mokosak Advisory Group, LLC

  • $382 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
36.9K
+ 1.27%
$27.61 - $29.15 $1.02M - $1.07M
2.95M $85.8M
VBR
Vanguard Small Cap Value ETF

ETFs
4.72K
+ 1.55%
$195.41 - $212.37 $922K - $1M
310K $64.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.9K
+ 1.19%
$25.29 - $28.33 $352K - $394K
1.19M $33.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.6K
+ 1.54%
$28.15 - $30.13 $467K - $500K
1.1M $32.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
33.4K
+ 3.09%
$22.9 - $23.58 $765K - $788K
1.12M $26.2M
CORP
Pimco Investment Grade Corp Bd

ETFs
7.27K
+ 3.21%
$95.87 - $99.18 $697K - $721K
234K $23.1M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
853
+ 0.94%
$85.31 - $97.03 $72.8K - $82.8K
91.4K $8.71M
VTV
Vanguard Value ETF

ETFs
419
+ 0.68%
$175.51 - $186.57 $73.5K - $78.2K
62.2K $11.6M
AAPL
Apple Inc.

Technology
223
+ 3.35%
$202.38 - $256.87 $45.1K - $57.3K
6.88K $1.75M
VB
Vanguard Small Cap ETF

ETFs
40
+ 0.23%
$237.58 - $259.17 $9.5K - $10.4K
17.4K $4.42M
HD
Home Depot, Inc.

Consumer Cyclical
518
New
$357.4 - $423.42 $185K - $219K
518 $209K
VUG
Vanguard Growth ETF

ETFs
422
New
$433.97 - $484.08 $183K - $204K
422 $202K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.01K
+ 23.46%
$41.34 - $45.65 $83.1K - $91.8K
10.6K $476K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.05%
$494.52 - $565.32 $495 - $565
2.14K $1.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
332
+ 1.13%
$107.66 - $112.36 $35.7K - $37.3K
29.7K $3.31M
PFG
Principal Financial Group Inc

Financial Services
62
+ 0.87%
$75.53 - $82.95 $4.68K - $5.14K
7.15K $592K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24
+ 0.28%
$36.04 - $38.78 $865 - $931
8.58K $330K
WFC
Wells Fargo & Company

Financial Services
24
+ 0.47%
$77.05 - $85.16 $1.85K - $2.04K
5.17K $432K
DFAT
Dimensional ETF Tr U S Target

ETFs
19
+ 0.47%
$53.36 - $59.69 $1.01K - $1.13K
4.02K $234K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
128
+ 1.67%
$31.78 - $33.69 $4.07K - $4.31K
7.79K $257K
PFF
Ishares Trust Ishares Pfd And

ETFs
108
+ 1.61%
$30.67 - $32.13 $3.31K - $3.47K
6.83K $215K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
43
+ 0.86%
$48.5 - $50.19 $2.09K - $2.16K
5.07K $253K
TIP
Ishares Tr Tips Bd ETF

ETFs
22
+ 0.94%
$109.11 - $111.88 $2.4K - $2.46K
2.35K $261K
DE
Deere & CO

Industrials
40
+ 3.51%
$457.26 - $524.37 $18.3K - $21K
1.18K $539K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
54
+ 0.69%
$25.5 - $35.2 $1.38K - $1.9K
7.85K $200K
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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