Mokosak Advisory Group, LLC Incresed Positions in Q2 2025

Mokosak Advisory Group, LLC

  • $354 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
1.21K
+ 2.9%
$470.37 - $663.28 $571K - $805K
43K $28.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.7K
+ 1.98%
$22.27 - $29.21 $505K - $662K
1.17M $34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
45.9K
+ 1.6%
$23.55 - $27.67 $1.08M - $1.27M
2.91M $80.6M
VBR
Vanguard Small Cap Value ETF

ETFs
7.61K
+ 2.56%
$162.76 - $195.77 $1.24M - $1.49M
305K $59.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
39.2K
+ 3.46%
$20.42 - $25.3 $801K - $993K
1.17M $29.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
28.5K
+ 2.71%
$22.92 - $28.05 $652K - $798K
1.08M $30.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
191
+ 0.95%
$139.8 - $197.22 $26.7K - $37.7K
20.3K $4M
NVDA
Nvidia Corp

Technology
3.95K
+ 193.91%
$94.31 - $157.99 $372K - $623K
5.98K $944K
CORP
Pimco Investment Grade Corp Bd

ETFs
5.3K
+ 2.39%
$94.14 - $97.31 $499K - $516K
227K $22.1M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.92K
+ 2.16%
$71.94 - $86.02 $138K - $165K
90.6K $7.75M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.9K
+ 1.2%
$22.68 - $23.28 $292K - $300K
1.08M $25.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
10
+ 0.47%
$415.82 - $510.91 $4.16K - $5.11K
2.14K $1.09M
WMT
Walmart Inc.

Consumer Defensive
27
+ 0.47%
$81.79 - $99.98 $2.21K - $2.7K
5.73K $560K
WFC
Wells Fargo & Company

Financial Services
24
+ 0.47%
$60.98 - $80.12 $1.46K - $1.92K
5.14K $411K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
24
+ 0.28%
$33.46 - $41.33 $803 - $992
8.57K $354K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26
+ 0.3%
$29.12 - $35.84 $757 - $932
8.56K $306K
AAPL
Apple Inc.

Technology
578
+ 9.51%
$172.42 - $223.89 $99.7K - $129K
6.66K $1.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
18
+ 0.45%
$44.8 - $53.97 $806 - $971
4K $216K
PFF
Ishares Trust Ishares Pfd And

ETFs
115
+ 1.74%
$29.0 - $30.68 $3.34K - $3.53K
6.72K $206K
TIP
Ishares Tr Tips Bd ETF

ETFs
32
+ 1.39%
$107.93 - $110.97 $3.45K - $3.55K
2.33K $256K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
129
+ 1.71%
$31.07 - $32.25 $4.01K - $4.16K
7.66K $243K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
41
+ 0.82%
$48.13 - $49.85 $1.97K - $2.04K
5.02K $246K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
51
+ 0.66%
$32.56 - $35.71 $1.66K - $1.82K
7.79K $257K
PFG
Principal Financial Group Inc

Financial Services
63
+ 0.9%
$69.56 - $86.19 $4.38K - $5.43K
7.09K $563K
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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