Mokosak Advisory Group, LLC Incresed Positions in Q1 2025

Mokosak Advisory Group, LLC

  • $324 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
68.7K
+ 2.46%
$25.77 - $27.6 $1.77M - $1.9M
2.87M $76.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
68.5K
+ 6.84%
$22.46 - $23.26 $1.54M - $1.59M
1.07M $24.8M
CORP
Pimco Investment Grade Corp Bd

ETFs
14.3K
+ 6.89%
$93.89 - $97.32 $1.34M - $1.39M
221K $21.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
859
+ 67.64%
$378.71 - $442.54 $325K - $380K
2.13K $924K
VTV
Vanguard Value ETF

ETFs
1.17K
+ 1.9%
$167.73 - $179.21 $196K - $209K
62.4K $10.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.57K
+ 5.41%
$105.1 - $109.61 $165K - $173K
30.6K $3.33M
WMT
Walmart Inc.

Consumer Defensive
919
+ 19.21%
$84.5 - $105.05 $77.7K - $96.5K
5.7K $500K
DE
Deere & CO

Industrials
3
+ 0.26%
$408.57 - $509.27 $1.23K - $1.53K
1.14K $535K
AMGN
Amgen Inc

Healthcare
7
+ 0.74%
$258.59 - $327.36 $1.81K - $2.29K
949 $295K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
56
+ 0.73%
$30.38 - $34.94 $1.7K - $1.96K
7.74K $264K
PFF
Ishares Trust Ishares Pfd And

ETFs
72
+ 1.1%
$30.73 - $32.26 $2.21K - $2.32K
6.6K $202K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.25%
$32.42 - $36.13 $681 - $759
8.53K $281K
DFAT
Dimensional ETF Tr U S Target

ETFs
12
+ 0.3%
$50.44 - $58.1 $605 - $697
3.99K $205K
NVDA
Nvidia Corp

Technology
199
+ 10.84%
$106.98 - $149.43 $21.3K - $29.7K
2.04K $220K
VO
Vanguard Mid Cap ETF

ETFs
127
+ 0.82%
$251.87 - $277.95 $32K - $35.3K
15.5K $4.02M
AAPL
Apple Inc.

Technology
5
+ 0.08%
$209.68 - $247.1 $1.05K - $1.24K
6.08K $1.35M
VB
Vanguard Small Cap ETF

ETFs
193
+ 1.13%
$217.89 - $252.64 $42.1K - $48.8K
17.2K $3.82M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.61K
+ 4.25%
$82.81 - $96.53 $299K - $349K
88.7K $7.44M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.4K
+ 2.08%
$25.58 - $29.24 $548K - $627K
1.05M $27.5M
VBR
Vanguard Small Cap Value ETF

ETFs
8.24K
+ 2.85%
$183.02 - $207.75 $1.51M - $1.71M
297K $55.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24K
+ 2.16%
$23.16 - $27.04 $555K - $648K
1.13M $26.6M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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