Mokosak Advisory Group, LLC Portfolio Holdings

Mokosak Advisory Group, LLC

  • $324 Million
  • Q1 2025

Mokosak Advisory Group, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $324 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $76.2M, Vanguard Small Cap Value ETF with a value of $55.4M, Schwab Strategic Tr Us Large C with a value of $28.6M, Schwab Strategic U.S. Mid Cap with a value of $27.5M, and Schwab Strategic Tr Us Small C with a value of $26.6M.

Examining the 13F form we can see an decrease of $9.57M in the current position value, from $333M to 324M.

Below you can find more details about Mokosak Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
ETFs: $318 Million
Technology: $1.57 Million
Consumer Cyclical: $1.16 Million
Financial Services: $959,000
Consumer Defensive: $764,000
Healthcare: $609,000
Industrials: $535,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $324 Million
  • Prior Value $333 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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