Mokosak Advisory Group, LLC Portfolio Holdings
Mokosak Advisory Group, LLC
- $303 Million
- Q1 2024
Mokosak Advisory Group, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $303 Million distributed in 31 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 $66.7M, Vanguard Small Cap Value ETF with a value of $52.3M, Schwab Strategic Tr Us Large C with a value of $29.4M, Schwab Strategic U.S. Mid Cap with a value of $26.4M, and Schwab Strategic Tr Us Small C with a value of $25.7M.
Examining the 13F form we can see an increase of $24.1M in the current position value, from $279M to 303M.
Below you can find more details about Mokosak Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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