Filer Name: MOKAN WEALTH MANAGEMENT INC.
CIK: 2053727
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 72
Portfolio Value: $0.16B

Mokan Wealth Management Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VGSH US VANGUARD SHORT-TERM TREASURY 184,171 $11M 6.82% - -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 116,186 $11M 6.76% - -
BILS US SPDR BLOOMBERG 3-12 MONTH T- 97,996 $10M 6.18% - -
AVGO US BROADCOM INC 30,224 $7M 4.46% - -
VGT US VANGUARD INFO TECH ETF 11,045 $7M 4.36% - -
AAPL US APPLE INC 25,563 $6M 4.07% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 13,458 $6M 3.88% - -
MSFT US MICROSOFT CORP 13,336 $6M 3.58% - -
AMZN US AMAZON.COM INC 22,068 $5M 3.08% - -
VUG US VANGUARD GROWTH ETF 11,285 $5M 2.95% - -
COP US CONOCOPHILLIPS 43,814 $4M 2.76% - -
MRK US MERCK & CO. INC. 39,395 $4M 2.49% - -
GOOG US ALPHABET INC-CL C 20,180 $4M 2.44% - -
SCHD US SCHWAB US DVD EQUITY ETF 140,532 $4M 2.44% - -
WMT US WALMART INC 41,022 $4M 2.36% - -
MCD US MCDONALD'S CORP 10,785 $3M 1.99% - -
ABBV US ABBVIE INC 16,034 $3M 1.81% - -
NVDA US NVIDIA CORP 18,560 $2M 1.59% - -
COST US COSTCO WHOLESALE CORP 2,627 $2M 1.54% - -
ABT US ABBOTT LABORATORIES 20,859 $2M 1.50% - -
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