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Disclosery

13F-HR filed by MOKAN Wealth Management Inc.

MOKAN Wealth Management Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 72 holding rows worth $157,185,575.

Accession
0001085146-25-000648
Filer
CIK 2053727
Filed
2025-01-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 72 entries on the cover page, a total value of $157,185,575 stated on the cover page (in dollars after the unit check, H1), rows summing to $157,185,575 with VALUE read as dollars as filed, 13F file number 028-24693. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Short-Term Treasury ETF92206C102SHS184,171$10,714,884dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS116,186$10,622,796dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF97,996$9,716,231dollars as filed
Broadcom Inc.11135F101COM30,224$7,008,056dollars as filed
VGT92204A702SHS11,045$6,861,101dollars as filed
Apple Inc037833100COM25,563$6,403,746dollars as filed
Berkshire Hathaway Inc084670702COM13,458$6,101,087dollars as filed
Microsoft Corp594918104COM13,336$5,623,554dollars as filed
Amazon.com, Inc023135106COM22,068$4,842,285dollars as filed
Vanguard Growth922908736COM11,285$4,633,869dollars as filed
ConocoPhillips20825C104COM43,814$4,345,059dollars as filed
Merck & Co.,Inc.58933Y105COM39,395$3,918,982dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM20,180$3,841,870dollars as filed
SCHD808524797COM140,532$3,839,394dollars as filed
Walmart Inc.931142103COM41,022$3,706,096dollars as filed
McDonalds Corporation580135101COM10,785$3,126,756dollars as filed
AbbVie,Inc.00287Y109COM16,034$2,849,264dollars as filed
NVIDIA Corp67066G104COM18,560$2,492,599dollars as filed
Costco Wholesale Corporation22160K105COM2,627$2,414,076dollars as filed
Abbott Laboratories002824100COM20,859$2,359,131dollars as filed
UnitedHealth Group Inc91324P102COM4,571$2,314,174dollars as filed
Home Depot, Inc437076102COM5,011$1,950,173dollars as filed
Lockheed Martin Corporation539830109COM3,645$1,773,285dollars as filed
Johnson & Johnson478160104COM12,026$1,738,932dollars as filed
Gilead Sciences,Inc.375558103COM18,779$1,734,708dollars as filed
CME Group Inc. Class A12572Q105COM7,257$1,685,019dollars as filed
PepsiCo,Inc.713448108COM11,020$1,676,248dollars as filed
HERSHEY CO COM427866108Stock9,863$1,671,201dollars as filed
Mondelez International,Inc. Class A609207105COM27,941$1,669,309dollars as filed
Procter & Gamble Co742718109COM9,945$1,667,184dollars as filed
SNAP ON INC COM833034101Stock4,878$1,656,102dollars as filed
EOG RES INC COM26875P101Stock13,429$1,644,972dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock8,389$1,642,021dollars as filed
Vanguard Value ETF922908744SHS9,262$1,569,513dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,844$1,339,613dollars as filed
Visa Inc92826C839COM3,914$1,235,771dollars as filed
MasterCard, Inc57636Q104COM2,312$1,217,405dollars as filed
BlackRock,Inc.09290D101COM1,169$1,195,976dollars as filed
PAYCHEX INC704326107COM8,265$1,159,367dollars as filed
YUM BRANDS INC COM988498101Stock8,550$1,146,441dollars as filed
Accenture Plc Class AG1151C101COM3,151$1,109,041dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock33,542$1,097,970dollars as filed
ILLINOIS TOOL WKS INC452308109COM4,323$1,096,094dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock9,829$1,088,468dollars as filed
AON PLC SHS CL AG0403H108Stock3,024$1,086,154dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,382$1,019,528dollars as filed
Vanguard High Dividend Yield ETF921946406SHS6,768$863,380dollars as filed
Vanguard S&P 500 ETF922908363COM1,527$822,604dollars as filed
Raytheon Technologies Corporation75513E101COM5,996$693,613dollars as filed
Cisco Systems,Inc.17275R102COM10,741$635,740dollars as filed
Tesla Motors, Inc88160R101COM1,545$623,517dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,558$597,720dollars as filed
Verizon Communications Inc92343V104COM14,729$589,008dollars as filed
GENERAL MILLS INC COM370334104Stock9,163$584,203dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock5,063$572,834dollars as filed
FOX CORP CL A COM35137L105Stock11,733$569,948dollars as filed
EXXON MOBIL CORP30231G102COM5,156$554,664dollars as filed
CF INDUSTRIES HOLD COM125269100Stock6,435$548,785dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock3,609$544,568dollars as filed
VICI PPTYS INC COM925652109REIT18,545$541,637dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock5,950$540,965dollars as filed
Altria Group Inc02209S103COM10,290$537,926dollars as filed
VALERO ENERGY CORP COM91913Y100Stock4,385$537,910dollars as filed
Coca-Cola Company191216100COM8,608$535,741dollars as filed
Comcast Corp20030N101COM13,997$525,223dollars as filed
OCCIDENTAL PETE CORP674599105COM8,585$424,194dollars as filed
NextEra Energy,Inc.65339F101COM5,748$412,164dollars as filed
BLOCK H & R INC COM093671105Stock7,008$370,307dollars as filed
Chevron Corporation166764100COM1,852$268,246dollars as filed
VANGUARD STAR FDS921909768COM4,058$239,161dollars as filed
Lowes Companies,Inc.548661107COM905$223,523dollars as filed
Boeing Company097023105COM1,257$222,489dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000648this filing2025-01-30acceptance time not in the bulk data set