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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 2025-03-31, filed 2025-04-23, with 74 holding rows worth $165,960,947.

Accession
0001085146-25-002264
Filer
CIK 2053727
Filed
2025-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 74 entries on the cover page, a total value of $165,960,947 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,960,947 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 ETF92206C102SHS194,440$11,411,360dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS122,847$11,267,920dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF103,310$10,278,453dollars as filed
Berkshire Hathaway Inc084670702COM13,522$7,199,997dollars as filed
VGT92204A702SHS12,747$6,908,718dollars as filed
Apple Inc037833100COM27,511$6,112,411dollars as filed
Microsoft Corp594918104COM15,006$5,632,562dollars as filed
ConocoPhillips20825C104COM52,551$5,518,825dollars as filed
Broadcom Inc.11135F101COM31,517$5,275,556dollars as filed
Vanguard Growth922908736COM13,062$4,842,512dollars as filed
Amazon.com, Inc023135106COM24,621$4,684,538dollars as filed
Merck & Co.,Inc.58933Y105COM44,821$4,023,250dollars as filed
SCHD808524797COM143,784$4,020,059dollars as filed
Walmart Inc.931142103COM41,657$3,657,215dollars as filed
McDonalds Corporation580135101COM10,933$3,416,338dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,230$3,316,877dollars as filed
AbbVie,Inc.00287Y109COM15,061$3,155,312dollars as filed
UnitedHealth Group Inc91324P102COM5,361$2,806,734dollars as filed
Abbott Laboratories002824100COM19,660$2,607,945dollars as filed
Costco Wholesale Corporation22160K105COM2,638$2,498,579dollars as filed
Procter & Gamble Co742718109COM13,473$2,296,845dollars as filed
NVIDIA Corp67066G104COM20,941$2,269,728dollars as filed
Home Depot, Inc437076102COM5,656$2,075,439dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock8,726$1,977,763dollars as filed
Johnson & Johnson478160104COM11,865$1,967,411dollars as filed
CME Group Inc. Class A12572Q105COM7,275$1,929,625dollars as filed
EOG RES INC COM26875P101Stock14,942$1,917,019dollars as filed
SNAP ON INC COM833034101Stock5,627$1,894,730dollars as filed
Gilead Sciences,Inc.375558103COM16,280$1,824,073dollars as filed
PepsiCo,Inc.713448108COM12,140$1,819,502dollars as filed
HERSHEY CO COM427866108Stock10,608$1,814,528dollars as filed
Vanguard Value ETF922908744SHS10,429$1,802,530dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock18,563$1,705,369dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS7,691$1,491,746dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock37,247$1,393,040dollars as filed
Visa Inc92826C839COM3,805$1,331,846dollars as filed
MasterCard, Inc57636Q104COM2,377$1,300,221dollars as filed
BlackRock,Inc.09290D101COM1,365$1,292,654dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock10,699$1,286,201dollars as filed
PAYCHEX INC704326107COM8,325$1,284,237dollars as filed
Qualcomm Incorporated747525103COM8,261$1,268,963dollars as filed
YUM BRANDS INC COM988498101Stock8,044$1,265,104dollars as filed
AON PLC SHS CL AG0403H108Stock3,086$1,232,892dollars as filed
ILLINOIS TOOL WKS INC452308109COM4,944$1,226,225dollars as filed
ZOETIS INC CL A98978V103Stock7,197$1,184,101dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,301$975,430dollars as filed
Vanguard S&P 500 ETF922908363COM1,833$943,899dollars as filed
Vanguard High Dividend Yield ETF921946406SHS6,916$891,955dollars as filed
Raytheon Technologies Corporation75513E101COM5,966$790,195dollars as filed
CRH PLC ORDG25508105Stock8,000$703,760dollars as filed
Lockheed Martin Corporation539830109COM1,571$702,514dollars as filed
Mondelez International,Inc. Class A609207105COM10,086$683,992dollars as filed
Verizon Communications Inc92343V104COM15,030$681,625dollars as filed
EXXON MOBIL CORP30231G102COM5,485$652,286dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,505$641,199dollars as filed
Cisco Systems,Inc.17275R102COM10,277$634,130dollars as filed
Altria Group Inc02209S103COM10,502$630,513dollars as filed
CF INDUSTRIES HOLD COM125269100Stock7,739$604,340dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock6,411$600,587dollars as filed
Coca-Cola Company191216100COM8,343$597,409dollars as filed
GENERAL MILLS INC COM370334104Stock9,978$596,698dollars as filed
FOX CORP CL A COM35137L105Stock10,474$592,991dollars as filed
VICI PPTYS INC COM925652109REIT18,176$592,916dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock3,364$568,538dollars as filed
USBANCORPDEL902973304COM NEW13,234$558,734dollars as filed
T-Mobile US,Inc.872590104COM2,011$536,354dollars as filed
Tesla Motors, Inc88160R101COM1,636$423,912dollars as filed
BLOCK H & R INC COM093671105Stock6,158$338,131dollars as filed
NextEra Energy,Inc.65339F101COM4,725$334,848dollars as filed
Chevron Corporation166764100COM1,832$306,409dollars as filed
VANGUARD STAR FDS921909768COM4,071$252,783dollars as filed
Lowes Companies,Inc.548661107COM919$214,346dollars as filed
META PLATFORMS INC CL A30303M102COM370$213,805dollars as filed
PALO ALTO NETWORKS INC697435105COM1,227$209,695dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-002264this filing2025-04-23acceptance time not in the bulk data set