Notify me when MOKAN Wealth Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 99 | $199M | +$23.3M | -$14.8M | +$8.52M | VGSH, BIL, BILS, VGT, AVGO | 13F-HR | 10/30/2025, 03:39 PM |
| Q2 2025 | 82 | $179M | +$21.1M | -$14M | +$7.14M | VGSH, BIL, BILS, AVGO, VGT | 13F-HR | 7/25/2025, 01:44 PM |
| Q1 2025 | 74 | $166M | +$16.8M | -$6.05M | +$10.7M | VGSH, BIL, BILS, BRKB, VGT | 13F-HR | 4/23/2025, 01:10 PM |
| Q4 2024 | 72 | $157M | $0 | $0 | VGSH, BIL, BILS, AVGO, VGT | 13F-HR | 1/30/2025, 05:18 PM |