Titelia

Holdings of MOKAN Wealth Management Inc.

105 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.3 % of the equity sleeve

Sector breakdown

  • Technology 17.2 %
  • Consumer staples 8.8 %
  • Financials 8.6 %
  • Health care 8.5 %
  • Consumer discretionary 6.6 %
  • Communication 6.1 %
  • Industrials 5.5 %
  • Energy 4.8 %
  • Funds 0.8 %
  • Materials 0.7 %
  • Real estate 0.3 %
  • Utilities 0.2 %
  • Unattributed 32.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US105222.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Scottsdale Funds 248,91514.6M $
2SPDR Series Trust 156,51814.3M $
3SPDR Series Trust 135,35613.5M $
4Berkshire Hathaway Inc 18,8809M $
5Walmart Inc 69,1828.6M $
6Broadcom Inc 25,7058M $
7NVIDIA Corp 43,1597.5M $
8Apple Inc 27,3166.9M $
9Amazon.com Inc 28,8346M $
10Microsoft Corp 15,1245.6M $
11Merck & Co Inc 42,9425.2M $
12Alphabet Inc 16,0654.6M $
13Exxon Mobil Corp 27,0964.6M $
14JPMorgan Chase & Co 15,4294.5M $
15ConocoPhillips 33,4004.4M $
16AbbVie Inc 19,1674.2M $
17McDonald's Corp. 12,2623.8M $
18Eli Lilly & Co 4,0793.8M $
19Costco Wholesale Corp 3,6583.7M $
20Schwab US Dividend Equity ETF 110,4693.4M $
21VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 14,7833.2M $
22Home Depot Inc/The 9,6183.2M $
23Caterpillar Inc 4,2863M $
24Vanguard Value ETF 14,8602.9M $
25Deere & Co 4,7942.7M $
26General Electric Co 8,4852.4M $
27Micron Technology Inc 6,9642.4M $
28Lam Research Corp 10,6902.3M $
29Advanced Micro Devices Inc 10,9952.2M $
30Netflix Inc 23,1682.2M $
31Alphabet Inc 7,2912.1M $
32Meta Platforms Inc 3,6562.1M $
33Applied Materials Inc 6,0512.1M $
34Vanguard Growth ETF 4,2771.9M $
35Vanguard High Dividend Yield E 12,5141.9M $
36Vanguard S&P 500 ETF 2,8181.7M $
37EOG Resources Inc 11,0211.6M $
38Procter & Gamble Co/The 10,9251.6M $
39Cboe Global Markets Inc 4,9521.4M $
40PepsiCo Inc 8,9121.4M $
41Snap-on Inc 3,7941.4M $
42Abbott Laboratories 13,3611.4M $
43CME Group Inc 4,5641.3M $
44Illinois Tool Works Inc 5,0861.3M $
45A O Smith Corp 18,2581.2M $
46RTX Corp 5,9271.1M $
47Johnson & Johnson 4,1101M $
48CF Industries Holdings Inc 6,285815.8K $
49Visa Inc 2,679810K $
50Gilead Sciences Inc 5,479763K $
51Yum! Brands Inc 4,774741.6K $
52Verizon Communications Inc 14,739739.7K $
53Paychex Inc 7,918729.8K $
54T Rowe Price Group Inc 7,835706.1K $
55Moody's Corp 1,612703.1K $
56Fox Corp 11,938697.2K $
57Hims & Hers Health Inc 33,396693.4K $
58FactSet Research Systems Inc 3,190693.1K $
59Cognizant Technology Solutions Corp. 11,053678.3K $
60Altria Group, Inc. 10,191672.2K $
61United Therapeutics Corp 1,131670.4K $
62Jack Henry & Associates Inc 4,223667.8K $
63Automatic Data Processing Inc 3,264663K $
64Zoetis Inc 5,560658.5K $
65Tesla Inc 1,766656.3K $
66Axcelis Technologies Inc 6,995651.5K $
67Marsh & McLennan Cos Inc 3,752650.5K $
68Kraft Heinz Co/The 28,834648.4K $
69Comcast Corp 22,310640.5K $
70Zoom Communications Inc 7,929637.6K $
71Vanguard Information Technology ETF 910635.3K $
72Avery Dennison Corp 3,648628.6K $
73Domino's Pizza Inc 1,755628.5K $
74Kimberly-Clark Corp 6,488626.1K $
75VICI Properties Inc 22,787622.5K $
76Colgate-Palmolive Co 7,149609.3K $
77Avnet Inc 9,837606K $
78Neurocrine Biosciences Inc 4,585603.9K $
79Elanco Animal Health Inc 25,177602.5K $
80Monolithic Power Systems Inc 542599.7K $
81Exelixis Inc 13,925597.3K $
82Coca-Cola Co/The 7,829595.3K $
83Lennox International Inc 1,271587.8K $
84General Mills, Inc. 15,721585.1K $
85Conagra Brands Inc 36,667576.4K $
86Chewy Inc 20,842562.8K $
87Toll Brothers Inc 4,110561.1K $
88Ralph Lauren Corp 1,627559.3K $
89Asbury Automotive Group Inc 2,843554.4K $
90Merit Medical Systems Inc 7,844540.5K $
91Vanguard Total International S 6,845527.8K $
92Toast Inc 19,877527K $
93Insulet Corp 2,453514.8K $
94Halozyme Therapeutics Inc 7,601490.9K $
95Tenet Healthcare Corp 2,493470.7K $
96NextEra Energy Inc 4,685434.9K $
97Chevron Corp 2,043422.9K $
98T-Mobile US Inc 1,949409.3K $
99Vanguard Total Stock Market ETF 1,214389.4K $
100Dycom Industries Inc 1,109375.4K $