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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 105 | 222.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Lowe's Cos Inc | 1,065 | 251.6K $ | |
| 102 | Boeing Co/The | 1,182 | 235.3K $ | |
| 103 | UnitedHealth Group Inc | 785 | 212.7K $ | |
| 104 | Schwab International Equity ETF | 8,521 | 210.9K $ | |
| 105 | H&R Block Inc | 6,351 | 201.6K $ |