StockDriftsStockDriftsTop 50 MOKAN Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 6.45% | 248.9K | $14.6M | +2.76%(+6.68K) | $58.63(-0.61%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 6.35% | 156.5K | $14.3M | +2.25%(+3.44K) | $91.62(-0.14%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 5.96% | 135.4K | $13.5M | +4.21%(+5.46K) | $99.37(-0.12%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4% | 18.9K | $9.0M | +3.96%(+720) | $466.36(+4.11%) | 2026-03-31 | |
| WMT | WALMART INC | 3.81% | 69.2K | $8.6M | +16.64%(+9.87K) | $94.14(+39.66%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.52% | 25.7K | $8.0M | -4.11%(-1.10K) | $209.92(+98.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 43.2K | $7.5M | +76.43%(+18.70K) | $155.60(+45.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 27.3K | $6.9M | +5.00%(+1.30K) | $233.37(+28.07%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.66% | 28.8K | $6.0M | +21.00%(+5.00K) | $207.82(+29.98%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.48% | 15.1K | $5.6M | +10.55%(+1.44K) | $431.54(-6.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.02% | +19.18% |
| Top 20 Holdings Unweighted | +9.23% | +30.32% |
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