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| Happy Holidays!! thanks for using AUM13F!! |
| Mokosak Advisory Group LLC
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| CRD # | 287538 |
| SEC # | 801-110319 |
| CIK # | 0001713112 |
| AUM | $345.3 M (2025-02-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 515-223-5404 |
| Address | 2900 100th Street Suite 102 Urbandale, IA 50322 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001713112 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.4 | ||
| Caseys General Stores Inc | 1.1 | ||
| Nvidia Corp | 0.9 | ||
| Deere & Co | 0.6 | ||
| Principal Financial Group Inc | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Intuitive Surgical Inc | 0.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Dr Pepper Snapple Group Inc | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 97.1 |
| (b) Individuals (high net worth individuals) | 117 | 248.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,315 | 345.3 |
| By Discretionary | ||
| Discretionary | 1,300 | 341.7 |
| Non-Discretionary | 15 | 3.6 |
| Total | 1,315 | 345.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 343.8 | |
| Total | 1,315 | 345.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001713112] |
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|---|---|---|
|
Ted Buchan & Company LLC
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|
CA | 0.3 |
|
Sculati Wealth Management LLC
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MI | 0.3 |
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Ruggaard & Associates LLC
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OH | 0.3 |
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FC Advisory LLC
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PA | 0.3 |
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DS Investment Advisors
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MI | 0.3 |
|
Reframe Wealth LLC
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VA | 0.3 |
|
Signet Investment Advisory Group Inc
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RI | 0.3 |
|
TA Capital Management LLC
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NJ | 0.3 |
|
Thirtynorth Investments LLC
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|
LA | 0.3 |
|
Guardian Wealth Management LLC
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|
TN | 0.3 |