Stokes Family Office
Latest statistics and disclosures from Stokes Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, LRGF, AAPL, MSFT, ITOT, and represent 32.48% of Stokes Family Office's stock portfolio.
- Added to shares of these 10 stocks: OEF (+$13M), EMXC (+$5.3M), LRGF, IXC, GIGB, BIL, AVUV, VNQ, NOBL, AVDV.
- Started 13 new stock positions in IBDX, KEYS, EMXC, IXC, APO, LYB, NOBL, KHC, IRS, SPLV. OEF, IBDW, IBDV.
- Reduced shares in these 10 stocks: INTF (-$13M), VIG (-$11M), USMV (-$10M), MSFT (-$7.3M), DFAS (-$6.7M), AAPL (-$5.9M), VTEB (-$5.7M), IUSB (-$5.7M), ITOT (-$5.3M), ITM.
- Sold out of its positions in AFL, ARC, ADBE, APD, ALSN, ALL, COR, ADM, ATKR, ADP.
- Stokes Family Office was a net seller of stock by $-184M.
- Stokes Family Office has $740M in assets under management (AUM), dropping by -13.13%.
- Central Index Key (CIK): 0001802278
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Portfolio Holdings for Stokes Family Office
Stokes Family Office holds 221 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 12.3 | $91M | -10% | 536k | 170.40 |
|
| Ishares Tr U S Equity Factr (LRGF) | 8.5 | $63M | +7% | 1.3M | 48.29 |
|
| Apple (AAPL) | 6.6 | $49M | -10% | 255k | 192.53 |
|
| Microsoft Corporation (MSFT) | 2.6 | $19M | -27% | 51k | 376.04 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.5 | $18M | -22% | 174k | 105.23 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.4 | $18M | -41% | 631k | 28.03 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.1 | $15M | -27% | 330k | 46.07 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $14M | -12% | 61k | 237.22 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.8 | $13M | NEW | 60k | 223.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $13M | -19% | 91k | 140.93 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.6 | $12M | -15% | 329k | 36.96 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.6 | $12M | +3% | 231k | 49.72 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $11M | -9% | 102k | 111.63 |
|
| Johnson & Johnson (JNJ) | 1.5 | $11M | -20% | 71k | 156.74 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.3 | $9.7M | 194k | 49.86 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $8.8M | -20% | 126k | 70.35 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $8.8M | -15% | 25k | 356.66 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.2 | $8.7M | +18% | 95k | 91.39 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.1 | $8.4M | +17% | 93k | 89.80 |
|
| Chevron Corporation (CVX) | 1.1 | $8.3M | -10% | 56k | 149.16 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $8.2M | -28% | 48k | 170.10 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.1 | $8.2M | -6% | 162k | 50.47 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 1.1 | $8.0M | 362k | 22.07 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $7.3M | -18% | 97k | 75.10 |
|
| Home Depot (HD) | 0.9 | $6.7M | -21% | 19k | 346.56 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.8 | $6.1M | +11% | 175k | 35.08 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.8 | $5.9M | +34% | 128k | 46.31 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.8 | $5.8M | -9% | 56k | 103.07 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.8 | $5.7M | +7% | 175k | 32.90 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $5.6M | -64% | 72k | 78.03 |
|
| Pepsi (PEP) | 0.7 | $5.5M | -23% | 32k | 169.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $5.4M | -27% | 12k | 436.80 |
|
| Amazon (AMZN) | 0.7 | $5.3M | -12% | 35k | 151.94 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $5.3M | -14% | 67k | 79.34 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.7 | $5.3M | NEW | 95k | 55.41 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.9M | -4% | 10k | 477.65 |
|
| Corporacion Amer Arpts S A (CAAP) | 0.6 | $4.6M | +12% | 289k | 16.06 |
|
| BlackRock (BLK) | 0.6 | $4.6M | -7% | 5.7k | 811.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $4.5M | -8% | 15k | 310.88 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $4.5M | -20% | 45k | 99.98 |
|
| Ea Series Trust Us Quan Value (QVAL) | 0.6 | $4.4M | 110k | 40.49 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.6 | $4.4M | NEW | 113k | 39.11 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.6 | $4.4M | 39k | 112.67 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $4.3M | -17% | 42k | 102.88 |
|
| Cintas Corporation (CTAS) | 0.6 | $4.1M | 6.8k | 602.64 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $4.0M | -34% | 27k | 146.54 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.9M | -20% | 28k | 139.69 |
|
| Philip Morris International (PM) | 0.5 | $3.9M | -23% | 41k | 94.08 |
|
| Vanguard World Mega Cap Index (MGC) | 0.5 | $3.8M | -26% | 22k | 169.28 |
|
| Abbvie (ABBV) | 0.5 | $3.7M | -13% | 24k | 154.97 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.7M | -30% | 35k | 105.43 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $3.6M | +2% | 90k | 40.27 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $3.6M | -29% | 20k | 179.97 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $3.5M | -27% | 63k | 56.14 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $3.5M | -62% | 68k | 51.05 |
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.5 | $3.5M | -18% | 118k | 29.51 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $3.3M | -21% | 23k | 145.01 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $3.2M | 30k | 107.49 |
|
|
| Intel Corporation (INTC) | 0.4 | $3.0M | -5% | 60k | 50.25 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $3.0M | +28% | 48k | 62.49 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $2.9M | +48% | 33k | 88.36 |
|
| Nike CL B (NKE) | 0.4 | $2.8M | -6% | 26k | 108.57 |
|
| Altria (MO) | 0.4 | $2.8M | -14% | 69k | 40.34 |
|
| Energy Services of America (ESOA) | 0.4 | $2.8M | 462k | 5.98 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $2.7M | -19% | 25k | 110.07 |
|
| General Dynamics Corporation (GD) | 0.4 | $2.7M | -25% | 11k | 259.67 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.3 | $2.5M | -5% | 24k | 105.15 |
|
| Cisco Systems (CSCO) | 0.3 | $2.5M | -34% | 50k | 50.52 |
|
| Starbucks Corporation (SBUX) | 0.3 | $2.5M | -6% | 26k | 96.01 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.4M | -14% | 4.2k | 582.92 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.4M | -32% | 8.0k | 296.52 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $2.3M | 35k | 66.49 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $2.3M | -5% | 20k | 114.04 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.2M | -31% | 55k | 41.10 |
|
| Pfizer (PFE) | 0.3 | $2.2M | -18% | 75k | 28.79 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $2.2M | +9% | 21k | 104.10 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.1M | -38% | 14k | 157.65 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $2.1M | -3% | 40k | 51.31 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $2.1M | -49% | 41k | 50.58 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $2.0M | +37% | 24k | 81.28 |
|
| Lam Research Corporation (LRCX) | 0.3 | $1.9M | -7% | 2.5k | 783.20 |
|
| Ea Series Trust Intl Quan Momntm (IMOM) | 0.3 | $1.9M | 73k | 26.37 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $1.9M | -26% | 7.7k | 240.82 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.8M | -35% | 5.2k | 353.96 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.8M | -62% | 17k | 108.41 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $1.8M | 20k | 89.06 |
|
|
| Visa Com Cl A (V) | 0.2 | $1.7M | -64% | 6.5k | 260.36 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.7M | -6% | 31k | 53.82 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.7M | -10% | 23k | 72.43 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.5M | -15% | 4.0k | 376.87 |
|
| Coca-Cola Company (KO) | 0.2 | $1.5M | -30% | 25k | 58.93 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.5M | -48% | 5.9k | 245.62 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.4M | -51% | 2.2k | 660.16 |
|
| UnitedHealth (UNH) | 0.2 | $1.4M | -60% | 2.7k | 526.40 |
|
| First Horizon National Corporation (FHN) | 0.2 | $1.4M | -2% | 98k | 14.16 |
|
| Broadcom (AVGO) | 0.2 | $1.4M | -25% | 1.2k | 1116.25 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.3M | +25% | 56k | 23.90 |
|
| SYSCO Corporation (SYY) | 0.2 | $1.3M | -7% | 18k | 73.13 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $1.2M | +11% | 50k | 24.91 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $1.2M | +11% | 50k | 24.76 |
|
| Charles River Laboratories (CRL) | 0.2 | $1.2M | +14% | 5.1k | 236.40 |
|
| American Express Company (AXP) | 0.2 | $1.2M | -19% | 6.3k | 187.33 |
|
| Ecopetrol S A Sponsored Ads (EC) | 0.2 | $1.1M | +22% | 95k | 11.92 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $1.1M | -19% | 7.6k | 145.65 |
|
| Southern Company (SO) | 0.1 | $1.1M | -19% | 16k | 70.12 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | -21% | 12k | 90.29 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.0M | -65% | 39k | 26.51 |
|
| Netflix (NFLX) | 0.1 | $1.0M | -5% | 2.1k | 486.88 |
|
| At&t (T) | 0.1 | $1.0M | +7% | 61k | 16.78 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $987k | 6.0k | 164.42 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $986k | -46% | 23k | 43.85 |
|
| Verizon Communications (VZ) | 0.1 | $961k | -45% | 26k | 37.70 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $960k | 70k | 13.80 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $958k | 3.5k | 273.74 |
|
|
| Tesla Motors (TSLA) | 0.1 | $904k | -36% | 3.6k | 248.48 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $902k | -18% | 18k | 49.20 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $835k | -36% | 36k | 23.04 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $825k | -17% | 8.0k | 103.45 |
|
| Bancolombia S A Spon Adr Pref (CIB) | 0.1 | $797k | +93% | 26k | 30.77 |
|
| Merck & Co (MRK) | 0.1 | $774k | -45% | 7.1k | 109.01 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $770k | 26k | 29.84 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $737k | -29% | 3.7k | 197.39 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $732k | 22k | 32.66 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $726k | NEW | 7.6k | 95.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $662k | +77% | 4.4k | 149.49 |
|
| Emerson Electric (EMR) | 0.1 | $645k | -37% | 6.6k | 97.33 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $645k | +50% | 27k | 23.93 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $626k | -63% | 4.0k | 156.88 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $623k | -8% | 9.5k | 65.52 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $604k | 3.8k | 157.80 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $590k | -66% | 1.4k | 426.51 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $575k | -34% | 8.4k | 68.80 |
|
| International Business Machines (IBM) | 0.1 | $565k | -45% | 3.5k | 163.57 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $556k | 6.3k | 88.50 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $556k | -69% | 1.1k | 495.25 |
|
| Advanced Micro Devices (AMD) | 0.1 | $547k | -32% | 3.7k | 147.41 |
|
| Hca Holdings (HCA) | 0.1 | $541k | -16% | 2.0k | 270.68 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $534k | +97% | 21k | 25.09 |
|
| Procore Technologies (PCOR) | 0.1 | $518k | 7.5k | 69.22 |
|
|
| Danaher Corporation (DHR) | 0.1 | $515k | +8% | 2.2k | 231.34 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $509k | -51% | 5.0k | 101.15 |
|
| Amgen (AMGN) | 0.1 | $498k | -75% | 1.7k | 287.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $475k | -40% | 4.4k | 108.25 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $465k | -5% | 8.9k | 52.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $451k | -39% | 1.6k | 277.15 |
|
| Hormel Foods Corporation (HRL) | 0.1 | $444k | -49% | 14k | 32.11 |
|
| Caterpillar (CAT) | 0.1 | $444k | -25% | 1.5k | 295.67 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $442k | -33% | 1.9k | 232.62 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $440k | NEW | 20k | 21.64 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $439k | NEW | 21k | 20.77 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $434k | -6% | 7.4k | 58.33 |
|
| Enterprise Products Partners (EPD) | 0.1 | $415k | -5% | 16k | 26.35 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $413k | +62% | 5.3k | 77.37 |
|
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.1 | $407k | -41% | 2.3k | 175.19 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $406k | +58% | 18k | 23.07 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $406k | -45% | 867.00 | 468.29 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $406k | -33% | 14k | 29.29 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $402k | 4.1k | 99.02 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $399k | -18% | 9.4k | 42.22 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $356k | +5% | 2.7k | 130.92 |
|
| salesforce (CRM) | 0.0 | $353k | -36% | 1.3k | 263.14 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $351k | 738.00 | 475.31 |
|
|
| Bath & Body Works In (BBWI) | 0.0 | $347k | 8.0k | 43.16 |
|
|
| Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) | 0.0 | $346k | NEW | 40k | 8.60 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $344k | 13k | 26.91 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $335k | -10% | 1.1k | 294.88 |
|
| MercadoLibre (MELI) | 0.0 | $330k | -8% | 210.00 | 1571.54 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $327k | -27% | 4.4k | 73.98 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $326k | 5.9k | 55.28 |
|
|
| Waste Management (WM) | 0.0 | $320k | -75% | 1.8k | 179.10 |
|
| Ea Series Trust Intl Quan Value (IVAL) | 0.0 | $320k | 13k | 25.05 |
|
|
| Lowe's Companies (LOW) | 0.0 | $316k | -39% | 1.4k | 222.55 |
|
| Phillips 66 (PSX) | 0.0 | $313k | -21% | 2.4k | 133.15 |
|
| Apollo Global Mgmt (APO) | 0.0 | $309k | NEW | 3.3k | 93.19 |
|
| Deere & Company (DE) | 0.0 | $308k | +8% | 769.00 | 399.87 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $302k | -17% | 1.3k | 225.51 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $301k | -2% | 1.5k | 200.71 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $298k | 7.9k | 38.01 |
|
|
| Capital One Financial (COF) | 0.0 | $297k | -15% | 2.3k | 131.13 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $294k | -95% | 4.9k | 59.61 |
|
| Zimmer Holdings (ZBH) | 0.0 | $290k | -4% | 2.4k | 121.72 |
|
| General Mills (GIS) | 0.0 | $289k | -23% | 4.4k | 65.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $288k | -29% | 855.00 | 337.36 |
|
| Shell Spon Ads (SHEL) | 0.0 | $271k | -52% | 4.1k | 65.80 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $270k | -59% | 356.00 | 756.92 |
|
| Medtronic SHS (MDT) | 0.0 | $264k | -27% | 3.2k | 82.38 |
|
| WD-40 Company (WDFC) | 0.0 | $256k | -7% | 1.1k | 239.06 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $256k | -19% | 2.6k | 97.05 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $252k | -3% | 3.0k | 82.96 |
|
| Highpeak Energy (HPK) | 0.0 | $248k | 17k | 14.24 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $247k | -69% | 5.8k | 42.57 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $242k | NEW | 9.6k | 25.23 |
|
| Valvoline Inc Common (VVV) | 0.0 | $238k | 6.3k | 37.58 |
|
|
| Dominion Resources (D) | 0.0 | $232k | 4.9k | 47.00 |
|
|
| Hershey Company (HSY) | 0.0 | $231k | -11% | 1.2k | 186.44 |
|
| ConocoPhillips (COP) | 0.0 | $231k | -56% | 2.0k | 116.07 |
|
| Unilever Spon Adr New (UL) | 0.0 | $228k | -58% | 4.7k | 48.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $227k | 3.0k | 76.14 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $226k | 7.2k | 31.54 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $226k | NEW | 1.4k | 159.09 |
|
| Stoneco Com Cl A (STNE) | 0.0 | $225k | 13k | 18.03 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $222k | -6% | 1.8k | 122.75 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $219k | -22% | 14k | 15.97 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $213k | -42% | 997.00 | 213.33 |
|
| Enbridge (ENB) | 0.0 | $211k | -20% | 5.9k | 36.02 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $211k | NEW | 2.2k | 95.08 |
|
| Baxter International (BAX) | 0.0 | $208k | -8% | 5.4k | 38.66 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $207k | -81% | 1.2k | 173.89 |
|
| Kraft Heinz (KHC) | 0.0 | $206k | NEW | 5.6k | 36.98 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $206k | NEW | 3.3k | 62.66 |
|
| Yum! Brands (YUM) | 0.0 | $204k | -3% | 1.6k | 130.66 |
|
| United Parcel Service CL B (UPS) | 0.0 | $203k | -30% | 1.3k | 157.23 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $189k | -2% | 17k | 11.38 |
|
| Central Puerto S A Sponsored Adr (CEPU) | 0.0 | $182k | 20k | 9.10 |
|
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $181k | 11k | 17.19 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $83k | 10k | 8.33 |
|
|
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $75k | 31k | 2.43 |
|
|
| Telecom Argentina Sa Spon Adr Rep B (TEO) | 0.0 | $72k | 10k | 7.15 |
|
|
| Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) | 0.0 | $71k | 10k | 7.09 |
|
|
| Sirius Xm Holdings (SIRI) | 0.0 | $55k | -30% | 10k | 5.47 |
|
| Ocuphire Pharma (OCUP) | 0.0 | $37k | -6% | 12k | 3.01 |
|
Past Filings by Stokes Family Office
SEC 13F filings are viewable for Stokes Family Office going back to 2019
- Stokes Family Office 2023 Q4 filed Feb. 6, 2024
- Stokes Family Office 2023 Q3 filed Nov. 13, 2023
- Stokes Family Office 2023 Q2 filed Aug. 14, 2023
- Stokes Family Office 2023 Q1 filed May 8, 2023
- Stokes Family Office 2022 Q4 filed Feb. 14, 2023
- Stokes Family Office 2022 Q3 filed Nov. 14, 2022
- Stokes Family Office 2022 Q2 filed Aug. 5, 2022
- Stokes Family Office 2022 Q1 filed May 16, 2022
- Stokes Family Office 2021 Q4 filed Feb. 15, 2022
- Stokes Family Office 2021 Q3 filed Nov. 15, 2021
- Stokes Family Office 2021 Q2 filed Aug. 12, 2021
- Stokes Family Office 2021 Q1 filed May 13, 2021
- Stokes Family Office 2020 Q4 filed Feb. 10, 2021
- Stokes Family Office 2020 Q3 filed Nov. 12, 2020
- Stokes Family Office 2020 Q2 filed Aug. 11, 2020
- Stokes Family Office 2020 Q1 filed May 12, 2020