Stokes Capital Advisors as of June 30, 2019
Portfolio Holdings for Stokes Capital Advisors
Stokes Capital Advisors holds 76 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 4.5 | $7.8M | 77k | 101.75 | |
Vanguard Dividend Appreciation ETF (VIG) | 3.2 | $5.6M | 49k | 115.16 | |
Pimco Total Return Etf totl (BOND) | 2.9 | $5.1M | 47k | 107.47 | |
Ishares Tr rus200 grw idx (IWY) | 2.9 | $5.1M | 59k | 85.79 | |
PIMCO Short Term Mncpl (SMMU) | 2.8 | $5.0M | 99k | 50.58 | |
Microsoft Corporation (MSFT) | 2.6 | $4.6M | 35k | 133.95 | |
Apple (AAPL) | 2.4 | $4.2M | 21k | 197.92 | |
McDonald's Corporation (MCD) | 2.2 | $3.8M | 18k | 207.65 | |
Visa (V) | 2.1 | $3.6M | 21k | 173.56 | |
Costco Wholesale Corporation (COST) | 2.0 | $3.6M | 14k | 264.29 | |
TJX Companies (TJX) | 2.0 | $3.6M | 67k | 52.88 | |
Ecolab (ECL) | 2.0 | $3.5M | 18k | 197.45 | |
Nike (NKE) | 2.0 | $3.5M | 42k | 83.94 | |
Harris Corporation | 1.9 | $3.3M | 17k | 189.11 | |
Coca-Cola Company (KO) | 1.9 | $3.3M | 64k | 50.92 | |
Accenture (ACN) | 1.8 | $3.2M | 18k | 184.79 | |
Wal-Mart Stores (WMT) | 1.8 | $3.2M | 29k | 110.49 | |
Johnson & Johnson (JNJ) | 1.8 | $3.2M | 23k | 139.28 | |
Sherwin-Williams Company (SHW) | 1.8 | $3.2M | 6.9k | 458.25 | |
Pepsi (PEP) | 1.8 | $3.1M | 24k | 131.14 | |
Texas Instruments Incorporated (TXN) | 1.8 | $3.1M | 27k | 114.76 | |
iShares S&P SmallCap 600 Index (IJR) | 1.8 | $3.1M | 40k | 78.29 | |
Chubb (CB) | 1.8 | $3.1M | 21k | 147.31 | |
Becton, Dickinson and (BDX) | 1.8 | $3.1M | 12k | 251.99 | |
Danaher Corporation (DHR) | 1.8 | $3.1M | 22k | 142.92 | |
Union Pacific Corporation (UNP) | 1.7 | $3.0M | 18k | 169.08 | |
Roper Industries (ROP) | 1.7 | $2.9M | 8.0k | 366.20 | |
American Express Company (AXP) | 1.7 | $2.9M | 24k | 123.44 | |
Marsh & McLennan Companies (MMC) | 1.6 | $2.9M | 29k | 99.76 | |
Home Depot (HD) | 1.6 | $2.9M | 14k | 207.94 | |
PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 1.6 | $2.8M | 51k | 54.84 | |
Lockheed Martin Corporation (LMT) | 1.6 | $2.8M | 7.6k | 363.60 | |
Honeywell International (HON) | 1.5 | $2.7M | 16k | 174.56 | |
Ross Stores (ROST) | 1.5 | $2.6M | 27k | 99.13 | |
Medtronic (MDT) | 1.5 | $2.6M | 27k | 97.38 | |
Oneok (OKE) | 1.4 | $2.5M | 37k | 68.81 | |
UnitedHealth (UNH) | 1.4 | $2.4M | 10k | 244.02 | |
BlackRock (BLK) | 1.3 | $2.3M | 4.9k | 469.38 | |
Canadian Natl Ry (CNI) | 1.3 | $2.3M | 25k | 92.49 | |
Amgen (AMGN) | 1.3 | $2.3M | 13k | 184.28 | |
Kinder Morgan (KMI) | 1.3 | $2.3M | 111k | 20.88 | |
Illinois Tool Works (ITW) | 1.3 | $2.2M | 15k | 150.81 | |
United Parcel Service (UPS) | 1.1 | $2.0M | 19k | 103.30 | |
Williams Companies (WMB) | 1.1 | $1.9M | 68k | 28.04 | |
Energy Transfer Equity (ET) | 1.1 | $1.9M | 132k | 14.08 | |
PNC Financial Services (PNC) | 1.0 | $1.8M | 13k | 137.26 | |
Exxon Mobil Corporation (XOM) | 1.0 | $1.8M | 23k | 76.61 | |
Vanguard S&p 500 Etf idx (VOO) | 1.0 | $1.8M | 6.6k | 269.14 | |
International Business Machines (IBM) | 1.0 | $1.7M | 13k | 137.92 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.9 | $1.6M | 24k | 68.05 | |
Colgate-Palmolive Company (CL) | 0.8 | $1.5M | 21k | 71.65 | |
General Dynamics Corporation (GD) | 0.8 | $1.5M | 8.3k | 181.76 | |
Magellan Midstream Partners | 0.8 | $1.4M | 22k | 63.99 | |
Procter & Gamble Company (PG) | 0.8 | $1.4M | 13k | 109.64 | |
Pgx etf (PGX) | 0.7 | $1.3M | 90k | 14.63 | |
Cheniere Energy (LNG) | 0.7 | $1.2M | 18k | 68.43 | |
Schwab Strategic Tr 0 (SCHP) | 0.7 | $1.2M | 21k | 56.32 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.7 | $1.2M | 12k | 100.40 | |
Managed Portfolio Ser tortoise nram pi (TPYP) | 0.7 | $1.2M | 50k | 23.90 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.7 | $1.2M | 26k | 44.44 | |
Enterprise Products Partners (EPD) | 0.6 | $1.1M | 37k | 28.88 | |
Parker-Hannifin Corporation (PH) | 0.4 | $650k | 3.8k | 169.93 | |
Enbridge (ENB) | 0.3 | $612k | 17k | 36.08 | |
American Tower Reit (AMT) | 0.3 | $615k | 3.0k | 204.32 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.3 | $592k | 23k | 26.24 | |
Western Midstream Partners (WES) | 0.2 | $422k | 14k | 30.78 | |
Southern Company (SO) | 0.2 | $385k | 7.0k | 55.32 | |
Schwab International Equity ETF (SCHF) | 0.2 | $377k | 12k | 32.10 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.2 | $351k | 11k | 32.64 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $329k | 1.1k | 294.80 | |
Tallgrass Energy Gp Lp master ltd part | 0.2 | $342k | 16k | 21.11 | |
Eqt Midstream Partners | 0.2 | $315k | 7.0k | 44.71 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $294k | 1.8k | 167.33 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $287k | 1.8k | 156.40 | |
Phillips 66 Partners | 0.1 | $227k | 4.6k | 49.40 | |
Amazon (AMZN) | 0.1 | $203k | 107.00 | 1897.20 |