Stokes Capital Advisors, LLC Purchases in Q2 2025

Stokes Capital Advisors, LLC

  • $398 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
534
+ 1.36%
$354.56 - $497.45 $189K - $266K
39.9K $19.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
44.8K
+ 31.45%
$100.04 - $100.54 $4.49M - $4.51M
187K $18.8M
ORCL
Oracle Corp

Technology
934
+ 2.17%
$122.82 - $218.63 $115K - $204K
44K $9.62M
AXP
American Express CO

Financial Services
2.54K
+ 7.75%
$231.39 - $318.98 $587K - $810K
35.3K $11.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.22K
+ 2.65%
$210.28 - $289.91 $257K - $355K
47.3K $13.7M
GOOGL
Alphabet Inc.

Communication Services
12K
+ 99.1%
$144.7 - $178.6 $1.74M - $2.15M
24.1K $4.26M
TT
Trane Technologies PLC

Industrials
5.08K
New
$315.21 - $437.41 $1.6M - $2.22M
5.08K $2.22M
NEE
Nextera Energy Inc

Utilities
18K
+ 21.45%
$64.11 - $75.0 $1.15M - $1.35M
102K $7.07M
HON
Honeywell International Inc

Industrials
197
+ 0.53%
$182.86 - $232.88 $36K - $45.9K
37.4K $8.7M
MA
Mastercard Inc

Financial Services
1.04K
+ 7.12%
$479.92 - $590.74 $499K - $614K
15.6K $8.79M
CNQ
Canadian Natural Resources LTD

Energy
16.8K
+ 8.16%
$25.14 - $34.01 $422K - $571K
223K $6.99M
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 0.75%
$908.13 - $1056.85 $73.6K - $85.6K
10.9K $10.8M
NVO
Novo Nordisk A S

Healthcare
7.13K
+ 11.38%
$58.08 - $81.05 $414K - $578K
69.7K $4.81M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.02K
+ 36.05%
$89.58 - $95.01 $270K - $287K
11.4K $1.08M
TXN
Texas Instruments Inc

Technology
1.35K
+ 3.09%
N/A
45.1K $8.78M
LMT
Lockheed Martin Corp

Industrials
89
+ 0.69%
$430.82 - $486.45 $38.3K - $43.3K
13.1K $6.06M
ADP
Automatic Data Processing Inc

Industrials
549
+ 2.58%
$276.76 - $326.81 $152K - $179K
21.9K $6.74M
ZTS
Zoetis Inc.

Healthcare
3K
+ 10.59%
$144.41 - $170.3 $433K - $510K
31.3K $4.88M
ENB
Enbridge Inc

Energy
1.53K
+ 1.44%
$41.09 - $47.16 $63K - $72.3K
108K $4.9M
HD
Home Depot, Inc.

Consumer Cyclical
448
+ 2.2%
$335.24 - $380.78 $150K - $171K
20.8K $7.64M
NOC
Northrop Grumman Corp

Industrials
440
+ 2.82%
$456.3 - $540.39 $201K - $238K
16.1K $8.03M
KO
Coca Cola CO

Consumer Defensive
1.29K
+ 1.23%
$68.37 - $73.9 $88.4K - $95.6K
106K $7.53M
Ea Series Trust
47.2K
New
N/A
47.2K $0
Tortoise Capital Series Trus
16.5K
New
N/A
16.5K $0
SHW
Sherwin Williams CO

Basic Materials
335
+ 1.28%
$313.51 - $363.51 $105K - $122K
26.6K $9.12M
CB
Chubb LTD

Financial Services
535
+ 2.04%
$274.32 - $302.46 $147K - $162K
26.8K $7.76M
HESM
Hess Midstream LP

Energy
6.79K
+ 4.53%
$35.23 - $42.89 $239K - $291K
157K $6.04M
MCD
Mcdonalds Corp

Consumer Cyclical
1.17K
+ 3.2%
$285.55 - $321.23 $334K - $375K
37.7K $11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.56K
+ 6.52%
$212.1 - $244.27 $542K - $624K
41.7K $9.13M
ABBV
Abb Vie Inc.

Healthcare
1.35K
+ 3.67%
$170.16 - $206.27 $230K - $278K
38.1K $7.08M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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