Stokes Capital Advisors, LLC Incresed Positions in Q1 2025

Stokes Capital Advisors, LLC

  • $387 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
39.2K
+ 1023.34%
$139.81 - $186.47 $5.49M - $7.32M
43.1K $6.02M
NVO
Novo Nordisk A S

Healthcare
48.9K
+ 358.45%
$69.3 - $90.95 $3.39M - $4.45M
62.6K $4.35M
MCD
Mcdonalds Corp

Consumer Cyclical
2.51K
+ 7.38%
$279.74 - $321.29 $702K - $806K
36.5K $11.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.23K
+ 3.23%
$208.48 - $244.03 $256K - $300K
39.2K $9.56M
ABBV
Abb Vie Inc.

Healthcare
69
+ 0.19%
$169.2 - $216.66 $11.7K - $14.9K
36.8K $7.7M
KO
Coca Cola CO

Consumer Defensive
2.5K
+ 2.43%
$60.81 - $72.32 $152K - $181K
105K $7.53M
UNH
Unitedhealth Group Inc

Healthcare
1.15K
+ 5.97%
$461.52 - $548.18 $532K - $632K
20.5K $10.7M
CNQ
Canadian Natural Resources LTD

Energy
31.1K
+ 17.82%
$26.72 - $32.74 $832K - $1.02M
206K $6.34M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.79K
+ 6.57%
$100.32 - $100.76 $882K - $885K
143K $14.3M
JNJ
Johnson & Johnson

Healthcare
294
+ 0.75%
$142.06 - $167.7 $41.8K - $49.3K
39.5K $6.55M
CB
Chubb LTD

Financial Services
446
+ 1.73%
$257.71 - $301.99 $115K - $135K
26.2K $7.92M
NOC
Northrop Grumman Corp

Industrials
243
+ 1.58%
$433.45 - $513.82 $105K - $125K
15.6K $8M
AMT
American Tower Corp

Real Estate
14
+ 0.07%
$173.46 - $217.6 $2.43K - $3.05K
19.9K $4.33M
ADP
Automatic Data Processing Inc

Industrials
759
+ 3.69%
$286.85 - $318.64 $218K - $242K
21.3K $6.51M
SYK
Stryker Corp

Healthcare
286
+ 1.05%
$355.18 - $399.9 $102K - $114K
27.6K $10.3M
CL
Colgate Palmolive CO

Consumer Defensive
2.52K
+ 3.79%
$85.68 - $97.5 $216K - $245K
68.9K $6.46M
PG
Procter & Gamble CO

Consumer Defensive
1.61K
+ 3.54%
$158.56 - $176.26 $255K - $283K
47K $8.02M
JPM
Jpmorgan Chase & CO

Financial Services
398
+ 0.87%
$225.19 - $279.95 $89.6K - $111K
46.1K $11.3M
NEE
Nextera Energy Inc

Utilities
5.18K
+ 6.58%
$66.96 - $76.16 $347K - $395K
83.9K $5.95M
SHW
Sherwin Williams CO

Basic Materials
88
+ 0.34%
$330.16 - $365.55 $29.1K - $32.2K
26.2K $9.16M
TXN
Texas Instruments Inc

Technology
1.26K
+ 2.97%
N/A
43.8K $8.52M
ENB
Enbridge Inc

Energy
779
+ 0.74%
$41.54 - $45.45 $32.4K - $35.4K
107K $4.72M
KMI
Kinder Morgan, Inc.

Energy
238
+ 0.15%
$26.1 - $31.22 $6.21K - $7.43K
154K $4.39M
INTU
Intuit Inc

Technology
274
+ 4.06%
$555.63 - $630.23 $152K - $173K
7.03K $4.31M
VIG
Vanguard Dividend Appreciation

ETFs
218
+ 0.51%
N/A
42.8K $7.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
290
+ 10.14%
$78.97 - $85.82 $22.9K - $24.9K
3.15K $262K
Linde PLC
56
+ 0.39%
N/A
14.3K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
222
+ 3.26%
$102.49 - $119.96 $22.8K - $26.6K
7.02K $730K
AMP
Ameriprise Financial Inc

Financial Services
11
+ 0.73%
$472.29 - $575.13 $5.2K - $6.33K
1.52K $734K
CNI
Canadian National Railway CO

Industrials
1.34K
+ 2.63%
$95.46 - $106.79 $128K - $143K
52.4K $5.11M
HD
Home Depot, Inc.

Consumer Cyclical
501
+ 2.52%
$347.25 - $424.87 $174K - $213K
20.4K $7.47M
IWY
Ishares Tr Russell 200 Growth

ETFs
478
+ 3.24%
$210.19 - $243.33 $100K - $116K
15.2K $3.2M
LMT
Lockheed Martin Corp

Industrials
250
+ 1.96%
$423.19 - $506.29 $106K - $127K
13K $5.8M
HON
Honeywell International Inc

Industrials
383
+ 1.04%
$202.75 - $226.52 $77.7K - $86.8K
37.2K $7.87M
ACN
Accenture PLC

Technology
396
+ 1.76%
$300.91 - $398.25 $119K - $158K
22.9K $7.13M
AXP
American Express CO

Financial Services
174
+ 0.53%
$255.39 - $325.87 $44.4K - $56.7K
32.8K $8.82M
AAPL
Apple Inc.

Technology
370
+ 0.77%
$209.68 - $247.1 $77.6K - $91.4K
48.1K $10.7M
MSFT
Microsoft Corp

Technology
982
+ 2.56%
$375.39 - $447.2 $369K - $439K
39.4K $14.8M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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