Stokes Capital Advisors, LLC Reduced Holdings in Q3 2025

Stokes Capital Advisors, LLC

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-56.8K
- 30.29%
$100.16 - $100.7 $5.69M - $5.72M
131K $13.2M
NVO
Novo Nordisk A S

Healthcare
-54.1K
- 77.54%
$45.38 - $71.7 $2.45M - $3.88M
15.7K $868K
HESM
Hess Midstream LP

Energy
-24.1K
- 15.37%
$34.55 - $43.53 $833K - $1.05M
133K $4.58M
ZTS
Zoetis Inc.

Healthcare
-7.16K
- 22.88%
$141.13 - $159.19 $1.01M - $1.14M
24.1K $3.53M
LNG
Cheniere Energy, Inc.

Energy
-4.62K
- 17.77%
$222.68 - $244.28 $1.03M - $1.13M
21.4K $5.02M
KMI
Kinder Morgan, Inc.

Energy
-30.7K
- 19.97%
$26.23 - $28.5 $805K - $875K
123K $3.48M
CNQ
Canadian Natural Resources LTD

Energy
-35.6K
- 15.97%
$29.31 - $32.93 $1.04M - $1.17M
187K $5.98M
WMB
Williams Companies, Inc.

Energy
-15.2K
- 8.32%
$56.52 - $64.01 $857K - $971K
167K $10.6M
INTU
Intuit Inc

Technology
-54
- 0.78%
$646.03 - $807.39 $34.9K - $43.6K
6.87K $4.69M
ENB
Enbridge Inc

Energy
-24.5K
- 22.7%
$43.79 - $50.46 $1.07M - $1.24M
83.6K $4.22M
NKE
Nike, Inc.

Consumer Cyclical
-2.66K
- 26.99%
$69.24 - $79.24 $184K - $211K
7.19K $501K
ROP
Roper Technologies Inc

Industrials
-100
- 5.5%
$495.03 - $573.0 $49.5K - $57.3K
1.72K $857K
VIG
Vanguard Dividend Appreciation

ETFs
-869
- 3.16%
N/A
26.7K $4.85M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-150
- 5.53%
$86.07 - $90.74 $12.9K - $13.6K
2.56K $229K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 6.06%
$459.11 - $506.91 $12.9K - $14.2K
434 $218K
Tortoise Capital Series Trus
-3.69K
- 22.28%
N/A
12.9K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-313
- 5.08%
$108.46 - $120.63 $33.9K - $37.8K
5.85K $694K
UNP
Union Pacific Corp

Industrials
-242
- 0.98%
$214.91 - $237.16 $52K - $57.4K
24.6K $5.81M
IWY
Ishares Tr Russell 200 Growth

ETFs
-372
- 2.67%
$243.93 - $275.62 $90.7K - $103K
13.5K $3.7M
PEP
Pepsico Inc

Consumer Defensive
-147
- 0.39%
$133.81 - $152.16 $19.7K - $22.4K
37.1K $5.21M
AXP
American Express CO

Financial Services
-10
- 0.03%
$294.27 - $342.31 $2.94K - $3.42K
35.3K $11.7M
ORCL
Oracle Corp

Technology
-7.88K
- 17.91%
$218.96 - $328.33 $1.73M - $2.59M
36.1K $10.2M
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.04%
$237.77 - $353.61 $1.9K - $2.83K
18.7K $6.45M
MSFT
Microsoft Corp

Technology
-108
- 0.27%
$491.09 - $535.64 $53K - $57.8K
39.8K $20.6M
JPM
Jpmorgan Chase & CO

Financial Services
-341
- 0.72%
$282.78 - $316.06 $96.4K - $108K
47K $14.8M
GOOGL
Alphabet Inc.

Communication Services
-399
- 1.65%
$174.36 - $254.72 $69.6K - $102K
23.8K $5.77M
NOC
Northrop Grumman Corp

Industrials
-219
- 1.36%
$498.9 - $609.32 $109K - $133K
15.8K $9.65M
ABBV
Abb Vie Inc.

Healthcare
-340
- 0.89%
$184.85 - $231.54 $62.8K - $78.7K
37.8K $8.75M
AAPL
Apple Inc.

Technology
-423
- 0.94%
$202.38 - $256.87 $85.6K - $109K
44.8K $11.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-969
- 0.89%
$121.35 - $144.54 $118K - $140K
108K $15.5M
AVGO
Broadcom Inc.

Technology
-1.33K
- 2.12%
$264.74 - $369.57 $352K - $491K
61.3K $20.2M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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