Stokes Capital Advisors, LLC Sells in Q3 2024

Stokes Capital Advisors, LLC

  • $382 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-5.57K
- 20.55%
$123.32 - $147.38 $687K - $821K
21.5K $2.94M
NKE
Nike, Inc.

Consumer Cyclical
-14.7K
- 23.17%
$71.09 - $89.44 $1.04M - $1.31M
48.7K $4.3M
VIG
Vanguard Dividend Appreciation

ETFs
-1.93K
- 4.35%
$182.15 - $182.15 $352K - $352K
42.5K $7.73M
NVO
Novo Nordisk A S

Healthcare
-50
- 0.39%
$119.07 - $145.42 $5.95K - $7.27K
12.7K $1.52M
PEP
Pepsico Inc

Consumer Defensive
-2.24K
- 4.95%
$161.9 - $179.3 $362K - $401K
42.9K $7.3M
CNI
Canadian National Railway CO

Industrials
-565
- 1.1%
$110.1 - $123.65 $62.2K - $69.9K
51K $5.98M
IWY
Ishares Tr Russell 200 Growth

ETFs
-809
- 5.27%
$194.66 - $225.97 $157K - $183K
14.5K $3.2M
AMGN
Amgen Inc

Healthcare
-145
- 7.86%
$309.38 - $337.38 $44.9K - $48.9K
1.7K $547K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-557
- 16.3%
$80.13 - $88.89 $44.6K - $49.5K
2.86K $252K
FDS
Factset Research Systems Inc

Financial Services
-140
- 17.97%
$397.04 - $469.48 $55.6K - $65.7K
639 $293K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-151
- 6.49%
$475.2 - $527.7 $71.8K - $79.7K
2.17K $1.15M
TXN
Texas Instruments Inc

Technology
-61
- 0.14%
$194.6 - $194.6 $11.9K - $11.9K
42.3K $8.23M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.34K
- 8.66%
$28.68 - $32.0 $38.5K - $42.9K
14.2K $444K
Linde PLC
-109
- 0.78%
N/A
13.9K $0
CL
Colgate Palmolive CO

Consumer Defensive
-4.61K
- 6.2%
$95.54 - $108.77 $441K - $502K
69.8K $7.25M
AMP
Ameriprise Financial Inc

Financial Services
-70
- 4.42%
$391.53 - $469.81 $27.4K - $32.9K
1.51K $710K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-96
- 0.73%
$74.26 - $78.84 $7.13K - $7.57K
13.1K $1.03M
LNG
Cheniere Energy, Inc.

Energy
-177
- 0.62%
$172.24 - $186.09 $30.5K - $32.9K
28.5K $5.13M
COST
Costco Wholesale Corp

Consumer Defensive
-310
- 2.36%
$801.83 - $917.05 $249K - $284K
12.8K $11.3M
PG
Procter & Gamble CO

Consumer Defensive
-416
- 0.91%
$160.76 - $177.82 $66.9K - $74K
45.4K $7.87M
JNJ
Johnson & Johnson

Healthcare
-1.32K
- 3.22%
$145.48 - $167.38 $192K - $221K
39.7K $6.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-109
- 0.29%
$210.25 - $231.86 $22.9K - $25.3K
37.3K $8.31M
UNP
Union Pacific Corp

Industrials
-118
- 0.45%
$221.78 - $256.09 $26.2K - $30.2K
25.9K $6.38M
ABT
Abbott Laboratories

Healthcare
-69
- 0.14%
$100.07 - $118.13 $6.9K - $8.15K
50.4K $5.74M
WMB
Williams Companies, Inc.

Energy
-1.47K
- 0.78%
$41.24 - $46.22 $60.5K - $67.8K
187K $8.56M
TJX
Tjx Companies Inc

Consumer Cyclical
-800
- 0.7%
$107.93 - $120.23 $86.3K - $96.2K
114K $13.4M
KO
Coca Cola CO

Consumer Defensive
-511
- 0.52%
$62.69 - $73.01 $32K - $37.3K
98.4K $7.07M
CB
Chubb LTD

Financial Services
-283
- 1.08%
$252.51 - $292.2 $71.5K - $82.7K
25.9K $7.47M
NEE
Nextera Energy Inc

Utilities
-793
- 0.99%
$69.9 - $84.97 $55.4K - $67.4K
79.6K $6.73M
AAPL
Apple Inc.

Technology
-130
- 0.27%
$207.23 - $234.82 $26.9K - $30.5K
48.5K $11.3M
AXP
American Express CO

Financial Services
-45
- 0.14%
$225.92 - $271.17 $10.2K - $12.2K
33.2K $8.99M
UNH
Unitedhealth Group Inc

Healthcare
-226
- 1.15%
$488.01 - $604.18 $110K - $137K
19.5K $11.4M
LMT
Lockheed Martin Corp

Industrials
-89
- 0.71%
$460.3 - $584.56 $41K - $52K
12.5K $7.32M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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