Stokes Capital Advisors, LLC Portfolio Holdings
Stokes Capital Advisors, LLC
- $382 Million
- Q3 2024
Stokes Capital Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $382 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.2M, Pimco ETF Tr Enhanced Sht Matu with a value of $13.8M, Tjx Companies Inc with a value of $13.4M, Broadcom Inc. with a value of $11.9M, and Unitedhealth Group Inc with a value of $11.4M.
Examining the 13F form we can see an increase of $29M in the current position value, from $353M to 382M.
Below you can find more details about Stokes Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$382 Million
Technology: $59.8 Million
Industrials: $53 Million
Healthcare: $52.6 Million
Financial Services: $52.2 Million
Consumer Defensive: $41.2 Million
Consumer Cyclical: $36.2 Million
Energy: $34 Million
ETFs: $31 Million
Other: $22.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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