Stokes Family Office, LLC Purchases in Q4 2024

Stokes Family Office, LLC

  • $898 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
32.7K
+ 894.23%
$201.32 - $217.44 $6.58M - $7.11M
36.3K $7.52M
EMGF
Ishares Msci Emerging Markets

ETFs
113K
New
$45.23 - $51.49 $5.13M - $5.84M
113K $5.13M
AAPL
Apple Inc.

Technology
1.92K
+ 0.75%
$221.69 - $259.02 $425K - $497K
256K $64.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
51.6K
+ 66.8%
$49.79 - $51.14 $2.57M - $2.64M
129K $6.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
93.7K
+ 2497.65%
$26.93 - $84.95 $2.52M - $7.96M
97.4K $2.66M
GOOG
Alphabet Inc.

Communication Services
525
+ 0.56%
$163.08 - $198.16 $85.6K - $104K
94.9K $18.1M
IAU
Ishares Gold Trust

ETFs
41.4K
New
$48.37 - $52.65 $2M - $2.18M
41.4K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
1.92K
+ 4.05%
$205.18 - $250.29 $395K - $481K
49.4K $11.8M
V
Visa Inc.

Financial Services
3.32K
+ 43.93%
$273.87 - $320.91 $910K - $1.07M
10.9K $3.44M
SCHR
Schwab Intermediate Term Us Tr

ETFs
482K
+ 120.67%
$24.19 - $50.58 $11.7M - $24.4M
881K $21.4M
AXP
American Express CO

Financial Services
2.92K
+ 54.29%
$267.35 - $305.57 $781K - $893K
8.3K $2.46M
WFC
Wells Fargo & Company

Financial Services
13.5K
New
$54.98 - $77.35 $740K - $1.04M
13.5K $945K
MTN
Vail Resorts Inc

Consumer Cyclical
4.28K
+ 43.72%
$165.69 - $195.44 $708K - $836K
14.1K $2.63M
AVGO
Broadcom Inc.

Technology
150
+ 1.02%
$159.67 - $250.0 $24K - $37.5K
14.8K $3.44M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
59.9K
+ 14.74%
$21.43 - $22.55 $1.28M - $1.35M
466K $10M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 45.27%
$213.65 - $479.86 $224K - $503K
3.36K $1.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.68K
+ 1.05%
$124.26 - $134.12 $209K - $225K
162K $20.8M
MCD
Mcdonalds Corp

Consumer Cyclical
2.47K
+ 41.56%
$288.47 - $316.54 $711K - $780K
8.4K $2.43M
EMR
Emerson Electric CO

Industrials
4.48K
+ 94.79%
$108.13 - $134.33 $484K - $602K
9.21K $1.14M
BX
Blackstone Inc.

Financial Services
3.47K
New
$148.45 - $199.05 $515K - $690K
3.47K $597K
WELL
Welltower Inc.

Real Estate
4.39K
New
$123.11 - $139.3 $540K - $611K
4.39K $552K
WMT
Walmart Inc.

Consumer Defensive
791
+ 1.77%
$79.1 - $95.7 $62.6K - $75.7K
45.5K $4.11M
SNY
Sanofi

Healthcare
9.64K
New
$45.89 - $57.31 $442K - $552K
9.64K $464K
AMGN
Amgen Inc

Healthcare
2.22K
+ 117.6%
$258.78 - $328.31 $574K - $728K
4.1K $1.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
19.6K
New
$23.29 - $23.93 $456K - $468K
19.6K $459K
NVS
Novartis Ag

Healthcare
4.48K
New
$96.78 - $117.18 $434K - $525K
4.48K $436K
PM
Philip Morris International Inc.

Consumer Defensive
3.95K
+ 9.9%
$118.38 - $133.06 $468K - $526K
43.9K $5.28M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.93K
+ 116.78%
$83.09 - $89.28 $409K - $440K
9.15K $777K
CAAP
Corporacion America Airports S.A.

Industrials
5K
+ 1.82%
$17.33 - $20.67 $86.6K - $103K
280K $5.22M
MSFT
Microsoft Corp

Technology
2.12K
+ 3.89%
$406.35 - $454.46 $861K - $963K
56.6K $23.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
789
New
$501.29 - $612.85 $396K - $484K
789 $410K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.01%
$280.04 - $302.45 $1.96K - $2.12K
60.8K $17.6M
LMT
Lockheed Martin Corp

Industrials
947
+ 132.26%
$479.66 - $614.62 $454K - $582K
1.66K $808K
VLO
Valero Energy Corp

Energy
3.17K
New
$118.59 - $144.02 $376K - $457K
3.17K $389K
ADI
Analog Devices Inc

Technology
1.67K
New
$206.35 - $236.48 $345K - $395K
1.67K $355K
ENB
Enbridge Inc

Energy
7.86K
+ 132.4%
$40.4 - $43.92 $317K - $345K
13.8K $585K
CSCO
Cisco Systems, Inc.

Technology
290
+ 0.54%
$52.45 - $60.02 $15.2K - $17.4K
53.6K $3.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
359
+ 3.11%
$521.84 - $558.82 $187K - $201K
11.9K $6.41M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.15K
+ 5.58%
$129.96 - $144.97 $149K - $166K
21.7K $3.02M
CMCSA
Comcast Corp

Communication Services
10.1K
+ 41.57%
$37.39 - $45.14 $379K - $458K
34.5K $1.3M
INGN
Inogen Inc

Healthcare
36.7K
+ 28.96%
$8.31 - $11.09 $305K - $407K
164K $1.5M
META
Meta Platforms, Inc.

Communication Services
288
+ 5.07%
$554.08 - $632.68 $160K - $182K
5.97K $3.52M
GIS
General Mills Inc

Consumer Defensive
4.9K
+ 108.23%
$62.78 - $74.62 $308K - $366K
9.43K $601K
BAC
Bank Of America Corp

Financial Services
5.88K
New
$39.22 - $47.77 $231K - $281K
5.88K $258K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
9.09K
New
$27.09 - $32.06 $246K - $291K
9.09K $254K
CIB
Bancolombia Sa

Financial Services
7.91K
+ 30.55%
$30.96 - $33.47 $245K - $265K
33.8K $1.06M
FIS
Fidelity National Information Services, Inc.

Technology
3.1K
New
$80.14 - $90.95 $248K - $282K
3.1K $250K
ET
Energy Transfer LP

Energy
75
+ 0.11%
$16.05 - $19.86 $1.2K - $1.49K
69.6K $1.36M
NSC
Norfolk Southern Corp

Industrials
1.06K
New
$230.6 - $277.0 $244K - $293K
1.06K $248K
Activity Summary
Buys All Purchases 131 New Holdings 31 Increased Positions 100 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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