Stokes Family Office, LLC Purchases in Q3 2024

Stokes Family Office, LLC

  • $883 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTF
Ishares Tr

ETFs
450K
+ 80.8%
$28.08 - $31.79 $12.6M - $14.3M
1.01M $31.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
254K
+ 49.4%
$44.83 - $47.42 $11.4M - $12M
768K $36.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
63.3K
+ 18.84%
$48.4 - $50.91 $3.06M - $3.22M
399K $20.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.2K
+ 2.59%
$44.24 - $49.47 $583K - $652K
523K $25.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.7K
+ 5.29%
$36.98 - $41.55 $765K - $860K
412K $16.9M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
8.06K
+ 3.54%
$55.15 - $64.23 $444K - $517K
236K $15.1M
IVE
Ishares S&P 500 Value ETF

ETFs
1.86K
+ 2.58%
$181.06 - $197.17 $337K - $368K
74.1K $14.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
120
+ 0.46%
$405.19 - $478.57 $48.6K - $57.4K
26.3K $12.1M
AVUV
American Centy ETF Tr Avantis

ETFs
5.63K
+ 5.17%
$88.24 - $99.7 $497K - $561K
114K $11M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
16.6K
+ 16.76%
$56.04 - $62.99 $930K - $1.04M
116K $7.06M
ORCL
Oracle Corp

Technology
52
+ 0.15%
$125.9 - $170.35 $6.55K - $8.86K
35.2K $6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
233
+ 0.24%
$117.9 - $128.2 $27.5K - $29.9K
96.9K $12.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
19.3K
New
$45.6 - $46.83 $879K - $903K
19.3K $902K
CTAS
Cintas Corp

Industrials
20.8K
+ 300.77%
$201.38 - $819.83 $4.19M - $17.1M
27.7K $5.71M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
21.4K
+ 5.56%
$21.35 - $22.73 $456K - $486K
406K $9.15M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
8.45K
+ 6.47%
$41.88 - $46.21 $354K - $390K
139K $6.42M
ABBV
Abb Vie Inc.

Healthcare
209
+ 0.88%
$163.84 - $199.33 $34.2K - $41.7K
24K $4.75M
VFVA
Vanguard Wellington Fd U S Val

ETFs
2.57K
+ 5.5%
$111.27 - $122.66 $286K - $316K
49.4K $5.95M
VNQ
Vanguard Specialized Funds Van

ETFs
353
+ 0.78%
$82.97 - $98.97 $29.3K - $34.9K
45.8K $4.46M
ITM
Vaneck Intermediate Muni ETF

ETFs
12.1K
New
$45.67 - $47.0 $553K - $570K
12.1K $568K
NRP
Natural Resource Partners LP

Energy
4.7K
+ 70.94%
$83.14 - $100.53 $391K - $472K
11.3K $1.11M
IFRA
Ishares Tr

ETFs
1.5K
+ 1.68%
$41.55 - $46.97 $62.4K - $70.5K
90.7K $4.26M
AVDV
American Centy ETF Tr Avantis

ETFs
2.73K
+ 5.05%
$62.52 - $71.12 $171K - $194K
56.7K $4.01M
NKE
Nike, Inc.

Consumer Cyclical
1.64K
+ 6.38%
$71.09 - $89.44 $117K - $147K
27.3K $2.41M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.45K
+ 4.47%
$31.97 - $37.3 $302K - $353K
221K $7.91M
VBR
Vanguard Small Cap Value ETF

ETFs
260
+ 1.28%
$179.99 - $201.6 $46.8K - $52.4K
20.6K $4.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
161
+ 1.41%
$475.2 - $527.7 $76.5K - $85K
11.5K $6.09M
META
Meta Platforms, Inc.

Communication Services
20
+ 0.35%
$453.41 - $572.44 $9.07K - $11.4K
5.68K $3.25M
SLV
I Shares Silver Trust

ETFs
11K
New
$24.33 - $29.38 $266K - $322K
11K $311K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.75K
New
$72.41 - $86.76 $272K - $325K
3.75K $309K
CSCO
Cisco Systems, Inc.

Technology
37
+ 0.07%
$44.74 - $53.22 $1.66K - $1.97K
53.3K $2.84M
INGN
Inogen Inc

Healthcare
12.8K
+ 11.23%
$7.67 - $12.98 $98.2K - $166K
127K $1.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
301
+ 7.05%
$517.38 - $573.86 $156K - $173K
4.57K $2.62M
EXAS
Exact Sciences Corp

Healthcare
4.41K
New
$42.43 - $70.83 $187K - $313K
4.41K $300K
NVDA
Nvidia Corp

Technology
2.89K
+ 12.08%
$98.91 - $134.91 $286K - $389K
26.8K $3.25M
CAAP
Corporacion America Airports S.A.

Industrials
2.5K
+ 0.92%
$14.1 - $18.26 $35.3K - $45.7K
275K $4.79M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
4K
New
$46.16 - $65.21 $185K - $261K
4K $260K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
452
New
$523.84 - $572.02 $237K - $259K
452 $257K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.94K
New
$46.9 - $51.96 $232K - $257K
4.94K $254K
MEAR
Blackrock Short Maturity Munic

ETFs
5.03K
New
$49.99 - $50.34 $252K - $253K
5.03K $253K
ABT
Abbott Laboratories

Healthcare
2
+ 0.01%
$100.07 - $118.13 $200 - $236
24.8K $2.83M
GGAL
Grupo Financiero Galicia Sa

Financial Services
5.5K
New
$26.61 - $47.1 $146K - $259K
5.5K $231K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
4.6K
+ 5.51%
$24.9 - $28.99 $115K - $133K
88.2K $2.54M
KEYS
Keysight Technologies, Inc.

Technology
1.43K
New
$119.86 - $158.87 $171K - $226K
1.43K $226K
AMZN
Amazon Com Inc

Consumer Cyclical
2.52K
+ 7.16%
$161.02 - $200.0 $406K - $504K
37.8K $7.03M
GLD
Spdr Gold Trust

ETFs
920
New
$215.56 - $246.98 $198K - $227K
920 $223K
VB
Vanguard Small Cap ETF

ETFs
937
New
$214.77 - $237.72 $201K - $223K
937 $222K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.07K
+ 89.85%
$89.91 - $101.33 $186K - $210K
4.38K $429K
SJM
J M Smucker CO

Consumer Defensive
1.74K
New
$109.12 - $122.4 $190K - $213K
1.74K $210K
Activity Summary
Buys All Purchases 90 New Holdings 17 Increased Positions 73 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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