Stokes Family Office, LLC Purchases in Q1 2025

Stokes Family Office, LLC

  • $854 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
297K
+ 33.66%
$24.05 - $24.86 $7.13M - $7.37M
1.18M $29.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
75K
New
$97.25 - $104.79 $7.29M - $7.86M
75K $7.78M
DFAR
Dimensional ETF Tr Dimensional

ETFs
252K
New
$22.35 - $24.52 $5.64M - $6.19M
252K $6M
OEF
Ishares S&P 100 ETF

ETFs
21.7K
New
N/A
21.7K $5.76M
IVE
Ishares S&P 500 Value ETF

ETFs
26K
+ 34.89%
$185.78 - $198.58 $4.83M - $5.16M
100K $19.1M
HEFA
Ishares Currency Hedged Msci E

ETFs
126K
New
$34.83 - $37.52 $4.38M - $4.72M
126K $4.56M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
102K
+ 72.83%
$41.45 - $46.58 $4.22M - $4.74M
241K $10.3M
IAU
Ishares Gold Trust

ETFs
49.7K
+ 120.02%
$49.74 - $58.96 $2.47M - $2.93M
91K $5.37M
VGLT
Vanguard Long Term Treasury Et

ETFs
44.9K
New
$53.99 - $58.43 $2.43M - $2.63M
44.9K $2.59M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
41.9K
+ 6.27%
$44.72 - $46.25 $1.87M - $1.94M
709K $32.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
63.3K
+ 13.59%
$21.23 - $22.14 $1.34M - $1.4M
529K $11.7M
CVX
Chevron Corp

Energy
583
+ 0.99%
$146.71 - $167.97 $85.5K - $97.9K
59.5K $9.96M
EMGF
Ishares Msci Emerging Markets

ETFs
24K
+ 21.17%
$44.18 - $48.23 $1.06M - $1.16M
137K $6.43M
EC
Ecopetrol S.A.

Energy
103K
+ 154.99%
$8.22 - $10.94 $849K - $1.13M
170K $1.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.96K
+ 0.84%
$18.36 - $20.51 $128K - $143K
836K $16.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
34K
+ 173.93%
$23.32 - $23.84 $794K - $812K
53.6K $1.26M
AVDV
American Centy ETF Tr Avantis

ETFs
7.24K
+ 12.49%
$63.74 - $71.96 $461K - $521K
65.2K $4.55M
EMB
Ishares Tr

ETFs
7.98K
+ 32.04%
$88.64 - $92.03 $707K - $734K
32.9K $2.98M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.8K
New
$99.16 - $99.52 $674K - $677K
6.8K $676K
CTAS
Cintas Corp

Industrials
89
+ 0.32%
$182.09 - $208.14 $16.2K - $18.5K
27.9K $5.73M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.39K
+ 1.06%
$32.66 - $36.43 $78K - $87K
228K $7.98M
CIB
Bancolombia Sa

Financial Services
8K
+ 23.68%
$31.99 - $44.29 $256K - $354K
41.8K $1.68M
UBER
Uber Technologies, Inc

Technology
7.11K
New
$63.17 - $81.49 $449K - $579K
7.11K $517K
ABT
Abbott Laboratories

Healthcare
28
+ 0.11%
$111.1 - $140.22 $3.11K - $3.93K
26K $3.45M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22K
+ 48.9%
$22.25 - $23.0 $490K - $506K
67K $1.54M
NU
Nu Holdings Ltd.

Financial Services
40K
+ 363.64%
$10.12 - $13.95 $405K - $558K
51K $522K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.47K
+ 4.25%
$78.97 - $85.82 $195K - $212K
60.5K $5.02M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.85K
+ 137.35%
$85.29 - $92.57 $328K - $356K
6.65K $605K
MUB
Ishares National Muni Bond ETF

ETFs
3.51K
+ 20.94%
$104.71 - $107.69 $367K - $377K
20.2K $2.13M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
6.21K
+ 6.91%
$26.36 - $29.81 $164K - $185K
96.1K $2.71M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
12K
+ 132.35%
$23.44 - $26.38 $280K - $316K
21K $536K
NVDA
Nvidia Corp

Technology
8.37K
+ 32.84%
$106.98 - $149.43 $896K - $1.25M
33.9K $3.67M
GILD
Gilead Sciences, Inc.

Healthcare
2.08K
New
$89.14 - $117.41 $185K - $244K
2.08K $232K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.12K
+ 2.28%
$56.51 - $62.98 $63.3K - $70.5K
50.2K $3.05M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.1%
$725.72 - $929.72 $2.9K - $3.72K
4.11K $3.4M
GLD
Spdr Gold Trust

ETFs
775
New
$243.19 - $288.14 $188K - $223K
775 $223K
SLV
I Shares Silver Trust

ETFs
4.74K
+ 30.28%
$26.93 - $31.32 $128K - $148K
20.4K $631K
EPD
Enterprise Products Partners L.P.

Energy
5K
+ 29.0%
$31.75 - $34.14 $159K - $171K
22.2K $759K
DE
Deere & CO

Industrials
452
New
$408.57 - $509.27 $185K - $230K
452 $212K
SJM
J M Smucker CO

Consumer Defensive
1.74K
New
$100.41 - $118.41 $175K - $206K
1.74K $206K
JD
Jd.Com, Inc.

Consumer Cyclical
5K
New
$33.1 - $45.21 $166K - $226K
5K $205K
ASML
Asml Holding Nv

Technology
315
+ 84.22%
$662.63 - $776.99 $209K - $245K
689 $456K
CCU
United Breweries CO Inc

Consumer Defensive
7.75K
+ 44.93%
$11.22 - $15.62 $87K - $121K
25K $380K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.74K
+ 38.27%
$22.61 - $23.14 $152K - $156K
24.3K $563K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.43K
+ 23.89%
$23.9 - $24.18 $154K - $156K
33.4K $806K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
76
+ 0.3%
$67.08 - $76.14 $5.1K - $5.79K
25.7K $1.89M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.45K
+ 10.79%
$25.05 - $25.16 $137K - $137K
56K $1.41M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.69K
+ 18.43%
$83.18 - $89.27 $140K - $151K
10.8K $905K
FCX
Freeport Mcmoran Inc

Basic Materials
3.33K
+ 30.66%
$34.5 - $43.01 $115K - $143K
14.2K $536K
Activity Summary
Buys All Purchases 102 New Holdings 16 Increased Positions 86 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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