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
NRP
Natural Resource Partners LP

Energy
1.8K
+ 15.89%
$95.01 - $111.0 $171K - $200K
13.1K $1.36M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.35K
+ 7.71%
N/A
60.8K $1.44M
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 0.29%
$296.7 - $345.55 $1.78K - $2.07K
2.05K $708K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 1.45%
$890.62 - $1076.86 $28.5K - $34.5K
2.23K $2.11M
UNH
Unitedhealth Group Inc

Healthcare
50
+ 1.34%
$461.52 - $548.18 $23.1K - $27.4K
3.78K $1.98M
NOC
Northrop Grumman Corp

Industrials
90
+ 10.15%
$433.45 - $513.82 $39K - $46.2K
977 $500K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.17K
+ 5.49%
$24.79 - $25.26 $29K - $29.6K
22.5K $567K
META
Meta Platforms, Inc.

Communication Services
200
+ 3.35%
$576.36 - $736.67 $115K - $147K
6.17K $3.55M
MKC
Mccormick & CO Inc

Consumer Defensive
203
+ 7.27%
$71.24 - $84.73 $14.5K - $17.2K
3K $246K
EFV
Msci Eafe Value ETF

ETFs
23
+ 0.59%
$51.88 - $60.73 $1.19K - $1.4K
3.95K $233K
COP
Conocophillips

Energy
86
+ 3.7%
$88.6 - $105.85 $7.62K - $9.1K
2.41K $253K
TMC
Tmc The Metals CO Inc.

Basic Materials
12.2K
New
$1.05 - $2.37 $12.8K - $28.9K
12.2K $20K
VOE
Vanguard Mid Cap Value Index F

ETFs
250
+ 1.28%
$156.61 - $168.02 $39.2K - $42K
19.8K $3.18M
D
Dominion Energy, Inc

Utilities
20
+ 0.29%
$52.85 - $57.43 $1.06K - $1.15K
7K $392K
ZTS
Zoetis Inc.

Healthcare
48
+ 1.49%
$156.48 - $175.67 $7.51K - $8.43K
3.28K $539K
PANW
Palo Alto Networks Inc

Technology
157
+ 11.44%
$167.82 - $208.28 $26.3K - $32.7K
1.53K $260K
MEAR
Blackrock Short Maturity Munic

ETFs
149
+ 3.57%
$49.97 - $50.36 $7.45K - $7.5K
4.32K $217K
ITM
Vaneck Intermediate Muni ETF

ETFs
250
+ 2.09%
$45.21 - $46.67 $11.3K - $11.7K
12.2K $556K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 9.09%
$4295.4 - $5141.88 $17.2K - $20.6K
48 $221K
BFA
Brown Forman Corp Cl A
31.3K
New
N/A
31.3K $0
Maplebear Inc
11.1K
New
N/A
11.1K $0
Ea Series Trust
2.03K
New
N/A
2.03K $0
Ishares Tr
5K
+ 22.47%
N/A
27.3K $0
Ishares Tr
12K
+ 80.0%
N/A
27K $0
Grupo Aval Acciones Y Valore
10K
+ 32.26%
N/A
41K $0
Blackrock ETF Trust Ii
21.4K
+ 19.35%
N/A
132K $0
SYY
Sysco Corp

Consumer Defensive
142
+ 0.92%
$70.0 - $77.13 $9.94K - $11K
15.6K $1.17M
BAC
Bank Of America Corp

Financial Services
2
+ 0.03%
$39.61 - $47.74 $79.2 - $95.5
5.88K $245K
INGN
Inogen Inc

Healthcare
44.2K
+ 27.05%
$6.8 - $12.53 $301K - $554K
208K $1.48M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.34%
$222.66 - $268.42 $1.11K - $1.34K
1.48K $346K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.36%
$57.21 - $65.8 $1.66K - $1.91K
7.99K $466K
CAT
Caterpillar Inc

Industrials
50
+ 3.09%
$326.75 - $407.63 $16.3K - $20.4K
1.67K $550K
ET
Energy Transfer LP

Energy
116
+ 0.17%
$17.26 - $21.08 $2K - $2.45K
69.7K $1.3M
MTN
Vail Resorts Inc

Consumer Cyclical
1.96K
+ 13.95%
$153.58 - $184.72 $301K - $362K
16K $2.56M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
484
+ 1.33%
$196.12 - $229.48 $94.9K - $111K
36.8K $7.45M
PFE
Pfizer Inc

Healthcare
1
+ 0.0%
$25.01 - $27.13 $25 - $27.1
71.1K $1.8M
CRM
Salesforce, Inc.

Technology
30
+ 1.81%
$268.36 - $359.95 $8.05K - $10.8K
1.69K $453K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
377
+ 3.17%
$507.05 - $563.67 $191K - $213K
12.3K $6.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.0%
$117.4 - $131.02 $117 - $131
20K $2.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.55%
$551.42 - $612.93 $13.8K - $15.3K
4.61K $2.58M
CRL
Charles River Laboratories International, Inc.

Healthcare
990
+ 13.01%
$150.52 - $190.14 $149K - $188K
8.6K $1.29M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.03%
$84.5 - $105.05 $1.18K - $1.47K
45.6K $4M
VBR
Vanguard Small Cap Value ETF

ETFs
250
+ 1.22%
$183.02 - $207.75 $45.8K - $51.9K
20.8K $3.88M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.01%
$554.06 - $615.85 $554 - $616
8.08K $4.54M
TSLA
Tesla, Inc.

Consumer Cyclical
891
+ 26.49%
$222.15 - $428.22 $198K - $382K
4.25K $1.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.21K
+ 4.24%
$96.3 - $112.23 $213K - $248K
54.3K $5.29M
AVGO
Broadcom Inc.

Technology
1.2K
+ 8.06%
$167.43 - $244.7 $200K - $293K
16K $2.68M
VTI
Vanguard Total Stock Market Et

ETFs
255
+ 0.42%
$271.18 - $303.12 $69.2K - $77.3K
61.1K $16.8M
AMZN
Amazon Com Inc

Consumer Cyclical
650
+ 1.74%
$190.26 - $242.06 $124K - $157K
38K $7.23M
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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