Stokes Family Office, LLC Incresed Positions 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
IVE
Ishares S&P 500 Value ETF

ETFs
26K
+ 34.89%
$185.78 - $198.58 $4.83M - $5.16M
100K $19.1M
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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
41.9K
+ 6.27%
$44.72 - $46.25 $1.87M - $1.94M
709K $32.7M
GPRK
Geo Park LTD

Energy
210K
+ 1235.29%
$7.56 - $11.4 $1.59M - $2.39M
227K $1.83M
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
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
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
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
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
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
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
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
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 1.45%
$890.62 - $1076.86 $28.5K - $34.5K
2.23K $2.11M
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 0.29%
$296.7 - $345.55 $1.78K - $2.07K
2.05K $708K
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
107
+ 4.14%
$87.68 - $94.52 $9.38K - $10.1K
2.69K $252K
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
Track This Portfolio

Track Stokes Family Office, LLC Portfolio

Follow Stokes Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stokes Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email