Stokes Family Office, LLC Incresed Positions 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
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
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
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
NVDA
Nvidia Corp

Technology
2.89K
+ 12.08%
$98.91 - $134.91 $286K - $389K
26.8K $3.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
301
+ 7.05%
$517.38 - $573.86 $156K - $173K
4.57K $2.62M
CAAP
Corporacion America Airports S.A.

Industrials
2.5K
+ 0.92%
$14.1 - $18.26 $35.3K - $45.7K
275K $4.79M
ABT
Abbott Laboratories

Healthcare
2
+ 0.01%
$100.07 - $118.13 $200 - $236
24.8K $2.83M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
4.6K
+ 5.51%
$24.9 - $28.99 $115K - $133K
88.2K $2.54M
AMZN
Amazon Com Inc

Consumer Cyclical
2.52K
+ 7.16%
$161.02 - $200.0 $406K - $504K
37.8K $7.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.07K
+ 89.85%
$89.91 - $101.33 $186K - $210K
4.38K $429K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.47K
+ 17.58%
$187.96 - $245.29 $275K - $359K
9.8K $1.93M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.21K
+ 4.46%
$91.42 - $91.82 $202K - $203K
51.7K $4.75M
D
Dominion Energy, Inc

Utilities
2.39K
+ 45.21%
$48.01 - $58.53 $115K - $140K
7.69K $444K
EMB
Ishares Tr

ETFs
754
+ 3.56%
$87.75 - $93.74 $66.2K - $70.7K
21.9K $2.05M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3.09K
+ 7.96%
$26.43 - $29.86 $81.7K - $92.4K
41.9K $1.24M
AVGO
Broadcom Inc.

Technology
13.2K
+ 898.64%
$136.27 - $1745.86 $1.8M - $23.1M
14.7K $2.53M
UNP
Union Pacific Corp

Industrials
136
+ 1.97%
$221.78 - $256.09 $30.2K - $34.8K
7.05K $1.74M
T
At&T Inc.

Communication Services
662
+ 1.23%
$18.21 - $22.28 $12.1K - $14.7K
54.5K $1.2M
V
Visa Inc.

Financial Services
248
+ 3.39%
$253.74 - $291.56 $62.9K - $72.3K
7.57K $2.08M
VUG
Vanguard Growth ETF

ETFs
60
+ 0.5%
$341.08 - $391.94 $20.5K - $23.5K
12.1K $4.64M
PFE
Pfizer Inc

Healthcare
2.22K
+ 3.01%
$27.7 - $31.39 $61.5K - $69.7K
75.9K $2.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
41
+ 0.16%
$66.31 - $74.08 $2.72K - $3.04K
25.5K $1.87M
SYY
Sysco Corp

Consumer Defensive
26
+ 0.15%
$69.16 - $78.98 $1.8K - $2.05K
17.5K $1.37M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1K
+ 7.45%
$31.07 - $39.36 $31.1K - $39.4K
14.4K $527K
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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