Stokes Family Office, LLC Incresed Positions in Q2 2025

Stokes Family Office, LLC

  • $900 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
1.38K
+ 4.2%
$86.54 - $92.62 $120K - $128K
34.3K $3.17M
EPD
Enterprise Products Partners L.P.

Energy
8.46K
+ 38.05%
$28.95 - $34.22 $245K - $290K
30.7K $952K
GD
General Dynamics Corp

Industrials
23
+ 0.27%
$247.68 - $291.66 $5.7K - $6.71K
8.67K $2.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 1.02%
$141.37 - $228.57 $3.82K - $6.17K
2.67K $605K
STNE
Stone Co Ltd.

Technology
5K
+ 34.25%
$10.43 - $16.04 $52.2K - $80.2K
19.6K $314K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.05K
+ 9.02%
$22.54 - $23.17 $136K - $140K
73.1K $1.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.35K
+ 49.98%
$85.42 - $94.39 $115K - $127K
4.04K $378K
COF
Capital One Financial Corp

Financial Services
248
+ 12.44%
$150.57 - $212.76 $37.3K - $52.8K
2.24K $477K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 7.25%
$1794.73 - $2613.63 $17.9K - $26.1K
148 $386K
EMR
Emerson Electric CO

Industrials
3
+ 0.06%
$94.15 - $133.33 $282 - $400
4.71K $627K
NRP
Natural Resource Partners LP

Energy
2.23K
+ 16.99%
$89.14 - $105.48 $199K - $235K
15.4K $1.47M
SYY
Sysco Corp

Consumer Defensive
1.18K
+ 7.58%
$68.0 - $75.91 $80.3K - $89.6K
16.8K $1.27M
INGN
Inogen Inc

Healthcare
16.9K
+ 8.16%
$5.75 - $7.32 $97.4K - $124K
225K $1.58M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1K
+ 20.49%
$71.94 - $86.02 $71.9K - $86K
5.88K $503K
SLV
I Shares Silver Trust

ETFs
1.53K
+ 7.51%
$27.08 - $33.74 $41.4K - $51.6K
21.9K $718K
BTI
British American Tobacco P.L.C.

Consumer Defensive
14
+ 0.12%
$39.43 - $49.34 $552 - $691
11.7K $554K
V
Visa Inc.

Financial Services
81
+ 0.96%
$308.27 - $373.31 $25K - $30.2K
8.56K $3.04M
GLW
Corning Inc

Technology
233
+ 2.87%
$39.07 - $52.59 $9.1K - $12.3K
8.36K $439K
MUB
Ishares National Muni Bond ETF

ETFs
753
+ 3.72%
$102.31 - $105.8 $77K - $79.7K
21K $2.19M
T
At&T Inc.

Communication Services
609
+ 1.12%
$26.33 - $28.94 $16K - $17.6K
54.8K $1.59M
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.2%
$451.58 - $565.94 $903 - $1.13K
1K $543K
C
Citigroup Inc

Financial Services
8
+ 0.24%
$58.13 - $85.12 $465 - $681
3.32K $282K
VB
Vanguard Small Cap ETF

ETFs
120
+ 12.81%
$193.73 - $237.37 $23.2K - $28.5K
1.06K $250K
MCK
Mckesson Corp

Healthcare
25
+ 6.85%
$652.83 - $732.78 $16.3K - $18.3K
390 $285K
BAC
Bank Of America Corp

Financial Services
138
+ 2.35%
$34.39 - $47.46 $4.75K - $6.55K
6.02K $284K
NSC
Norfolk Southern Corp

Industrials
70
+ 6.61%
$206.34 - $257.46 $14.4K - $18K
1.13K $288K
MA
Mastercard Inc

Financial Services
14
+ 0.96%
$479.92 - $590.74 $6.72K - $8.27K
1.47K $826K
ENB
Enbridge Inc

Energy
407
+ 6.39%
$41.09 - $47.16 $16.7K - $19.2K
6.78K $307K
ET
Energy Transfer LP

Energy
2.56K
+ 3.66%
$15.65 - $18.93 $40K - $48.4K
72.3K $1.31M
MO
Altria Group, Inc.

Consumer Defensive
1.43K
+ 2.68%
$55.56 - $60.91 $79.3K - $87K
54.6K $3.2M
CRM
Salesforce, Inc.

Technology
1
+ 0.06%
$236.26 - $291.15 $236 - $291
1.69K $461K
WM
Waste Management Inc

Industrials
52
+ 2.78%
$216.47 - $242.1 $11.3K - $12.6K
1.92K $439K
Blackrock Inc
3
+ 0.06%
N/A
5.38K $0
Blackrock ETF Trust Ii
4.31K
+ 3.27%
N/A
136K $0
Grupo Aval Acciones Y Valore
21.1K
+ 51.53%
N/A
62.1K $0
Lam Research Corp
180
+ 0.88%
N/A
20.7K $0
GILD
Gilead Sciences, Inc.

Healthcare
5
+ 0.24%
$96.91 - $113.0 $485 - $565
2.08K $230K
SHEL
Shell PLC

Energy
13
+ 0.31%
$59.75 - $73.05 $777 - $950
4.23K $297K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.47%
$210.83 - $235.28 $1.48K - $1.65K
1.49K $330K
ZTS
Zoetis Inc.

Healthcare
78
+ 2.38%
$144.41 - $170.3 $11.3K - $13.3K
3.36K $523K
KO
Coca Cola CO

Consumer Defensive
38
+ 0.16%
$68.37 - $73.9 $2.6K - $2.81K
24.6K $1.74M
MRK
Merck & Co., Inc.

Healthcare
560
+ 8.66%
$73.47 - $87.12 $41.1K - $48.8K
7.03K $556K
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 0.03%
$79.79 - $91.42 $479 - $549
17.2K $1.53M
DFAR
Dimensional ETF Tr Dimensional

ETFs
417
+ 0.17%
$20.99 - $23.93 $8.75K - $9.98K
253K $5.93M
AMGN
Amgen Inc

Healthcare
13
+ 0.5%
$262.28 - $309.85 $3.41K - $4.03K
2.62K $730K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.27K
+ 1.54%
$24.32 - $27.87 $30.8K - $35.3K
83.4K $2.21M
LLY
Eli Lilly & CO

Healthcare
96
+ 2.33%
$713.71 - $898.95 $68.5K - $86.3K
4.21K $3.28M
PG
Procter & Gamble CO

Consumer Defensive
606
+ 2.54%
$157.66 - $172.39 $95.5K - $104K
24.4K $3.89M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 4.19%
$170.16 - $206.27 $172K - $208K
25.1K $4.66M
Activity Summary
Buys All Purchases 120 New Holdings 16 Increased Positions 104 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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