Stokes Family Office, LLC Reduced Holdings in Q1 2025

Stokes Family Office, LLC

  • $854 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-27.5K
- 10.71%
$209.68 - $247.1 $5.76M - $6.79M
229K $50.8M
INTF
Ishares Tr

ETFs
-499K
- 46.65%
$28.43 - $31.96 $14.2M - $15.9M
571K $17.6M
XOM
Exxon Mobil Corp

Energy
-82.2K
- 32.85%
$105.44 - $118.93 $8.67M - $9.78M
168K $20M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-47.8K
- 95.4%
$111.86 - $124.32 $5.34M - $5.94M
2.3K $262K
LRGF
Ishares Tr

ETFs
-65K
- 18.45%
$56.95 - $63.95 $3.7M - $4.16M
287K $16.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-17.6K
- 5.72%
$92.45 - $106.69 $1.63M - $1.88M
290K $27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-43.8K
- 85.7%
$91.45 - $91.75 $4M - $4.02M
7.31K $670K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-123K
- 89.32%
$30.72 - $33.22 $3.78M - $4.09M
14.7K $482K
IFRA
Ishares Tr

ETFs
-79K
- 90.1%
$44.8 - $49.25 $3.54M - $3.89M
8.67K $390K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-41.4K
- 18.2%
$55.52 - $69.21 $2.3M - $2.86M
186K $11M
MSFT
Microsoft Corp

Technology
-447
- 0.79%
$375.39 - $447.2 $168K - $200K
56.1K $21.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-29.3K
- 5.89%
$48.06 - $53.73 $1.41M - $1.57M
468K $22.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-28.4K
- 62.3%
$85.55 - $94.34 $2.43M - $2.68M
17.2K $1.56M
VIG
Vanguard Dividend Appreciation

ETFs
-13.3K
- 2.63%
N/A
492K $89.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-35.9K
- 30.09%
$54.25 - $57.64 $1.95M - $2.07M
83.4K $4.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-37.1K
- 28.8%
$49.25 - $50.66 $1.83M - $1.88M
91.7K $4.55M
AVUV
American Centy ETF Tr Avantis

ETFs
-6.81K
- 5.99%
$84.95 - $100.62 $579K - $686K
107K $9.32M
CAAP
Corporacion America Airports S.A.

Industrials
-57K
- 20.39%
$17.5 - $20.0 $997K - $1.14M
223K $4.07M
ETN
Eaton Corp PLC

Industrials
-1.79K
- 18.12%
$271.83 - $371.23 $487K - $665K
8.09K $2.2M
AXP
American Express CO

Financial Services
-3K
- 36.13%
$255.39 - $325.87 $766K - $978K
5.3K $1.43M
ORCL
Oracle Corp

Technology
-245
- 0.69%
$139.81 - $186.47 $34.3K - $45.7K
35.3K $4.94M
EMR
Emerson Electric CO

Industrials
-4.5K
- 48.88%
$108.64 - $131.17 $489K - $590K
4.71K $515K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.58K
- 5.76%
$126.11 - $135.06 $704K - $753K
91.3K $11.8M
PEP
Pepsico Inc

Consumer Defensive
-3.32K
- 9.93%
$142.64 - $156.42 $473K - $519K
30.1K $4.51M
PG
Procter & Gamble CO

Consumer Defensive
-3.56K
- 12.99%
$158.56 - $176.26 $564K - $627K
23.8K $4.06M
WFC
Wells Fargo & Company

Financial Services
-7.38K
- 54.76%
$66.78 - $81.42 $493K - $600K
6.09K $437K
V
Visa Inc.

Financial Services
-2.41K
- 22.14%
$306.92 - $362.71 $740K - $874K
8.48K $2.97M
HD
Home Depot, Inc.

Consumer Cyclical
-75
- 0.38%
$347.25 - $424.87 $26K - $31.9K
19.4K $7.12M
LMT
Lockheed Martin Corp

Industrials
-835
- 50.21%
$423.19 - $506.29 $353K - $423K
828 $369K
DEO
Diageo PLC

Consumer Defensive
-2.55K
- 36.82%
$104.79 - $126.12 $268K - $322K
4.38K $459K
CMCSA
Comcast Corp

Communication Services
-10.6K
- 30.78%
$33.19 - $38.23 $353K - $406K
23.9K $882K
NKE
Nike, Inc.

Consumer Cyclical
-873
- 3.09%
$63.29 - $81.72 $55.3K - $71.3K
27.3K $1.74M
VUG
Vanguard Growth ETF

ETFs
-35
- 0.36%
$369.1 - $427.61 $12.9K - $15K
9.67K $3.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.3K
- 15.67%
$27.01 - $28.54 $412K - $436K
82.2K $2.3M
GIS
General Mills Inc

Consumer Defensive
-5.4K
- 57.25%
$57.56 - $65.3 $311K - $353K
4.03K $241K
GD
General Dynamics Corp

Industrials
-1.63K
- 15.84%
$241.94 - $272.58 $394K - $444K
8.65K $2.36M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-540
- 2.49%
$126.86 - $146.45 $68.5K - $79.1K
21.1K $2.68M
ENB
Enbridge Inc

Energy
-7.42K
- 53.81%
$41.54 - $45.45 $308K - $337K
6.37K $282K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.88K
- 30.3%
$56.12 - $68.15 $386K - $469K
15.8K $1.07M
MGC
Vanguard Mega Cap ETF

ETFs
-115
- 0.51%
$199.2 - $222.69 $22.9K - $25.6K
22.3K $4.49M
MO
Altria Group, Inc.

Consumer Defensive
-12.9K
- 19.57%
$50.81 - $60.02 $658K - $777K
53.2K $3.19M
AMGN
Amgen Inc

Healthcare
-1.5K
- 36.55%
$258.59 - $327.36 $388K - $491K
2.6K $811K
SNY
Sanofi

Healthcare
-5.71K
- 59.23%
$48.15 - $59.42 $275K - $339K
3.93K $217K
UNP
Union Pacific Corp

Industrials
-1.15K
- 16.54%
$225.21 - $254.42 $259K - $292K
5.8K $1.37M
PM
Philip Morris International Inc.

Consumer Defensive
-11.9K
- 27.14%
$117.15 - $158.79 $1.4M - $1.89M
32K $5.07M
VZ
Verizon Communications Inc

Communication Services
-8.03K
- 25.39%
$37.81 - $46.49 $304K - $373K
23.6K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.15K
- 13.71%
$279.74 - $321.29 $322K - $370K
7.25K $2.26M
CNQ
Canadian Natural Resources LTD

Energy
-5.25K
- 26.18%
$26.72 - $32.74 $140K - $172K
14.8K $455K
DIS
Walt Disney CO

Communication Services
-400
- 4.3%
$96.87 - $114.0 $38.7K - $45.6K
8.9K $878K
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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