Stokes Family Office, LLC Reduced Holdings in Q2 2025

Stokes Family Office, LLC

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

ETFs
-246K
- 85.49%
$51.37 - $64.13 $12.6M - $15.8M
41.7K $2.67M
VIG
Vanguard Dividend Appreciation

ETFs
-44.1K
- 8.96%
N/A
448K $81.6M
AAPL
Apple Inc.

Technology
-2.75K
- 1.2%
$172.42 - $223.89 $475K - $617K
226K $46.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
-116K
- 92.36%
$32.11 - $38.21 $3.73M - $4.44M
9.6K $364K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-75.9K
- 90.99%
$50.08 - $63.14 $3.8M - $4.79M
7.52K $474K
XOM
Exxon Mobil Corp

Energy
-472
- 0.28%
$99.93 - $119.04 $47.2K - $56.2K
168K $18.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-43K
- 6.07%
$45.12 - $46.23 $1.94M - $1.99M
666K $30.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.28K
- 4.79%
$483.48 - $539.8 $617K - $689K
25.4K $12.3M
PFE
Pfizer Inc

Healthcare
-45.4K
- 63.86%
$21.59 - $24.84 $981K - $1.13M
25.7K $623K
MTN
Vail Resorts Inc

Consumer Cyclical
-6.39K
- 39.89%
$131.42 - $164.64 $840K - $1.05M
9.63K $1.51M
INTC
Intel Corp

Technology
-38.9K
- 73.19%
$18.13 - $22.69 $706K - $883K
14.3K $319K
UNH
Unitedhealth Group Inc

Healthcare
-142
- 3.75%
$274.35 - $599.47 $39K - $85.1K
3.64K $1.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.25K
- 5.73%
$48.13 - $49.85 $253K - $262K
86.4K $4.24M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-4.09K
- 37.77%
$78.98 - $90.1 $323K - $369K
6.74K $607K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.91K
- 43.75%
$83.97 - $92.85 $244K - $270K
3.74K $330K
SBUX
Starbucks Corp

Consumer Cyclical
-776
- 4.01%
$79.69 - $99.41 $61.8K - $77.1K
18.6K $1.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.56K
- 3.47%
$53.66 - $58.71 $83.7K - $91.6K
43.4K $2.43M
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.26%
$285.55 - $321.23 $5.43K - $6.1K
7.23K $2.11M
HD
Home Depot, Inc.

Consumer Cyclical
-390
- 2.01%
$335.24 - $380.78 $131K - $149K
19K $6.98M
ITM
Vaneck Intermediate Muni ETF

ETFs
-2.86K
- 23.4%
$44.27 - $45.82 $127K - $131K
9.36K $425K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.84K
- 4.2%
$114.78 - $133.31 $441K - $512K
87.5K $11.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.91K
- 3.52%
$83.54 - $100.04 $160K - $191K
52.4K $5.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-21
- 2.81%
$390.26 - $489.06 $8.2K - $10.3K
726 $294K
UNP
Union Pacific Corp

Industrials
-167
- 2.88%
$208.27 - $238.46 $34.8K - $39.8K
5.63K $1.3M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.94K
- 4.83%
N/A
57.8K $1.37M
DEO
Diageo PLC

Consumer Defensive
-521
- 11.89%
$99.86 - $115.75 $52K - $60.3K
3.86K $389K
VZ
Verizon Communications Inc

Communication Services
-214
- 0.91%
$41.67 - $45.62 $8.92K - $9.76K
23.4K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
-962
- 22.61%
$221.86 - $362.89 $213K - $349K
3.29K $1.05M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.5K
- 7.49%
$23.96 - $24.27 $59.9K - $60.7K
30.9K $749K
CMCSA
Comcast Corp

Communication Services
-726
- 3.04%
$32.84 - $36.72 $23.8K - $26.7K
23.2K $827K
NOC
Northrop Grumman Corp

Industrials
-80
- 8.19%
$456.3 - $540.39 $36.5K - $43.2K
897 $448K
MKC
Mccormick & CO Inc

Consumer Defensive
-199
- 6.64%
$71.11 - $82.25 $14.2K - $16.4K
2.8K $211K
DUK
Duke Energy Corp

Utilities
-179
- 8.78%
$112.46 - $124.05 $20.1K - $22.2K
1.86K $219K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-360
- 1.97%
$43.63 - $45.4 $15.7K - $16.3K
17.9K $801K
SO
Southern CO

Utilities
-193
- 1.22%
$84.91 - $92.56 $16.4K - $17.9K
15.7K $1.44M
MEAR
Blackrock Short Maturity Munic

ETFs
-335
- 7.75%
$49.74 - $50.27 $16.7K - $16.8K
3.99K $200K
VCIT
Vanguard Intermediate Term Cor

ETFs
-350
- 2.5%
$79.56 - $82.92 $27.8K - $29K
13.7K $1.13M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-31
- 0.15%
N/A
20K $631K
Ea Series Trust
-22.4K
- 17.92%
N/A
103K $0
Ckx Lds Inc
-11.1K
- 37.72%
N/A
18.3K $0
TRV
Travelers Companies, Inc.

Financial Services
-5
- 0.6%
$233.83 - $276.34 $1.17K - $1.38K
827 $221K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-49
- 2.13%
$97.51 - $118.42 $4.78K - $5.8K
2.25K $266K
LMT
Lockheed Martin Corp

Industrials
-22
- 2.66%
$430.82 - $486.45 $9.48K - $10.7K
806 $373K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-30
- 0.35%
$51.1 - $53.29 $1.53K - $1.6K
8.66K $461K
CNQ
Canadian Natural Resources LTD

Energy
-59
- 0.4%
$25.14 - $34.01 $1.48K - $2.01K
14.7K $462K
DE
Deere & CO

Industrials
-19
- 4.2%
$412.99 - $531.48 $7.85K - $10.1K
433 $220K
VLUE
Ishares Msci Usa Value Factor

ETFs
-21
- 0.68%
$93.5 - $113.21 $1.96K - $2.38K
3.06K $346K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3
- 0.07%
$90.56 - $109.49 $272 - $328
4.13K $451K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-135
- 1.69%
$51.16 - $62.02 $6.91K - $8.37K
7.86K $487K
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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