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
MRK
Merck & Co., Inc.

Healthcare
-829
- 11.36%
$83.01 - $101.02 $68.8K - $83.7K
6.47K $580K
NVO
Novo Nordisk A S

Healthcare
-38
- 0.45%
$69.3 - $90.95 $2.63K - $3.46K
8.44K $586K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-111
- 4.03%
$165.25 - $224.62 $18.3K - $24.9K
2.65K $439K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.19K
- 7.64%
$60.46 - $64.42 $71.9K - $76.7K
14.4K $889K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-112
- 2.64%
$102.49 - $119.96 $11.5K - $13.4K
4.13K $431K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-985
- 5.11%
$44.81 - $46.22 $44.1K - $45.5K
18.3K $824K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3K
- 20.41%
$35.35 - $42.74 $106K - $128K
11.7K $483K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-42
- 5.32%
$497.6 - $606.74 $20.9K - $25.5K
747 $371K
VCIT
Vanguard Intermediate Term Cor

ETFs
-719
- 4.88%
$79.17 - $82.04 $56.9K - $59K
14K $1.14M
VO
Vanguard Mid Cap ETF

ETFs
-60
- 3.06%
$251.87 - $277.95 $15.1K - $16.7K
1.9K $491K
C
Citigroup Inc

Financial Services
-145
- 4.2%
$67.23 - $84.63 $9.75K - $12.3K
3.31K $235K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-303
- 3.37%
$50.82 - $52.7 $15.4K - $16K
8.69K $456K
TRV
Travelers Companies, Inc.

Financial Services
-97
- 10.44%
$232.43 - $265.13 $22.5K - $25.7K
832 $220K
DUK
Duke Energy Corp

Utilities
-273
- 11.81%
$105.87 - $121.97 $28.9K - $33.3K
2.04K $248K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-32
- 0.16%
N/A
20.1K $632K
Lam Research Corp
-2.33K
- 10.19%
N/A
20.5K $0
Blackrock Inc
-117
- 2.13%
N/A
5.37K $0
Ea Series Trust
-15.3K
- 10.89%
N/A
125K $0
VLUE
Ishares Msci Usa Value Factor

ETFs
-7
- 0.23%
$104.89 - $113.56 $734 - $795
3.08K $328K
SCHW
Schwab Charles Corp

Financial Services
-230
- 2.96%
$71.24 - $83.64 $16.4K - $19.2K
7.55K $591K
PSX
Phillips 66

Energy
-49
- 2.06%
$113.93 - $131.55 $5.58K - $6.45K
2.33K $287K
MCK
Mckesson Corp

Healthcare
-35
- 8.75%
$566.21 - $672.99 $19.8K - $23.6K
365 $245K
SHEL
Shell PLC

Energy
-270
- 6.01%
$62.84 - $73.29 $17K - $19.8K
4.22K $309K
SBUX
Starbucks Corp

Consumer Cyclical
-1.1K
- 5.36%
$91.75 - $115.81 $101K - $127K
19.4K $1.9M
CSCO
Cisco Systems, Inc.

Technology
-1.47K
- 2.75%
$58.74 - $64.87 $86.5K - $95.5K
52.1K $3.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-36
- 0.08%
$42.5 - $46.71 $1.53K - $1.68K
43.6K $1.97M
JPM
Jpmorgan Chase & CO

Financial Services
-886
- 1.79%
$225.19 - $279.95 $200K - $248K
48.5K $11.9M
BMY
Bristol Myers Squibb CO

Healthcare
-788
- 2.12%
$53.9 - $63.11 $42.5K - $49.7K
36.4K $2.22M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-501
- 1.17%
$26.71 - $31.58 $13.4K - $15.8K
42.2K $1.28M
INTC
Intel Corp

Technology
-911
- 1.68%
$19.1 - $27.39 $17.4K - $25K
53.2K $1.21M
IBM
International Business Machines Corp

Technology
-3
- 0.06%
$217.4 - $264.74 $652 - $794
4.83K $1.2M
SO
Southern CO

Utilities
-100
- 0.63%
$80.96 - $92.96 $8.1K - $9.3K
15.9K $1.46M
KO
Coca Cola CO

Consumer Defensive
-460
- 1.84%
$60.81 - $72.32 $28K - $33.3K
24.5K $1.76M
ABBV
Abb Vie Inc.

Healthcare
-2.99K
- 11.04%
$169.2 - $216.66 $506K - $648K
24.1K $5.05M
T
At&T Inc.

Communication Services
-638
- 1.16%
$21.56 - $28.28 $13.8K - $18K
54.2K $1.53M
IEFA
Ishares Tr

ETFs
-988
- 0.83%
$69.57 - $78.65 $68.7K - $77.7K
118K $8.93M
JNJ
Johnson & Johnson

Healthcare
-1.14K
- 1.94%
$142.06 - $167.7 $162K - $191K
57.6K $9.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-145
- 0.54%
$442.66 - $534.52 $64.2K - $77.5K
26.7K $14.2M
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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