Stokes Family Office, LLC Reduced Holdings in Q3 2024

Stokes Family Office, LLC

  • $883 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-360
- 13.46%
$191.76 - $263.26 $69K - $94.8K
2.32K $605K
ZTS
Zoetis Inc.

Healthcare
-11
- 0.29%
$172.58 - $196.48 $1.9K - $2.16K
3.82K $745K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-347
- 1.62%
$75.47 - $83.18 $26.2K - $28.9K
21K $1.75M
AXP
American Express CO

Financial Services
-485
- 8.27%
$225.92 - $271.17 $110K - $132K
5.38K $1.46M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.46K
- 6.95%
$149.02 - $167.67 $218K - $245K
19.6K $3.28M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-19
- 0.46%
$386.81 - $423.12 $7.35K - $8.04K
4.09K $1.73M
PG
Procter & Gamble CO

Consumer Defensive
-484
- 1.86%
$160.76 - $177.82 $77.8K - $86.1K
25.5K $4.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-837
- 3.58%
$64.35 - $75.71 $53.9K - $63.4K
22.6K $1.66M
DGRO
Ishares Core Dividend Growth E

ETFs
-59
- 0.2%
$57.47 - $62.76 $3.39K - $3.7K
28.8K $1.81M
PEP
Pepsico Inc

Consumer Defensive
-113
- 0.35%
$161.9 - $179.3 $18.3K - $20.3K
32.3K $5.5M
VT
Vanguard Total World Stk Index

ETFs
-1.06K
- 2.54%
$107.72 - $119.96 $114K - $127K
40.7K $4.87M
VEU
Vanguard Ftse All World Ex Us

ETFs
-637
- 1.27%
$56.47 - $63.69 $36K - $40.6K
49.7K $3.13M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-163
- 0.81%
$111.9 - $124.28 $18.2K - $20.3K
19.9K $2.46M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.64K
- 6.56%
$95.81 - $109.03 $349K - $397K
51.9K $5.58M
SO
Southern CO

Utilities
-84
- 0.53%
$77.0 - $90.52 $6.47K - $7.6K
15.9K $1.43M
KO
Coca Cola CO

Consumer Defensive
-129
- 0.53%
$62.69 - $73.01 $8.09K - $9.42K
24.4K $1.76M
IBM
International Business Machines Corp

Technology
-76
- 1.65%
$175.1 - $223.38 $13.3K - $17K
4.52K $999K
SBUX
Starbucks Corp

Consumer Cyclical
-2.15K
- 10.14%
$72.51 - $98.6 $156K - $212K
19.1K $1.86M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.84K
- 3.12%
$80.13 - $88.89 $147K - $163K
57.2K $5.05M
UNH
Unitedhealth Group Inc

Healthcare
-65
- 1.69%
$488.01 - $604.18 $31.7K - $39.3K
3.77K $2.2M
MO
Altria Group, Inc.

Consumer Defensive
-1.46K
- 2.26%
$45.95 - $54.71 $67.1K - $79.9K
63.2K $3.23M
BMY
Bristol Myers Squibb CO

Healthcare
-1.87K
- 4.57%
$39.66 - $51.75 $74K - $96.6K
39K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
-204
- 0.43%
$194.9 - $224.8 $39.8K - $45.9K
47.5K $10M
WMT
Walmart Inc.

Consumer Defensive
-393
- 0.87%
$66.91 - $81.4 $26.3K - $32K
44.8K $3.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.21K
- 2.56%
$113.41 - $125.62 $478K - $529K
160K $20.1M
IEFA
Ishares Tr

ETFs
-474
- 0.39%
$70.09 - $78.74 $33.2K - $37.3K
120K $9.39M
PM
Philip Morris International Inc.

Consumer Defensive
-1.39K
- 3.36%
$101.25 - $127.45 $140K - $177K
39.9K $4.85M
HD
Home Depot, Inc.

Consumer Cyclical
-1.18K
- 6.08%
$333.64 - $405.2 $394K - $479K
18.3K $7.39M
BLK
Black Rock Inc.

Financial Services
-10
- 0.18%
$782.27 - $949.51 $7.82K - $9.5K
5.42K $5.15M
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.01%
$255.18 - $283.2 $1.53K - $1.7K
60.8K $17.2M
AAPL
Apple Inc.

Technology
-2.34K
- 0.91%
$207.23 - $234.82 $485K - $550K
254K $59.3M
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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