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
DGRO
Ishares Core Dividend Growth E

ETFs
-37
- 0.26%
$55.22 - $63.94 $2.04K - $2.37K
14.4K $917K
VT
Vanguard Total World Stk Index

ETFs
-3.74K
- 9.18%
$103.16 - $128.52 $386K - $480K
37K $4.75M
MAR
Marriott International Inc

Consumer Cyclical
-19
- 1.38%
$211.12 - $274.14 $4.01K - $5.21K
1.36K $370K
WFC
Wells Fargo & Company

Financial Services
-28
- 0.46%
$60.98 - $80.12 $1.71K - $2.24K
6.06K $485K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.55K
- 3.68%
$26.69 - $33.44 $41.5K - $52K
40.6K $1.34M
SCHW
Schwab Charles Corp

Financial Services
-335
- 4.44%
$69.06 - $91.24 $23.1K - $30.6K
7.22K $658K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-66
- 0.33%
$103.88 - $123.68 $6.86K - $8.16K
20K $2.47M
HCA
Hca Healthcare, Inc.

Healthcare
-1
- 0.05%
$317.61 - $387.52 $318 - $388
2.05K $784K
CAT
Caterpillar Inc

Industrials
-25
- 1.5%
$273.94 - $388.21 $6.85K - $9.71K
1.64K $637K
ASML
Asml Holding Nv

Technology
-1
- 0.15%
$595.37 - $815.24 $595 - $815
688 $551K
AMD
Advanced Micro Devices Inc

Technology
-5
- 0.13%
$78.21 - $143.81 $391 - $719
3.96K $562K
CSCO
Cisco Systems, Inc.

Technology
-362
- 0.69%
$53.19 - $69.38 $19.3K - $25.1K
51.7K $3.59M
IVV
Ishares Core S&P 500 ETF

ETFs
-47
- 0.58%
$498.8 - $620.9 $23.4K - $29.2K
8.03K $4.99M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
-2.95K
- 3.07%
$24.59 - $33.96 $72.5K - $100K
93.1K $3.16M
AVDV
American Centy ETF Tr Avantis

ETFs
-188
- 0.29%
$61.76 - $79.32 $11.6K - $14.9K
65K $5.15M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.13K
- 5.79%
$180.84 - $240.32 $385K - $512K
34.7K $8.34M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-422
- 0.23%
$52.11 - $64.98 $22K - $27.4K
185K $12.1M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-869
- 0.38%
$30.96 - $40.6 $26.9K - $35.3K
227K $9.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-25.6K
- 3.06%
$17.76 - $22.1 $455K - $566K
811K $17.9M
JPM
Jpmorgan Chase & CO

Financial Services
-818
- 1.69%
$210.28 - $289.91 $172K - $237K
47.7K $13.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-20.2K
- 6.95%
$82.96 - $110.1 $1.67M - $2.22M
270K $29.7M
MSFT
Microsoft Corp

Technology
-440
- 0.78%
$354.56 - $497.45 $156K - $219K
55.7K $27.7M
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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