Stokes Family Office, LLC Sells in Q3 2024

Stokes Family Office, LLC

  • $883 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRGF
Ishares Tr

ETFs
-160K
- 28.21%
$52.89 - $58.77 $8.46M - $9.4M
407K $23.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-27.8K
- 87.55%
$105.92 - $110.83 $2.94M - $3.08M
3.95K $436K
VIG
Vanguard Dividend Appreciation

ETFs
-11.9K
- 2.29%
$182.15 - $182.15 $2.17M - $2.17M
508K $92.6M
XOM
Exxon Mobil Corp

Energy
-22.9K
- 8.1%
$109.72 - $119.0 $2.52M - $2.73M
260K $30.5M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-89K
- 65.52%
$12.67 - $14.36 $1.13M - $1.28M
46.9K $629K
MSFT
Microsoft Corp

Technology
-261
- 0.48%
$395.15 - $467.56 $103K - $122K
54.5K $23.4M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-37.7K
- 23.95%
$32.17 - $35.98 $1.21M - $1.36M
120K $4.18M
GOOGL
Alphabet Inc.

Communication Services
-11
- 0.04%
$148.65 - $191.18 $1.64K - $2.1K
28.2K $4.67M
JNJ
Johnson & Johnson

Healthcare
-9.34K
- 13.54%
$145.48 - $167.38 $1.36M - $1.56M
59.6K $9.66M
EC
Ecopetrol S.A.

Energy
-21.8K
- 25.19%
$8.75 - $11.27 $190K - $245K
64.7K $577K
MRK
Merck & Co., Inc.

Healthcare
-1.97K
- 19.75%
$111.15 - $128.97 $219K - $254K
8K $908K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.85K
- 19.57%
$79.29 - $84.02 $305K - $323K
15.8K $1.32M
GPRK
Geo Park LTD

Energy
-14.7K
- 46.37%
$7.44 - $10.92 $109K - $161K
17K $133K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.18K
- 15.78%
$41.9 - $48.26 $343K - $395K
43.6K $2.09M
LMT
Lockheed Martin Corp

Industrials
-508
- 41.5%
$460.3 - $584.56 $234K - $297K
716 $418K
LLY
Eli Lilly & CO

Healthcare
-50
- 1.16%
$772.14 - $960.02 $38.6K - $48K
4.26K $3.77M
SCHW
Schwab Charles Corp

Financial Services
-375
- 4.44%
$61.74 - $76.08 $23.2K - $28.5K
8.07K $523K
DIS
Walt Disney CO

Communication Services
-511
- 4.73%
$85.6 - $98.61 $43.7K - $50.4K
10.3K $989K
IEMG
Ishares Inc

ETFs
-921
- 3.0%
$53.64 - $53.64 $49.4K - $49.4K
29.8K $1.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-820
- 15.67%
$83.76 - $91.82 $68.7K - $75.3K
4.41K $402K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-321
- 8.07%
$175.46 - $203.3 $56.3K - $65.3K
3.66K $741K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.25K
- 17.4%
$245.82 - $304.51 $307K - $380K
5.93K $1.81M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-547
- 2.65%
N/A
20.1K $634K
DUK
Duke Energy Corp

Utilities
-496
- 17.38%
$99.35 - $117.71 $49.3K - $58.4K
2.36K $271K
EPD
Enterprise Products Partners L.P.

Energy
-549
- 3.4%
$27.88 - $30.0 $15.3K - $16.5K
15.6K $453K
DEO
Diageo PLC

Consumer Defensive
-855
- 11.49%
$120.02 - $140.77 $103K - $120K
6.59K $924K
VLUE
Ishares Msci Usa Value Factor

ETFs
-334
- 7.21%
$99.14 - $109.18 $33.1K - $36.5K
4.3K $468K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.6K
- 2.02%
$49.93 - $51.15 $79.6K - $81.6K
77.2K $3.95M
EFV
Msci Eafe Value ETF

ETFs
-365
- 8.33%
$51.72 - $57.96 $18.9K - $21.2K
4.02K $231K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-408
- 2.23%
$49.07 - $50.44 $20K - $20.6K
17.9K $903K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-223
- 2.56%
$41.95 - $43.42 $9.35K - $9.68K
8.47K $367K
VGSH
Vanguard

ETFs
-20
- 0.27%
$57.74 - $59.13 $1.15K - $1.18K
7.44K $438K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-20
- 0.59%
$92.63 - $105.69 $1.85K - $2.11K
3.37K $350K
LAMR
Lamar Advertising CO

Real Estate
-104
- 6.1%
$110.9 - $135.58 $11.5K - $14.1K
1.6K $213K
AMGN
Amgen Inc

Healthcare
-25
- 1.31%
$309.38 - $337.38 $7.73K - $8.43K
1.89K $607K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-150
- 1.73%
$50.85 - $53.88 $7.63K - $8.08K
8.54K $458K
MUB
Ishares National Muni Bond ETF

ETFs
-249
- 1.29%
$106.13 - $108.7 $26.4K - $27.1K
19K $2.07M
ENB
Enbridge Inc

Energy
-291
- 4.68%
$35.27 - $41.18 $10.3K - $12K
5.93K $240K
GD
General Dynamics Corp

Industrials
-335
- 3.17%
$279.51 - $308.09 $93.6K - $103K
10.2K $3.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-50
- 0.61%
$57.32 - $62.65 $2.87K - $3.13K
8.12K $505K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-50
- 1.17%
$105.53 - $118.34 $5.28K - $5.92K
4.24K $495K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-20
- 0.49%
$102.34 - $114.52 $2.05K - $2.29K
4.04K $462K
VZ
Verizon Communications Inc

Communication Services
-1.17K
- 4.49%
$38.89 - $45.0 $45.4K - $52.5K
24.8K $1.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-62
- 1.62%
$162.83 - $179.16 $10.1K - $11.1K
3.77K $675K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-313
- 1.5%
$116.79 - $133.54 $36.6K - $41.8K
20.5K $2.71M
CMCSA
Comcast Corp

Communication Services
-280
- 1.13%
$37.33 - $41.78 $10.5K - $11.7K
24.4K $1.02M
CAT
Caterpillar Inc

Industrials
-130
- 7.05%
$316.8 - $391.12 $41.2K - $50.8K
1.72K $670K
NFLX
Netflix Inc

Communication Services
-4
- 0.2%
$598.55 - $722.26 $2.39K - $2.89K
1.95K $1.38M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.71%
$213.3 - $270.78 $2.35K - $2.98K
1.54K $417K
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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