Stokes Family Office, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $883 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $92.6M, Apple Inc. with a value of $59.3M, Ishares Core Total Usd Bond Ma with a value of $36.2M, Ishares Tr with a value of $31.7M, and Ishares S&P 500 Growth ETF with a value of $31.4M.
Examining the 13F form we can see an increase of $48.8M in the current position value, from $834M to 883M.
Below you can find more details about Stokes Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$883 Million
ETFs: $540 Million
Technology: $105 Million
Energy: $50.2 Million
Healthcare: $35.9 Million
Financial Services: $35.7 Million
Consumer Defensive: $32.1 Million
Communication Services: $29.5 Million
Industrials: $26.1 Million
Other: $27.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
