Stokes Family Office, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $854 Million distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $89.7M, Apple Inc. with a value of $50.8M, Ishares Core Total Usd Bond Ma with a value of $32.7M, Schwab Intermediate Term Us Tr with a value of $29.3M, and Ishares S&P 500 Growth ETF with a value of $27M.
Examining the 13F form we can see an decrease of $43.6M in the current position value, from $898M to 854M.
Below you can find more details about Stokes Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$854 Million
ETFs: $539 Million
Technology: $91.9 Million
Energy: $38.8 Million
Financial Services: $38 Million
Healthcare: $35 Million
Communication Services: $29.1 Million
Consumer Defensive: $29 Million
Consumer Cyclical: $25.3 Million
Other: $26.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
