Stokes Capital Advisors, LLC Incresed Positions in Q4 2024

Stokes Capital Advisors, LLC

  • $381 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9.64K
+ 314.36%
$93.52 - $95.37 $901K - $919K
12.7K $1.19M
UPS
United Parcel Service Inc

Industrials
7.37K
+ 34.22%
$122.65 - $138.35 $904K - $1.02M
28.9K $3.65M
INTU
Intuit Inc

Technology
579
+ 9.38%
$602.01 - $706.25 $349K - $409K
6.75K $4.24M
ADP
Automatic Data Processing Inc

Industrials
67
+ 0.33%
$280.08 - $307.97 $18.8K - $20.6K
20.5K $6.02M
HESM
Hess Midstream LP

Energy
1.73K
+ 1.17%
$34.2 - $37.9 $59K - $65.4K
149K $5.51M
ENB
Enbridge Inc

Energy
1.92K
+ 1.85%
$40.4 - $43.92 $77.6K - $84.3K
106K $4.49M
IWY
Ishares Tr Russell 200 Growth

ETFs
194
+ 1.33%
$216.72 - $244.71 $42K - $47.5K
14.7K $3.47M
ORCL
Oracle Corp

Technology
1.11K
+ 40.58%
$165.41 - $192.43 $183K - $213K
3.84K $639K
TPYP
Managed Portfolio Ser Tortoise

ETFs
551
+ 3.89%
$31.7 - $36.82 $17.5K - $20.3K
14.7K $501K
TXN
Texas Instruments Inc

Technology
194
+ 0.46%
N/A
42.5K $8.27M
VIG
Vanguard Dividend Appreciation

ETFs
154
+ 0.36%
N/A
42.6K $7.76M
Linde PLC
310
+ 2.22%
N/A
14.3K $0
ACN
Accenture PLC

Technology
88
+ 0.39%
$343.9 - $376.86 $30.3K - $33.2K
22.5K $7.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43
+ 0.64%
$113.92 - $127.38 $4.9K - $5.48K
6.8K $783K
SYK
Stryker Corp

Healthcare
9
+ 0.03%
$345.14 - $392.15 $3.11K - $3.53K
27.3K $9.83M
MSFT
Microsoft Corp

Technology
679
+ 1.8%
$406.35 - $454.46 $276K - $309K
38.4K $16.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.23K
+ 1.95%
$31.23 - $33.51 $38.3K - $41.1K
64K $2.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
699
+ 1.88%
$209.89 - $233.24 $147K - $163K
38K $8.06M
MCD
Mcdonalds Corp

Consumer Cyclical
778
+ 2.34%
$288.47 - $316.54 $224K - $246K
34K $9.86M
CNQ
Canadian Natural Resources LTD

Energy
3.38K
+ 1.97%
$29.51 - $37.6 $99.8K - $127K
175K $5.39M
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 0.14%
$385.02 - $431.37 $10.8K - $12.1K
19.9K $7.74M
NVO
Novo Nordisk A S

Healthcare
920
+ 7.22%
$85.0 - $120.04 $78.2K - $110K
13.7K $1.17M
NKE
Nike, Inc.

Consumer Cyclical
2.73K
+ 5.61%
$73.36 - $89.13 $200K - $244K
51.4K $3.89M
ABBV
Abb Vie Inc.

Healthcare
1.59K
+ 4.54%
$164.99 - $203.87 $263K - $325K
36.7K $6.52M
UNP
Union Pacific Corp

Industrials
144
+ 0.56%
$223.15 - $249.32 $32.1K - $35.9K
26.1K $5.94M
MRK
Merck & Co., Inc.

Healthcare
1.57K
+ 3.67%
$96.31 - $114.76 $151K - $180K
44.3K $4.41M
DHR
Danaher Corp

Healthcare
1.59K
+ 8.65%
$226.16 - $274.52 $360K - $437K
20K $4.59M
NOC
Northrop Grumman Corp

Industrials
508
+ 3.42%
$466.52 - $543.88 $237K - $276K
15.4K $7.22M
KO
Coca Cola CO

Consumer Defensive
4.25K
+ 4.32%
$61.74 - $71.71 $262K - $305K
103K $6.39M
LHX
L3 Harris Technologies, Inc.

Industrials
196
+ 0.69%
$208.94 - $264.22 $41K - $51.8K
28.6K $6.01M
AMT
American Tower Corp

Real Estate
832
+ 4.37%
$179.4 - $232.01 $149K - $193K
19.9K $3.65M
CNI
Canadian National Railway CO

Industrials
50
+ 0.1%
$100.62 - $117.12 $5.03K - $5.86K
51.1K $5.18M
SHW
Sherwin Williams CO

Basic Materials
79
+ 0.3%
$338.75 - $399.71 $26.8K - $31.6K
26.1K $8.89M
LMT
Lockheed Martin Corp

Industrials
214
+ 1.71%
$479.66 - $614.62 $103K - $132K
12.7K $6.19M
Activity Summary
Buys All Purchases 35 New Holdings 0 Increased Positions 35 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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