Stokes Capital Advisors, LLC Reduced Holdings in Q4 2024

Stokes Capital Advisors, LLC

  • $381 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-188
- 0.96%
$485.52 - $625.25 $91.3K - $118K
19.3K $9.76M
CL
Colgate Palmolive CO

Consumer Defensive
-3.36K
- 4.82%
$90.22 - $102.31 $304K - $344K
66.4K $6.04M
NEE
Nextera Energy Inc

Utilities
-873
- 1.1%
$69.77 - $85.43 $60.9K - $74.6K
78.7K $5.64M
PEP
Pepsico Inc

Consumer Defensive
-372
- 0.87%
$151.29 - $176.1 $56.3K - $65.5K
42.6K $6.47M
JNJ
Johnson & Johnson

Healthcare
-529
- 1.33%
$143.34 - $165.86 $75.8K - $87.7K
39.2K $5.67M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.12K
- 2.28%
$100.22 - $100.73 $313K - $315K
134K $13.4M
EPD
Enterprise Products Partners L.P.

Energy
-14.1K
- 38.37%
$28.66 - $34.43 $404K - $486K
22.7K $710K
CB
Chubb LTD

Financial Services
-130
- 0.5%
$271.57 - $301.89 $35.3K - $39.2K
25.8K $7.13M
PG
Procter & Gamble CO

Consumer Defensive
-18
- 0.04%
$161.05 - $179.7 $2.9K - $3.23K
45.4K $7.62M
ABT
Abbott Laboratories

Healthcare
-809
- 1.61%
$111.93 - $119.39 $90.6K - $96.6K
49.6K $5.61M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-242
- 1.85%
$74.5 - $78.37 $18K - $19K
12.8K $959K
CTAS
Cintas Corp

Industrials
-9
- 0.35%
$182.7 - $226.47 $1.64K - $2.04K
2.6K $474K
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.33%
$473.15 - $574.01 $2.37K - $2.87K
1.51K $802K
COST
Costco Wholesale Corp

Consumer Defensive
-300
- 2.34%
$873.59 - $994.69 $262K - $298K
12.5K $11.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-284
- 0.25%
$112.15 - $127.2 $31.9K - $36.1K
113K $13.7M
MA
Mastercard Inc

Financial Services
-30
- 0.2%
$491.3 - $536.15 $14.7K - $16.1K
14.6K $7.71M
HON
Honeywell International Inc

Industrials
-229
- 0.62%
$202.84 - $236.0 $46.5K - $54K
36.8K $8.31M
AAPL
Apple Inc.

Technology
-718
- 1.48%
$221.69 - $259.02 $159K - $186K
47.7K $12M
AXP
American Express CO

Financial Services
-568
- 1.71%
$267.35 - $305.57 $152K - $174K
32.6K $9.67M
KMI
Kinder Morgan, Inc.

Energy
-625
- 0.4%
$22.59 - $28.54 $14.1K - $17.8K
154K $4.21M
LNG
Cheniere Energy, Inc.

Energy
-230
- 0.81%
$181.07 - $225.92 $41.6K - $52K
28.3K $6.08M
JPM
Jpmorgan Chase & CO

Financial Services
-182
- 0.4%
$205.18 - $250.29 $37.3K - $45.6K
45.7K $11M
V
Visa Inc.

Financial Services
-52
- 0.15%
$273.87 - $320.91 $14.2K - $16.7K
33.9K $10.7M
WMB
Williams Companies, Inc.

Energy
-977
- 0.52%
$46.37 - $59.74 $45.3K - $58.4K
186K $10.1M
AVGO
Broadcom Inc.

Technology
-743
- 1.08%
$159.67 - $250.0 $119K - $186K
68K $15.8M
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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