Stokes Capital Advisors, LLC Portfolio Holdings
Stokes Capital Advisors, LLC
- $387 Million
- Q1 2025
Stokes Capital Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $387 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.8M, Pimco ETF Tr Enhanced Sht Matu with a value of $14.3M, Tjx Companies Inc with a value of $13.5M, Visa Inc. with a value of $11.6M, and Mcdonalds Corp with a value of $11.4M.
Examining the 13F form we can see an increase of $5.9M in the current position value, from $381M to 387M.
Below you can find more details about Stokes Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$387 Million
Technology: $62.8 Million
Financial Services: $59.1 Million
Healthcare: $51.3 Million
Industrials: $46.3 Million
Energy: $40.4 Million
Consumer Defensive: $39 Million
Consumer Cyclical: $34.7 Million
ETFs: $31.3 Million
Other: $21.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|