Stokes Family Office, LLC Purchases in Q4 2024

Stokes Family Office, LLC

  • $898 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
3.46K
New
$61.31 - $72.5 $212K - $251K
3.46K $243K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.3K
+ 33.34%
$22.39 - $23.45 $252K - $264K
45K $1.03M
MO
Altria Group, Inc.

Consumer Defensive
2.95K
+ 4.67%
$49.06 - $57.74 $145K - $170K
66.1K $3.46M
YPF
Ypf Sociedad Anonima

Energy
8
+ 0.08%
$21.67 - $44.88 $173 - $359
10.6K $452K
MCK
Mckesson Corp

Healthcare
400
New
$482.27 - $628.5 $193K - $251K
400 $227K
ETR
Entergy Corp

Utilities
2.97K
New
$73.19 - $156.4 $217K - $465K
2.97K $225K
U
Unity Software Inc.

Technology
10K
New
$17.34 - $27.72 $173K - $277K
10K $224K
TRV
Travelers Companies, Inc.

Financial Services
929
New
$225.97 - $266.66 $210K - $248K
929 $223K
BKNG
Booking Holdings Inc.

Consumer Cyclical
44
New
$4100.99 - $5300.34 $180K - $233K
44 $218K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
9.04K
New
$23.64 - $25.78 $214K - $233K
9.04K $217K
MKC
Mccormick & CO Inc

Consumer Defensive
2.79K
New
$73.97 - $84.09 $207K - $235K
2.79K $212K
IYW
Ishares Dj Us Tech ETF

ETFs
1.29K
New
$148.14 - $166.23 $190K - $214K
1.29K $204K
BA
Boeing CO

Industrials
1.15K
New
$138.14 - $180.72 $158K - $207K
1.15K $202K
HD
Home Depot, Inc.

Consumer Cyclical
1.26K
+ 6.9%
$385.02 - $431.37 $485K - $544K
19.5K $7.59M
CCU
United Breweries CO Inc

Consumer Defensive
17.3K
New
$10.74 - $11.78 $185K - $203K
17.3K $195K
PG
Procter & Gamble CO

Consumer Defensive
1.92K
+ 7.52%
$161.05 - $179.7 $309K - $344K
27.4K $4.59M
EMB
Ishares Tr

ETFs
2.98K
+ 13.61%
$88.94 - $93.46 $265K - $279K
24.9K $2.22M
MGC
Vanguard Mega Cap ETF

ETFs
115
+ 0.52%
$204.21 - $220.18 $23.5K - $25.3K
22.4K $4.76M
VZ
Verizon Communications Inc

Communication Services
6.79K
+ 27.33%
$39.6 - $45.21 $269K - $307K
31.6K $1.26M
SCHQ
Schwab Strategic Tr Long Term

ETFs
18.2K
+ 15.19%
$31.33 - $35.13 $569K - $638K
138K $4.33M
IVV
Ishares Core S&P 500 ETF

ETFs
75
+ 0.94%
$570.51 - $610.59 $42.8K - $45.8K
8.08K $4.75M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
45.9K
+ 218.29%
$27.54 - $83.04 $1.26M - $3.81M
67K $1.86M
ABT
Abbott Laboratories

Healthcare
1.11K
+ 4.46%
$111.93 - $119.39 $124K - $132K
25.9K $2.93M
SLV
I Shares Silver Trust

ETFs
4.69K
+ 42.79%
$26.33 - $31.74 $123K - $149K
15.6K $411K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
191
+ 7.44%
$172.07 - $207.36 $32.9K - $39.6K
2.76K $544K
EPD
Enterprise Products Partners L.P.

Energy
1.65K
+ 10.58%
$28.66 - $34.43 $47.3K - $56.8K
17.2K $540K
IJS
Ishares S&P Smallcap 600 Value

ETFs
235
+ 0.45%
$104.59 - $118.05 $24.6K - $27.7K
52.1K $5.66M
ABBV
Abb Vie Inc.

Healthcare
3.06K
+ 12.72%
$164.99 - $203.87 $504K - $623K
27.1K $4.81M
IBM
International Business Machines Corp

Technology
312
+ 6.9%
$204.9 - $238.04 $63.9K - $74.3K
4.83K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.26%
$567.81 - $607.81 $6.81K - $7.29K
4.59K $2.69M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 332.83%
$25.93 - $105.3 $290K - $1.18M
14.6K $406K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
519
+ 1.97%
$442.29 - $483.08 $230K - $251K
26.8K $12.1M
T
At&T Inc.

Communication Services
333
+ 0.61%
$21.22 - $23.88 $7.07K - $7.95K
54.9K $1.25M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
115
+ 0.58%
$121.89 - $135.52 $14K - $15.6K
20K $2.5M
VO
Vanguard Mid Cap ETF

ETFs
128
+ 6.98%
$261.5 - $284.63 $33.5K - $36.4K
1.96K $518K
COP
Conocophillips

Energy
315
+ 15.68%
$95.12 - $114.72 $30K - $36.1K
2.32K $230K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
900
+ 24.0%
$68.62 - $82.57 $61.8K - $74.3K
4.65K $319K
PANW
Palo Alto Networks Inc

Technology
669
+ 95.16%
$181.96 - $405.9 $122K - $272K
1.37K $249K
SBUX
Starbucks Corp

Consumer Cyclical
1.42K
+ 7.43%
$87.44 - $102.5 $124K - $145K
20.5K $1.87M
BTI
British American Tobacco P.L.C.

Consumer Defensive
269
+ 1.86%
$34.25 - $37.94 $9.21K - $10.2K
14.7K $533K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
461
+ 5.4%
$51.33 - $53.74 $23.7K - $24.8K
9K $463K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.06K
+ 102.35%
$25.33 - $51.16 $128K - $259K
10K $258K
SHEL
Shell PLC

Energy
229
+ 5.38%
$60.63 - $70.23 $13.9K - $16.1K
4.49K $281K
Blackrock Inc
5.49K
New
N/A
5.49K $0
Ishares Tr
2.5K
+ 12.66%
N/A
22.3K $0
BFB
Brown Forman Corp Cl B
14.6K
New
N/A
14.6K $0
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.13%
$216.13 - $242.4 $432 - $485
1.5K $331K
Ishares Tr
15K
New
N/A
15K $0
Irsa Inversiones Y Rep S A
1.61K
+ 3.6%
N/A
46.4K $0
Activity Summary
Buys All Purchases 131 New Holdings 31 Increased Positions 100 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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