Stokes Family Office, LLC Incresed Positions in Q3 2025

Stokes Family Office, LLC

  • $982 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
106
+ 0.05%
$202.38 - $256.87 $21.5K - $27.2K
226K $57.6M
GOOG
Alphabet Inc.

Communication Services
4.35K
+ 4.64%
$175.16 - $255.24 $761K - $1.11M
98.1K $23.9M
VUG
Vanguard Growth ETF

ETFs
11.6K
+ 108.51%
$433.97 - $484.08 $5.04M - $5.62M
22.3K $10.7M
OEF
Ishares S&P 100 ETF

ETFs
19.3K
+ 56.42%
N/A
53.5K $14.2M
EMGF
Ishares Msci Emerging Markets

ETFs
28.8K
+ 11.86%
$51.93 - $56.75 $1.5M - $1.64M
272K $15.4M
GOOGL
Alphabet Inc.

Communication Services
2.11K
+ 6.67%
$174.36 - $254.72 $367K - $537K
33.7K $8.2M
JNJ
Johnson & Johnson

Healthcare
1.73K
+ 2.96%
$155.17 - $185.42 $268K - $320K
60.1K $11.1M
MSFT
Microsoft Corp

Technology
2.08K
+ 3.74%
$491.09 - $535.64 $1.02M - $1.12M
57.8K $29.9M
VTI
Vanguard Total Stock Market Et

ETFs
2.03K
+ 3.33%
$303.93 - $329.86 $618K - $671K
63.1K $20.7M
EDV
Vanguard Extended Duration Tre

ETFs
28.6K
+ 285.5%
$63.28 - $69.5 $1.81M - $1.98M
38.6K $2.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.85K
+ 7.28%
$459.11 - $506.91 $848K - $936K
27.2K $13.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.4K
+ 27.04%
$48.5 - $50.19 $1.13M - $1.17M
110K $5.5M
ABBV
Abb Vie Inc.

Healthcare
115
+ 0.46%
$184.85 - $231.54 $21.3K - $26.6K
25.2K $5.84M
AVGO
Broadcom Inc.

Technology
829
+ 5.11%
$264.74 - $369.57 $219K - $306K
17.1K $5.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
933
+ 7.15%
$567.77 - $614.76 $530K - $574K
14K $8.56M
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 13.91%
$620.67 - $670.08 $693K - $748K
9.15K $6.12M
HD
Home Depot, Inc.

Consumer Cyclical
302
+ 1.59%
$357.4 - $423.42 $108K - $128K
19.3K $7.84M
CVX
Chevron Corp

Energy
210
+ 0.32%
$145.57 - $161.83 $30.6K - $34K
66.1K $10.3M
LRGF
Ishares Tr

ETFs
8.15K
+ 19.55%
$64.13 - $69.24 $522K - $564K
49.8K $3.44M
GD
General Dynamics Corp

Industrials
887
+ 10.23%
$293.92 - $341.0 $261K - $302K
9.56K $3.26M
VT
Vanguard Total World Stk Index

ETFs
2.53K
+ 6.84%
$128.41 - $138.03 $325K - $349K
39.5K $5.44M
MUB
Ishares National Muni Bond ETF

ETFs
5.95K
+ 28.32%
$103.24 - $106.68 $614K - $634K
26.9K $2.87M
SLV
I Shares Silver Trust

ETFs
8.7K
+ 39.73%
$32.73 - $42.5 $285K - $370K
30.6K $1.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.24K
+ 5.58%
$148.97 - $165.88 $185K - $206K
23.6K $3.88M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
14.2K
+ 2.6%
$21.77 - $22.57 $308K - $320K
559K $12.6M
COST
Costco Wholesale Corp

Consumer Defensive
640
+ 27.19%
$915.95 - $994.57 $586K - $637K
2.99K $2.77M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.78K
+ 2.52%
$98.52 - $103.93 $274K - $289K
113K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 1.37%
$293.94 - $444.72 $13.2K - $20K
3.34K $1.48M
V
Visa Inc.

Financial Services
1.6K
+ 18.71%
$332.09 - $358.86 $532K - $575K
10.2K $3.47M
AMGN
Amgen Inc

Healthcare
1.42K
+ 54.22%
$271.18 - $309.22 $385K - $439K
4.04K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.03%
$57.75 - $67.68 $809 - $948
54.6K $3.61M
MA
Mastercard Inc

Financial Services
644
+ 43.81%
$550.18 - $598.96 $354K - $386K
2.11K $1.2M
WMT
Walmart Inc.

Consumer Defensive
1.19K
+ 2.61%
$94.4 - $104.27 $113K - $124K
46.9K $4.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
191
+ 4.13%
$617.65 - $666.84 $118K - $127K
4.81K $3.21M
MCK
Mckesson Corp

Healthcare
409
+ 104.87%
$659.01 - $772.54 $270K - $316K
799 $617K
PEP
Pepsico Inc

Consumer Defensive
414
+ 1.35%
$133.81 - $152.16 $55.4K - $63K
31.1K $4.36M
BAC
Bank Of America Corp

Financial Services
5.39K
+ 89.47%
$44.92 - $52.42 $242K - $282K
11.4K $588K
PG
Procter & Gamble CO

Consumer Defensive
2.75K
+ 11.27%
$150.47 - $161.22 $414K - $444K
27.2K $4.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.83K
+ 11.88%
$32.53 - $35.69 $157K - $172K
45.5K $1.61M
EFV
Msci Eafe Value ETF

ETFs
3.12K
+ 31.79%
$62.79 - $68.42 $196K - $214K
13K $878K
MCD
Mcdonalds Corp

Consumer Cyclical
542
+ 7.5%
$291.67 - $316.99 $158K - $172K
7.77K $2.36M
ITM
Vaneck Intermediate Muni ETF

ETFs
4.95K
+ 52.86%
$45.2 - $46.71 $224K - $231K
14.3K $666K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.42K
+ 29.29%
$72.65 - $78.68 $175K - $190K
10.7K $835K
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.72K
+ 2.26%
$22.9 - $24.1 $131K - $138K
259K $6.17M
VOE
Vanguard Mid Cap Value Index F

ETFs
25
+ 0.11%
$164.63 - $174.58 $4.12K - $4.36K
22.6K $3.95M
WM
Waste Management Inc

Industrials
1.1K
+ 57.16%
$213.88 - $237.1 $235K - $260K
3.02K $666K
BNDX
Vanguard Total International B

ETFs
4.67K
+ 2.43%
$49.0 - $49.51 $229K - $231K
197K $9.74M
AXP
American Express CO

Financial Services
438
+ 7.81%
$294.27 - $342.31 $129K - $150K
6.04K $2.01M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.43K
+ 21.24%
$89.29 - $100.17 $128K - $143K
8.17K $817K
Activity Summary
Buys All Purchases 169 New Holdings 33 Increased Positions 136 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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