Stokes Family Office, LLC New Holdings in Q4 2024

Stokes Family Office, LLC

  • $898 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMGF
Ishares Msci Emerging Markets

ETFs
113K
New
$45.23 - $51.49 $5.13M - $5.84M
113K $5.13M
IAU
Ishares Gold Trust

ETFs
41.4K
New
$48.37 - $52.65 $2M - $2.18M
41.4K $2.05M
WFC
Wells Fargo & Company

Financial Services
13.5K
New
$54.98 - $77.35 $740K - $1.04M
13.5K $945K
BX
Blackstone Inc.

Financial Services
3.47K
New
$148.45 - $199.05 $515K - $690K
3.47K $597K
WELL
Welltower Inc.

Real Estate
4.39K
New
$123.11 - $139.3 $540K - $611K
4.39K $552K
SNY
Sanofi

Healthcare
9.64K
New
$45.89 - $57.31 $442K - $552K
9.64K $464K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
19.6K
New
$23.29 - $23.93 $456K - $468K
19.6K $459K
NVS
Novartis Ag

Healthcare
4.48K
New
$96.78 - $117.18 $434K - $525K
4.48K $436K
TMO
Thermo Fisher Scientific Inc.

Healthcare
789
New
$501.29 - $612.85 $396K - $484K
789 $410K
VLO
Valero Energy Corp

Energy
3.17K
New
$118.59 - $144.02 $376K - $457K
3.17K $389K
BAC
Bank Of America Corp

Financial Services
5.88K
New
$39.22 - $47.77 $231K - $281K
5.88K $258K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
9.09K
New
$27.09 - $32.06 $246K - $291K
9.09K $254K
FIS
Fidelity National Information Services, Inc.

Technology
3.1K
New
$80.14 - $90.95 $248K - $282K
3.1K $250K
NSC
Norfolk Southern Corp

Industrials
1.06K
New
$230.6 - $277.0 $244K - $293K
1.06K $248K
C
Citigroup Inc

Financial Services
3.46K
New
$61.31 - $72.5 $212K - $251K
3.46K $243K
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
UL
Unilever PLC

Consumer Defensive
3.78K
New
$56.7 - $64.64 $214K - $244K
3.78K $214K
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
CCU
United Breweries CO Inc

Consumer Defensive
17.3K
New
$10.74 - $11.78 $185K - $203K
17.3K $195K
BFB
Brown Forman Corp Cl B
14.6K
New
N/A
14.6K $0
Ishares Tr
15K
New
N/A
15K $0
Blackrock Inc
5.49K
New
N/A
5.49K $0
Lam Research Corp
22.8K
New
N/A
22.8K $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
Track This Portfolio

Track Stokes Family Office, LLC Portfolio

Follow Stokes Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stokes Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email