Stokes Family Office, LLC Portfolio Holdings
Stokes Family Office, LLC
- $898 Million
- Q4 2024
Stokes Family Office, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $898 Million distributed in 244 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $92.1M, Apple Inc. with a value of $64.2M, Ishares S&P 500 Growth ETF with a value of $31.3M, Ishares Tr with a value of $30.7M, and Ishares Core Total Usd Bond Ma with a value of $30.2M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $883M to 898M.
Below you can find more details about Stokes Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$898 Million
ETFs: $541 Million
Technology: $110 Million
Energy: $48.9 Million
Financial Services: $37.9 Million
Healthcare: $34.4 Million
Communication Services: $34.3 Million
Consumer Defensive: $31.3 Million
Industrials: $27.8 Million
Other: $31.2 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 244
- Current Value $898 Million
- Prior Value $883 Million
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks