MondegarAI
Stokes Family Office, LLC

Q2 2024 · 13F-HR

Stokes Family Office, LLCholdings as filed

Filed 2024-07-05 · accession 0001062993-24-013452

$852.8M
Reported value
223
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921908844VIGVANGUARD SPECIALIZED FUNDS$95.0M11.1%520,157CommonNONE
037833100AAPLAPPLE INC$54.1M6.34%256,795CommonNONE
30231G102XOMEXXON MOBIL CORP$32.6M3.82%283,357CommonNONE
464287309IVWISHARES TR$31.8M3.73%343,407CommonNONE
46434V282LRGFISHARES TR$31.6M3.70%566,982CommonNONE
594918104MSFTMICROSOFT CORP$24.5M2.87%54,733CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$23.9M2.81%509,709CommonNONE
46434V613IUSBISHARES TR$23.2M2.73%514,054CommonNONE
464287150ITOTISHARES TR$19.5M2.29%164,222CommonNONE
02079K107GOOGALPHABET INC$17.0M1.99%92,634CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$16.4M1.92%336,017CommonNONE
46434V274INTFISHARES TR$16.3M1.91%557,494CommonNONE
922908769VTIVANGUARD INDEX FDS$16.3M1.91%60,838CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$15.0M1.76%391,170CommonNONE
02072L409QMOMEA SERIES TRUST$13.3M1.55%227,534CommonNONE
464287408IVEISHARES TR$13.1M1.54%72,209CommonNONE
02072L565BOXXEA SERIES TRUST$12.6M1.48%117,050CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$11.5M1.34%96,641CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.6M1.25%26,160CommonNONE
478160104JNJJOHNSON & JOHNSON$10.1M1.18%68,971CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$9.8M1.14%108,758CommonNONE
46625H100JPMJPMORGAN CHASE & CO$9.6M1.13%47,688CommonNONE
166764100CVXCHEVRON CORP NEW$9.2M1.08%58,745CommonNONE
46432F842IEFAISHARES TR$8.8M1.03%120,758CommonNONE
78464A383SPMBSPDR SER TR$8.3M0.97%384,542CommonNONE
02072L607FRDMEA SERIES TRUST$7.5M0.88%211,703CommonNONE
023135106AMZNAMAZON COM INC$6.8M0.80%35,231CommonNONE
437076102HDHOME DEPOT INC$6.7M0.78%19,432CommonNONE
46434G764EMXCISHARES INC$5.9M0.69%98,984CommonNONE
922908363VOOVANGUARD INDEX FDS$5.7M0.67%11,381CommonNONE
02072L102QVALEA SERIES TRUST$5.6M0.66%130,639CommonNONE
464287879IJSISHARES TR$5.4M0.63%55,493CommonNONE
713448108PEPPEPSICO INC$5.4M0.63%32,459CommonNONE
46434V803HEFAISHARES TR$5.4M0.63%150,517CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$5.3M0.62%46,784CommonNONE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$5.3M0.62%116,050CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$5.2M0.60%157,255CommonNONE
02079K305GOOGLALPHABET INC$5.1M0.60%28,165CommonNONE
68389X105ORCLORACLE CORP$5.0M0.58%35,150CommonNONE
172908105CTASCINTAS CORP$4.8M0.57%6,923CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$4.8M0.56%58,997CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4.7M0.55%41,772CommonNONE
78468R663BILSPDR SER TR$4.5M0.53%49,532CommonNONE
L1995B107CAAPCORPORACION AMER ARPTS S A$4.5M0.53%272,035CommonNONE
922908736VUGVANGUARD INDEX FDS$4.5M0.53%12,022CommonNONE
464287200IVVISHARES TR$4.5M0.52%8,156CommonNONE
921910873MGCVANGUARD WORLD FD$4.4M0.52%22,280CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.3M0.50%25,956CommonNONE
09247X101BLKCHFBLACKROCK INC$4.3M0.50%5,434CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.2M0.49%41,304CommonNONE
00287Y109ABBVABBVIE INC$4.1M0.48%23,826CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.0M0.47%77,440CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.9M0.46%78,778CommonNONE
532457108LLYELI LILLY & CO$3.9M0.46%4,306CommonNONE
922908553VNQVANGUARD INDEX FDS$3.8M0.45%45,431CommonNONE
46435U713IFRAISHARES TR$3.8M0.44%89,211CommonNONE
922908611VBRVANGUARD INDEX FDS$3.7M0.43%20,305CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$3.5M0.41%53,972CommonNONE
464287176TIPISHARES TR$3.4M0.40%31,755CommonNONE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$3.3M0.39%462,145CommonNONE
922908512VOEVANGUARD INDEX FDS$3.2M0.37%21,040CommonNONE
G29183103ETNEATON CORP PLC$3.2M0.37%10,088CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.1M0.36%10,571CommonNONE
931142103WMTWALMART INC$3.1M0.36%45,144CommonNONE
67066G104NVDANVIDIA CORPORATION$3.0M0.35%23,901CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.0M0.35%50,351CommonNONE
02209S103MOALTRIA GROUP INC$2.9M0.35%64,648CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M0.33%5,658CommonNONE
464287671IUSGISHARES TR$2.7M0.31%20,832CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.7M0.31%2,494CommonNONE
002824100ABTABBOTT LABS$2.6M0.30%24,838CommonNONE
17275R102CSCOCISCO SYS INC$2.5M0.30%53,249CommonNONE
11135F101AVGOBROADCOM INC$2.4M0.28%1,470CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.27%4,272CommonNONE
02072L300IMOMEA SERIES TRUST$2.3M0.27%83,609CommonNONE
464287705IJJISHARES TR$2.3M0.27%20,091CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.3M0.27%51,814CommonNONE
717081103PFEPFIZER INC$2.1M0.24%73,691CommonNONE
464288414MUBISHARES TR$2.1M0.24%19,293CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.23%3,836CommonNONE
654106103NKENIKE INC$1.9M0.23%25,672CommonNONE
92826C839VVISA INC$1.9M0.23%7,319CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.9M0.22%135,871CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.22%2,216CommonNONE
464288281EMBISHARES TR$1.9M0.22%21,171CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.21%7,180CommonNONE
458140100INTCINTEL CORP$1.8M0.21%59,063CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.7M0.20%25,422CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$1.7M0.20%8,334CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.20%40,869CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.7M0.20%21,386CommonNONE
46434V621DGROISHARES TR$1.7M0.19%28,856CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.19%21,204CommonNONE
46434G103IEMGISHARES INC$1.6M0.19%30,681CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.6M0.19%4,106CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.6M0.18%19,648CommonNONE
907818108UNPUNION PAC CORP$1.6M0.18%6,913CommonNONE
191216100KOCOCA COLA CO$1.6M0.18%24,554CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1.5M0.18%97,502CommonNONE
609207105MDLZMONDELEZ INTL INC$1.5M0.18%23,392CommonNONE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$1.4M0.16%197,250CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.16%5,867CommonNONE
46435GAA0IBDRISHARES TR$1.3M0.16%56,425CommonNONE
64110L106NFLXNETFLIX INC$1.3M0.15%1,953CommonNONE
871829107SYYSYSCO CORP$1.2M0.15%17,465CommonNONE
46434VBD1IBDQISHARES TR$1.2M0.15%49,785CommonNONE
842587107SOSOUTHERN CO$1.2M0.15%15,951CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.14%9,970CommonNONE
670100205NVONOVO-NORDISK A S$1.2M0.14%8,247CommonNONE
46434VBG4IBDPISHARES TR$1.1M0.13%45,750CommonNONE
29273V100ETENERGY TRANSFER L P$1.1M0.13%69,530CommonNONE
464287689IWVISHARES TR$1.1M0.13%3,500CommonNONE
254687106DISDISNEY WALT CO$1.1M0.13%10,802CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.13%26,005CommonNONE
46435G409IVLUISHARES TR$1.1M0.12%38,843CommonNONE
00206R102TAT&T INC$1.0M0.12%53,875CommonNONE
922908652VXFVANGUARD INDEX FDS$1.0M0.12%6,000CommonNONE
279158109ECECOPETROL S A$967,2010.11%86,434CommonNONE
20030N101CMCSACOMCAST CORP NEW$966,2360.11%24,674CommonNONE
25243Q205DEODIAGEO PLC$938,3400.11%7,442CommonNONE
45780L104INGNINOGEN INC$926,6980.11%113,985CommonNONE
46434V100SLQDISHARES TR$902,5060.11%18,325CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$853,6320.10%25,868CommonNONE
05968L102CIBEURBANCOLOMBIA S A$845,0800.10%25,883CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$794,9710.09%4,597CommonNONE
46432F396MTUMISHARES TR$774,9350.09%3,977CommonNONE
381430479GIGBGOLDMAN SACHS ETF TR$771,7840.09%17,056CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$764,9820.09%4,716CommonNONE
46429B267GOVTISHARES TR$752,8220.09%33,355CommonNONE
922908744VTVVANGUARD INDEX FDS$714,9740.08%4,457CommonNONE
57636Q104MAMASTERCARD INCORPORATED$705,8560.08%1,600CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$695,8320.08%20,679CommonNONE
136385101CNQCANADIAN NAT RES LTD$685,9040.08%19,267CommonNONE
46436E312IBDXISHARES TR$671,2250.08%27,330CommonNONE
91879Q109MTNVAIL RESORTS INC$665,5800.08%3,695CommonNONE
98978V103ZTSZOETIS INC$663,3270.08%3,826CommonNONE
40412C101HCAHCA HEALTHCARE INC$658,3030.08%2,049CommonNONE
46435UAA9IBDSISHARES TR$639,1680.07%26,935CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$629,1920.07%3,830CommonNONE
808513105SCHWSCHWAB CHARLES CORP$622,3160.07%8,445CommonNONE
149123101CATCATERPILLAR INC$614,5700.07%1,845CommonNONE
031162100AMGNAMGEN INC$596,9590.07%1,911CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$593,8650.07%6,625CommonNONE
235851102DHRDANAHER CORPORATION$587,6470.07%2,352CommonNONE
539830109LMTLOCKHEED MARTIN CORP$571,7300.07%1,224CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$530,7120.06%10,920CommonNONE
88160R101TSLATESLA INC$529,3290.06%2,675CommonNONE
46435U515IBDTISHARES TR$527,4770.06%21,295CommonNONE
291011104EMREMERSON ELEC CO$520,6160.06%4,726CommonNONE
46436E726IBDVISHARES TR$506,9450.06%23,845CommonNONE
46436E486IBDWISHARES TR$501,7720.06%24,730CommonNONE
46436E130IBDYISHARES TR$497,7000.06%19,750CommonNONE
46432F388VLUEISHARES TR$478,9830.06%4,630CommonNONE
464287507IJHISHARES TR$477,8740.06%8,166CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$467,7080.05%16,139CommonNONE
464287804IJRISHARES TR$457,0380.05%4,285CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$447,5190.05%1,006CommonNONE
79466L302CRMSALESFORCE INC$446,3720.05%1,736CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$445,9960.05%2,566CommonNONE
464288638IGIBISHARES TR$445,1930.05%8,685CommonNONE
46429B697USMVISHARES TR$439,3540.05%5,233CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$432,3200.05%7,455CommonNONE
922908629VOVANGUARD INDEX FDS$423,2420.05%1,748CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$421,8340.05%4,060CommonNONE
110448107BTIBRITISH AMERN TOB PLC$415,3280.05%13,428CommonNONE
94106L109WMWASTE MGMT INC DEL$407,6930.05%1,911CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$406,6360.05%4,860CommonNONE
N07059210ASMLASML HOLDING N V$401,9330.05%393CommonNONE
450047303IRSIRSA INVERSIONES Y REP S A$401,4530.05%44,805CommonNONE
46436E205IBDUISHARES TR$399,2190.05%17,610CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$385,8450.05%885CommonNONE
46434V407SHYGISHARES TR$366,9290.04%8,695CommonNONE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$354,3140.04%2,275CommonNONE
46434V860TFLOISHARES TR$351,2260.04%6,933CommonNONE
G38327105GPRKGEOPARK LTD$347,1150.04%31,700CommonNONE
548661107LOWLOWES COS INC$342,3690.04%1,553CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$341,4440.04%3,386CommonNONE
571903202MARMARRIOTT INTL INC NEW$340,1700.04%1,407CommonNONE
921910725VSGXVANGUARD WORLD FD$337,8930.04%5,900CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$337,6640.04%12,800CommonNONE
718546104PSXPHILLIPS 66$336,8600.04%2,386CommonNONE
14040H105COFCAPITAL ONE FINL CORP$320,9990.04%2,319CommonNONE
219350105GLWCORNING INC$316,3560.04%8,143CommonNONE
070830104BBWIBATH & BODY WORKS INC$314,3130.04%8,049CommonNONE
009158106APDAIR PRODS & CHEMS INC$313,0150.04%1,213CommonNONE
780259305SHELSHELL PLC$307,4870.04%4,260CommonNONE
464287655IWMISHARES TR$304,3350.04%1,500CommonNONE
46435U663ESMLISHARES TR$302,2250.04%7,850CommonNONE
46435G102ICVTISHARES TR$299,4230.04%3,808CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$290,8960.03%3,741CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$286,0280.03%2,854CommonNONE
370334104GISGENERAL MLS INC$285,6510.03%4,516CommonNONE
427866108HSYHERSHEY CO$278,5020.03%1,515CommonNONE
G5960L103MDTMEDTRONIC PLC$261,3960.03%3,321CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$259,7680.03%2,394CommonNONE
25746U109DDOMINION ENERGY INC$259,3650.03%5,293CommonNONE
43114Q105HPKHIGHPEAK ENERGY INC$244,7140.03%17,405CommonNONE
697435105PANWPALO ALTO NETWORKS INC$238,3240.03%703CommonNONE
67092P508NUMVNUSHARES ETF TR$236,9900.03%7,175CommonNONE
929236107WDFCWD 40 CO$235,4450.03%1,072CommonNONE
001055102AFLAFLAC INC$233,9030.03%2,619CommonNONE
464288877EFVISHARES TR$232,5270.03%4,384CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$232,1200.03%3,864CommonNONE
58733R102MELIMERCADOLIBRE INC$230,0760.03%140CommonNONE
20825C104COPCONOCOPHILLIPS$229,7890.03%2,009CommonNONE
29250N105ENBENBRIDGE INC$221,5050.03%6,224CommonNONE
58155Q103MCKMCKESSON CORP$219,5990.03%376CommonNONE
949746101WMT2WELLS FARGO CO NEW$217,0110.03%3,654CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$213,1510.02%10,594CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$213,1010.02%3,281CommonNONE
464287432TLTISHARES TR$211,5530.02%2,305CommonNONE
988498101YUMYUM BRANDS INC$208,0950.02%1,571CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$203,6790.02%1,704CommonNONE
155038201CEPUCENTRAL PUERTO S A$181,4000.02%20,000CommonNONE
G85158106STNESTONECO LTD$175,0540.02%14,600CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$144,9000.02%10,000CommonNONE
G6683N103NUNU HLDGS LTD$141,7900.02%11,000CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$111,1800.01%51,000CommonNONE
74347M108PUMPPROPETRO HLDG CORP$106,4160.01%12,274CommonNONE
879273209TEOTELECOM ARGENTINA SA$72,3000.01%10,000CommonNONE
54150E104LOMALOMA NEGRA C I A S A MTN 14$67,6000.01%10,000CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$28,3000.00%10,000CommonNONE
67577R102IRDOCUPHIRE PHARMA INC$18,5440.00%12,120CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.