MondegarAI
Stokes Family Office, LLC

Q3 2024 · 13F-HR

Stokes Family Office, LLCholdings as filed

Filed 2024-11-12 · accession 0001062993-24-018851

$914.1M
Reported value
227
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921908844VIGVANGUARD SPECIALIZED FUNDS$100.7M11.0%508,239CommonNONE
037833100AAPLAPPLE INC$59.3M6.49%254,454CommonNONE
46434V613IUSBISHARES TR$36.2M3.96%767,989CommonNONE
46434V274INTFISHARES TR$31.7M3.47%1,007,938CommonNONE
464287309IVWISHARES TR$31.4M3.43%327,891CommonNONE
30231G102XOMEXXON MOBIL CORP$30.5M3.34%260,416CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$25.9M2.83%522,885CommonNONE
46434V282LRGFISHARES TR$23.9M2.62%407,039CommonNONE
594918104MSFTMICROSOFT CORP$23.4M2.56%54,472CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$20.2M2.21%399,330CommonNONE
464287150ITOTISHARES TR$20.1M2.20%160,010CommonNONE
922908769VTIVANGUARD INDEX FDS$17.2M1.88%60,832CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$16.9M1.85%411,870CommonNONE
02079K107GOOGALPHABET INC$15.8M1.73%94,335CommonNONE
02072L565BOXXEA SERIES TRUST$15.4M1.69%141,670CommonNONE
02072L409QMOMEA SERIES TRUST$15.1M1.65%235,590CommonNONE
464287408IVEISHARES TR$14.6M1.60%74,073CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$12.4M1.36%96,874CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.1M1.32%26,280CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$11.0M1.20%114,385CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$10.0M1.10%47,484CommonNONE
478160104JNJJOHNSON & JOHNSON$9.7M1.06%59,635CommonNONE
46432F842IEFAISHARES TR$9.4M1.03%120,284CommonNONE
78464A383SPMBSPDR SER TR$9.1M1.00%405,917CommonNONE
166764100CVXCHEVRON CORP NEW$8.7M0.95%59,257CommonNONE
02072L607FRDMEA SERIES TRUST$7.9M0.87%221,157CommonNONE
437076102HDHOME DEPOT INC$7.4M0.81%18,250CommonNONE
46434G764EMXCISHARES INC$7.1M0.77%115,572CommonNONE
023135106AMZNAMAZON COM INC$7.0M0.77%37,753CommonNONE
02072L102QVALEA SERIES TRUST$6.4M0.70%139,087CommonNONE
922908363VOOVANGUARD INDEX FDS$6.1M0.67%11,542CommonNONE
68389X105ORCLORACLE CORP$6.0M0.66%35,202CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$5.9M0.65%49,357CommonNONE
172908105CTASCINTAS CORP$5.7M0.62%27,745CommonNONE
464287879IJSISHARES TR$5.6M0.61%51,853CommonNONE
713448108PEPPEPSICO INC$5.5M0.60%32,346CommonNONE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$5.2M0.57%117,050CommonNONE
09247X101BLKCHFBLACKROCK INC$5.1M0.56%5,424CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$5.0M0.55%57,158CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4.9M0.53%40,712CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.8M0.53%39,918CommonNONE
L1995B107CAAPCORPORACION AMER ARPTS S A$4.8M0.52%274,535CommonNONE
78468R663BILSPDR SER TR$4.8M0.52%51,743CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.7M0.52%88,727CommonNONE
00287Y109ABBVABBVIE INC$4.7M0.52%24,035CommonNONE
02079K305GOOGLALPHABET INC$4.7M0.51%28,154CommonNONE
922908736VUGVANGUARD INDEX FDS$4.6M0.51%12,082CommonNONE
464287200IVVISHARES TR$4.6M0.50%8,000CommonNONE
921910873MGCVANGUARD WORLD FD$4.6M0.50%22,280CommonNONE
922908553VNQVANGUARD INDEX FDS$4.5M0.49%45,784CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.4M0.48%25,472CommonNONE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$4.4M0.48%462,145CommonNONE
46435U713IFRAISHARES TR$4.3M0.47%90,713CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$4.2M0.46%119,591CommonNONE
922908611VBRVANGUARD INDEX FDS$4.1M0.45%20,565CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$4.0M0.44%56,700CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.9M0.43%77,183CommonNONE
532457108LLYELI LILLY & CO$3.8M0.41%4,256CommonNONE
931142103WMTWALMART INC$3.6M0.40%44,751CommonNONE
G29183103ETNEATON CORP PLC$3.3M0.37%10,088CommonNONE
922908512VOEVANGUARD INDEX FDS$3.3M0.36%19,578CommonNONE
67066G104NVDANVIDIA CORPORATION$3.3M0.36%26,788CommonNONE
30303M102METAMETA PLATFORMS INC$3.3M0.36%5,678CommonNONE
02209S103MOALTRIA GROUP INC$3.2M0.35%63,188CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.1M0.34%49,714CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.1M0.34%10,236CommonNONE
17275R102CSCOCISCO SYS INC$2.8M0.31%53,286CommonNONE
002824100ABTABBOTT LABS$2.8M0.31%24,840CommonNONE
464287671IUSGISHARES TR$2.7M0.30%20,519CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.6M0.29%4,573CommonNONE
02072L300IMOMEA SERIES TRUST$2.5M0.28%88,213CommonNONE
11135F101AVGOBROADCOM INC$2.5M0.28%14,680CommonNONE
464287705IJJISHARES TR$2.5M0.27%19,928CommonNONE
654106103NKENIKE INC$2.4M0.26%27,311CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M0.24%3,771CommonNONE
717081103PFEPFIZER INC$2.2M0.24%75,910CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.1M0.23%43,636CommonNONE
92826C839VVISA INC$2.1M0.23%7,567CommonNONE
464288414MUBISHARES TR$2.1M0.23%19,044CommonNONE
464288281EMBISHARES TR$2.1M0.22%21,925CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.0M0.22%2,494CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.22%39,003CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.21%2,216CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$1.9M0.21%9,799CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.9M0.20%25,463CommonNONE
855244109SBUXSTARBUCKS CORP$1.9M0.20%19,054CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.20%5,931CommonNONE
46434V621DGROISHARES TR$1.8M0.20%28,797CommonNONE
191216100KOCOCA COLA CO$1.8M0.19%24,425CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.7M0.19%21,039CommonNONE
907818108UNPUNION PAC CORP$1.7M0.19%7,049CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.7M0.19%4,087CommonNONE
46434G103IEMGISHARES INC$1.7M0.19%29,760CommonNONE
91879Q109MTNVAIL RESORTS INC$1.7M0.19%9,780CommonNONE
458140100INTCINTEL CORP$1.7M0.18%70,910CommonNONE
609207105MDLZMONDELEZ INTL INC$1.7M0.18%22,555CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1.5M0.17%97,502CommonNONE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$1.5M0.16%257,250CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.5M0.16%5,382CommonNONE
842587107SOSOUTHERN CO$1.4M0.16%15,867CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.15%1,949CommonNONE
46435GAA0IBDRISHARES TR$1.4M0.15%56,425CommonNONE
871829107SYYSYSCO CORP$1.4M0.15%17,491CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.3M0.14%15,803CommonNONE
46434VBD1IBDQISHARES TR$1.3M0.14%50,510CommonNONE
46435G409IVLUISHARES TR$1.2M0.14%41,936CommonNONE
45780L104INGNINOGEN INC$1.2M0.13%126,785CommonNONE
00206R102TAT&T INC$1.2M0.13%54,537CommonNONE
46434VBG4IBDPISHARES TR$1.2M0.13%45,750CommonNONE
464287689IWVISHARES TR$1.1M0.13%3,500CommonNONE
29273V100ETENERGY TRANSFER L P$1.1M0.12%69,530CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.12%24,838CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$1.1M0.12%11,325CommonNONE
922908652VXFVANGUARD INDEX FDS$1.1M0.12%6,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.0M0.11%24,394CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$999,4720.11%4,521CommonNONE
254687106DISDISNEY WALT CO$989,9050.11%10,291CommonNONE
670100205NVONOVO-NORDISK A S$981,9700.11%8,247CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$946,2960.10%25,969CommonNONE
25243Q205DEODIAGEO PLC$924,3780.10%6,587CommonNONE
58933Y105MRKMERCK & CO INC$908,5950.10%8,001CommonNONE
46434V100SLQDISHARES TR$903,5540.10%17,917CommonNONE
78468R721TFISPDR SER TR$902,9760.10%19,282CommonNONE
381430479GIGBGOLDMAN SACHS ETF TR$861,8390.09%18,213CommonNONE
40412C101HCAHCA HEALTHCARE INC$832,7750.09%2,049CommonNONE
05968L102CIBEURBANCOLOMBIA S A$812,2090.09%25,883CommonNONE
46429B267GOVTISHARES TR$791,7890.09%33,765CommonNONE
57636Q104MAMASTERCARD INCORPORATED$790,0800.09%1,600CommonNONE
922908744VTVVANGUARD INDEX FDS$786,6440.09%4,506CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$773,8010.08%4,716CommonNONE
98978V103ZTSZOETIS INC$745,4330.08%3,815CommonNONE
46432F396MTUMISHARES TR$741,2250.08%3,656CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$728,1740.08%20,132CommonNONE
46436E312IBDXISHARES TR$702,6540.08%27,330CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$675,0750.07%3,768CommonNONE
149123101CATCATERPILLAR INC$670,7710.07%1,715CommonNONE
46435UAA9IBDSISHARES TR$656,4060.07%26,935CommonNONE
136385101CNQCANADIAN NAT RES LTD$645,6030.07%19,440CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$629,2090.07%46,851CommonNONE
031162100AMGNAMGEN INC$607,7190.07%1,886CommonNONE
88160R101TSLATESLA INC$605,6730.07%2,315CommonNONE
279158109ECECOPETROL S A$577,4460.06%64,664CommonNONE
92189H201ITMVANECK ETF TRUST$568,9400.06%12,118CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$545,1260.06%10,920CommonNONE
46435U515IBDTISHARES TR$543,6610.06%21,295CommonNONE
46436E726IBDVISHARES TR$528,6440.06%23,845CommonNONE
110448107BTIBRITISH AMERN TOB PLC$527,7760.06%14,428CommonNONE
46436E486IBDWISHARES TR$524,7710.06%24,730CommonNONE
808513105SCHWSCHWAB CHARLES CORP$523,0370.06%8,070CommonNONE
46436E130IBDYISHARES TR$521,4000.06%19,750CommonNONE
291011104EMREMERSON ELEC CO$516,8830.06%4,726CommonNONE
450047303IRSIRSA INVERSIONES Y REP S A$509,8810.06%44,805CommonNONE
464287507IJHISHARES TR$505,7890.06%8,116CommonNONE
464287804IJRISHARES TR$495,3260.05%4,235CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$494,2180.05%1,006CommonNONE
922908629VOVANGUARD INDEX FDS$483,8430.05%1,834CommonNONE
79466L302CRMSALESFORCE INC$475,2680.05%1,736CommonNONE
46432F388VLUEISHARES TR$468,3980.05%4,296CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$467,8070.05%886CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$462,6610.05%4,040CommonNONE
464288638IGIBISHARES TR$458,5000.05%8,535CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$453,8250.05%15,590CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$451,2050.05%4,880CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$445,6370.05%2,566CommonNONE
25746U109DDOMINION ENERGY INC$444,1530.05%7,686CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$438,8310.05%7,435CommonNONE
464287176TIPISHARES TR$436,6880.05%3,953CommonNONE
464287432TLTISHARES TR$429,2860.05%4,376CommonNONE
539830109LMTLOCKHEED MARTIN CORP$418,5450.05%716CommonNONE
548661107LOWLOWES COS INC$417,7510.05%1,542CommonNONE
46436E205IBDUISHARES TR$414,0110.05%17,610CommonNONE
12562N104CKXCKX LDS INC$408,6630.04%29,358CommonNONE
46429B697USMVISHARES TR$402,9870.04%4,413CommonNONE
94106L109WMWASTE MGMT INC DEL$396,7240.04%1,911CommonNONE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$396,4490.04%2,278CommonNONE
46434V407SHYGISHARES TR$367,8540.04%8,472CommonNONE
219350105GLWCORNING INC$367,6560.04%8,143CommonNONE
46435G102ICVTISHARES TR$353,0870.04%4,220CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$352,8960.04%12,800CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$350,6700.04%3,366CommonNONE
571903202MARMARRIOTT INTL INC NEW$349,7800.04%1,407CommonNONE
14040H105COFCAPITAL ONE FINL CORP$347,1830.04%2,319CommonNONE
370334104GISGENERAL MLS INC$334,5570.04%4,530CommonNONE
464287655IWMISHARES TR$331,3350.04%1,500CommonNONE
N07059210ASMLASML HOLDING N V$327,4670.04%393CommonNONE
427866108HSYHERSHEY CO$319,3140.03%1,665CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$317,0370.03%3,751CommonNONE
718546104PSXPHILLIPS 66$313,6660.03%2,386CommonNONE
46428Q109SLVISHARES SILVER TR$311,0900.03%10,950CommonNONE
72201R882ZROZPIMCO ETF TR$309,0750.03%3,750CommonNONE
30063P105EXKEXACT SCIENCES CORP$300,6140.03%4,413CommonNONE
001055102AFLAFLAC INC$292,8040.03%2,619CommonNONE
58733R102MELIMERCADOLIBRE INC$287,2740.03%140CommonNONE
780259305SHELSHELL PLC$280,9470.03%4,260CommonNONE
929236107WDFCWD 40 CO$276,4370.03%1,072CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$271,9020.03%2,358CommonNONE
29667J101ESQESQUIRE FINL HLDGS INC$260,8400.03%4,000CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$258,9170.03%2,398CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$257,4860.03%452CommonNONE
070830104BBWIBATH & BODY WORKS INC$256,9240.03%8,049CommonNONE
808524607SCHASCHWAB STRATEGIC TR$254,4100.03%4,940CommonNONE
46431W838MEARISHARES U S ETF TR$253,2350.03%5,033CommonNONE
43114Q105HPKHIGHPEAK ENERGY INC$241,5810.03%17,405CommonNONE
29250N105ENBENBRIDGE INC$240,9570.03%5,933CommonNONE
697435105PANWPALO ALTO NETWORKS INC$240,2850.03%703CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$235,3460.03%3,281CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$231,4950.03%5,500CommonNONE
464288877EFVISHARES TR$231,2130.03%4,019CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$226,4750.02%1,425CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$225,5260.02%10,633CommonNONE
78463V107GLDSPDR GOLD TR$223,6150.02%920CommonNONE
922908751VBVANGUARD INDEX FDS$222,2660.02%937CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$213,7600.02%1,600CommonNONE
20825C104COPCONOCOPHILLIPS$211,5080.02%2,009CommonNONE
832696405SJMSMUCKER J M CO$210,8350.02%1,741CommonNONE
244199105DEDEERE & CO$209,0820.02%501CommonNONE
071813109BAXBAXTER INTL INC$208,8090.02%5,499CommonNONE
155038201CEPUCENTRAL PUERTO S A$189,4000.02%20,000CommonNONE
G85158106STNESTONECO LTD$164,3960.02%14,600CommonNONE
G6683N103NUNU HLDGS LTD$150,1500.02%11,000CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$144,1000.02%10,000CommonNONE
G38327105GPRKGEOPARK LTD$133,7900.01%17,000CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$103,5300.01%51,000CommonNONE
74347M108PUMPPROPETRO HLDG CORP$94,0190.01%12,274CommonNONE
54150E104LOMALOMA NEGRA C I A S A MTN 14$80,6000.01%10,000CommonNONE
879273209TEOTELECOM ARGENTINA SA$75,4000.01%10,000CommonNONE
67577R102IRDOCUPHIRE PHARMA INC$15,8770.00%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.