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Home > Institutional Investor > Stokes Family Office, Llc > Profile

Instuitional Investor - Stokes Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Stokes Family Office, Llc
Portfolio Value $953,116,079
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 448,160 $91,724,969 9.62%
2.
Apple Inc.
 AAPL 226,155 $46,400,256 4.87%
3.
Ishares Tr
 665,945 $30,786,624 3.23%
4.
Ishares Trust
 IEF 270,156 $29,744,169 3.12%
5.
Schwab Strategic Trust
 FNDF 1,133,415 $28,369,387 2.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)