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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 $889,543,994
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 492,287 $95,498,775 10.74%
2.
Apple Inc.
 AAPL 228,909 $50,847,461 5.72%
3.
Ishares Tr
 708,990 $32,670,270 3.67%
4.
Schwab Strategic Trust
 FNDF 1,177,829 $29,280,819 3.29%
5.
Ishares Trust
 IEF 290,340 $26,952,248 3.03%
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)