Fund HoldingsStokes Family Office, LLC

Total Portfolio Value
$852.82M
Total Bought
$96.54M
Total Sold
$39.45M
Net Transaction
+$57.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EXXON MOBIL CORP45,745283,357+237,6125,31732,6203.82%+27,303
ISHARES TR215,033343,407+128,37418,15731,7793.73%+13,621
APPLE INC(AAPL)0256,795+256,795054,0866.34%+54,086
EA SERIES TRUST
ALPHA ARCH 1-3
64,965117,050+52,0856,91612,6201.48%+5,704
ISHARES TR
INTL EQTY FACTOR
0557,494+557,494016,2961.91%+16,296
ALPHABET INC(GOOG)91,96092,634+67414,00216,9911.99%+2,989
SPDR S&P 500 ETF TR(SPY)04,272+4,27202,3250.27%+2,325
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0135,871+135,87101,9090.22%+1,909
MICROSOFT CORP(MSFT)53,79854,733+93522,63424,4632.87%+1,829
SCHWAB STRATEGIC TR021,386+21,38601,6640.20%+1,664
NVIDIA CORPORATION(NVDA)1,61723,901+22,2841,4612,9530.35%+1,492
SCHWAB STRATEGIC TR305,107336,017+30,91014,96516,3881.92%+1,422
BLACKROCK ETF TRUST
ISHARES US EQUIT
512,015509,709-2,30622,73323,9262.81%+1,192
ALPHABET INC(GOOG)27,41528,165+7504,1385,1300.60%+992
ELI LILLY & CO(LLY)3,9224,306+3843,0513,8980.46%+848
EA SERIES TRUST
FREEDOM 100 EM
197,496211,703+14,2076,6627,4770.88%+816
SCHWAB STRATEGIC TR366,048391,170+25,12214,28315,0291.76%+746
AMAZON COM INC(AMZN)34,04635,231+1,1856,1416,8080.80%+667
VAIL RESORTS INC(MTN)03,695+3,69506660.08%+666
ORACLE CORP(ORCL)34,92035,150+2304,3864,9630.58%+577
INOGEN INC43,485113,985+70,5003519270.11%+576
BROADCOM INC(AVGO)1,3971,470+731,8522,3600.28%+509
ISHARES TR019,750+19,75004980.06%+498
WALMART INC(WMT)42,91545,144+2,2292,5823,0570.36%+474
EA SERIES TRUST
US QUAN MOMENTUM
216,398227,534+11,13612,79113,2561.55%+465
VANGUARD INDEX FDS60,83860,838015,81216,2751.91%+463
VANGUARD MUN BD FDS078,778+78,77803,9480.46%+3,948
META PLATFORMS INC(META)5,0055,658+6532,4302,8530.33%+422
PHILIP MORRIS INTL INC(PM)041,304+41,30404,1850.49%+4,185
VISTA ENERGY S.A.B. DE C.V.(VIST)117,850116,050-1,8004,8775,2780.62%+401
ISHARES TR166,052164,222-1,83019,14619,5062.29%+360
COSTCO WHSL CORP NEW(COST)2,1192,216+971,5531,8830.22%+331
LAM RESEARCH CORP(LRCX)2,4632,494+312,3932,6560.31%+262
UNITEDHEALTH GROUP INC(UNH)3,4213,836+4151,6921,9530.23%+261
CHEVRON CORP NEW(CVX)56,73258,745+2,0138,9499,1891.08%+240
AFLAC INC(AFL)02,619+2,61902340.03%+234
VANGUARD WORLD FD22,28022,28004,1634,3960.52%+232
ISHARES TR20,72920,832+1032,4302,6560.31%+226
MCKESSON CORP(MCK)0376+37602200.03%+220
WELLS FARGO CO NEW(WFC)03,654+3,65402170.03%+217
ISHARES TR08,156+8,15604,4630.52%+4,463
MERCK & CO INC(MRK)7,7409,970+2,2301,0211,2340.14%+213
ISHARES TR02,305+2,30502120.02%+212
AMERICAN CENTY ETF TR101,905108,758+6,8539,5499,7581.14%+208
LAMAR ADVERTISING CO NEW(LAMR)01,704+1,70402040.02%+204
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,8502,566+7162524460.05%+194
VANGUARD INDEX FDS012,022+12,02204,4960.53%+4,496
BERKSHIRE HATHAWAY INC DEL24,86926,160+1,29110,45810,6421.25%+184
NETFLIX INC(NFLX)1,9061,953+471,1581,3180.15%+160
VANGUARD INDEX FDS42,15845,431+3,2733,6463,8050.45%+159
CINTAS CORP(CTAS)6,8316,923+924,6934,8480.57%+155
NOVO-NORDISK A S(NVO)7,9758,247+2721,0241,1770.14%+153
LOCKHEED MARTIN CORP(LMT)9341,224+2904255720.07%+147
DUCKHORN PORTFOLIO INC134,750197,250+62,5001,2551,4000.16%+146
ALTRIA GROUP INC(MO)064,648+64,64802,9450.35%+2,945
AMERICAN CENTY ETF TR51,22953,972+2,7433,3743,5050.41%+132
COCA COLA CO(KO)024,554+24,55401,5630.18%+1,563
PROPETRO HLDG CORP(PUMP)012,274+12,27401060.01%+106
EATON CORP PLC(ETN)9,78210,088+3063,0593,1630.37%+104
AT&T INC(T)053,875+53,87501,0300.12%+1,030
SOUTHERN CO(SO)015,951+15,95101,2370.15%+1,237
GOLDMAN SACHS ETF TR017,056+17,05607720.09%+772
GENERAL DYNAMICS CORP(GD)10,52710,571+442,9743,0670.36%+93
AMGEN INC(AMGN)01,911+1,91105970.07%+597
VANGUARD INTL EQUITY INDEX F41,81041,772-384,6204,7050.55%+85
EA SERIES TRUST
US QUAN VALUE
122,869130,639+7,7705,5225,6010.66%+79
VANGUARD WELLINGTON FD43,68346,784+3,1015,2135,2900.62%+77
NATURAL RESOURCE PARTNERS L(NRP)5,6256,625+1,0005185940.07%+76
SCHWAB STRATEGIC TR03,386+3,38603410.04%+341
INTUITIVE SURGICAL INC9651,006+413854480.05%+62
JPMORGAN CHASE & CO(JPM)47,87447,688-1869,5899,6451.13%+56
SCHWAB STRATEGIC TR03,741+3,74102910.03%+291
ISHARES INC
CORE MSCI EMKT
030,681+30,68101,6420.19%+1,642
CORNING INC(GLW)8,1308,143+132683160.04%+48
AMERICAN EXPRESS CO(AXP)5,7675,867+1001,3131,3580.16%+45
GEOPARK LTD31,50031,700+2003023470.04%+45
VANGUARD INTL EQUITY INDEX F051,814+51,81402,2670.27%+2,267
ISHARES TR25,33027,330+2,0006286710.08%+43
ISHARES TR31,17131,755+5843,3483,3910.40%+43
SALESFORCE INC(CRM)01,736+1,73604460.05%+446
ASML HOLDING N V
N Y REGISTRY SHS
0393+39304020.05%+402
GRUPO AVAL ACCIONES Y VALORE(AVAL)051,000+51,00001110.01%+111
ISHARES TR18,74319,293+5502,0172,0560.24%+39
SHELL PLC(SHEL)04,260+4,26003070.04%+307
FIRST HORIZON CORPORATION(FHN)97,50297,50201,5021,5380.18%+36
ENERGY TRANSFER L P(ET)69,53069,53001,0941,1280.13%+34
ISHARES TR
MSCI USA MMENTM
3,9613,977+167427750.09%+33
DANAHER CORPORATION(DHR)02,352+2,35205880.07%+588
DUKE ENERGY CORP NEW(DUK)02,854+2,85402860.03%+286
ISHARES TR3,5003,50001,0501,0800.13%+30
PFIZER INC(PFE)073,691+73,69102,0620.24%+2,062
AIR PRODS & CHEMS INC1,1731,213+402843130.04%+29
ISHARES TR023,845+23,84505070.06%+507
FREEPORT-MCMORAN INC(FCX)10,67710,920+2435025310.06%+29
MASTERCARD INCORPORATED(MA)01,600+1,60007060.08%+706
ZOETIS INC(ZTS)03,826+3,82606630.08%+663
ISHARES TR024,730+24,73005020.06%+502
SCHWAB CHARLES CORP(SCHW)08,445+8,44506220.07%+622
EA SERIES TRUST
INTL QUAN MOMNTM
78,60083,609+5,0092,2932,3100.27%+17
DOMINION ENERGY INC(D)05,293+5,29302590.03%+259
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