SC

Stokes Capital Advisors, LLC

13F
Stokes Capital Advisors, LLC
Last update 2025-04-11 73 Stocks (5 new)
Value $393.00 Mil Turnover 7 %
Countries:
Top Holdings: MSFT(3.76%)MINT(3.65%)TJX(3.44%)V(2.96%)MCD(2.90%)
Summary Stock Picks Current Portfolio
Stokes Capital Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
39,384
14,784.4
+2.56%
3.760
+0.09%
0.000
+19.39%
+10.26%
3,441,044.8
Software
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
142,585
14,346.9
+6.57%
3.650
+0.22%
0.110
+1.03%
+1.88%
13,174.0
 
TJX 		TJX Companies Inc
111,091
13,530.9
-1.98%
3.440
-0.07%
0.010
+4.04%
+6.72%
142,932.7
Retail - Cyclical
V 		Visa Inc
33,164
11,622.7
-2.27%
2.960
-0.06%
0.000
+1.28%
+16.15%
700,868.4
Credit Services
MCD 		McDonald's Corp
36,525
11,409.3
+7.38%
2.900
+0.20%
0.010
+3.24%
+9.00%
223,369.1
Restaurants
AVGO 		Broadcom Inc
67,700
11,335.0
-0.40%
2.880
-0.02%
0.000
+37.50%
+11.12%
1,207,695.5
Semiconductors
JPM 		JPMorgan Chase & Co
46,089
11,305.6
+0.87%
2.870
+0.02%
0.000
+2.80%
+12.34%
739,989.5
Banks
WMB 		Williams Companies Inc
184,316
11,014.7
-1.15%
2.800
-0.03%
0.020
+7.05%
+13.93%
74,615.7
Oil & Gas
UNH 		UnitedHealth Group Inc
20,455
10,713.3
+5.97%
2.720
+0.15%
0.000
-35.23%
-40.20%
273,248.8
Healthcare Plans
AAPL 		Apple Inc
48,114
10,687.6
+0.77%
2.720
+0.02%
0.000
-14.49%
-18.63%
3,036,005.3
Hardware

Stokes Capital Advisors, LLC's Historical Top Holdings Breakdowns

Stokes Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ORCL 		Oracle Corp2025-03-31Add
+1.39%
●
139.81 ($162.81) 186.47
$169.14
3.89%
Add 1023.34%
43,080
39,245
LHX 		L3Harris Technologies Inc2025-03-31Reduce
-1.31%
●
194.65 ($209.61) 222.86
$243.19
16.02%
Reduce -84.63%
4,393
-24,184
DHR 		Danaher Corp2025-03-31Sold Out
-1.19%
●
201.62 ($218.33) 250.59
$192.06
-12.03%
Sold Out
0
-20,006
ZTS 		Zoetis Inc2025-03-31New Buy
+1.18%
●
156.48 ($166.29) 175.67
$170.30
2.41%
New holding
28,292
28,292
MRK 		Merck & Co Inc2025-03-31Sold Out
-1.14%
●
83.01 ($93.37) 101.02
$77.14
-17.38%
Sold Out
0
-44,324
UPS 		United Parcel Service Inc2025-03-31Sold Out
-0.94%
●
109.66 ($119.57) 136.26
$98.08
-17.97%
Sold Out
0
-28,917
CAT 		Caterpillar Inc2025-03-31New Buy
+0.92%
●
326.75 ($356.21) 407.63
$349.40
-1.91%
New holding
10,933
10,933
NVO 		Novo Nordisk AS2025-03-31Add
+0.87%
●
69.3 ($82.59) 90.95
$70.91
-14.14%
Add 358.45%
62,602
48,947
GOOGL 		Alphabet Inc2025-03-31New Buy
+0.48%
●
154.33 ($181.36) 206.38
$166.18
-8.37%
New holding
12,129
12,129
COST 		Costco Wholesale Corp2025-03-31Reduce
-0.40%
●
890.62 ($974.97) 1076.86
$1,055.59
8.27%
Reduce -13.5%
10,813
-1,688

Stokes Capital Advisors, LLC Total Holding History ($B)

To

Stokes Capital Advisors, LLC's Asset Allocation

To

Stokes Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stokes Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Stokes Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stokes Capital Advisors, LLC's Holdings Heat Map

Size field:

Stokes Capital Advisors, LLC's Holdings Bubble Chart

Stokes Capital Advisors, LLC News

  • 1

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