Stokes Capital Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Greenwood, SC
CIK
0001734460
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 73 315,948 MSFT, TJX, UNH, AAPL 13F-HR 1/16/2024 000108514624000244
Q3 2023 79 286,637 VIG, MSFT, TJX, UNH 13F-HR 10/10/2023 000108514623003645
Q2 2023 80 296,895 VIG, MSFT, AAPL, TJX 13F-HR 7/11/2023 000108514623002660
Q1 2023 81 294,479 MSFT, AAPL, VIG, TJX 13F-HR 4/12/2023 000108514623001639
Q4 2022 85 290,376 MSFT, VIG, TJX, UNH 13F-HR 1/18/2023 000108514623000186
Q3 2022 81 268,873 AAPL, MSFT, UNH, VIG 13F-HR 10/11/2022 000108514622003318
Q2 2022 80 285,995 AAPL, MSFT, JNJ, UNH 13F-HR 7/13/2022 000108514622002357
Q1 2022 89 343,133 AAPL, BIV, MSFT, BSV 13F-HR 5/9/2022 000108514622001893
Q4 2021 86 336,038 AAPL, MSFT, VCSH, IWY 13F-HR 1/31/2022 000108514622000411
Q3 2021 80 309,875 AAPL, MSFT, BIV, VCSH 13F-HR 10/20/2021 000108514621002858
Q2 2021 83 305,023 AAPL, MSFT, BIV, VCSH 13F-HR 7/13/2021 000108514621001963
Q1 2021 67 243,879 BIV, AAPL, MSFT, BSV 13F-HR 4/19/2021 000108514621001228
Q4 2020 69 229,714 BIV, AAPL, VCSH, VIG 13F-HR 1/19/2021 000108514621000161
Q3 2020 67 207,995 BIV, AAPL, VCSH, MSFT 13F-HR 10/16/2020 000108514620002538
Q2 2020 69 188,931 BIV, MSFT, VCSH, AAPL 13F-HR 7/15/2020 000108514620001795
Q1 2020 69 166,759 MINT, BOND, VIG, MSFT 13F-HR 4/10/2020 000108514620001079
Q4 2019 70 198,176 MINT, VIG, BOND, AAPL 13F-HR 1/23/2020 000108514620000263
Q3 2019 75 185,044 MINT, VIG, BOND, IWY 13F-HR 10/24/2019 000108514619002633
Q2 2019 76 176,275 MINT, VIG, BOND, IWY 13F-HR 7/15/2019 000108514619001884
Q1 2019 77 165,929 MINT, VIG, IWY, SMMU 13F-HR 5/3/2019 000108514619001346
Q4 2018 81 144,596 MINT, SMMU, MSFT, IJR 13F-HR 1/15/2019 000108514619000163
Q3 2018 87 163,331 MINT, IJR, VIG, MSFT 13F-HR 10/12/2018 000108514618002319
Q2 2018 89 152,847 MINT, IJR, VIG, SMMU 13F-HR 7/13/2018 000108514618001687
Q1 2018 89 152,721 MINT, BOND, SMMU, VIG 13F-HR 4/10/2018 000108514618001058
Q4 2017 82 147,995 BOND, MINT, VOO, VIG 13F-HR 4/5/2018 000108514618000986