Notify me when Stokes Capital Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 80 | $437,860,236 | +$27,280,669 | -$14,632,466 | +$12,648,203 | MINT, MSFT, AVGO, TJX, JPM | 13F-HR | 12 Jan 2026, 14:09 |
| Q3 2025 | 68 | $429,818,536 | +$27,269,088 | -$20,543,370 | +$6,725,718 | MSFT, AVGO, TJX, JPM, MINT | 13F-HR | 09 Oct 2025, 09:49 |
| Q2 2025 | 67 | $408,425,339 | +$19,111,753 | -$20,616,716 | -$1,504,963 | MSFT, MINT, AVGO, JPM, TJX | 13F-HR | 09 Jul 2025, 17:21 |
| Q1 2025 | 73 | $393,317,499 | +$27,065,080 | -$23,331,044 | +$3,734,036 | MSFT, MINT, TJX, V, MCD | 13F-HR | 11 Apr 2025, 13:43 |
| Q4 2024 | 72 | $387,159,084 | +$5,630,676 | -$3,444,492 | +$2,186,184 | MSFT, AVGO, TJX, MINT, AAPL | 13F-HR | 16 Jan 2025, 11:26 |
| Q3 2024 | 75 | $390,249,558 | +$18,936,585 | -$6,485,742 | +$12,450,843 | MSFT, MINT, TJX, AVGO, UNH | 13F-HR | 07 Oct 2024, 17:28 |
| Q2 2024 | 75 | $359,512,827 | +$25,639,272 | -$8,693,745 | +$16,945,527 | MSFT, TJX, COST, AVGO, MINT | 13F-HR | 19 Jul 2024, 17:07 |
| Q1 2024 | 76 | $343,840,792 | +$11,334,894 | -$2,964,886 | +$8,370,008 | MSFT, TJX, COST, UNH, SYK | 13F-HR | 15 Apr 2024, 21:14 |
| Q4 2023 | 73 | $315,948,354 | +$18,007,057 | -$17,546,871 | +$460,186 | MSFT, TJX, UNH, AAPL, COST | 13F-HR | 12 Jan 2024, 20:35 |
| Q3 2023 | 79 | $286,637,962 | +$14,134,800 | -$9,783,932 | +$4,350,868 | VIG, MSFT, TJX, UNH, AAPL | 13F-HR | 10 Oct 2023, 21:02 |
| Q2 2023 | 80 | $296,895,233 | +$18,056,540 | -$28,998,328 | -$10,941,788 | VIG, MSFT, AAPL, TJX, UNH | 13F-HR | 11 Jul 2023, 21:12 |
| Q1 2023 | 81 | $294,479,033 | +$15,507,288 | -$15,233,711 | +$273,577 | MSFT, AAPL, VIG, TJX, UNH | 13F-HR | 12 Apr 2023, 11:20 |
| Q4 2022 | 85 | $290,376,163 | +$12,468,759 | -$21,636,007 | -$9,167,248 | MSFT, VIG, TJX, UNH, JNJ | 13F-HR | 18 Jan 2023, 17:29 |
| Q3 2022 | 81 | $268,873,000 | +$15,045,464 | -$15,920,311 | -$874,847 | AAPL, MSFT, UNH, VIG, JNJ | 13F-HR | 11 Oct 2022, 19:49 |
| Q2 2022 | 80 | $285,995,000 | +$10,754,279 | -$31,131,102 | -$20,376,823 | AAPL, MSFT, JNJ, UNH, VIG | 13F-HR | 13 Jul 2022, 13:16 |
| Q1 2022 | 89 | $343,133,000 | +$31,393,074 | -$13,002,043 | +$18,391,031 | AAPL, BIV, MSFT, BSV, VIG | 13F-HR | 09 May 2022, 18:33 |
| Q4 2021 | 86 | $336,038,000 | +$6,501,888 | -$10,842,393 | -$4,340,505 | AAPL, MSFT, VCSH, IWY, BIV | 13F-HR | 31 Jan 2022, 15:18 |
| Q3 2021 | 80 | $309,875,000 | +$9,478,900 | -$4,913,156 | +$4,565,744 | AAPL, MSFT, BIV, VCSH, BSV | 13F-HR | 20 Oct 2021, 10:57 |
| Q2 2021 | 83 | $305,023,000 | +$54,338,238 | -$5,084,886 | +$49,253,352 | AAPL, MSFT, BIV, VCSH, BSV | 13F-HR | 13 Jul 2021, 20:45 |
| Q1 2021 | 67 | $243,879,000 | +$23,283,435 | -$13,757,662 | +$9,525,773 | BIV, AAPL, MSFT, BSV, VIG | 13F-HR | 19 Apr 2021, 09:38 |
| Q4 2020 | 69 | $229,714,000 | +$7,930,119 | -$3,359,666 | +$4,570,453 | BIV, AAPL, VCSH, VIG, MSFT | 13F-HR | 19 Jan 2021, 09:22 |
| Q3 2020 | 67 | $207,995,000 | +$23,143,763 | -$13,352,779 | +$9,790,984 | BIV, AAPL, VCSH, MSFT, VIG | 13F-HR | 15 Oct 2020, 18:04 |
| Q2 2020 | 69 | $188,931,000 | +$30,014,656 | -$30,809,236 | -$794,580 | BIV, MSFT, VCSH, AAPL, VIG | 13F-HR | 15 Jul 2020, 16:54 |
| Q1 2020 | 69 | $166,759,000 | +$9,621,184 | -$6,573,761 | +$3,047,423 | MINT, BOND, VIG, MSFT, IWY | 13F-HR | 09 Apr 2020, 17:40 |
| Q4 2019 | 70 | $198,176,000 | +$11,338,527 | -$6,258,917 | +$5,079,610 | MINT, VIG, BOND, AAPL, IWY | 13F-HR | 23 Jan 2020, 16:54 |
| Q3 2019 | 75 | $185,044,000 | +$10,531,961 | -$6,547,296 | +$3,984,665 | MINT, VIG, BOND, IWY, MSFT | 13F-HR | 24 Oct 2019, 14:00 |
| Q2 2019 | 76 | $176,275,000 | +$8,877,157 | -$5,837,542 | +$3,039,615 | MINT, VIG, BOND, IWY, SMMU | 13F-HR | 15 Jul 2019, 13:47 |
| Q1 2019 | 77 | $165,929,000 | +$17,195,477 | -$13,437,204 | +$3,758,273 | MINT, VIG, IWY, SMMU, BOND | 13F-HR | 03 May 2019, 17:23 |
| Q4 2018 | 81 | $144,596,000 | +$14,018,598 | -$12,478,979 | +$1,539,619 | MINT, SMMU, MSFT, IJR, VIG | 13F-HR | 15 Jan 2019, 17:17 |
| Q3 2018 | 87 | $163,331,000 | +$4,914,207 | -$4,963,109 | -$48,902 | MINT, IJR, VIG, MSFT, IWY | 13F-HR | 12 Oct 2018, 09:26 |
| Q2 2018 | 89 | $152,847,000 | +$9,243,290 | -$12,561,632 | -$3,318,342 | MINT, IJR, VIG, SMMU, IWY | 13F-HR | 13 Jul 2018, 14:06 |
| Q1 2018 | 89 | $152,721,000 | +$23,983,050 | -$16,447,734 | +$7,535,316 | MINT, BOND, SMMU, VIG, MUNI | 13F-HR | 10 Apr 2018, 16:55 |
| Q4 2017 | 82 | $147,995,000 | $0 | $0 | $0 | BOND, MINT, VOO, VIG, SMMU | 13F-HR | 05 Apr 2018, 16:12 |