Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 02-05-2024 | 12-31-2023 | 221 | 740,126,369 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 101 | $1,489,767 | 3,953 | 0.00 | 0.00 | -752 | -15.98 | 12-31-2023 |
| COCA COLA CO | COM | 102 | $1,465,803 | 24,874 | 0.00 | 0.00 | -10,742 | -30.16 | 12-31-2023 |
| UNION PAC CORP | COM | 103 | $1,456,281 | 5,929 | 0.00 | 0.00 | -5,591 | -48.53 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 104 | $1,447,726 | 2,193 | 0.00 | 0.00 | -2,366 | -51.90 | 12-31-2023 |
