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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP INDEX | 51 | $3,771,558 | 22,280 | 0.00 | 0.00 | -8,075 | -26.60 | 12-31-2023 |
| ABBVIE INC | COM | 52 | $3,690,170 | 23,812 | 0.00 | 0.00 | -3,657 | -13.31 | 12-31-2023 |
| ORACLE CORP | COM | 53 | $3,650,546 | 34,625 | 0.00 | 0.00 | -15,108 | -30.38 | 12-31-2023 |
| ISHARES TR | US INFRASTRUC | 54 | $3,640,163 | 90,394 | 0.00 | 0.00 | 2,628 | 2.99 | 12-31-2023 |
