• 13F History

Stokes Family Office, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$936M
Signature - Title
Charles Tiblier - CCO
Location
New Orleans, LA
Summary
This page shows a list of all the recent 13F filings made by Stokes Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stokes Family Office, LLC reported 244 stock holdings with total value $936M as of Q4 2024. Top holdings included VIG, AAPL, IVW, INTF, and IUSB.
Holdings Value

List of Other Managers Reporting for Stokes Family Office, LLC:

Name Holdings Value Location File Number
AQR CAPITAL MANAGEMENT LLC $77.6B Greenwich, CT 028-10120
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $11.8B Stamford, CT 028-12966
Franklin Managed Options Strategies, LLC San Mateo, CA 028-23344
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 244 $936M +$77.6M -$33.1M +$44.5M VIG, AAPL, IVW, INTF, IUSB 13F-HR 2/10/2025, 06:11 PM
Q3 2024 227 $914M +$56M -$38.6M +$17.4M VIG, AAPL, IUSB, INTF, IVW 13F-HR 11/12/2024, 12:46 PM
Q2 2024 223 $853M +$75.4M -$35.8M +$39.6M VIG, AAPL, XOM, IVW, LRGF 13F-HR 7/5/2024, 04:39 PM
Q1 2024 222 $800M +$99.9M -$83.4M +$16.5M VIG, AAPL, LRGF, IUSB, DYNF 13F-HR 5/6/2024, 03:07 PM
Q4 2023 220 $740M +$42M -$226M -$184M VIG, LRGF, AAPL, MSFT, ITOT 13F-HR 2/6/2024, 11:27 AM
Q3 2023 362 $851M +$97M -$79.3M +$17.7M VIG, LRGF, AAPL, INTF, MSFT 13F-HR 11/13/2023, 09:28 AM
Q2 2023 340 $865M +$40.7M -$18.7M +$22M VIG, AAPL, LRGF, INTF, IUSB 13F-HR 8/14/2023, 12:05 PM
Q1 2023 302 $803M +$121M -$110M +$10.5M VIG, AAPL, LRGF, INTF, IUSB 13F-HR 5/8/2023, 04:37 PM
Q4 2022 275 $777M +$79.7M -$57M +$22.7M VIG, LRGF, AAPL, INTF, MTUM 13F-HR 2/14/2023, 01:31 PM
Q3 2022 272 $701M +$53.9M -$23.3M +$30.6M VIG, LRGF, AAPL, INTF, GOVT 13F-HR 11/10/2022, 08:30 PM
Q2 2022 271 $733M +$148M -$60.5M +$87.1M VIG, LRGF, AAPL, INTF, MTUM 13F-HR 8/5/2022, 04:44 PM
Q1 2022 259 $754M +$42M -$42.9M -$847K VIG, AAPL, MTUM, GSIE, VLUE 13F-HR 5/13/2022, 06:41 PM
Q4 2021 252 $804M +$48.9M -$14.1M +$34.7M VIG, AAPL, GSIE, MTUM, VLUE 13F-HR 2/14/2022, 08:59 PM
Q3 2021 230 $721M +$33.4M -$13.3M +$20.1M VIG, GSIE, AAPL, MTUM, VLUE 13F-HR 11/12/2021, 05:38 PM
Q2 2021 218 $707M +$60.4M -$32.7M +$27.7M VIG, AAPL, GSIE, MTUM, VLUE 13F-HR 8/12/2021, 04:59 PM
Q1 2021 196 $643M +$157M -$46.9M +$110M VIG, MTUM, AAPL, VLUE, GSIE 13F-HR 5/13/2021, 02:51 PM
Q4 2020 170 $507M +$24.2M -$2.86M +$21.4M VIG, AAPL, VIGI, ITOT, VTI 13F-HR 2/10/2021, 03:57 PM
Q3 2020 152 $441M +$49.8M -$10.1M +$39.7M VIG, AAPL, VIGI, ITOT, JNJ 13F-HR 11/12/2020, 11:08 AM
Q2 2020 129 $397M +$36.4M -$71.1M -$34.7M VIG, AAPL, VIGI, ITOT, JNJ 13F-HR 8/11/2020, 03:38 PM
Q1 2020 119 $375M +$18M -$6.39M +$11.6M VIG, VCIT, SLQD, AAPL, VYMI 13F-HR 5/12/2020, 05:03 PM
Q4 2019 126 $450M VIG, VCIT, VYMI, AAPL, SLQD 13F-HR 2/10/2020, 08:56 AM