Stokes Capital Advisors LLC
Legal Name: STOKES CAPITAL ADVISORS, LLC
Other Info
Stokes Capital Advisors LLC is a registered financial advisory firm based in SC. The company has been approved by the U.S. Securities and Exchange Commission since November 2015. With 2 employees, including 1 who serves as an advisor, the firm provides services to a single client.
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Direct Owners
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TAYLOR TENISON STOKES
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns 75% or more
News
- Unveiling the Strategic Shift: Stokes Capital Advisors Adjusts Its Portfolio Compass for 2024
- Stokes Capital Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Stokes Capital Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Stokes Capital Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Comparing Stokes Capital Advisors 13F Holdings Q4 2022 vs. Q1 2023
Top Holdings
- PIMCO ETF TR $7,846k
- VANGUARD GROUP $5,593k
- PIMCO ETF TR $5,076k
- ISHARES TRUST RUS TP200 GR ETF $5,057k
- PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF $4,988k
- MICROSOFT CORP $4,639k
- Apple Inc $4,187k
- MCDONALDS CORP $3,801k
- VISA INC COM CL A $3,625k
- COSTCO WHSL CORP $3,569k