Stokes Capital Advisors, LLC Diversified Active

CIK: 0001734460 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 24, 2019

Total Value ($000): $185,044 (100.0% shares, 0.0% debt)

Holdings (75)

MINT PIMCO ETF TR 4.5%
Value ($000) $8,244 Shares 81,040 Est. Cost $101.50 Unrealized
VIG VANGUARD GROUP 3.5%
Value ($000) $6,510 Shares 54,439 Est. Cost $104.99 Unrealized
BOND PIMCO ETF TR 2.9%
Value ($000) $5,294 Shares 48,613 Est. Cost $106.12 Unrealized
IWY ISHARES TR 2.6%
Value ($000) $4,895 Shares 56,223 Est. Cost $75.21 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $4,791 Shares 34,457 Est. Cost $75.99 Unrealized +71.0%
AAPL APPLE INC 2.6%
Value ($000) $4,765 Shares 21,274 Est. Cost $40.32 Unrealized +24.6%
SMMU PIMCO ETF TR 2.6%
Value ($000) $4,729 Shares 93,375 Est. Cost $49.90 Unrealized
MCD MCDONALDS CORP 2.3%
Value ($000) $4,168 Shares 19,410 Est. Cost $158.17 Unrealized +16.8%
NKE NIKE INC 2.2%
Value ($000) $4,121 Shares 43,880 Est. Cost $55.12 Unrealized +42.9%
TJX TJX COS INC NEW 2.2%
Value ($000) $4,057 Shares 72,778 Est. Cost $40.51 Unrealized +23.7%
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $3,827 Shares 13,284 Est. Cost $162.13 Unrealized +58.1%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $3,770 Shares 6,857 Est. Cost $122.98 Unrealized +30.8%
ECL ECOLAB INC 2.0%
Value ($000) $3,644 Shares 18,400 Est. Cost $125.48 Unrealized +49.2%
LHX L3HARRIS TECHNOLOGIES INC 1.9%
Value ($000) $3,608 Shares 17,294 Est. Cost $180.55 Unrealized 0.0%
V VISA INC 1.9%
Value ($000) $3,577 Shares 20,796 Est. Cost $111.32 Unrealized +53.0%
TXN TEXAS INSTRS INC 1.9%
Value ($000) $3,542 Shares 27,404 Est. Cost $78.22 Unrealized +31.5%
PEP PEPSICO INC 1.9%
Value ($000) $3,532 Shares 25,762 Est. Cost $90.55 Unrealized +20.7%
CB CHUBB LIMITED 1.9%
Value ($000) $3,530 Shares 21,868 Est. Cost $126.75 Unrealized +9.9%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $3,492 Shares 18,153 Est. Cost $133.43 Unrealized +32.3%
KO COCA COLA CO 1.9%
Value ($000) $3,479 Shares 63,907 Est. Cost $36.28 Unrealized +21.1%
WMT WALMART INC 1.8%
Value ($000) $3,414 Shares 28,764 Est. Cost $27.91 Unrealized +23.5%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $3,414 Shares 26,388 Est. Cost $110.24 Unrealized -0.2%
DHR DANAHER CORPORATION 1.8%
Value ($000) $3,291 Shares 22,785 Est. Cost $87.33 Unrealized +39.4%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $3,217 Shares 12,719 Est. Cost $190.47 Unrealized +17.4%
HD HOME DEPOT INC 1.7%
Value ($000) $3,203 Shares 13,805 Est. Cost $169.54 Unrealized +10.3%
UNP UNION PACIFIC CORP 1.7%
Value ($000) $3,143 Shares 19,403 Est. Cost $108.06 Unrealized +34.9%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $3,096 Shares 26,178 Est. Cost $89.59 Unrealized +25.7%
MDT MEDTRONIC PLC 1.6%
Value ($000) $3,040 Shares 27,989 Est. Cost $68.66 Unrealized +27.5%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $2,973 Shares 7,621 Est. Cost $253.87 Unrealized +24.7%
IJR ISHARES TR 1.6%
Value ($000) $2,970 Shares 38,161 Est. Cost $78.26 Unrealized
ROST ROSS STORES INC 1.6%
Value ($000) $2,945 Shares 26,811 Est. Cost $68.37 Unrealized +44.9%
ROP ROPER TECHNOLOGIES INC 1.6%
Value ($000) $2,896 Shares 8,122 Est. Cost $246.86 Unrealized +41.7%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $2,870 Shares 28,685 Est. Cost $73.10 Unrealized +23.9%
OKE ONEOK INC NEW 1.5%
Value ($000) $2,736 Shares 37,135 Est. Cost $40.15 Unrealized +16.0%
HON HONEYWELL INTL INC 1.4%
Value ($000) $2,637 Shares 15,584 Est. Cost $113.84 Unrealized +22.4%
MUNI PIMCO ETF TR 1.4%
Value ($000) $2,602 Shares 47,060 Est. Cost $53.86 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $2,456 Shares 11,303 Est. Cost $227.49 Unrealized -4.6%
AMGN AMGEN INC 1.3%
Value ($000) $2,425 Shares 12,531 Est. Cost $141.15 Unrealized +11.9%
KMI KINDER MORGAN INC DEL 1.3%
Value ($000) $2,399 Shares 116,409 Est. Cost $11.60 Unrealized +21.3%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $2,339 Shares 19,522 Est. Cost $85.23 Unrealized +4.4%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $2,296 Shares 14,672 Est. Cost $129.66 Unrealized +0.4%
BLACKROCK INC 1.2%
Value ($000) $2,276 Shares 5,107 Est. Cost $496.57 Unrealized
CNI CANADIAN NATL RY CO 1.2%
Value ($000) $2,265 Shares 25,202 Est. Cost $68.22 Unrealized +20.0%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,211 Shares 15,774 Est. Cost $104.95 Unrealized +2.6%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $1,772 Shares 12,184 Est. Cost $104.64 Unrealized -2.1%
WMB WILLIAMS COS INC DEL 0.9%
Value ($000) $1,704 Shares 70,814 Est. Cost $18.30 Unrealized -3.6%
PGX INVESCO EXCHNG TRADED FD TR 0.9%
Value ($000) $1,654 Shares 110,112 Est. Cost $14.65 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,647 Shares 23,325 Est. Cost $56.85 Unrealized -5.4%
ET ENERGY TRANSFER LP 0.9%
Value ($000) $1,637 Shares 125,183 Est. Cost $14.63 Unrealized
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $1,583 Shares 8,663 Est. Cost $166.50 Unrealized -3.7%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $1,575 Shares 12,660 Est. Cost $77.92 Unrealized +29.6%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $1,529 Shares 20,795 Est. Cost $59.31 Unrealized +5.4%
VIGI VANGUARD WHITEHALL FDS INC 0.8%
Value ($000) $1,488 Shares 22,354 Est. Cost $64.42 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.8%
Value ($000) $1,430 Shares 21,585 Est. Cost $69.80 Unrealized
HYS PIMCO ETF TR 0.8%
Value ($000) $1,414 Shares 14,176 Est. Cost $100.35 Unrealized
SCHH SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,336 Shares 28,321 Est. Cost $44.65 Unrealized
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $1,326 Shares 5,995 Est. Cost $158.28 Unrealized +15.9%
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,325 Shares 23,348 Est. Cost $55.19 Unrealized
MANAGED PORTFOLIO SER 0.7%
Value ($000) $1,318 Shares 56,333 Est. Cost $23.43 Unrealized
LNG CHENIERE ENERGY INC 0.6%
Value ($000) $1,105 Shares 17,520 Est. Cost $57.93 Unrealized +10.6%
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value ($000) $1,021 Shares 35,732 Est. Cost $26.53 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,017 Shares 3,729 Est. Cost $245.27 Unrealized
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $691 Shares 3,825 Est. Cost $164.07 Unrealized -5.5%
ENB ENBRIDGE INC 0.3%
Value ($000) $589 Shares 16,789 Est. Cost $21.51 Unrealized +5.3%
SO SOUTHERN CO 0.2%
Value ($000) $430 Shares 6,960 Est. Cost $35.82 Unrealized +26.4%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $354 Shares 14,081 Est. Cost $25.99 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.2%
Value ($000) $321 Shares 12,890 Est. Cost $31.34 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $308 Shares 1,116 Est. Cost $203.33 Unrealized +43.6%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $294 Shares 1,757 Est. Cost $154.86 Unrealized
TALLGRASS ENERGY LP 0.2%
Value ($000) $283 Shares 14,050 Est. Cost $25.41 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $282 Shares 1,835 Est. Cost $147.79 Unrealized
PHILLIPS 66 PARTNERS LP 0.1%
Value ($000) $271 Shares 4,795 Est. Cost $52.50 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $237 Shares 7,445 Est. Cost $34.02 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $214 Shares 6,744 Est. Cost $32.25 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $200 Shares 3,645 Est. Cost $54.87 Unrealized