Stolper

Latest statistics and disclosures from Stolper's latest quarterly 13F-HR filing:

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Portfolio Holdings for Stolper

Companies in the Stolper portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $12M 69k 177.57
Berkshire Hathaway (BRK.B) 5.0 $11M 38k 298.99
JPMorgan Chase & Co. (JPM) 3.9 $8.7M 55k 158.35
UnitedHealth (UNH) 3.8 $8.5M 17k 502.13
Microsoft Corporation (MSFT) 3.5 $7.8M -4% 23k 336.32
Oneok (OKE) 3.3 $7.4M 126k 58.76
Hp (HPQ) 3.1 $6.8M 182k 37.67
Cisco Systems (CSCO) 3.0 $6.6M 105k 63.37
Union Pacific Corporation (UNP) 2.7 $6.1M 24k 251.92
United Parcel Service (UPS) 2.6 $5.9M 28k 214.35
Bank of America Corporation (BAC) 2.6 $5.9M 132k 44.49
Oracle Corporation (ORCL) 2.4 $5.5M 63k 87.21
Northrop Grumman Corporation (NOC) 2.3 $5.2M 14k 387.06
Goldman Sachs (GS) 2.3 $5.2M 14k 382.56

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Discover Financial Services (DFS) 2.3 $5.1M 45k 115.56
Coca-Cola Company (KO) 2.3 $5.1M 86k 59.21
International Business Machines (IBM) 2.2 $5.0M 38k 133.67
Home Depot (HD) 2.1 $4.7M 11k 415.05
Johnson & Johnson (JNJ) 2.1 $4.6M 27k 171.06
Chevron Corporation (CVX) 2.1 $4.6M 39k 117.35
AFLAC Incorporated (AFL) 1.9 $4.3M 73k 58.38
Dow (DOW) 1.8 $4.1M -9% 73k 56.72
D.R. Horton (DHI) 1.8 $3.9M 36k 108.44
Bank of New York Mellon Corporation (BK) 1.7 $3.8M 66k 58.08
BP Adr (BP) 1.5 $3.3M -9% 124k 26.63
Target Corporation (TGT) 1.3 $2.9M -10% 13k 231.45
Pfizer (PFE) 1.2 $2.7M 46k 59.06
Phillips 66 (PSX) 1.2 $2.6M -10% 36k 72.47
Abbvie (ABBV) 1.1 $2.4M 18k 135.41
CVS Caremark Corporation (CVS) 1.1 $2.4M 24k 103.15
Stag Industrial (STAG) 1.0 $2.3M 48k 47.96
Adams Express Company (ADX) 1.0 $2.3M +20% 117k 19.41
Digital Realty Trust (DLR) 0.9 $2.0M 12k 176.89
Procter & Gamble Company (PG) 0.9 $2.0M 12k 163.62
Merck & Co (MRK) 0.9 $2.0M -12% 26k 76.65
Verizon Communications (VZ) 0.9 $1.9M +13% 37k 51.95
McDonald's Corporation (MCD) 0.8 $1.9M 7.0k 268.01
MetLife (MET) 0.8 $1.8M 30k 62.50
Kroger (KR) 0.8 $1.8M 40k 45.27
Exxon Mobil Corporation (XOM) 0.8 $1.8M +25% 29k 61.20
Tri-Continental Corporation (TY) 0.8 $1.7M +16% 52k 33.20
Bristol Myers Squibb (BMY) 0.8 $1.7M 27k 62.34
Southern Company (SO) 0.7 $1.7M 24k 68.59
Industries N shs - a - (LYB) 0.7 $1.6M 18k 92.24
Helmerich & Payne (HP) 0.7 $1.6M -15% 66k 23.69
Philip Morris International (PM) 0.7 $1.5M 16k 94.99
Newmont Mining Corporation (NEM) 0.7 $1.5M +2% 24k 62.03
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.7 $1.5M +2% 47k 31.19
Cbre Clarion Global Real Estat re (IGR) 0.6 $1.4M +4% 144k 9.79
Altria (MO) 0.6 $1.4M 30k 47.38
Lockheed Martin Corporation (LMT) 0.6 $1.4M +2% 4.0k 355.39
Totalenergies Se Adr (TTE) 0.6 $1.4M 28k 49.47
PPL Corporation (PPL) 0.6 $1.3M -7% 43k 30.06
Energy Select Sector SPDR (XLE) 0.6 $1.2M +2% 22k 55.48
Ardagh Metal Packaging S A 0.6 $1.2M -39% 138k 9.03
Royal Dutch Shell Adr (RDS.B) 0.5 $1.1M -15% 25k 43.35
Gabelli Dividend & Income Trust (GDV) 0.4 $968k +9% 36k 26.99
Alibaba Group Holding (BABA) 0.4 $916k -57% 7.7k 118.84
Unilever Adr (UL) 0.4 $881k -25% 16k 53.78
BlackRock Credit All Inc Trust IV (BTZ) 0.4 $878k +6% 58k 15.05
At&t (T) 0.4 $815k -40% 33k 24.59
Royce Value Trust (RVT) 0.4 $794k +8% 41k 19.59
Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) 0.3 $752k +6% 74k 10.22
Advent Claymore Convertible Sec & Inc (AVK) 0.3 $733k +5% 40k 18.45
BlackRock Global Opportunities Equity Tr (BOE) 0.3 $718k +5% 59k 12.17
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.3 $700k +6% 52k 13.57
Utilities SPDR (XLU) 0.3 $700k +5% 9.8k 71.55
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) 0.3 $665k +7% 102k 6.49
Doubleline Income Solutions (DSL) 0.3 $591k +5% 37k 16.11
Virtus Allianzgi Artificial (AIO) 0.2 $557k +6% 23k 24.80
Nuveen Dow 30 Dyn Overwrite (DIAX) 0.2 $539k +6% 30k 17.76
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.2 $503k +7% 15k 32.94
Pgim Short Duration High Yie (ISD) 0.2 $501k +7% 31k 16.05
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $501k +7% 13k 39.43
Pgim Global Short Duration H (GHY) 0.2 $489k +7% 32k 15.08
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $482k 6.5k 74.60
Templeton Dragon Fund (TDF) 0.2 $405k +9% 24k 16.99
Boulder Growth & Income Fund (BIF) 0.2 $375k 26k 14.22
General American Investors (GAM) 0.1 $274k +7% 6.2k 44.16
Vanguard S&p 500 Etf idx (VOO) 0.1 $244k 560.00 435.71
Schwab U S Large Cap Growth ETF (SCHG) 0.1 $242k 1.5k 163.73
iShares S&P MidCap 400 Index (IJH) 0.1 $232k 821.00 282.58
Ishares Inc core msci emkt (IEMG) 0.1 $228k 3.8k 59.84
Industrial SPDR (XLI) 0.1 $220k 2.1k 106.02
Health Care SPDR (XLV) 0.1 $213k NEW 1.5k 140.59
Central Securities (CET) 0.1 $210k NEW 4.7k 44.54

Past Filings by Stolper

SEC 13F filings are viewable for Stolper going back to 2020