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 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $9.7M -39% 73k 132.69
Berkshire Hathaway (BRK.B) 4.9 $8.7M 38k 231.87
JPMorgan Chase & Co. (JPM) 3.9 $7.0M -2% 55k 127.07
UnitedHealth (UNH) 3.3 $5.9M 17k 350.70
Microsoft Corporation (MSFT) 3.3 $5.9M 26k 222.40
Union Pacific Corporation (UNP) 2.9 $5.2M 25k 208.22
United Parcel Service (UPS) 2.6 $4.7M 28k 168.39
Cisco Systems (CSCO) 2.6 $4.7M 105k 44.75
Oneok (OKE) 2.6 $4.6M -2% 120k 38.38
Coca-Cola Company (KO) 2.6 $4.6M 84k 54.83
Hp (HPQ) 2.5 $4.5M 184k 24.59
Dow (DOW) 2.5 $4.5M 80k 55.51
International Business Machines (IBM) 2.4 $4.3M +11% 34k 125.87
Johnson & Johnson (JNJ) 2.4 $4.2M 27k 157.37

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Bank of America Corporation (BAC) 2.3 $4.1M 136k 30.31
Discover Financial Services (DFS) 2.3 $4.0M 44k 90.53
Northrop Grumman Corporation (NOC) 2.2 $4.0M NEW 13k 304.73
Oracle Corporation (ORCL) 2.2 $4.0M 61k 64.69
Goldman Sachs (GS) 2.0 $3.6M 14k 263.72
AFLAC Incorporated (AFL) 1.8 $3.2M 73k 44.47
Target Corporation (TGT) 1.8 $3.2M -13% 18k 176.50
Chevron Corporation (CVX) 1.7 $3.0M +14% 35k 84.44
Home Depot (HD) 1.6 $2.9M 11k 265.65
Viacomcbs (VIAC) 1.6 $2.8M 76k 37.26
Phillips 66 (PSX) 1.6 $2.8M +30% 40k 69.93
Bank of New York Mellon Corporation (BK) 1.5 $2.6M 62k 42.44
D.R. Horton (DHI) 1.4 $2.5M NEW 37k 68.93
BP Adr (BP) 1.4 $2.4M +14% 117k 20.52
Abbvie (ABBV) 1.1 $1.9M 18k 107.12
Caterpillar (CAT) 1.0 $1.8M 10k 182.06
Verizon Communications (VZ) 1.0 $1.8M 31k 58.74
Helmerich & Payne (HP) 1.0 $1.8M -3% 78k 23.16
iShares Dow Jones Select Dividend (DVY) 1.0 $1.7M NEW 18k 96.18
Procter & Gamble Company (PG) 0.9 $1.7M 12k 139.16
Bristol Myers Squibb (BMY) 0.9 $1.6M 26k 62.02
CVS Caremark Corporation (CVS) 0.9 $1.6M 23k 68.32
Merck & Co (MRK) 0.9 $1.6M -13% 19k 81.79
Pfizer (PFE) 0.9 $1.6M +2% 43k 36.80
Industries N shs - a - (LYB) 0.9 $1.6M 17k 91.69
Digital Realty Trust (DLR) 0.9 $1.5M 11k 139.50
Stag Industrial (STAG) 0.8 $1.5M +2% 48k 31.32
At&t (T) 0.8 $1.5M +2% 51k 28.77
McDonald's Corporation (MCD) 0.8 $1.4M 6.7k 214.65
Southern Company (SO) 0.8 $1.4M +2% 23k 61.42
Newmont Mining Corporation (NEM) 0.7 $1.3M NEW 22k 59.90
Philip Morris International (PM) 0.7 $1.3M +2% 15k 82.77
Unilever Adr (UL) 0.7 $1.2M +2% 20k 60.35
Tri-Continental Corporation (TY) 0.6 $1.1M 38k 29.46
MetLife (MET) 0.6 $1.1M -14% 24k 46.94
Walgreen Boots Alliance (WBA) 0.6 $1.1M +14% 28k 39.89
Lockheed Martin Corporation (LMT) 0.6 $1.0M -15% 2.9k 355.05
Adams Express Company (ADX) 0.6 $1.0M 58k 17.29
PPL Corporation (PPL) 0.6 $981k -14% 35k 28.20
Altria (MO) 0.5 $940k -15% 23k 40.99
Total Se Adr (TOT) 0.5 $895k -31% 21k 41.89
iShares S&P Global Energy Sector (IXC) 0.5 $812k NEW 40k 20.30
BlackRock Credit All Inc Trust IV (BTZ) 0.4 $766k 52k 14.71
Liberty All-Star Equity Fund (USA) 0.4 $684k 99k 6.90
Industrial SPDR (XLI) 0.4 $676k 7.6k 88.59
Royal Dutch Shell Adr (RDS.B) 0.4 $672k -17% 20k 33.62
Blackrock Debt Strat (DSU) 0.4 $657k 63k 10.45
Exxon Mobil Corporation (XOM) 0.4 $649k -8% 16k 41.19
Advent Claymore Convertible Sec & Inc (AVK) 0.3 $603k 37k 16.51
Eaton Vance Enhanced Equity Income Fund (EOI) 0.3 $591k 37k 16.17
BlackRock Global Opportunities Equity Tr (BOE) 0.3 $591k 54k 10.91
Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) 0.3 $590k 67k 8.85
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.3 $565k 46k 12.42
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) 0.3 $563k 89k 6.34
BlackRock Ltd. Duration Income Trust (BLW) 0.3 $553k 35k 15.93
Tekla Healthcare Opportunit (THQ) 0.3 $544k 27k 20.38
Gamco Global Gold Natural Reso (GGN) 0.3 $518k 148k 3.51
Cbre Clarion Global Real Estat re (IGR) 0.3 $491k 71k 6.88
Templeton Dragon Fund (TDF) 0.3 $469k -2% 20k 23.37
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $452k +2% 6.5k 69.10
Nuveen Real (JRI) 0.2 $443k 33k 13.45
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.2 $425k 13k 32.08
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $424k 11k 38.50
Utilities SPDR (XLU) 0.2 $416k 6.6k 62.65
Pgim Global Short Duration H (GHY) 0.2 $409k 28k 14.51
Pgim Short Duration High Yie (ISD) 0.2 $408k 27k 14.99
BlackRock Core Bond Trust (BHK) 0.2 $400k 25k 16.30
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $396k 13k 29.50
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $372k 4.5k 83.30
Gabelli Dividend & Income Trust (GDV) 0.2 $316k +2% 15k 21.49
Boulder Growth & Income Fund (BIF) 0.2 $298k +3% 27k 11.15
Ishares Inc core msci emkt (IEMG) 0.1 $240k 3.9k 61.95
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $237k +2% 27k 8.78
Alpine Global Premier Pptys Fd Com Sbi cef (AWP) 0.1 $114k +8% 22k 5.28

Past Filings by Stolper

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