Stolper

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

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Portfolio Holdings for Stolper

Stolper holds 87 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 5.8 $14M 40k 356.67
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Apple (AAPL) 5.3 $13M 68k 192.53
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JPMorgan Chase & Co. (JPM) 4.1 $10M 60k 170.10
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Oneok (OKE) 3.6 $9.0M 128k 70.22
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UnitedHealth (UNH) 3.5 $8.8M 17k 526.45
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Chevron Corporation (CVX) 2.9 $7.2M 48k 149.15
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Alphabet Inc Class C cs (GOOG) 2.8 $6.9M 49k 140.93
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Microsoft Corporation (MSFT) 2.7 $6.7M 18k 376.04
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Northrop Grumman Corporation (NOC) 2.6 $6.6M 14k 468.13
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Union Pacific Corporation (UNP) 2.6 $6.5M 26k 245.63
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AFLAC Incorporated (AFL) 2.6 $6.5M 78k 82.50
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Oracle Corporation (ORCL) 2.4 $6.0M 57k 105.42
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Hp (HPQ) 2.4 $6.0M 201k 30.09
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Cisco Systems (CSCO) 2.4 $6.0M 119k 50.52
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Phillips 66 (PSX) 2.4 $6.0M 45k 133.15
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Bank of America Corporation (BAC) 2.4 $5.9M 175k 33.67
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Coca-Cola Company (KO) 2.3 $5.7M 97k 58.93
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Discover Financial Services (DFS) 2.3 $5.7M 51k 112.39
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D.R. Horton (DHI) 2.2 $5.4M 36k 151.97
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Goldman Sachs (GS) 2.2 $5.4M 14k 385.74
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Qualcomm (QCOM) 1.9 $4.7M 33k 144.63
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Johnson & Johnson (JNJ) 1.9 $4.6M 30k 156.74
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United Parcel Service (UPS) 1.8 $4.6M 29k 157.22
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DaVita (DVA) 1.8 $4.5M 43k 104.77
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Home Depot (HD) 1.8 $4.4M 13k 346.55
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Dow (DOW) 1.7 $4.2M -15% 77k 54.84
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Bank of New York Mellon Corporation (BK) 1.6 $4.1M 78k 52.05
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Merck & Co (MRK) 1.2 $2.9M 27k 109.03
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International Business Machines (IBM) 1.1 $2.8M 17k 163.53
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Exxon Mobil Corporation (XOM) 1.0 $2.4M -6% 24k 100.00
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Abbvie (ABBV) 0.9 $2.2M 15k 154.94
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Morgan Stanley (MS) 0.8 $2.1M -9% 22k 93.27
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McDonald's Corporation (MCD) 0.8 $2.0M 6.7k 296.51
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Stag Industrial (STAG) 0.8 $2.0M 50k 39.26
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Prologis (PLD) 0.8 $2.0M 15k 133.32
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UGI Corporation (UGI) 0.8 $1.9M NEW 78k 24.60
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MetLife (MET) 0.8 $1.9M 29k 66.11
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Totalenergies Se Adr (TTE) 0.8 $1.9M -5% 28k 67.38
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.8 $1.9M -4% 29k 65.80
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Target Corporation (TGT) 0.8 $1.9M 13k 142.42
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Procter & Gamble Company (PG) 0.7 $1.8M 12k 146.55
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CVS Caremark Corporation (CVS) 0.7 $1.8M -3% 22k 78.97
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Southern Company (SO) 0.7 $1.7M 25k 70.11
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At&t (T) 0.7 $1.7M -14% 102k 16.78
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Digital Realty Trust (DLR) 0.7 $1.7M -2% 13k 134.55
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Kroger (KR) 0.7 $1.7M 37k 45.72
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Adams Express Company (ADX) 0.7 $1.7M +2% 95k 17.71
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Philip Morris International (PM) 0.6 $1.6M 17k 94.11
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Tri-Continental Corporation (TY) 0.6 $1.5M 53k 28.82
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3M Company (MMM) 0.6 $1.5M -2% 14k 109.30
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Verizon Communications (VZ) 0.6 $1.5M -12% 40k 37.69
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PPL Corporation (PPL) 0.6 $1.4M -3% 51k 27.11
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Altria (MO) 0.6 $1.4M -8% 34k 40.34
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Bristol Myers Squibb (BMY) 0.5 $1.3M -2% 26k 51.33
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Pfizer (PFE) 0.5 $1.3M -3% 44k 28.80
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Newmont Mining Corporation (NEM) 0.5 $1.1M -17% 27k 41.39
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Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) 0.4 $1.1M 214k 5.22
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Alibaba Group Holding (BABA) 0.4 $1.0M -25% 13k 77.55
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iShares Dow Jones EPAC Sel Div Ind (IDV) 0.4 $992k 35k 28.00
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Gabelli Dividend & Income Trust (GDV) 0.3 $839k 39k 21.64
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Energy Select Sector SPDR (XLE) 0.3 $764k 9.1k 83.87
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Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) 0.3 $720k +3% 89k 8.06
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BlackRock Credit All Inc Trust IV (BTZ) 0.3 $660k +5% 64k 10.32
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Royce Value Trust (RVT) 0.3 $651k +4% 45k 14.56
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Advent Claymore Convertible Sec & Inc (AVK) 0.3 $630k 55k 11.38
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iShares Lehman 1-3 Year Treas.Bond (SHY) 0.3 $626k 7.6k 82.10
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Blackstone Gso Strategic (BGB) 0.2 $619k +2% 55k 11.32
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Virtus Allianzgi Equity & Conv (NIE) 0.2 $606k -4% 29k 20.90
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Invesco Exchange Traded Fd Tr etf (PEY) 0.2 $597k 28k 21.16
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Utilities SPDR (XLU) 0.2 $580k 9.2k 63.36
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Blackrock Science & (BST) 0.2 $575k 17k 33.69
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BlackRock Global Opportunities Equity Tr (BOE) 0.2 $563k 57k 9.92
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Blackrock Res & Commodities Strategy Tr (BCX) 0.2 $533k 60k 8.88
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Cbre Clarion Global Real Estat re (IGR) 0.2 $506k +5% 93k 5.43
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iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $465k 15k 31.21
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Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $460k NEW 68k 6.75
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $451k 59k 7.69
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Nuveen Dow 30 Dyn Overwrite (DIAX) 0.2 $436k +3% 31k 13.99
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Pgim Short Duration High Yie (ISD) 0.2 $418k +4% 34k 12.32
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Pgim Global Short Duration H (GHY) 0.2 $407k +5% 36k 11.37
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Fidelity Inv MM Fds Treasury Only Instl (FRSXX) 0.1 $350k NEW 350k 1.00
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $339k 4.8k 70.33
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Boulder Growth & Income Fund (STEW) 0.1 $265k 19k 13.87
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General American Investors (GAM) 0.1 $248k +4% 5.8k 42.91
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Vanguard S&p 500 Etf idx (VOO) 0.1 $227k 520.00 436.54
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Schwab U S Large Cap Growth ETF (SCHG) 0.1 $208k NEW 2.5k 82.80
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Industrial SPDR (XLI) 0.1 $202k NEW 1.8k 114.06
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Past Filings by Stolper

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

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