Stolper as of March 31, 2025
Portfolio Holdings for Stolper
Stolper holds 87 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.8 | $21M | 39k | 532.58 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $14M | 58k | 245.31 | |
| Apple (AAPL) | 4.3 | $13M | 60k | 222.14 | |
| Oneok (OKE) | 4.1 | $12M | 125k | 99.22 | |
| Chevron Corporation (CVX) | 2.9 | $8.8M | 52k | 167.29 | |
| AFLAC Incorporated (AFL) | 2.8 | $8.7M | 78k | 111.18 | |
| Discover Financial Services | 2.8 | $8.7M | 51k | 170.70 | |
| UnitedHealth (UNH) | 2.8 | $8.4M | 16k | 523.73 | |
| Oracle Corporation (ORCL) | 2.7 | $8.1M | 58k | 139.80 | |
| Cisco Systems (CSCO) | 2.6 | $7.8M | 126k | 61.71 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $7.8M | 50k | 156.24 | |
| Northrop Grumman Corporation (NOC) | 2.5 | $7.6M | 15k | 512.03 | |
| Coca-Cola Company (KO) | 2.4 | $7.3M | 103k | 71.62 | |
| Goldman Sachs (GS) | 2.4 | $7.3M | 13k | 546.29 | |
| Bank of America Corporation (BAC) | 2.4 | $7.3M | 175k | 41.73 | |
| Bank of New York Mellon Corporation (BK) | 2.2 | $6.8M | 81k | 83.87 | |
| DaVita (DVA) | 2.1 | $6.5M | 42k | 152.97 | |
| Union Pacific Corporation (UNP) | 2.1 | $6.5M | 27k | 236.23 | |
| Microsoft Corporation (MSFT) | 2.0 | $6.1M | 16k | 375.42 | |
| Hp (HPQ) | 1.9 | $5.7M | 206k | 27.69 | |
| Phillips 66 (PSX) | 1.9 | $5.7M | 46k | 123.47 | |
| Johnson & Johnson (JNJ) | 1.9 | $5.7M | 34k | 165.83 | |
| Genuine Parts Company (GPC) | 1.7 | $5.3M | 44k | 119.13 | |
| Qualcomm (QCOM) | 1.7 | $5.2M | 34k | 153.61 | |
| Devon Energy Corporation (DVN) | 1.7 | $5.0M | 135k | 37.40 | |
| Home Depot (HD) | 1.6 | $4.9M | 14k | 366.47 | |
| D.R. Horton (DHI) | 1.5 | $4.7M | 37k | 127.14 | |
| International Business Machines (IBM) | 1.4 | $4.2M | 17k | 248.67 | |
| United Parcel Service (UPS) | 1.3 | $3.9M | 36k | 110.00 | |
| At&t (T) | 1.2 | $3.6M | 127k | 28.28 | |
| Abbvie (ABBV) | 1.0 | $3.0M | 14k | 209.50 | |
| Morgan Stanley (MS) | 0.9 | $2.9M | 25k | 116.67 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.9M | 24k | 118.91 | |
| Philip Morris International (PM) | 0.9 | $2.7M | 17k | 158.72 | |
| Alibaba Group Holding (BABA) | 0.8 | $2.6M | 20k | 132.26 | |
| 3M Company (MMM) | 0.8 | $2.5M | 17k | 146.85 | |
| Evergy (EVRG) | 0.8 | $2.4M | 35k | 68.96 | |
| Merck & Co (MRK) | 0.8 | $2.4M | 26k | 89.75 | |
| Altria (MO) | 0.8 | $2.4M | 39k | 60.03 | |
| Southern Company (SO) | 0.7 | $2.3M | 25k | 91.94 | |
| Verizon Communications (VZ) | 0.7 | $2.2M | 50k | 45.36 | |
| MetLife (MET) | 0.7 | $2.2M | 28k | 80.29 | |
| McDonald's Corporation (MCD) | 0.7 | $2.2M | 7.0k | 312.43 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.7 | $2.1M | 29k | 73.29 | |
| Procter & Gamble Company (PG) | 0.7 | $2.1M | 12k | 170.45 | |
| U.S. Bancorp (USB) | 0.7 | $2.0M | 48k | 42.22 | |
| PPL Corporation (PPL) | 0.6 | $2.0M | 54k | 36.11 | |
| Stag Industrial (STAG) | 0.6 | $1.9M | 52k | 36.12 | |
| Newmont Mining Corporation (NEM) | 0.6 | $1.9M | 39k | 48.28 | |
| Total (TTE) | 0.6 | $1.9M | 29k | 64.70 | |
| Adams Express Company (ADX) | 0.6 | $1.8M | 96k | 18.99 | |
| Digital Realty Trust (DLR) | 0.6 | $1.8M | 13k | 143.28 | |
| Prologis (PLD) | 0.6 | $1.7M | 15k | 111.78 | |
| Tri-Continental Corporation (TY) | 0.6 | $1.7M | 55k | 30.67 | |
| CVS Caremark Corporation (CVS) | 0.6 | $1.7M | 25k | 67.75 | |
| Archer Daniels Midland Company (ADM) | 0.5 | $1.6M | 34k | 48.02 | |
| Target Corporation (TGT) | 0.5 | $1.4M | 13k | 104.33 | |
| Pfizer (PFE) | 0.4 | $1.3M | 52k | 25.33 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.4 | $1.2M | 216k | 5.38 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $1.1M | 37k | 31.02 | |
| Gabelli Dividend & Income Trust (GDV) | 0.3 | $986k | 41k | 24.12 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $862k | 9.2k | 93.41 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.3 | $810k | 76k | 10.72 | |
| Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.3 | $796k | 95k | 8.39 | |
| Utilities SPDR (XLU) | 0.2 | $707k | 9.0k | 78.80 | |
| Royce Value Trust (RVT) | 0.2 | $695k | 49k | 14.23 | |
| Blackstone Gso Strategic (BGB) | 0.2 | $686k | 57k | 12.08 | |
| Virtus Allianzgi Equity & Conv (NIE) | 0.2 | $680k | 31k | 22.13 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $672k | 8.1k | 82.78 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $661k | 61k | 10.85 | |
| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $641k | 56k | 11.53 | |
| Invesco Exchange Traded Fd Tr etf (PEY) | 0.2 | $620k | 29k | 21.48 | |
| Blackrock Res & Commodities Strategy Tr (BCX) | 0.2 | $619k | 66k | 9.33 | |
| Blackrock Science & (BST) | 0.2 | $579k | 18k | 32.99 | |
| Pgim Global Short Duration H (GHY) | 0.2 | $545k | 41k | 13.42 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $532k | 62k | 8.60 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.2 | $531k | 67k | 7.97 | |
| Pgim Short Duration High Yie (ISD) | 0.2 | $531k | 37k | 14.26 | |
| Cbre Clarion Global Real Estat re (IGR) | 0.2 | $505k | 98k | 5.16 | |
| Nuveen Dow 30 Dyn Overwrite (DIAX) | 0.2 | $477k | 33k | 14.48 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $476k | 16k | 30.71 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $351k | 4.6k | 75.71 | |
| Boulder Growth & Income Fund (STEW) | 0.1 | $309k | 18k | 17.25 | |
| General American Investors (GAM) | 0.1 | $296k | 5.9k | 50.35 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $247k | 480.00 | 514.58 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $241k | 9.6k | 25.09 | |
| Industrial SPDR (XLI) | 0.1 | $222k | 1.7k | 130.82 |
