Stolper as of March 31, 2026
Portfolio Holdings for Stolper
Stolper holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verizon Communications (VZ) | 5.3 | $19M | 72k | 270.60 | |
| Bank of New York Mellon Corporation (BK) | 5.0 | $18M | 38k | 479.21 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $16M | 55k | 294.16 | |
| Apple (AAPL) | 4.0 | $15M | 58k | 253.79 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $14M | 49k | 286.87 | |
| Pgim Short Duration High Yie (ISD) | 3.1 | $12M | 128k | 90.39 | |
| Chevron Corporation (CVX) | 3.1 | $11M | 55k | 206.89 | |
| International Business Machines (IBM) | 2.9 | $11M | 13k | 845.95 | |
| American Electric Power Company (AEP) | 2.9 | $11M | 81k | 131.08 | |
| Nuveen Dow 30 Dyn Overwrite (DIAX) | 2.7 | $10M | 15k | 682.24 | |
| Coca-Cola Company (KO) | 2.6 | $9.7M | 125k | 77.59 | |
| Allison Transmission Hldngs I (ALSN) | 2.6 | $9.6M | 82k | 117.07 | |
| Bank of America Corporation (BAC) | 2.6 | $9.4M | 80k | 118.63 | |
| Capital One Financial (COF) | 2.4 | $9.0M | 49k | 182.43 | |
| AFLAC Incorporated (AFL) | 2.3 | $8.5M | 78k | 109.71 | |
| Procter & Gamble Company (PG) | 2.3 | $8.5M | 47k | 182.17 | |
| At&t (T) | 2.3 | $8.5M | 173k | 48.75 | |
| Johnson & Johnson (JNJ) | 2.3 | $8.4M | 34k | 244.43 | |
| CVS Caremark Corporation (CVS) | 2.2 | $8.0M | 106k | 76.05 | |
| U.S. Bancorp (USB) | 1.8 | $6.8M | 28k | 242.62 | |
| Devon Energy Corporation (DVN) | 1.8 | $6.6M | 43k | 153.70 | |
| Morgan Stanley (MS) | 1.8 | $6.5M | 17k | 370.20 | |
| Digital Realty Trust (DLR) | 1.5 | $5.6M | 111k | 50.32 | |
| DaVita (DVA) | 1.4 | $5.1M | 37k | 137.22 | |
| Home Depot (HD) | 1.3 | $4.7M | 44k | 105.75 | |
| Invesco Exchange Traded Fd Tr etf (PEY) | 1.2 | $4.5M | 14k | 328.90 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.2 | $4.4M | 34k | 128.77 | |
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 1.2 | $4.3M | 25k | 169.65 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 1.1 | $4.1M | 25k | 164.57 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.1 | $3.9M | 16k | 242.40 | |
| Archer Daniels Midland Company (ADM) | 1.0 | $3.8M | 131k | 28.99 | |
| MetLife (MET) | 1.0 | $3.7M | 31k | 120.30 | |
| Virtus Allianzgi Equity & Conv (NIE) | 0.9 | $3.5M | 38k | 91.61 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $3.3M | 5.5k | 604.31 | |
| Abbvie (ABBV) | 0.9 | $3.2M | 15k | 217.51 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.8 | $3.1M | 31k | 98.37 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $3.0M | 36k | 81.92 | |
| Industrial SPDR (XLI) | 0.8 | $2.9M | 32k | 92.98 | |
| PPL Corporation (PPL) | 0.8 | $2.8M | 17k | 165.32 | |
| Total Sa New Ord F (TTE) | 0.8 | $2.8M | 31k | 90.98 | |
| Altria (MO) | 0.7 | $2.7M | 41k | 66.00 | |
| Blackstone Gso Strategic (BGB) | 0.7 | $2.7M | 26k | 102.77 | |
| Total | 0.7 | $2.6M | 50k | 52.01 | |
| Utilities SPDR (XLU) | 0.7 | $2.5M | 26k | 96.51 | |
| Alibaba Group Holding (BABA) | 0.7 | $2.5M | 20k | 125.48 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.7 | $2.5M | 14k | 180.21 | |
| United Parcel Service (UPS) | 0.6 | $2.4M | 12k | 194.15 | |
| Merck & Co (MRK) | 0.6 | $2.3M | 7.5k | 310.85 | |
| Adams Express Company (ADX) | 0.6 | $2.3M | 104k | 21.89 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.6 | $2.2M | 17k | 132.18 | |
| Qualcomm (QCOM) | 0.6 | $2.2M | 59k | 38.21 | |
| Microsoft Corporation (MSFT) | 0.6 | $2.1M | 30k | 70.73 | |
| Stag Industrial (STAG) | 0.6 | $2.1M | 58k | 36.06 | |
| Royce Value Trust (RVT) | 0.5 | $2.0M | 14k | 144.41 | |
| UnitedHealth (UNH) | 0.5 | $2.0M | 62k | 31.59 | |
| D.R. Horton (DHI) | 0.5 | $1.9M | 27k | 71.81 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.8M | 15k | 121.23 | |
| Philip Morris International (PM) | 0.5 | $1.8M | 63k | 28.08 | |
| Oneok (OKE) | 0.3 | $1.2M | 248k | 4.87 | |
| Target Corporation (TGT) | 0.3 | $1.2M | 19k | 61.24 | |
| General American Investors (GAM) | 0.3 | $1.1M | 42k | 26.92 | |
| Pgim Global Short Duration H (GHY) | 0.3 | $976k | 66k | 14.69 | |
| Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.3 | $930k | 101k | 9.21 | |
| Southern Company (SO) | 0.2 | $905k | 55k | 16.61 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $855k | 71k | 12.05 | |
| Tri-Continental Corporation (TY) | 0.2 | $847k | 19k | 45.91 | |
| Visa (V) | 0.2 | $846k | 2.8k | 302.25 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $845k | 84k | 10.10 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $709k | 65k | 10.96 | |
| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $703k | 63k | 11.15 | |
| Blackrock Science & (BST) | 0.2 | $686k | 62k | 11.15 | |
| Blackrock Res & Commodities Strategy Tr (BCX) | 0.2 | $683k | 19k | 36.36 | |
| Tekla Healthcare Opportunit (THQ) | 0.2 | $643k | 38k | 16.80 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $587k | 1.3k | 436.43 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.2 | $567k | 66k | 8.62 | |
| Prologis (PLD) | 0.1 | $548k | 25k | 22.06 | |
| McDonald's Corporation (MCD) | 0.1 | $547k | 1.1k | 499.54 | |
| Pimco Energy & Tactical (PDX) | 0.1 | $531k | 40k | 13.16 | |
| Pfizer (PFE) | 0.1 | $531k | 33k | 16.06 | |
| Cisco Systems (CSCO) | 0.1 | $531k | 1.6k | 325.77 | |
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $524k | 34k | 15.48 | |
| Phillips 66 (PSX) | 0.1 | $509k | 44k | 11.65 | |
| Goldman Sachs (GS) | 0.1 | $427k | 20k | 21.84 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $415k | 4.6k | 90.61 | |
| Xylem (XYL) | 0.1 | $381k | 3.2k | 119.47 | |
| Genuine Parts Company (GPC) | 0.1 | $373k | 6.4k | 58.49 | |
| Verisk Analytics (VRSK) | 0.1 | $335k | 1.8k | 189.69 | |
| Boulder Growth & Income Fund (STEW) | 0.1 | $301k | 18k | 17.11 | |
| Mainstay Cbre Global (MEGI) | 0.1 | $290k | 7.9k | 36.69 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $270k | 1.7k | 161.58 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $267k | 9.2k | 29.12 | |
| Central Securities (CET) | 0.1 | $222k | 4.5k | 49.59 | |
| Evergy (EVRG) | 0.0 | $142k | 10k | 13.66 |
