The Analysis of Stolper Co's Holdings


Currently, Stolper Co holds 89 types of securities in its portfolio with a total value $330.0K. In the most recent quarter, they have increased their positions in ALSN (+75.6K shares, valued at $6.4K), LMT (+5.4K shares, valued at $2.7K), TXN (+11.9K shares, valued at $2.2K); decreased their positions in JPM (-863 shares, valued at $272.21127887744757), BRK.B (-533 shares, valued at $267.9625387735624), GOOG (-482 shares, valued at $117.38905228758169); initiated new positions in ALSN (+75.6K shares, valued at $6.4K), LMT (+5.4K shares, valued at $2.7K), TXN (+11.9K shares, valued at $2.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INCORPORATE37.7K shares-1.39%2025-09-302025-10-10history
JPM JPMORGAN CHASE & COMPANY.56.2K shares-1.51%2025-09-302025-10-10history
AAPL APPLE INCORPORATED58.5K shares-0.45%2025-09-302025-10-10history
GOOG ALPHABET INCORPORATED CAP STK49.0K shares-0.97%2025-09-302025-10-10history
COF CAPITAL ONE FINL CORPORATION50.5K shares-0.52%2025-09-302025-10-10history
GS GOLDMAN SACHS GROUP INCORPORAT13.1K shares-0.72%2025-09-302025-10-10history
OKE ONEOK INCORPORATED NEW123.7K shares1.05%2025-09-302025-10-10history
AEP AMERICAN ELEC PWR COMPANY INCO80.0K shares-0.07%2025-09-302025-10-10history
Sponsored
BAC BANK AMERICA CORPORATION172.8K shares-0.29%2025-09-302025-10-10history
NOC NORTHROP GRUMMAN CORPORATION14.6K shares-0.34%2025-09-302025-10-10history
BK BANK NEW YORK MELLON CORPORATI79.3K shares-0.57%2025-09-302025-10-10history
AFL AFLAC INCORPORATED76.9K shares-0.32%2025-09-302025-10-10history
CSCO CISCO SYSTEMS INCORPORATED124.4K shares-0.17%2025-09-302025-10-10history
CVX CHEVRON CORPORATION NEW53.1K shares0.99%2025-09-302025-10-10history
MSFT MICROSOFT CORPORATION15.9K shares-0.33%2025-09-302025-10-10history
KO COCA COLA COMPANY103.0K shares1.31%2025-09-302025-10-10history
Sponsored
ALSN ALLISON TRANSMISSION HLDGS INC75.6K sharesnew addition2025-09-302025-10-10history
UNP UNION PAC CORPORATION27.1K shares-0.13%2025-09-302025-10-10history
JNJ JOHNSON & JOHNSON34.0K shares-0.16%2025-09-302025-10-10history
PSX PHILLIPS 6645.6K shares-0.15%2025-09-302025-10-10history
DHI D R HORTON INCORPORATED36.2K shares-0.20%2025-09-302025-10-10history
GPC GENUINE PARTS COMPANY43.5K shares-0.08%2025-09-302025-10-10history
DVA DAVITA INCORPORATED41.6K shares-0.15%2025-09-302025-10-10history
QCOM QUALCOMM INCORPORATED33.1K shares-0.17%2025-09-302025-10-10history
Sponsored
UNH UNITEDHEALTH GROUP INCORPORATE15.9K shares0.01%2025-09-302025-10-10history
HD HOME DEPOT INCORPORATED13.3K shares-0.17%2025-09-302025-10-10history
IBM INTERNATIONAL BUSINESS MACHINE16.1K shares0.74%2025-09-302025-10-10history
MS MORGAN STANLEY COM NEW24.8K shares0.21%2025-09-302025-10-10history
DVN DEVON ENERGY CORPORATION NEW111.2K shares-0.19%2025-09-302025-10-10history
T AT&T INCORPORATED126.6K shares0.79%2025-09-302025-10-10history
BABA ALIBABA GROUP HLDG LIMITED SPO19.5K shares0.04%2025-09-302025-10-10history
ABBV ABBVIE INCORPORATED14.7K shares3.15%2025-09-302025-10-10history
Sponsored
XOM EXXON MOBIL CORPORATION24.9K shares2.17%2025-09-302025-10-10history
PM PHILIP MORRIS INTERNATIONAL IN16.9K shares0.71%2025-09-302025-10-10history
LMT LOCKHEED MARTIN CORPORATION5.4K sharesnew addition2025-09-302025-10-10history
EVRG EVERGY INCORPORATED35.2K shares1.78%2025-09-302025-10-10history
MO ALTRIA GROUP INCORPORATED40.1K shares1.68%2025-09-302025-10-10history
MRK MERCK & COMPANY INCORPORATED30.3K shares6.36%2025-09-302025-10-10history
UPS UNITED PARCEL SERVICE INCORPOR30.1K shares0.02%2025-09-302025-10-10history
USB US BANCORP DEL49.0K shares1.93%2025-09-302025-10-10history
Sponsored
SO SOUTHERN COMPANY24.9K shares1.92%2025-09-302025-10-10history
MET METLIFE INCORPORATED28.4K shares2.44%2025-09-302025-10-10history
VZ VERIZON COMMUNICATIONS INCORPO52.5K shares5.63%2025-09-302025-10-10history
DLR DIGITAL RLTY TR INCORPORATED R13.0K shares1.89%2025-09-302025-10-10history
ADX ADAMS DIVERSIFIED EQUITY FD100.1K shares1.32%2025-09-302025-10-10history
MCD MCDONALDS CORPORATION7.2K shares2.67%2025-09-302025-10-10history
TXN TEXAS INSTRS INCORPORATED11.9K sharesnew addition2025-09-302025-10-10history
SHEL SHELL PLC SPON ADS30.4K shares4.96%2025-09-302025-10-10history
Sponsored
ADM ARCHER DANIELS MIDLAND COMPANY36.2K shares5.19%2025-09-302025-10-10history
PPL PPL CORPORATION55.4K shares2.22%2025-09-302025-10-10history
PG PROCTER AND GAMBLE COMPANY13.0K shares5.81%2025-09-302025-10-10history
TY TRI CONTL CORPORATION58.3K shares-0.07%2025-09-302025-10-10history
STAG STAG INDL INCORPORATED REIT55.6K shares5.76%2025-09-302025-10-10history
CVS CVS HEALTH CORPORATION25.9K shares4.27%2025-09-302025-10-10history
PLD PROLOGIS INCORPORATED. REIT16.6K shares3.48%2025-09-302025-10-10history
TTE TOTALENERGIES SE SPONSORED ADS30.5K shares6.12%2025-09-302025-10-10history
Sponsored
PFE PFIZER INCORPORATED58.6K shares5.71%2025-09-302025-10-10history
TGT TARGET CORPORATION15.4K shares4.83%2025-09-302025-10-10history
IDV ISHARES TR INTL SEL DIV ETF36.6K shares-0.31%2025-09-302025-10-10history
JQC NUVEEN CR STRATEGIES INCOME FD238.1K shares-0.26%2025-09-302025-10-10history
GDV GABELLI DIVID & INCOME TR41.4K shares-0.30%2025-09-302025-10-10history
MEGI NYLI CBRE GBL INFR MEGTRNDS TR64.8K sharesnew addition2025-09-302025-10-10history
AOD ABRDN TOTAL DYNAMIC DIVIDEND C99.0K shares0.49%2025-09-302025-10-10history
BTZ BLACKROCK CR ALLOCATION INCOME80.3K shares-0.24%2025-09-302025-10-10history
Sponsored
XLE SPDR ENERGY SELECT SECTOR FUND9.5K shares0.07%2025-09-302025-10-10history
RVT ROYCE SMALL CAP TRUST INCORPOR51.4K shares1.68%2025-09-302025-10-10history
NIE VIRTUS EQUITY & CONV INCM FD31.9K shares0.06%2025-09-302025-10-10history
XLU SPDR UTILITIES SELECT SECTOR F9.1K shares-0.07%2025-09-302025-10-10history
AVK ADVENT CONV & INCOME FD61.1K shares0.15%2025-09-302025-10-10history
BST BLACKROCK SCIENCE & TECHNOLOGY18.4K shares0.06%2025-09-302025-10-10history
BOE BLACKROCK ENHANCED GLOBAL DIVI63.0K shares0.06%2025-09-302025-10-10history
BGB BLACKSTONE STRATEGIC CRED 202759.1K shares-0.31%2025-09-302025-10-10history
Sponsored
BCX BLACKROCK RES & COMMODITIES ST69.4K shares0.12%2025-09-302025-10-10history
THQ ABRDN HEALTHCARE OPPORTUNITIES37.2K sharesnew addition2025-09-302025-10-10history
PEY INVESCO HIGH YIELD EQUITY DIVI29.7K shares-0.22%2025-09-302025-10-10history
PDX PIMCO DYNAMIC INCOME STRATEGY23.9K sharesnew addition2025-09-302025-10-10history
BDJ BLACKROCK ENHANCED EQUITY DIVI63.7K shares0.10%2025-09-302025-10-10history
ISD PGIM HIGH YIELD BOND FUND INCO39.1K shares0.07%2025-09-302025-10-10history
FFC FLAHERTY & CRUMRINE PREFERRED32.3K sharesnew addition2025-09-302025-10-10history
GHY PGIM GLOBAL HIGH YIELD FD FORM41.7K shares-0.40%2025-09-302025-10-10history
Sponsored
DIAX NUVEEN DOW 30 DYNMC OVERWRT FD35.5K shares-0.20%2025-09-302025-10-10history
IEFA ISHARES TR CORE MSCI EAFE4.7K shares-9.66%2025-09-302025-10-10history
GAM GENERAL AMERN INVS COMPANY INC5.8K shares0.00%2025-09-302025-10-10history
STEW SRH TOTAL RETURN FUND INCORPOR17.9K shares0.00%2025-09-302025-10-10history
SCHG SCHWAB U.S. LARGE-CAP GROWTH E9.3K shares-2.89%2025-09-302025-10-10history
VOO VANGUARD INDEX FUNDS S&P 500 E476 shares0.00%2025-09-302025-10-10history
XLI SPDR INDUSTRIAL SELECT SECTOR1.7K shares0.00%2025-09-302025-10-10history
CET CENTRAL SECS CORPORATION4.3K shares-1.15%2025-09-302025-10-10history
Sponsored
ETV EATON VANCE TAX-MANAGED BUY- W10.6K sharesnew addition2025-09-302025-10-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available