Sponsored

The Analysis of Stolper Co's Holdings & P&L

Currently, Stolper Co holds 93 types of securities in its portfolio with a total value $352.5K. In the most recent quarter, they have increased their positions in ISD (+88.1K shares, valued at $8.0K), PG (+33.2K shares, valued at $6.1K), CVS (+78.8K shares, valued at $6.0K); decreased their positions in CSCO (-123.6K shares, valued at $40.3K), JQC (-218.7K shares, valued at $36.0K), BK (-41.7K shares, valued at $20.0K); initiated new positions in N/A (+31.1K shares, valued at $2.8K), V (+2.8K shares, valued at $846), XYL (+3.2K shares, valued at $381).

1M P&L

+15.7M+4.33%

3M P&L

+20.8M+5.84%

HY P&L

+49.2M+15.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A67.4K

20.5%

2Banks - Diversified43.8K

13.3%

3Oil & Gas Integrated21.2K

6.5%

Top Industries by Stock Count

1N/A30 stocks

34.1%

2Utilities - Regulated Electric4 stocks

4.5%

3Oil & Gas Integrated4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BK BERKSHIRE HATHAWAY INCORPORATE37.9K shares-52.39%2026-03-312026-04-13

JPM JPMORGAN CHASE & COMPANY55.0K shares-1.08%2026-03-312026-04-13

AAPL APPLE INCORPORATED57.5K shares-0.30%2026-03-312026-04-13

ALPHABET INCORPORATED CAP STK ALPHABET INCORPORATED CAP STK48.6K shares-0.42%2026-03-312026-04-13

ISD ONEOK INCORPORATED NEW127.7K shares222.30%2026-03-312026-04-13

CVX CHEVRON CORPORATION54.7K shares0.54%2026-03-312026-04-13

IBM GOLDMAN SACHS GROUP INCORPORAT12.6K shares-21.60%2026-03-312026-04-13

AEP AMERICAN ELEC PWR COMPANY INCO81.2K shares0.40%2026-03-312026-04-13

Sponsored

DIAX NORTHROP GRUMMAN CORPORATION14.7K shares-59.69%2026-03-312026-04-13

KO CISCO SYSTEMS INCORPORATED125.2K shares19.13%2026-03-312026-04-13

ALSN ALLISON TRANSMISSION HLDGS INC82.3K shares12.27%2026-03-312026-04-13

BAC BANK NEW YORK MELLON CORPORATI79.5K shares-54.14%2026-03-312026-04-13

COF CAPITAL ONE FINL CORPORATION49.1K shares-2.84%2026-03-312026-04-13

AFL AFLAC INCORPORATED77.7K shares0.37%2026-03-312026-04-13

PG PHILLIPS 6646.8K shares245.60%2026-03-312026-04-13

T BANK AMERICA CORPORATION173.4K shares34.38%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON34.2K shares0.04%2026-03-312026-04-13

CVS COCA COLA COMPANY105.6K shares293.83%2026-03-312026-04-13

VZ UNITEDHEALTH GROUP INCORPORATE71.8K shares31.97%2026-03-312026-04-13

USB UNION PAC CORPORATION27.9K shares-43.73%2026-03-312026-04-13

DVN DAVITA INCORPORATED43.1K shares-60.30%2026-03-312026-04-13

MS MICROSOFT CORPORATION17.4K shares-29.79%2026-03-312026-04-13

DLR DEVON ENERGY CORPORATION NEW110.9K shares725.45%2026-03-312026-04-13

DVA D R HORTON INCORPORATED37.2K shares-12.55%2026-03-312026-04-13

Sponsored

HD GENUINE PARTS COMPANY44.2K shares226.05%2026-03-312026-04-13

PEY HOME DEPOT INCORPORATED13.8K shares-54.53%2026-03-312026-04-13

SHEL QUALCOMM INCORPORATED34.2K shares8.67%2026-03-312026-04-13

FFC EXXON MOBIL CORPORATION25.3K shares-23.98%2026-03-312026-04-13

JQC MORGAN STANLEY COM NEW24.9K shares-89.78%2026-03-312026-04-13

IEFA INTERNATIONAL BUSINESS MACHINE16.0K shares249.13%2026-03-312026-04-13

ADM AT&T INCORPORATED130.9K shares255.19%2026-03-312026-04-13

MET MERCK & COMPANY INCORPORATED31.0K shares6.01%2026-03-312026-04-13

Sponsored

LMT LOCKHEED MARTIN CORPORATION5.5K shares0.16%2026-03-312026-04-13

UNITED PARCEL SVCS INCORPORATE UNITED PARCEL SVCS INCORPORATE31.1K shares6528.78%2026-03-312026-04-13

ABBV ABBVIE INCORPORATED14.6K shares-0.67%2026-03-312026-04-13

XOM EVERGY INCORPORATED36.0K shares41.02%2026-03-312026-04-13

XLI SHELL PLC SPON ADS31.7K shares-44.36%2026-03-312026-04-13

PPL PHILIP MORRIS INTERNATIONAL IN17.2K shares-70.31%2026-03-312026-04-13

TOTALENERGIES SE ACT TOTALENERGIES SE ACT31.1K sharesnew addition2026-03-312026-04-13

MO ALTRIA GROUP INCORPORATED41.3K shares0.98%2026-03-312026-04-13

Sponsored

BGB CANADIAN NATL RY COMPANY25.9K shares-57.08%2026-03-312026-04-13

TTE US BANCORP COM NEW49.7K shares60.33%2026-03-312026-04-13

XLU SOUTHERN COMPANY26.2K shares36.09%2026-03-312026-04-13

BABA ALIBABA GROUP HLDG LIMITED SPO20.1K shares0.14%2026-03-312026-04-13

ETV DIGITAL RLTY TR INCORPORATED R13.7K shares31.34%2026-03-312026-04-13

UPS TEXAS INSTRS INCORPORATED12.2K shares-58.94%2026-03-312026-04-13

MCDONALDS CORPORATION MCDONALDS CORPORATION7.5K shares-75.41%2026-03-312026-04-13

ADX ADAMS DIVERSIFIED EQUITY FD103.7K shares2.82%2026-03-312026-04-13

Sponsored

SCHG PROLOGIS INCORPORATED. REIT17.0K shares85.38%2026-03-312026-04-13

QCOM PPL CORPORATION58.7K shares74.21%2026-03-312026-04-13

MSFT METLIFE INCORPORATED29.9K shares87.44%2026-03-312026-04-13

STAG STAG INDUSTRIAL INCORPORATED R58.1K shares218.54%2026-03-312026-04-13

RVT PROCTER & GAMBLE COMPANY13.8K shares-73.93%2026-03-312026-04-13

UNH TRI CONTL CORPORATION62.4K shares282.90%2026-03-312026-04-13

DHI CVS HEALTH CORPORATION26.9K shares-27.00%2026-03-312026-04-13

UNP TARGET CORPORATION15.0K shares-45.57%2026-03-312026-04-13

Sponsored

PM PFIZER INCORPORATED62.8K shares269.49%2026-03-312026-04-13

OKE NUVEEN CR STRATEGIES INCOME FD248.2K shares96.70%2026-03-312026-04-13

NIE UNIVERSAL DISPLAY CORPORATION37.7K shares15.57%2026-03-312026-04-13

TGT STATE STREET ENERGY SELECT SEC19.4K shares36.16%2026-03-312026-04-13

GAM GABELLI DIVID & INCOME TR42.2K shares561.14%2026-03-312026-04-13

GHY NYLI CBRE GBL INFR MEGTRNDS TR66.4K shares54.87%2026-03-312026-04-13

AOD ABRDN TOTAL DYNAMIC DIVIDEND C101.0K shares1.39%2026-03-312026-04-13

SO ROYCE SMALL CAP TRUST INCORPOR54.5K shares111.65%2026-03-312026-04-13

Sponsored

BOE BLACKROCK RES & COMMODITIES ST71.0K shares11.21%2026-03-312026-04-13

TY STATE STREET UTILITIES SELECT18.4K shares-70.08%2026-03-312026-04-13

V VISA INCORPORATED COM CLASS A2.8K sharesnew addition2026-03-312026-04-13

BLACKROCK CR ALLOCATION BLACKROCK CR ALLOCATION83.6K shares120.93%2026-03-312026-04-13

BDJ BLACKROCK ENHANCED GLOBAL64.7K shares-0.05%2026-03-312026-04-13

AVK ADVENT CONV & INCOME FD63.0K shares1.79%2026-03-312026-04-13

BST BLACKSTONE STRATEGIC CRED 202761.5K shares232.10%2026-03-312026-04-13

BCX BLACKROCK SCIENCE & TECHNOLOGY18.8K shares-73.24%2026-03-312026-04-13

Sponsored

THQ ABRDN HEALTHCARE OPPORTUNITIES38.3K shares1.45%2026-03-312026-04-13

NOC MOODYS CORPORATION1.3K shares-90.90%2026-03-312026-04-13

BTZ BLACKROCK ENHANCED EQUITY DIVI65.8K shares-19.87%2026-03-312026-04-13

PLD PIMCO DYNAMIC INCOME STRATEGY24.8K shares48.28%2026-03-312026-04-13

MCD MASTERCARD INCORPORATED CLASS1.1K shares-85.27%2026-03-312026-04-13

CSCO CHUBB LIMITED SWITZ1.6K shares-98.70%2026-03-312026-04-13

PFE NUVEEN S&P 500 DYNAMIC OVERWRI33.1K shares-46.07%2026-03-312026-04-13

PDX PGIM HIGH YIELD BOND FUND INCO40.4K shares65.10%2026-03-312026-04-13

Sponsored

GDV FLAHERTY & CRUMRIN PREFERRED &33.9K shares-18.82%2026-03-312026-04-13

PSX PGIM GLOBAL HIGH YIELD FD FORM43.7K shares-5.34%2026-03-312026-04-13

GS GENTEX CORPORATION19.5K shares52.44%2026-03-312026-04-13

IDV ISHARES TR CORE MSCI EAFE4.6K shares-87.38%2026-03-312026-04-13

XYL XYLEM INCORPORATED3.2K sharesnew addition2026-03-312026-04-13

GPC GENERAL AMERN INVS COMPANY INC6.4K shares-85.58%2026-03-312026-04-13

VRSK VERISK ANALYTICS INCORPORATED1.8K sharesnew addition2026-03-312026-04-13

STEW SRH TOTAL RETURN FUND INCORPOR17.6K shares953.02%2026-03-312026-04-13

Sponsored

MEGI NOVO-NORDISK A S7.9K shares-87.95%2026-03-312026-04-13

TXN STATE STREET INDUSTRIAL SELECT1.7K shares-86.19%2026-03-312026-04-13

XLE SCHWAB U.S. LARGE-CAP GROWTH E9.2K shares-47.89%2026-03-312026-04-13

CET CENTRAL SECS CORPORATION4.5K shares0.00%2026-03-312026-04-13

EVRG EATON VANCE TAX-MANAGED BUY-10.4K shares-70.98%2026-03-312026-04-13

BERKSHIRE HATHAWAY INCORPORATE

-52.39%

Shares37.9K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & COMPANY

-1.08%

Shares55.0K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INCORPORATED

-0.30%

Shares57.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INCORPORATED CAP STK

-0.42%

Shares48.6K

Event2026-03-31

Filed2026-04-13

ISD

ONEOK INCORPORATED NEW

222.30%

Shares127.7K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

0.54%

Shares54.7K

Event2026-03-31

Filed2026-04-13

IBM

GOLDMAN SACHS GROUP INCORPORAT

-21.60%

Shares12.6K

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELEC PWR COMPANY INCO

0.40%

Shares81.2K

Event2026-03-31

Filed2026-04-13

DIAX

NORTHROP GRUMMAN CORPORATION

-59.69%

Shares14.7K

Event2026-03-31

Filed2026-04-13

CISCO SYSTEMS INCORPORATED

19.13%

Shares125.2K

Event2026-03-31

Filed2026-04-13

ALSN

ALLISON TRANSMISSION HLDGS INC

12.27%

Shares82.3K

Event2026-03-31

Filed2026-04-13

BAC

BANK NEW YORK MELLON CORPORATI

-54.14%

Shares79.5K

Event2026-03-31

Filed2026-04-13

COF

CAPITAL ONE FINL CORPORATION

-2.84%

Shares49.1K

Event2026-03-31

Filed2026-04-13

AFL

AFLAC INCORPORATED

0.37%

Shares77.7K

Event2026-03-31

Filed2026-04-13

PHILLIPS 66

245.60%

Shares46.8K

Event2026-03-31

Filed2026-04-13

BANK AMERICA CORPORATION

34.38%

Shares173.4K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

0.04%

Shares34.2K

Event2026-03-31

Filed2026-04-13

CVS

COCA COLA COMPANY

293.83%

Shares105.6K

Event2026-03-31

Filed2026-04-13

UNITEDHEALTH GROUP INCORPORATE

31.97%

Shares71.8K

Event2026-03-31

Filed2026-04-13

USB

UNION PAC CORPORATION

-43.73%

Shares27.9K

Event2026-03-31

Filed2026-04-13

DVN

DAVITA INCORPORATED

-60.30%

Shares43.1K

Event2026-03-31

Filed2026-04-13

MICROSOFT CORPORATION

-29.79%

Shares17.4K

Event2026-03-31

Filed2026-04-13

DLR

DEVON ENERGY CORPORATION NEW

725.45%

Shares110.9K

Event2026-03-31

Filed2026-04-13

DVA

D R HORTON INCORPORATED

-12.55%

Shares37.2K

Event2026-03-31

Filed2026-04-13

GENUINE PARTS COMPANY

226.05%

Shares44.2K

Event2026-03-31

Filed2026-04-13

PEY

HOME DEPOT INCORPORATED

-54.53%

Shares13.8K

Event2026-03-31

Filed2026-04-13

SHEL

QUALCOMM INCORPORATED

8.67%

Shares34.2K

Event2026-03-31

Filed2026-04-13

FFC

EXXON MOBIL CORPORATION

-23.98%

Shares25.3K

Event2026-03-31

Filed2026-04-13

JQC

MORGAN STANLEY COM NEW

-89.78%

Shares24.9K

Event2026-03-31

Filed2026-04-13

IEFA

INTERNATIONAL BUSINESS MACHINE

249.13%

Shares16.0K

Event2026-03-31

Filed2026-04-13

ADM

AT&T INCORPORATED

255.19%

Shares130.9K

Event2026-03-31

Filed2026-04-13

MET

MERCK & COMPANY INCORPORATED

6.01%

Shares31.0K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORPORATION

0.16%

Shares5.5K

Event2026-03-31

Filed2026-04-13

UNITED PARCEL SVCS INCORPORATE

6528.78%

Shares31.1K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INCORPORATED

-0.67%

Shares14.6K

Event2026-03-31

Filed2026-04-13

XOM

EVERGY INCORPORATED

41.02%

Shares36.0K

Event2026-03-31

Filed2026-04-13

XLI

SHELL PLC SPON ADS

-44.36%

Shares31.7K

Event2026-03-31

Filed2026-04-13

PPL

PHILIP MORRIS INTERNATIONAL IN

-70.31%

Shares17.2K

Event2026-03-31

Filed2026-04-13

TOTALENERGIES SE ACT

New

Shares31.1K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INCORPORATED

0.98%

Shares41.3K

Event2026-03-31

Filed2026-04-13

BGB

CANADIAN NATL RY COMPANY

-57.08%

Shares25.9K

Event2026-03-31

Filed2026-04-13

TTE

US BANCORP COM NEW

60.33%

Shares49.7K

Event2026-03-31

Filed2026-04-13

XLU

SOUTHERN COMPANY

36.09%

Shares26.2K

Event2026-03-31

Filed2026-04-13

BABA

ALIBABA GROUP HLDG LIMITED SPO

0.14%

Shares20.1K

Event2026-03-31

Filed2026-04-13

ETV

DIGITAL RLTY TR INCORPORATED R

31.34%

Shares13.7K

Event2026-03-31

Filed2026-04-13

UPS

TEXAS INSTRS INCORPORATED

-58.94%

Shares12.2K

Event2026-03-31

Filed2026-04-13

MCDONALDS CORPORATION

-75.41%

Shares7.5K

Event2026-03-31

Filed2026-04-13

ADX

ADAMS DIVERSIFIED EQUITY FD

2.82%

Shares103.7K

Event2026-03-31

Filed2026-04-13

SCHG

PROLOGIS INCORPORATED. REIT

85.38%

Shares17.0K

Event2026-03-31

Filed2026-04-13

QCOM

PPL CORPORATION

74.21%

Shares58.7K

Event2026-03-31

Filed2026-04-13

MSFT

METLIFE INCORPORATED

87.44%

Shares29.9K

Event2026-03-31

Filed2026-04-13

STAG

STAG INDUSTRIAL INCORPORATED R

218.54%

Shares58.1K

Event2026-03-31

Filed2026-04-13

RVT

PROCTER & GAMBLE COMPANY

-73.93%

Shares13.8K

Event2026-03-31

Filed2026-04-13

UNH

TRI CONTL CORPORATION

282.90%

Shares62.4K

Event2026-03-31

Filed2026-04-13

DHI

CVS HEALTH CORPORATION

-27.00%

Shares26.9K

Event2026-03-31

Filed2026-04-13

UNP

TARGET CORPORATION

-45.57%

Shares15.0K

Event2026-03-31

Filed2026-04-13

PFIZER INCORPORATED

269.49%

Shares62.8K

Event2026-03-31

Filed2026-04-13

OKE

NUVEEN CR STRATEGIES INCOME FD

96.70%

Shares248.2K

Event2026-03-31

Filed2026-04-13

NIE

UNIVERSAL DISPLAY CORPORATION

15.57%

Shares37.7K

Event2026-03-31

Filed2026-04-13

TGT

STATE STREET ENERGY SELECT SEC

36.16%

Shares19.4K

Event2026-03-31

Filed2026-04-13

GAM

GABELLI DIVID & INCOME TR

561.14%

Shares42.2K

Event2026-03-31

Filed2026-04-13

GHY

NYLI CBRE GBL INFR MEGTRNDS TR

54.87%

Shares66.4K

Event2026-03-31

Filed2026-04-13

AOD

ABRDN TOTAL DYNAMIC DIVIDEND C

1.39%

Shares101.0K

Event2026-03-31

Filed2026-04-13

ROYCE SMALL CAP TRUST INCORPOR

111.65%

Shares54.5K

Event2026-03-31

Filed2026-04-13

BOE

BLACKROCK RES & COMMODITIES ST

11.21%

Shares71.0K

Event2026-03-31

Filed2026-04-13

STATE STREET UTILITIES SELECT

-70.08%

Shares18.4K

Event2026-03-31

Filed2026-04-13

VISA INCORPORATED COM CLASS A

New

Shares2.8K

Event2026-03-31

Filed2026-04-13

BLACKROCK CR ALLOCATION

120.93%

Shares83.6K

Event2026-03-31

Filed2026-04-13

BDJ

BLACKROCK ENHANCED GLOBAL

-0.05%

Shares64.7K

Event2026-03-31

Filed2026-04-13

AVK

ADVENT CONV & INCOME FD

1.79%

Shares63.0K

Event2026-03-31

Filed2026-04-13

BST

BLACKSTONE STRATEGIC CRED 2027

232.10%

Shares61.5K

Event2026-03-31

Filed2026-04-13

BCX

BLACKROCK SCIENCE & TECHNOLOGY

-73.24%

Shares18.8K

Event2026-03-31

Filed2026-04-13

THQ

ABRDN HEALTHCARE OPPORTUNITIES

1.45%

Shares38.3K

Event2026-03-31

Filed2026-04-13

NOC

MOODYS CORPORATION

-90.90%

Shares1.3K

Event2026-03-31

Filed2026-04-13

BTZ

BLACKROCK ENHANCED EQUITY DIVI

-19.87%

Shares65.8K

Event2026-03-31

Filed2026-04-13

PLD

PIMCO DYNAMIC INCOME STRATEGY

48.28%

Shares24.8K

Event2026-03-31

Filed2026-04-13

MCD

MASTERCARD INCORPORATED CLASS

-85.27%

Shares1.1K

Event2026-03-31

Filed2026-04-13

CSCO

CHUBB LIMITED SWITZ

-98.70%

Shares1.6K

Event2026-03-31

Filed2026-04-13

PFE

NUVEEN S&P 500 DYNAMIC OVERWRI

-46.07%

Shares33.1K

Event2026-03-31

Filed2026-04-13

PDX

PGIM HIGH YIELD BOND FUND INCO

65.10%

Shares40.4K

Event2026-03-31

Filed2026-04-13

GDV

FLAHERTY & CRUMRIN PREFERRED &

-18.82%

Shares33.9K

Event2026-03-31

Filed2026-04-13

PSX

PGIM GLOBAL HIGH YIELD FD FORM

-5.34%

Shares43.7K

Event2026-03-31

Filed2026-04-13

GENTEX CORPORATION

52.44%

Shares19.5K

Event2026-03-31

Filed2026-04-13

IDV

ISHARES TR CORE MSCI EAFE

-87.38%

Shares4.6K

Event2026-03-31

Filed2026-04-13

XYL

XYLEM INCORPORATED

New

Shares3.2K

Event2026-03-31

Filed2026-04-13

GPC

GENERAL AMERN INVS COMPANY INC

-85.58%

Shares6.4K

Event2026-03-31

Filed2026-04-13

VRSK

VERISK ANALYTICS INCORPORATED

New

Shares1.8K

Event2026-03-31

Filed2026-04-13

STEW

SRH TOTAL RETURN FUND INCORPOR

953.02%

Shares17.6K

Event2026-03-31

Filed2026-04-13

MEGI

NOVO-NORDISK A S

-87.95%

Shares7.9K

Event2026-03-31

Filed2026-04-13

TXN

STATE STREET INDUSTRIAL SELECT

-86.19%

Shares1.7K

Event2026-03-31

Filed2026-04-13

XLE

SCHWAB U.S. LARGE-CAP GROWTH E

-47.89%

Shares9.2K

Event2026-03-31

Filed2026-04-13

CET

CENTRAL SECS CORPORATION

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-13

EVRG

EATON VANCE TAX-MANAGED BUY-

-70.98%

Shares10.4K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available