The Analysis of Stolper Co's Holdings
Currently, Stolper Co holds 89 types of securities in its portfolio with a total value $339.5K. In the most recent quarter, they have increased their positions in XLI (+55.3K shares, valued at $2.0K), XLU (+10.1K shares, valued at $453.71480444029464), CVX (+1.2K shares, valued at $189.749172489886); decreased their positions in STEW (-16.2K shares, valued at $2.5K), STAG (-37.4K shares, valued at $1.6K), GS (-325 shares, valued at $285.6644311003665). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & COMPANY.55.6K shares-1.15%2025-12-312026-01-12
AAPL APPLE INCORPORATED57.7K shares-1.40%2025-12-312026-01-12 COF CAPITAL ONE FINL CORPORATION50.5K shares0.05%2025-12-312026-01-12 GS GOLDMAN SACHS GROUP INCORPORAT12.8K shares-2.47%2025-12-312026-01-12 CSCO CISCO SYSTEMS INCORPORATED125.2K shares0.60%2025-12-312026-01-12 BAC BANK AMERICA CORPORATION173.4K shares0.33%2025-12-312026-01-12 AEP AMERICAN ELEC PWR COMPANY INCO80.9K shares1.12%2025-12-312026-01-12 OKE ONEOK INCORPORATED NEW126.2K shares2.01%2025-12-312026-01-12 BK BANK NEW YORK MELLON CORPORATI79.6K shares0.38%2025-12-312026-01-12 AFL AFLAC INCORPORATED77.4K shares0.70%2025-12-312026-01-12 NOC NORTHROP GRUMMAN CORPORATION14.8K shares1.27%2025-12-312026-01-12 CVX CHEVRON CORPORATION NEW54.4K shares2.34%2025-12-312026-01-12 MSFT MICROSOFT CORPORATION15.9K shares0.11%2025-12-312026-01-12 KO COCA COLA COMPANY105.1K shares1.97%2025-12-312026-01-12 ALSN ALLISON TRANSMISSION HLDGS INC73.3K shares-3.08%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON34.2K shares0.81%2025-12-312026-01-12 UNP UNION PAC CORPORATION27.5K shares1.36%2025-12-312026-01-12 PSX PHILLIPS 6646.2K shares1.31%2025-12-312026-01-12 QCOM QUALCOMM INCORPORATED33.7K shares1.74%2025-12-312026-01-12 GPC GENUINE PARTS COMPANY44.2K shares1.66%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INCORPORATE16.3K shares2.43%2025-12-312026-01-12 DHI D R HORTON INCORPORATED36.8K shares1.57%2025-12-312026-01-12 DVA DAVITA INCORPORATED42.5K shares2.08%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHINE16.1K shares-0.33%2025-12-312026-01-12 HD HOME DEPOT INCORPORATED13.6K shares2.16%2025-12-312026-01-12 MS MORGAN STANLEY COM NEW24.8K shares0.05%2025-12-312026-01-12 DVN DEVON ENERGY CORPORATION NEW108.6K shares-2.37%2025-12-312026-01-12 ABBV ABBVIE INCORPORATED14.7K shares-0.05%2025-12-312026-01-12 T AT&T INCORPORATED129.0K shares1.91%2025-12-312026-01-12 XOM EXXON MOBIL CORPORATION25.5K shares2.59%2025-12-312026-01-12 BABA ALIBABA GROUP HLDG LIMITED SPO20.1K shares2.86%2025-12-312026-01-12 UPS UNITED PARCEL SERVICE INCORPOR29.7K shares-1.58%2025-12-312026-01-12 PM PHILIP MORRIS INTERNATIONAL IN17.0K shares0.83%2025-12-312026-01-12 LMT LOCKHEED MARTIN CORPORATION5.5K shares1.07%2025-12-312026-01-12 USB US BANCORP DEL49.5K shares1.06%2025-12-312026-01-12 EVRG EVERGY INCORPORATED35.8K shares1.80%2025-12-312026-01-12 MO ALTRIA GROUP INCORPORATED40.9K shares2.14%2025-12-312026-01-12 ADX ADAMS DIVERSIFIED EQUITY FD100.8K shares0.69%2025-12-312026-01-12 SHEL SHELL PLC SPON ADS31.4K shares3.43%2025-12-312026-01-12 MET METLIFE INCORPORATED29.2K shares3.08%2025-12-312026-01-12 MCD MCDONALDS CORPORATION7.4K shares3.18%2025-12-312026-01-12 SO SOUTHERN COMPANY25.7K shares3.24%2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS INCORPO54.4K shares3.60%2025-12-312026-01-12 PLD PROLOGIS INCORPORATED. REIT16.8K shares1.09%2025-12-312026-01-12 CVS CVS HEALTH CORPORATION26.8K shares3.57%2025-12-312026-01-12 ADM ARCHER DANIELS MIDLAND COMPANY36.8K shares1.69%2025-12-312026-01-12 TXN TEXAS INSTRS INCORPORATED12.1K shares1.72%2025-12-312026-01-12 XLI SPDR INDUSTRIAL SELECT SECTOR57.0K shares3259.16%2025-12-312026-01-12 DLR DIGITAL RLTY TR INCORPORATED R13.4K shares3.58%2025-12-312026-01-12 TTE TOTALENERGIES SE SPONSORED ADS31.0K shares1.60%2025-12-312026-01-12 PPL PPL CORPORATION57.8K shares4.29%2025-12-312026-01-12 TY TRI CONTL CORPORATION61.7K shares5.67%2025-12-312026-01-12 PG PROCTER AND GAMBLE COMPANY13.5K shares3.81%2025-12-312026-01-12 PFE PFIZER INCORPORATED61.3K shares4.52%2025-12-312026-01-12 IDV ISHARES TR INTL SEL DIV ETF36.3K shares-0.75%2025-12-312026-01-12 TGT TARGET CORPORATION14.3K shares-7.08%2025-12-312026-01-12 JQC NUVEEN CR STRATEGIES INCOME FD243.6K shares2.33%2025-12-312026-01-12 GDV GABELLI DIVID & INCOME TR41.7K shares0.63%2025-12-312026-01-12 AOD ABRDN TOTAL DYNAMIC DIVIDEND C99.6K shares0.60%2025-12-312026-01-12 MEGI NYLI CBRE GBL INFR MEGTRNDS TR65.6K shares1.27%2025-12-312026-01-12 BTZ BLACKROCK CR ALLOCATION INCOME82.1K shares2.22%2025-12-312026-01-12 XLU SPDR UTILITIES SELECT SECTOR F19.3K shares111.13%2025-12-312026-01-12 RVT ROYCE SMALL CAP TRUST INCORPOR53.1K shares3.34%2025-12-312026-01-12 NIE VIRTUS EQUITY & CONV INCM FD32.6K shares2.25%2025-12-312026-01-12 STAG STAG INDL INCORPORATED REIT18.3K shares-67.20%2025-12-312026-01-12 AVK ADVENT CONV & INCOME FD61.9K shares1.36%2025-12-312026-01-12 BCX BLACKROCK RES & COMMODITIES ST70.2K shares1.21%2025-12-312026-01-12 BST BLACKROCK SCIENCE & TECHNOLOGY18.5K shares0.68%2025-12-312026-01-12 BOE BLACKROCK ENHANCED GLOBAL DIVI63.8K shares1.20%2025-12-312026-01-12 THQ ABRDN HEALTHCARE OPPORTUNITIES37.7K shares1.45%2025-12-312026-01-12 BGB BLACKSTONE STRATEGIC CRED 202760.4K shares2.17%2025-12-312026-01-12 PEY INVESCO HIGH YIELD EQUITY DIVI30.3K shares1.84%2025-12-312026-01-12 BDJ BLACKROCK ENHANCED EQUITY DIVI64.7K shares1.51%2025-12-312026-01-12 ISD PGIM HIGH YIELD BOND FUND INCO39.6K shares1.44%2025-12-312026-01-12 DIAX NUVEEN DOW 30 DYNMC OVERWRT FD36.5K shares2.93%2025-12-312026-01-12 FFC FLAHERTY & CRUMRINE PREFERRED33.3K shares2.88%2025-12-312026-01-12 GHY PGIM GLOBAL HIGH YIELD FD FORM42.9K shares2.81%2025-12-312026-01-12 PDX PIMCO DYNAMIC INCOME STRATEGY24.4K shares2.16%2025-12-312026-01-12 IEFA ISHARES TR CORE MSCI EAFE4.6K shares-2.07%2025-12-312026-01-12 GAM GENERAL AMERN INVS COMPANY INC6.4K shares9.14%2025-12-312026-01-12 XLE SPDR ENERGY SELECT SECTOR FUND17.6K shares84.48%2025-12-312026-01-12 SCHG SCHWAB U.S. LARGE-CAP GROWTH E9.2K shares-1.07%2025-12-312026-01-12 STEW SRH TOTAL RETURN FUND INCORPOR1.7K shares-90.67%2025-12-312026-01-12 CET CENTRAL SECS CORPORATION4.5K shares4.33%2025-12-312026-01-12 ETV EATON VANCE TAX-MANAGED BUY- W10.4K shares-1.50%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available