Stolper Co Top Holdings and 13F Report (2025) About Stolper CoInvestment ActivityStolper Co has $300.21 thousand in total holdings as of December 31, 2024.Stolper Co owns shares of 88 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 2.42% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 89 new stocks and bought additional shares in 45 stocks.Stolper Co sold shares of 41 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $18,007Apple $15,284JPMorgan Chase & Co. $14,105ONEOK $12,614Oracle $9,708 Largest New Holdings this Quarter Genuine Parts $5,194 HoldingCentral Securities $203 Holding Largest Purchases this Quarter Genuine Parts 44,485 shares (about $5.19K)Central Securities 4,444 shares (about $203.00)Schwab U.S. Large-Cap Growth ETF 7,162 shares (about $199.81)Chevron 726 shares (about $105.15)Devon Energy 3,029 shares (about $99.14) Largest Sales this Quarter JPMorgan Chase & Co. 1,154 shares (about $276.63)Berkshire Hathaway 477 shares (about $216.22)Aflac 1,478 shares (about $152.88)ONEOK 1,107 shares (about $111.14)The Goldman Sachs Group 194 shares (about $111.08) Sector Allocation Over TimeMap of 500 Largest Holdings ofStolper Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$18,007$216 ▼-1.2%39,7256.0%FinanceAAPLApple$15,284$110 ▼-0.7%61,0345.1%Computer and TechnologyJPMJPMorgan Chase & Co.$14,105$277 ▼-1.9%58,8404.7%FinanceOKEONEOK$12,614$111 ▼-0.9%125,6354.2%Oils/EnergyORCLOracle$9,708$40 ▼-0.4%58,2563.2%Computer and TechnologyGOOGAlphabet$9,539$57 ▲0.6%50,0893.2%Computer and TechnologyDFSDiscover Financial Services$8,976$94 ▼-1.0%51,8173.0%FinanceUNHUnitedHealth Group$8,251$18 ▲0.2%16,3112.7%MedicalAFLAflac$8,166$153 ▼-1.8%78,9472.7%FinanceGSThe Goldman Sachs Group$7,899$111 ▼-1.4%13,7952.6%FinanceBACBank of America$7,780$20 ▲0.3%177,0232.6%FinanceCVXChevron$7,574$105 ▲1.4%52,2952.5%Oils/EnergyCSCOCisco Systems$7,508$56 ▲0.7%126,8232.5%Computer and TechnologyNOCNorthrop Grumman$6,945$69 ▲1.0%14,7982.3%AerospaceMSFTMicrosoft$6,823$48 ▼-0.7%16,1872.3%Computer and TechnologyHPQHP$6,726$93 ▲1.4%206,1192.2%Computer and TechnologyDVADaVita$6,407$2 ▼0.0%42,8422.1%MedicalKOCoca-Cola$6,362$86 ▲1.4%102,1922.1%Consumer StaplesUNPUnion Pacific$6,299$61 ▲1.0%27,6232.1%TransportationBKBank of New York Mellon$6,264$33 ▲0.5%81,5352.1%FinancePSXPhillips 66$5,273$79 ▲1.5%46,2841.8%Oils/EnergyHDHome Depot$5,240$42 ▲0.8%13,4721.7%Retail/WholesaleGPCGenuine Parts$5,194$5,194 ▲New Holding44,4851.7%Retail/WholesaleQCOMQUALCOMM$5,173$75 ▲1.5%33,6741.7%Computer and TechnologyDHID.R. Horton$5,132$47 ▲0.9%36,7061.7%ConstructionJNJJohnson & Johnson$4,960$72 ▲1.5%34,2951.7%MedicalUPSUnited Parcel Service$4,484$80 ▲1.8%35,5581.5%TransportationDVNDevon Energy$4,394$99 ▲2.3%134,2551.5%Oils/EnergyIBMInternational Business Machines$3,728$4 ▼-0.1%16,9581.2%Computer and TechnologyMSMorgan Stanley$3,083$1 ▼0.0%24,5231.0%FinanceTAT&T$2,870$15 ▲0.5%126,0551.0%Computer and TechnologyMRKMerck & Co., Inc.$2,600$27 ▲1.0%26,1380.9%MedicalABBVAbbVie$2,578$12 ▲0.5%14,5060.9%MedicalXOMExxon Mobil$2,573$19 ▲0.7%23,9230.9%Oils/EnergyKRKroger$2,325$22 ▲1.0%38,0190.8%Retail/WholesaleMETMetLife$2,262$19 ▲0.8%27,6210.8%FinanceDLRDigital Realty Trust$2,243$11 ▲0.5%12,6480.7%FinanceMMM3M$2,156$12 ▲0.6%16,7000.7%Multi-Sector ConglomeratesEVERGY INCORPORATED$2,121$27 ▲1.3%34,4610.7%COMMOAltria Group$2,053$8 ▲0.4%39,2580.7%Consumer StaplesPGProcter & Gamble$2,052$14 ▲0.7%12,2390.7%Consumer StaplesPMPhilip Morris International$2,039$6 ▲0.3%16,9400.7%Consumer StaplesMCDMcDonald's$2,026$22 ▲1.1%6,9880.7%Retail/WholesaleSOSouthern$2,018$20 ▲1.0%24,5100.7%UtilitiesVZVerizon Communications$1,959$24 ▲1.2%48,9950.7%Computer and TechnologyADXAdams Diversified Equity Fund$1,902$71 ▲3.9%94,1650.6%FinanceSHELShell$1,800$23 ▲1.3%28,7350.6%Oils/EnergyTGTTarget$1,796$25 ▲1.4%13,2870.6%Retail/WholesaleSTAGSTAG Industrial$1,757$23 ▲1.3%51,9570.6%FinancePPLPPL$1,751$23 ▲1.4%53,9300.6%UtilitiesTYTri-Continental$1,744$62 ▲3.7%55,0190.6%FinanceADMArcher-Daniels-Midland$1,688$24 ▲1.5%33,4160.6%Consumer StaplesBABAAlibaba Group$1,662$23 ▼-1.3%19,6010.6%Retail/WholesalePLDPrologis$1,619$24 ▲1.5%15,3160.5%FinanceTTETotalEnergies$1,549$16 ▲1.1%28,4180.5%Oils/EnergyNEMNewmont$1,392$27 ▼-1.9%37,4020.5%Basic MaterialsPFEPfizer$1,326$3 ▲0.2%49,9850.4%MedicalJQCNuveen Credit Strategies Income Fund$1,213$31 ▼-2.5%213,1070.4%Financial ServicesIDViShares International Select Dividend ETF$992$13 ▼-1.3%36,2370.3%ETFGDVThe Gabelli Dividend & Income Trust$979$15 ▼-1.5%40,5470.3%Financial ServicesCVSCVS Health$962$109 ▼-10.2%21,4290.3%Retail/WholesaleAODAberdeen Total Dynamic Dividend Fund$790$14 ▼-1.8%93,9680.3%MiscellaneousXLEEnergy Select Sector SPDR Fund$785$15 ▼-1.8%9,1630.3%ETFBTZBlackRock Credit Allocation Income Trust$780$9 ▼-1.1%74,6020.3%Financial ServicesRVTRoyce Value Trust$751$10 ▲1.3%47,5010.3%FinanceNIEVirtus Equity & Convertible Income Fund$750$12 ▼-1.6%30,4060.2%Financial ServicesBGBBlackstone Strategic Credit 2027 Term Fund$686$7 ▼-1.0%56,1250.2%Financial ServicesXLUUtilities Select Sector SPDR Fund$673$21 ▼-3.1%8,8940.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$657$7 ▼-1.0%8,0200.2%ManufacturingBOEBlackRock Enhanced Global Dividend Trust$651$11 ▼-1.6%60,4080.2%Financial ServicesAVKAdvent Convertible and Income Fund$647$15 ▼-2.2%54,9280.2%Financial ServicesBSTBlackRock Science and Technology Trust$636$6 ▼-1.0%17,3900.2%Financial ServicesPEYInvesco High Yield Equity Dividend Achievers ETF$608$6 ▼-1.0%28,5800.2%ETFBCXBlackrock Resources & Commodities Strategy Trust$561$9 ▼-1.6%65,7200.2%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$518$10 ▼-2.0%65,8890.2%Financial ServicesBDJBlackRock Enhanced Equity Dividend Trust$507$7 ▼-1.4%61,2010.2%Financial ServicesISDPGIM High Yield Bond Fund$503$14 ▼-2.7%36,8040.2%Financial ServicesGHYPGIM Global High Yield Fund$494$14 ▼-2.8%40,1340.2%Financial ServicesNUVEEN DOW 30 DYNMC OVERWRT FD$490$5 ▼-0.9%32,5410.2%COMPFFiShares Preferred and Income Securities ETF$481$7 ▼-1.5%15,3130.2%ETFIGRCBRE Global Real Estate Income Fund$465$13 ▼-2.7%96,5980.2%Financial ServicesIEFAiShares Core MSCI EAFE ETF$326$6 ▼-1.8%4,6360.1%ETFGAMGeneral American Investors$300$19 ▲6.7%5,8790.1%FinanceSTEWSRH Total Return Fund$289$6 ▼-1.9%18,0640.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$268$200 ▲293.0%9,6060.1%ETFVOOVanguard S&P 500 ETF$259$5 ▼-1.8%4800.1%ETFXLIIndustrial Select Sector SPDR Fund$224$3 ▼-1.5%1,6970.1%ETFCETCentral Securities$203$203 ▲New Holding4,4440.1%FinanceDOWDOW$0$4,443 ▼-100.0%00.0%Basic MaterialsFIMM TREASURY ONLY PORTFOLIO M$0$109 ▼-100.0%00.0%COMADVENT CONV & INCOME FD RIGHT$0$1 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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