Stolper Co Top Holdings and 13F Report (2025) About Stolper CoInvestment ActivityStolper Co has $304.92 thousand in total holdings as of March 31, 2025.Stolper Co owns shares of 87 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 0.95% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 88 new stocks and bought additional shares in 53 stocks.Stolper Co sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $20,800JPMorgan Chase & Co. $14,182Apple $13,254ONEOK $12,368Chevron $8,756 Largest New Holdings this Quarter 902973304 - U.S. Bancorp $2,028 Holding Largest Purchases this Quarter U.S. Bancorp 48,038 shares (about $2.03K)CVS Health 3,369 shares (about $228.24)Newmont 1,413 shares (about $68.22)Pfizer 1,604 shares (about $40.64)Adams Diversified Equity Fund 1,929 shares (about $36.64) Largest Sales this Quarter Berkshire Hathaway 670 shares (about $356.83)Apple 1,368 shares (about $303.88)JPMorgan Chase & Co. 1,027 shares (about $251.93)The Goldman Sachs Group 401 shares (about $219.06)Discover Financial Services 1,061 shares (about $181.11) 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$20,800$357 ▼-1.7%39,0556.8%FinanceJPMJPMorgan Chase & Co.$14,182$252 ▼-1.7%57,8134.7%FinanceAAPLApple$13,254$304 ▼-2.2%59,6664.3%Computer and TechnologyOKEONEOK$12,368$98 ▼-0.8%124,6494.1%EnergyCVXChevron$8,756$8 ▲0.1%52,3402.9%EnergyAFLAflac$8,678$100 ▼-1.1%78,0512.8%FinanceDFSDiscover Financial Services$8,664$181 ▼-2.0%50,7562.8%FinanceUNHUnitedHealth Group$8,430$113 ▼-1.3%16,0962.8%MedicalORCLOracle$8,083$61 ▼-0.8%57,8172.7%Computer and TechnologyCSCOCisco Systems$7,792$35 ▼-0.4%126,2612.6%Computer and TechnologyGOOGAlphabet$7,769$57 ▼-0.7%49,7252.5%Computer and TechnologyNOCNorthrop Grumman$7,576$1 ▼0.0%14,7962.5%AerospaceKOCoca-Cola$7,347$28 ▲0.4%102,5872.4%Consumer StaplesGSThe Goldman Sachs Group$7,317$219 ▼-2.9%13,3942.4%FinanceBACBank of America$7,314$73 ▼-1.0%175,2622.4%FinanceBKBank of New York Mellon$6,801$37 ▼-0.5%81,0882.2%FinanceDVADaVita$6,483$71 ▼-1.1%42,3802.1%MedicalUNPUnion Pacific$6,461$64 ▼-1.0%27,3512.1%TransportationMSFTMicrosoft$6,069$8 ▼-0.1%16,1662.0%Computer and TechnologyHPQHP$5,708$1 ▲0.0%206,1521.9%Computer and TechnologyPSXPhillips 66$5,698$17 ▼-0.3%46,1471.9%EnergyJNJJohnson & Johnson$5,674$13 ▼-0.2%34,2151.9%MedicalGPCGenuine Parts$5,267$33 ▼-0.6%44,2121.7%Retail/WholesaleQCOMQUALCOMM$5,157$16 ▼-0.3%33,5711.7%Computer and TechnologyDVNDevon Energy$5,037$16 ▲0.3%134,6711.7%EnergyHDHome Depot$4,929$8 ▼-0.2%13,4501.6%Retail/WholesaleDHID.R. Horton$4,656$11 ▼-0.2%36,6211.5%ConstructionIBMInternational Business Machines$4,197$20 ▼-0.5%16,8781.4%Computer and TechnologyUPSUnited Parcel Service$3,924$13 ▲0.3%35,6721.3%TransportationTAT&T$3,578$13 ▲0.4%126,5171.2%Computer and TechnologyABBVAbbVie$2,998$41 ▼-1.4%14,3101.0%MedicalMSMorgan Stanley$2,871$10 ▲0.3%24,6080.9%FinanceXOMExxon Mobil$2,858$13 ▲0.5%24,0340.9%EnergyPMPhilip Morris International$2,666$23 ▼-0.8%16,7970.9%Consumer StaplesBABAAlibaba Group$2,577$15 ▼-0.6%19,4850.8%Retail/WholesaleMMM3M$2,454$2 ▲0.1%16,7110.8%Multi-Sector ConglomeratesEVERGY INCORPORATED$2,388$12 ▲0.5%34,6300.8%COMMRKMerck & Co., Inc.$2,366$20 ▲0.9%26,3630.8%MedicalMOAltria Group$2,364$8 ▲0.3%39,3830.8%Consumer StaplesSOSouthern$2,265$12 ▲0.5%24,6360.7%UtilitiesVZVerizon Communications$2,246$24 ▲1.1%49,5180.7%Computer and TechnologyMETMetLife$2,222$4 ▲0.2%27,6740.7%FinanceMCDMcDonald's$2,197$14 ▲0.6%7,0320.7%Retail/WholesaleSHELShell$2,124$18 ▲0.9%28,9800.7%EnergyPGProcter & Gamble$2,102$16 ▲0.8%12,3320.7%Consumer StaplesUSBU.S. Bancorp$2,028$2,028 ▲New Holding48,0380.7%FinancePPLPPL$1,955$8 ▲0.4%54,1380.6%UtilitiesSTAGSTAG Industrial$1,894$18 ▲0.9%52,4430.6%FinanceNEMNewmont$1,874$68 ▲3.8%38,8150.6%Basic MaterialsTTETotalEnergies$1,857$18 ▲1.0%28,7000.6%EnergyADXAdams Diversified Equity Fund$1,825$37 ▲2.0%96,0940.6%FinanceDLRDigital Realty Trust$1,821$9 ▲0.5%12,7090.6%FinancePLDPrologis$1,724$12 ▲0.7%15,4230.6%FinanceTYTri-Continental$1,698$11 ▲0.6%55,3680.6%FinanceCVSCVS Health$1,680$228 ▲15.7%24,7980.6%MedicalADMArcher-Daniels-Midland$1,618$13 ▲0.8%33,6910.5%Consumer StaplesTGTTarget$1,397$11 ▲0.8%13,3900.5%Retail/WholesalePFEPfizer$1,307$41 ▲3.2%51,5890.4%MedicalJQCNuveen Credit Strategies Income Fund$1,160$13 ▲1.2%215,6030.4%Financial ServicesIDViShares International Select Dividend ETF$1,137$13 ▲1.1%36,6530.4%ETFGDVThe Gabelli Dividend & Income Trust$986$8 ▲0.8%40,8730.3%Financial ServicesXLEEnergy Select Sector SPDR Fund$862$6 ▲0.7%9,2280.3%ETFBTZBlackRock Credit Allocation Income Trust$810$10 ▲1.3%75,5490.3%Financial ServicesAODAberdeen Total Dynamic Dividend Fund$796$8 ▲1.0%94,8960.3%MiscellaneousXLUUtilities Select Sector SPDR Fund$707$6 ▲0.9%8,9720.2%ETFRVTRoyce Value Trust$695$19 ▲2.8%48,8320.2%FinanceBGBBlackstone Strategic Credit 2027 Term Fund$686$8 ▲1.2%56,7740.2%Financial ServicesNIEVirtus Equity & Convertible Income Fund$680$7 ▲1.1%30,7310.2%Financial ServicesSHYiShares 1-3 Year Treasury Bond ETF$672$8 ▲1.2%8,1180.2%ManufacturingBOEBlackRock Enhanced Global Dividend Trust$661$6 ▲0.9%60,9500.2%Financial ServicesAVKAdvent Convertible and Income Fund$641$8 ▲1.2%55,5920.2%Financial ServicesPEYInvesco High Yield Equity Dividend Achievers ETF$620$6 ▲1.0%28,8590.2%ETFBCXBlackrock Resources & Commodities Strategy Trust$619$6 ▲1.0%66,3720.2%Financial ServicesBSTBlackRock Science and Technology Trust$579$5 ▲0.9%17,5510.2%Financial ServicesGHYPGIM Global High Yield Fund$545$6 ▲1.2%40,6060.2%Financial ServicesBDJBlackRock Enhanced Equity Dividend Trust$532$6 ▲1.1%61,8950.2%Financial ServicesISDPGIM High Yield Bond Fund$531$6 ▲1.2%37,2390.2%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$531$6 ▲1.2%66,6470.2%Financial ServicesIGRCBRE Global Real Estate Income Fund$505$6 ▲1.2%97,7910.2%Financial ServicesNUVEEN DOW 30 DYNMC OVERWRT FD$477$6 ▲1.2%32,9360.2%COMPFFiShares Preferred and Income Securities ETF$476$6 ▲1.2%15,5020.2%ETFIEFAiShares Core MSCI EAFE ETF$3510.0%4,6360.1%ETFSTEWSRH Total Return Fund$309$3 ▼-0.8%17,9120.1%FinanceGAMGeneral American Investors$2960.0%5,8790.1%FinanceVOOVanguard S&P 500 ETF$2470.0%4800.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2410.0%9,6060.1%ETFXLIIndustrial Select Sector SPDR Fund$2220.0%1,6970.1%ETFKRKroger$0$2,325 ▼-100.0%00.0%Retail/WholesaleCETCentral Securities$0$203 ▼-100.0%00.0%FinanceShowing 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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