Stolper Co Top Holdings and 13F Report (2024) → If you have $2,500 bucks… check this out (From DTI) (Ad) About Stolper CoInvestment ActivityStolper Co has $277.20 thousand in total holdings as of March 31, 2024.Stolper Co owns shares of 87 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 87 new stocks and bought additional shares in 68 stocks.Stolper Co sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $16,881JPMorgan Chase & Co. $12,049Apple $10,825ONEOK $10,313UnitedHealth Group $8,071 Largest New Holdings this Quarter Devon Energy $6,479 HoldingArcher-Daniels-Midland $2,075 Holding Largest Purchases this Quarter Devon Energy 129,125 shares (about $6.48K)Archer-Daniels-Midland 33,038 shares (about $2.08K)United Parcel Service 4,245 shares (about $630.99)Johnson & Johnson 2,899 shares (about $458.55)AT&T 22,694 shares (about $399.36) Largest Sales this Quarter Apple 4,761 shares (about $816.40)Microsoft 1,406 shares (about $591.49)UnitedHealth Group 355 shares (about $175.62)Alphabet 264 shares (about $40.20)International Business Machines 168 shares (about $32.09) 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$16,881$30 ▼-0.2%40,1436.1%FinanceJPMJPMorgan Chase & Co.$12,049$17 ▼-0.1%60,1574.3%FinanceAAPLApple$10,825$816 ▼-7.0%63,1283.9%Computer and TechnologyOKEONEOK$10,313$65 ▲0.6%128,6383.7%Oils/EnergyUNHUnitedHealth Group$8,071$176 ▼-2.1%16,3152.9%MedicalCVXChevron$7,922$351 ▲4.6%50,2242.9%Oils/EnergyGOOGAlphabet$7,439$40 ▼-0.5%48,8542.7%Computer and TechnologyPSXPhillips 66$7,321$16 ▼-0.2%44,8232.6%Oils/EnergyORCLOracle$7,209$16 ▲0.2%57,3952.6%Computer and TechnologyMSFTMicrosoft$6,856$591 ▼-7.9%16,2972.5%Computer and TechnologyAFLAflac$6,803$87 ▲1.3%79,2332.5%FinanceNOCNorthrop Grumman$6,742$29 ▲0.4%14,0862.4%AerospaceDFSDiscover Financial Services$6,652$26 ▲0.4%50,7422.4%FinanceBACBank of America$6,642$23 ▲0.4%175,1652.4%FinanceUNPUnion Pacific$6,557$86 ▲1.3%26,6622.4%TransportationDVNDevon Energy$6,479$6,479 ▲New Holding129,1252.3%Oils/EnergyHPQHP$6,083$24 ▲0.4%201,3032.2%Computer and TechnologyCSCOCisco Systems$5,982$34 ▲0.6%119,8512.2%Computer and TechnologyKOCoca-Cola$5,955$53 ▲0.9%97,3352.1%Consumer StaplesDHID.R. Horton$5,874$3 ▲0.0%35,6962.1%ConstructionDVADaVita$5,862$6 ▼-0.1%42,4622.1%MedicalGSThe Goldman Sachs Group$5,822$11 ▲0.2%13,9382.1%FinanceQCOMQUALCOMM$5,524$3 ▲0.1%32,6312.0%Computer and TechnologyJNJJohnson & Johnson$5,133$459 ▲9.8%32,4511.9%MedicalUPSUnited Parcel Service$4,965$631 ▲14.6%33,4021.8%TransportationHDHome Depot$4,930$25 ▲0.5%12,8511.8%Retail/WholesaleBKBank of New York Mellon$4,526$29 ▲0.6%78,5411.6%FinanceDOWDOW$4,462$27 ▲0.6%77,0231.6%Basic MaterialsMRKMerck & Co., Inc.$3,500$15 ▼-0.4%26,5231.3%MedicalIBMInternational Business Machines$3,272$32 ▼-1.0%17,1321.2%Computer and TechnologyXOMExxon Mobil$2,768$11 ▲0.4%23,8091.0%Oils/EnergyABBVAbbVie$2,647$3 ▲0.1%14,5341.0%MedicalTGTTarget$2,342$16 ▲0.7%13,2180.8%Retail/WholesaleMSMorgan Stanley$2,314$212 ▲10.1%24,5780.8%FinanceTAT&T$2,197$399 ▲22.2%124,8450.8%Computer and TechnologyKRKroger$2,183$75 ▲3.5%38,2070.8%Retail/WholesaleMETMetLife$2,156$3 ▼-0.2%29,0880.8%FinanceADMArcher-Daniels-Midland$2,075$2,075 ▲New Holding33,0380.7%Consumer StaplesPGProcter & Gamble$2,003$25 ▲1.3%12,3440.7%Consumer StaplesSTAGSTAG Industrial$1,971$35 ▲1.8%51,2790.7%FinanceUGIUGI$1,933$11 ▲0.5%78,7640.7%UtilitiesVZVerizon Communications$1,928$270 ▲16.3%45,9420.7%Computer and TechnologySHELShell$1,921$8 ▲0.4%28,6480.7%Oils/EnergyTTETotalEnergies$1,919$17 ▼-0.9%27,8850.7%Oils/EnergyPLDPrologis$1,917$10 ▲0.5%14,7180.7%FinanceMCDMcDonald's$1,912$20 ▲1.1%6,7800.7%Retail/WholesaleADXAdams Diversified Equity Fund$1,861$2 ▲0.1%95,3570.7%FinanceCVSCVS Health$1,850$68 ▲3.8%23,2000.7%Retail/WholesaleDLRDigital Realty Trust$1,837$25 ▲1.4%12,7550.7%FinanceSOSouthern$1,763$4 ▲0.2%24,5690.6%UtilitiesMOAltria Group$1,703$226 ▲15.3%39,0390.6%Consumer StaplesTYTri-Continental$1,637$12 ▲0.7%53,1520.6%FinancePMPhilip Morris International$1,549$24 ▲1.5%16,9080.6%Consumer StaplesMMM3M$1,505$49 ▲3.4%14,1860.5%Multi-Sector ConglomeratesPPLPPL$1,425$28 ▲2.0%51,7630.5%UtilitiesNEMNewmont$1,369$386 ▲39.3%38,1920.5%Basic MaterialsPFEPfizer$1,342$112 ▲9.1%48,3490.5%MedicalBABAAlibaba Group$1,278$341 ▲36.4%17,6570.5%Retail/WholesaleJQCNuveen Credit Strategies Income Fund$1,241$48 ▲4.1%222,7370.4%Financial ServicesIDViShares International Select Dividend ETF$1,019$26 ▲2.6%36,3520.4%ETFGDVThe Gabelli Dividend & Income Trust$948$57 ▲6.4%41,2540.3%Financial ServicesXLEEnergy Select Sector SPDR Fund$911$51 ▲5.9%9,6470.3%ETFAODAberdeen Total Dynamic Dividend Fund$792$51 ▲7.0%95,5210.3%MiscellaneousBTZBlackRock Credit Allocation Income Trust$791$107 ▲15.6%73,9650.3%Financial ServicesRVTRoyce Value Trust$694$16 ▲2.4%45,7680.3%FinanceNIEVirtus Equity & Convertible Income Fund$681$31 ▲4.8%30,4020.2%Financial ServicesAVKAdvent Convertible and Income Fund$676$15 ▲2.3%56,6580.2%Financial ServicesBGBBlackstone Strategic Credit 2027 Term Fund$660$9 ▲1.4%55,4600.2%Financial ServicesSHYiShares 1-3 Year Treasury Bond ETF$641$17 ▲2.8%7,8370.2%ManufacturingBOEBlackRock Enhanced Global Dividend Trust$638$44 ▲7.5%61,0010.2%Financial ServicesBSTBlackRock Science and Technology Trust$634$4 ▲0.7%17,1810.2%Financial ServicesXLUUtilities Select Sector SPDR Fund$626$25 ▲4.2%9,5370.2%ETFBCXBlackrock Resources & Commodities Strategy Trust$599$54 ▲10.0%65,9790.2%Financial ServicesPEYInvesco High Yield Equity Dividend Achievers ETF$588$5 ▲0.9%28,4670.2%ETFIGRCBRE Global Real Estate Income Fund$552$50 ▲10.0%102,6190.2%Financial ServicesBDJBlackRock Enhanced Equity Dividend Trust$502$18 ▲3.7%60,8620.2%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$494$5 ▲1.0%68,7760.2%Financial ServicesGHYPGIM Global High Yield Fund$493$64 ▲15.0%41,1860.2%Financial ServicesISDPGIM High Yield Bond Fund$492$52 ▲11.7%37,8960.2%Financial ServicesPFFiShares Preferred and Income Securities ETF$485$5 ▲1.0%15,0420.2%ETFNUVEEN DOW 30 DYNMC OVERWRT FD$461$4 ▲0.9%31,4610.2%COMIEFAiShares Core MSCI EAFE ETF$362$4 ▲1.1%4,8730.1%ETFSTEWSRH Total Return Fund$2880.0%19,1050.1%FinanceGAMGeneral American Investors$2690.0%5,7790.1%FinanceVOOVanguard S&P 500 ETF$2500.0%5200.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2330.0%2,5120.1%ETFXLIIndustrial Select Sector SPDR Fund$2230.0%1,7710.1%ETFBMYBristol-Myers Squibb$0$1,341 ▼-100.0%00.0%MedicalFIMM TREASURY ONLY PORTFOLIO M$0$350 ▼-100.0%00.0%COMShowing largest 100 holdings. 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