13F HOLDINGS REPORT

Stolper Co

Quarter ended Q1 2025 · Filed April 8, 2025 · Accession 0001808195-25-000006

Total Value

$304,919

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (87)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BERKSHIRE HATHAWAY INCORPORATE	BRK-A	39,055	$20,800	6.82%
2	JPMORGAN CHASE & COMPANY.	VYLD	57,813	$14,182	4.65%
3	APPLE INCORPORATED	AAPL	59,666	$13,254	4.35%
4	ONEOK INCORPORATED NEW	OKE	124,649	$12,368	4.06%
5	CHEVRON CORPORATION NEW	CVX	52,340	$8,756	2.87%
6	AFLAC INCORPORATED	AFL	78,051	$8,678	2.85%
7	DISCOVER FINL SVCS	254709108	50,756	$8,664	2.84%
8	UNITEDHEALTH GROUP INCORPORATE	UNH	16,096	$8,430	2.76%
9	ORACLE CORPORATION	ORCL-PD	57,817	$8,083	2.65%
10	CISCO SYSTEMS INCORPORATED	CSCO	126,261	$7,792	2.56%
11	ALPHABET INCORPORATED CAP STK	GOOG	49,725	$7,769	2.55%
12	NORTHROP GRUMMAN CORPORATION	NOC	14,796	$7,576	2.48%
13	COCA COLA COMPANY	KO	102,587	$7,347	2.41%
14	GOLDMAN SACHS GROUP INCORPORAT	GSCE	13,394	$7,317	2.40%
15	BANK AMERICA CORPORATION	060505104	175,262	$7,314	2.40%
16	BANK NEW YORK MELLON CORPORATI	064058100	81,088	$6,801	2.23%
17	DAVITA INCORPORATED	DVA	42,380	$6,483	2.13%
18	UNION PAC CORPORATION	UNP	27,351	$6,461	2.12%
19	MICROSOFT CORPORATION	MSFT	16,166	$6,069	1.99%
20	HP INCORPORATED	HPQ	206,152	$5,708	1.87%
21	PHILLIPS 66	PSX	46,147	$5,698	1.87%
22	JOHNSON & JOHNSON	JNJ	34,215	$5,674	1.86%
23	GENUINE PARTS COMPANY	GPC	44,212	$5,267	1.73%
24	QUALCOMM INCORPORATED	QCOM	33,571	$5,157	1.69%
25	DEVON ENERGY CORPORATION NEW	25179M103	134,671	$5,037	1.65%
26	HOME DEPOT INCORPORATED	HD	13,450	$4,929	1.62%
27	D R HORTON INCORPORATED	23331A109	36,621	$4,656	1.53%
28	INTERNATIONAL BUSINESS MACHINE	INTR	16,878	$4,197	1.38%
29	UNITED PARCEL SERVICE INCORPOR	UPS	35,672	$3,924	1.29%
30	AT&T INCORPORATED	T-PC	126,517	$3,578	1.17%
31	ABBVIE INCORPORATED	ABBV	14,310	$2,998	0.98%
32	MORGAN STANLEY COM NEW	MS-PQ	24,608	$2,871	0.94%
33	EXXON MOBIL CORPORATION	XOM	24,034	$2,858	0.94%
34	PHILIP MORRIS INTERNATIONAL IN	718172109	16,797	$2,666	0.87%
35	ALIBABA GROUP HLDG LIMITED SPO	BBAAY	19,485	$2,577	0.85%
36	3M COMPANY	MMM	16,711	$2,454	0.80%
37	EVERGY INCORPORATED	EVRG	34,630	$2,388	0.78%
38	MERCK & COMPANY INCORPORATED	MRK	26,363	$2,366	0.78%
39	ALTRIA GROUP INCORPORATED	MO	39,383	$2,364	0.78%
40	SOUTHERN COMPANY	SOMN	24,636	$2,265	0.74%
41	VERIZON COMMUNICATIONS INCORPO	VZ	49,518	$2,246	0.74%
42	METLIFE INCORPORATED	MET-PF	27,674	$2,222	0.73%
43	MCDONALDS CORPORATION	MCD	7,032	$2,197	0.72%
44	SHELL PLC SPON ADS	RYDAF	28,980	$2,124	0.70%
45	PROCTER AND GAMBLE COMPANY	742718109	12,332	$2,102	0.69%
46	US BANCORP DEL	USB-PS	48,038	$2,028	0.67%
47	PPL CORPORATION	PPLC	54,138	$1,955	0.64%
48	STAG INDL INCORPORATED REIT	85254J102	52,443	$1,894	0.62%
49	NEWMONT CORPORATION	NEMCL	38,815	$1,874	0.61%
50	TOTALENERGIES SE SPONSORED ADS	TTE	28,700	$1,857	0.61%
51	ADAMS DIVERSIFIED EQUITY FD	006212104	96,094	$1,825	0.60%
52	DIGITAL RLTY TR INCORPORATED R	253868103	12,709	$1,821	0.60%
53	PROLOGIS INCORPORATED. REIT	PLDGP	15,423	$1,724	0.57%
54	TRI CONTL CORPORATION	895436103	55,368	$1,698	0.56%
55	CVS HEALTH CORPORATION	CVS	24,798	$1,680	0.55%
56	ARCHER DANIELS MIDLAND COMPANY	ADM	33,691	$1,618	0.53%
57	TARGET CORPORATION	TGT	13,390	$1,397	0.46%
58	PFIZER INCORPORATED	PFE	51,589	$1,307	0.43%
59	NUVEEN CR STRATEGIES INCOME FD	NU	215,603	$1,160	0.38%
60	ISHARES TR INTL SEL DIV ETF	464288448	36,653	$1,137	0.37%
61	GABELLI DIVID & INCOME TR	36242H104	40,873	$986	0.32%
62	SPDR ENERGY SELECT SECTOR FUND	81369Y506	9,228	$862	0.28%
63	BLACKROCK CR ALLOCATION INCOME	BLK	75,549	$810	0.27%
64	ABRDN TOTAL DYNAMIC DIVIDEND C	AOD	94,896	$796	0.26%
65	SPDR UTILITIES SELECT SECTOR F	81369Y886	8,972	$707	0.23%
66	ROYCE SMALL CAP TRUST INCORPOR	RVT	48,832	$695	0.23%
67	BLACKSTONE STRATEGIC CRED 2027	BX	56,774	$686	0.22%
68	VIRTUS EQUITY & CONV INCM FD	92841M101	30,731	$680	0.22%
69	ISHARES TR 1 3 YR TREAS BD	464287457	8,118	$672	0.22%
70	BLACKROCK ENHANCED GLOBAL DIVI	BLK	60,950	$661	0.22%
71	ADVENT CONV & INCOME FD	00764C109	55,592	$641	0.21%
72	INVESCO HIGH YIELD EQUITY DIVI	IVZ	28,859	$620	0.20%
73	BLACKROCK RES & COMMODITIES ST	BLK	66,372	$619	0.20%
74	BLACKROCK SCIENCE & TECHNOLOGY	BLK	17,551	$579	0.19%
75	PGIM GLOBAL HIGH YIELD FD FORM	69346J106	40,606	$545	0.18%
76	BLACKROCK ENHANCED EQUITY DIVI	BLK	61,895	$532	0.17%
77	NUVEEN PREFERRED & INCOME OPPO	NU	66,647	$531	0.17%
78	PGIM HIGH YIELD BOND FUND INCO	ISD	37,239	$531	0.17%
79	CBRE GBL REAL ESTATE INCORPORA	12504G100	97,791	$505	0.17%
80	NUVEEN DOW 30 DYNMC OVERWRT FD	NU	32,936	$477	0.16%
81	ISHARES TR PFD AND INCM SEC	464288687	15,502	$476	0.16%
82	ISHARES TR CORE MSCI EAFE	46432F842	4,636	$351	0.12%
83	SRH TOTAL RETURN FUND INCORPOR	STEW	17,912	$309	0.10%
84	GENERAL AMERN INVS COMPANY INC	368802104	5,879	$296	0.10%
85	VANGUARD INDEX FUNDS S&P 500 E	922908363	480	$247	0.08%
86	SCHWAB U.S. LARGE-CAP GROWTH E	808524300	9,606	$241	0.08%
87	SPDR INDUSTRIAL SELECT SECTOR	81369Y704	1,697	$222	0.07%