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Size ($ in 1000's)
At 03/31/2024: $277,199
At 12/31/2023: $248,344
Stolper Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stolper Co 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Stolper Co top holdings by largest position size, as per the latest 13f filing made by Stolper Co.
In the Stolper Co-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Stolper Co in that top holding, then the share count change between reporting periods, and finally the Stolper Co top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INCORPORATE |
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$16,881 | | BRK.B | 40,143 | -71 | $16,881 | | JPMORGAN CHASE & COMPANY |
60,157 |
-84 |
$12,049 | | JPM | 60,157 | -84 | $12,049 | | APPLE INCORPORATED |
63,128 |
-4,761 |
$10,825 | | AAPL | 63,128 | -4,761 | $10,825 | | ONEOK INCORPORATED NEW |
128,638 |
+807 |
$10,313 | | OKE | 128,638 | +807 | $10,313 | | UNITEDHEALTH GROUP INCORPORATE |
16,315 |
-355 |
$8,071 | | UNH | 16,315 | -355 | $8,071 | | CHEVRON CORPORATION NEW |
50,224 |
+2,226 |
$7,922 | | CVX | 50,224 | +2,226 | $7,922 | | ALPHABET INCORPORATED CAP STK |
48,854 |
-264 |
$7,439 | | GOOG | 48,854 | -264 | $7,439 | | PHILLIPS 66 |
44,823 |
-96 |
$7,321 | | PSX | 44,823 | -96 | $7,321 | | ORACLE CORPORATION |
57,395 |
+130 |
$7,209 | | ORCL | 57,395 | +130 | $7,209 | | MICROSOFT CORPORATION |
16,297 |
-1,406 |
$6,856 | | MSFT | 16,297 | -1,406 | $6,856 | | AFLAC INCORPORATED |
79,233 |
+1,016 |
$6,803 | | AFL | 79,233 | +1,016 | $6,803 | | NORTHROP GRUMMAN CORPORATION |
14,086 |
+60 |
$6,742 | | NOC | 14,086 | +60 | $6,742 | | DISCOVER FINL SVCS |
50,742 |
+197 |
$6,652 | | DFS | 50,742 | +197 | $6,652 | | BANK AMERICA CORPORATION |
175,165 |
+618 |
$6,642 | | BAC | 175,165 | +618 | $6,642 | | UNION PAC CORPORATION |
26,662 |
+350 |
$6,557 | | UNP | 26,662 | +350 | $6,557 | | DEVON ENERGY CORPORATION NEW |
129,125 |
+129,125 |
$6,479 | | DVN | 129,125 | +129,125 | $6,479 | | HP INCORPORATED |
201,303 |
+779 |
$6,083 | | HPQ | 201,303 | +779 | $6,083 | | CISCO SYSTEMS INCORPORATED |
119,851 |
+676 |
$5,982 | | CSCO | 119,851 | +676 | $5,982 | | COCA COLA COMPANY |
97,335 |
+865 |
$5,955 | | KO | 97,335 | +865 | $5,955 | | D R HORTON INCORPORATED |
35,696 |
+17 |
$5,874 | | DHI | 35,696 | +17 | $5,874 | | DAVITA INCORPORATED |
42,462 |
-41 |
$5,862 | | DVA | 42,462 | -41 | $5,862 | | GOLDMAN SACHS GROUP INCORPORAT |
13,938 |
+27 |
$5,822 | | GS | 13,938 | +27 | $5,822 | | QUALCOMM INCORPORATED |
32,631 |
+17 |
$5,524 | | QCOM | 32,631 | +17 | $5,524 | | JOHNSON & JOHNSON |
32,451 |
+2,899 |
$5,133 | | JNJ | 32,451 | +2,899 | $5,133 | | UNITED PARCEL SERVICE INCORPOR |
33,402 |
+4,245 |
$4,965 | | UPS | 33,402 | +4,245 | $4,965 | | HOME DEPOT INCORPORATED |
12,851 |
+65 |
$4,930 | | HD | 12,851 | +65 | $4,930 | | BANK NEW YORK MELLON CORPORATI |
78,541 |
+496 |
$4,526 | | BK | 78,541 | +496 | $4,526 | | DOW INCORPORATED |
77,023 |
+460 |
$4,462 | | DOW | 77,023 | +460 | $4,462 | | MERCK & COMPANY INCORPORATED |
26,523 |
-112 |
$3,500 | | MRK | 26,523 | -112 | $3,500 | | INTERNATIONAL BUSINESS MACHINE |
17,132 |
-168 |
$3,272 | | IBM | 17,132 | -168 | $3,272 | | EXXON MOBIL CORPORATION |
23,809 |
+98 |
$2,768 | | XOM | 23,809 | +98 | $2,768 | | ABBVIE INCORPORATED |
14,534 |
+19 |
$2,647 | | ABBV | 14,534 | +19 | $2,647 | | TARGET CORPORATION |
13,218 |
+88 |
$2,342 | | TGT | 13,218 | +88 | $2,342 | | MORGAN STANLEY COM NEW |
24,578 |
+2,255 |
$2,314 | | MS | 24,578 | +2,255 | $2,314 | | AT&T INCORPORATED |
124,845 |
+22,694 |
$2,197 | | T | 124,845 | +22,694 | $2,197 | | KROGER COMPANY |
38,207 |
+1,305 |
$2,183 | | KR | 38,207 | +1,305 | $2,183 | | METLIFE INCORPORATED |
29,088 |
-44 |
$2,156 | | MET | 29,088 | -44 | $2,156 | | ARCHER DANIELS MIDLAND COMPANY |
33,038 |
+33,038 |
$2,075 | | ADM | 33,038 | +33,038 | $2,075 | | PROCTER AND GAMBLE COMPANY |
12,344 |
+157 |
$2,003 | | PG | 12,344 | +157 | $2,003 | | STAG INDL INCORPORATED REIT |
51,279 |
+901 |
$1,971 | | STAG | 51,279 | +901 | $1,971 | | UGI CORPORATION NEW |
78,764 |
+430 |
$1,933 | | UGI | 78,764 | +430 | $1,933 | | VERIZON COMMUNICATIONS INCORPO |
45,942 |
+6,437 |
$1,928 | | VZ | 45,942 | +6,437 | $1,928 | | SHELL PLC SPON ADS |
28,648 |
+123 |
$1,921 | | SHEL | 28,648 | +123 | $1,921 | | TOTALENERGIES SE SPONSORED ADS |
27,885 |
-241 |
$1,919 | | TTE | 27,885 | -241 | $1,919 | | PROLOGIS INCORPORATED. REIT |
14,718 |
+76 |
$1,917 | | PLD | 14,718 | +76 | $1,917 | | MCDONALDS CORPORATION |
6,780 |
+72 |
$1,912 | | MCD | 6,780 | +72 | $1,912 | | ADAMS DIVERSIFIED EQUITY FD |
95,357 |
+117 |
$1,861 | | ADX | 95,357 | +117 | $1,861 | | CVS HEALTH CORPORATION |
23,200 |
+849 |
$1,850 | | CVS | 23,200 | +849 | $1,850 | | DIGITAL RLTY TR INCORPORATED R |
12,755 |
+172 |
$1,837 | | DLR | 12,755 | +172 | $1,837 | | SOUTHERN COMPANY |
24,569 |
+52 |
$1,763 | | SO | 24,569 | +52 | $1,763 |
See Full List: All Stocks Held By Stolper Co
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stolper Co
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