129 is the total number of securities Stolper Co has owned. The longest Stolper Co has owned a single stock is 15 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INCORPORATED | 15 | 15 | 3.94% | 5.34% | 9.08% | Q1 2020 | Q3 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 15 | 15 | 4.51% | 5.18% | 6.10% | Q1 2020 | Q3 2023 | 15 |
JPM | JPMORGAN CHASE & COMPANY | 15 | 15 | 2.97% | 3.66% | 4.30% | Q1 2020 | Q3 2023 | 15 |
UNH | UNITEDHEALTH GROUP INC... | 15 | 15 | 3.17% | 3.54% | 4.18% | Q1 2020 | Q3 2023 | 15 |
OKE | ONEOK INCORPORATED NEW | 15 | 15 | 1.96% | 3.13% | 3.75% | Q1 2020 | Q3 2023 | 15 |
MSFT | MICROSOFT CORPORATION | 15 | 15 | 2.43% | 3.05% | 3.68% | Q1 2020 | Q3 2023 | 15 |
CSCO | CISCO SYSTEMS INCORPOR... | 15 | 15 | 2.09% | 2.67% | 3.28% | Q1 2020 | Q3 2023 | 15 |
UNP | UNION PACIFIC CORPORATION | 15 | 15 | 2.25% | 2.57% | 3.20% | Q1 2020 | Q3 2023 | 15 |
HPQ | HP INCORPORATED | 15 | 15 | 2.12% | 2.52% | 3.05% | Q1 2020 | Q3 2023 | 15 |
CVX | CHEVRON CORPORATION NEW | 15 | 15 | 1.44% | 2.51% | 3.51% | Q1 2020 | Q3 2023 | 15 |
KO | COCA COLA COMPANY | 15 | 15 | 2.15% | 2.46% | 2.85% | Q1 2020 | Q3 2023 | 15 |
UPS | UNITED PARCEL SERVICE ... | 15 | 15 | 1.95% | 2.39% | 3.04% | Q1 2020 | Q3 2023 | 15 |
ORCL | ORACLE CORPORATION | 15 | 15 | 1.92% | 2.37% | 2.85% | Q1 2020 | Q3 2023 | 15 |
BAC | BK OF AMERICA CORPORATION | 15 | 15 | 1.77% | 2.23% | 2.68% | Q1 2020 | Q3 2023 | 15 |
JNJ | JOHNSON & JOHNSON | 15 | 15 | 1.95% | 2.22% | 2.63% | Q1 2020 | Q3 2023 | 15 |
IBM | INTERNATIONAL BUSINESS... | 15 | 15 | 0.99% | 2.19% | 2.68% | Q1 2020 | Q3 2023 | 15 |
DOW | DOW INCORPORATED | 15 | 15 | 1.76% | 2.16% | 2.64% | Q1 2020 | Q3 2023 | 15 |
DFS | DISCOVER FINL SVCS | 15 | 15 | 1.17% | 2.07% | 2.66% | Q1 2020 | Q3 2023 | 15 |
GS | GOLDMAN SACHS GROUP IN... | 15 | 15 | 1.60% | 2.05% | 2.48% | Q1 2020 | Q3 2023 | 15 |
AFL | AFLAC INCORPORATED | 15 | 15 | 1.73% | 2.02% | 2.59% | Q1 2020 | Q3 2023 | 15 |
PSX | PHILLIPS 66 | 15 | 15 | 1.03% | 1.66% | 2.34% | Q1 2020 | Q3 2023 | 15 |
BK | BANK NEW YORK MELLON C... | 15 | 15 | 1.29% | 1.49% | 1.71% | Q1 2020 | Q3 2023 | 15 |
MRK | MERCK & COMPANY. INCOR... | 15 | 15 | 0.89% | 1.19% | 1.55% | Q1 2020 | Q3 2023 | 15 |
ABBV | ABBVIE INCORPORATED | 15 | 15 | 0.84% | 1.08% | 1.32% | Q1 2020 | Q3 2023 | 15 |
PFE | PFIZER INCORPORATED | 15 | 15 | 0.66% | 0.95% | 1.20% | Q1 2020 | Q3 2023 | 15 |
CVS | CVS HEALTH CORPORATION | 15 | 15 | 0.65% | 0.94% | 1.22% | Q1 2020 | Q3 2023 | 15 |
VZ | VERIZON COMMUNICATIONS... | 15 | 15 | 0.64% | 0.93% | 1.36% | Q1 2020 | Q3 2023 | 15 |
BMY | BRISTOL-MYERS SQUIBB C... | 15 | 15 | 0.67% | 0.89% | 1.27% | Q1 2020 | Q3 2023 | 15 |
PG | PROCTER & GAMBLE COMPANY | 15 | 15 | 0.77% | 0.89% | 1.18% | Q1 2020 | Q3 2023 | 15 |
T | AT&T INCORPORATED | 15 | 15 | 0.36% | 0.88% | 1.26% | Q1 2020 | Q3 2023 | 15 |
XOM | EXXON MOBIL CORPORATION | 15 | 15 | 0.36% | 0.86% | 1.36% | Q1 2020 | Q3 2023 | 15 |
STAG | STAG INDL INCORPORATED... | 15 | 15 | 0.68% | 0.84% | 1.03% | Q1 2020 | Q3 2023 | 15 |
MCD | MCDONALDS CORPORATION | 15 | 15 | 0.74% | 0.83% | 0.94% | Q1 2020 | Q3 2023 | 15 |
DLR | DIGITAL RLTY TR INCORP... | 15 | 15 | 0.50% | 0.81% | 1.36% | Q1 2020 | Q3 2023 | 15 |
MET | METLIFE INCORPORATED | 15 | 15 | 0.63% | 0.81% | 1.01% | Q1 2020 | Q3 2023 | 15 |
SO | SOUTHERN COMPANY | 15 | 15 | 0.67% | 0.79% | 1.04% | Q1 2020 | Q3 2023 | 15 |
TTE | TOTAL SE SPONSORED ADS | 15 | 15 | 0.50% | 0.74% | 1.00% | Q1 2020 | Q3 2023 | 15 |
PM | PHILIP MORRIS INTERNAT... | 15 | 15 | 0.66% | 0.72% | 0.88% | Q1 2020 | Q3 2023 | 15 |
ADX | ADAMS DIVERSIFIED EQUI... | 15 | 15 | 0.51% | 0.72% | 1.01% | Q1 2020 | Q3 2023 | 15 |
MO | ALTRIA GROUP INCORPORATED | 15 | 15 | 0.53% | 0.68% | 0.85% | Q1 2020 | Q3 2023 | 15 |
TY | TRI CONTL CORPORATION(TY) | 15 | 15 | 0.55% | 0.65% | 0.78% | Q1 2020 | Q3 2023 | 15 |
PPL | PPL CORPORATION | 15 | 15 | 0.54% | 0.64% | 0.82% | Q1 2020 | Q3 2023 | 15 |
IDV | ISHARES TR INTL SEL DI... | 15 | 15 | 0.20% | 0.40% | 0.66% | Q1 2020 | Q3 2023 | 15 |
JQC | NUVEEN CR STRATEGIES I... | 15 | 15 | 0.27% | 0.37% | 0.60% | Q1 2020 | Q3 2023 | 15 |
BTZ | BLACKROCK CR ALLOCATIO... | 15 | 15 | 0.25% | 0.36% | 0.49% | Q1 2020 | Q3 2023 | 15 |
IGR | CBRE GBL REAL ESTATE I... | 15 | 15 | 0.17% | 0.35% | 0.63% | Q1 2020 | Q3 2023 | 15 |
AOD | ABRDN TOTAL DYNAMIC DI... | 15 | 15 | 0.26% | 0.31% | 0.35% | Q1 2020 | Q3 2023 | 15 |
GDV | GABELLI DIVID & INCOME TR | 15 | 15 | 0.16% | 0.30% | 0.43% | Q1 2020 | Q3 2023 | 15 |
BOE | BLACKROCK ENHANCED GLO... | 15 | 15 | 0.23% | 0.29% | 0.33% | Q1 2020 | Q3 2023 | 15 |
XLU | SPDR UTILITIES SELECT ... | 15 | 15 | 0.22% | 0.28% | 0.34% | Q1 2020 | Q3 2023 | 15 |
PFF | ISHARES TR PFD AND INC... | 15 | 15 | 0.19% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
ISD | PGIM HIGH YIELD BOND F... | 15 | 15 | 0.17% | 0.21% | 0.25% | Q1 2020 | Q3 2023 | 15 |
IEFA | ISHARES TR CORE MSCI EAFE | 15 | 15 | 0.13% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
GHY | PGIM GLOBAL HIGH YIELD... | 15 | 15 | 0.16% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
BIF | SRH TOTAL RETURN FUND ... | 15 | 15 | 0.10% | 0.15% | 0.17% | Q1 2020 | Q3 2023 | 15 |
LMT | LOCKHEED MARTIN CORPOR... | 14 | 14 | 0.58% | 0.77% | 0.98% | Q1 2020 | Q2 2023 | 14 |
AVK | ADVENT CONV & INCOME FD | 10 | 4 | 0.24% | 0.30% | 0.34% | Q1 2020 | Q3 2023 | 14 |
HD | HOME DEPOT INCORPORATED | 13 | 13 | 1.44% | 1.69% | 2.08% | Q3 2020 | Q3 2023 | 13 |
WIW | WESTERN AST INFL LKD O... | 12 | 1 | 0.23% | 0.29% | 0.34% | Q1 2020 | Q2 2023 | 13 |
TDF | TEMPLETON DRAGON FUND | 13 | 13 | 0.12% | 0.20% | 0.29% | Q2 2020 | Q2 2023 | 13 |
VOO | VANGUARD INDEX FUNDS S... | 11 | 2 | 0.09% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 13 |
NOC | NORTHROP GRUMMAN CORPO... | 12 | 12 | 2.22% | 2.64% | 3.36% | Q4 2020 | Q3 2023 | 12 |
DHI | D R HORTON INCORPORATED | 12 | 12 | 1.19% | 1.55% | 1.83% | Q4 2020 | Q3 2023 | 12 |
NEM | NEWMONT CORPORATION | 12 | 12 | 0.47% | 0.64% | 0.83% | Q4 2020 | Q3 2023 | 12 |
UL | UNILEVER PLC SPON ADR NEW | 12 | 12 | 0.39% | 0.57% | 0.78% | Q3 2020 | Q2 2023 | 12 |
RVT | ROYCE VALUE TR INCORPO... | 11 | 1 | 0.08% | 0.28% | 0.35% | Q1 2020 | Q3 2023 | 12 |
LYB | LYONDELLBASELL INDUSTR... | 11 | 11 | 0.71% | 0.80% | 0.91% | Q1 2020 | Q3 2022 | 11 |
BABA | ALIBABA GROUP HLDG LIM... | 10 | 10 | 0.41% | 0.88% | 1.99% | Q2 2021 | Q3 2023 | 10 |
KR | KROGER COMPANY | 10 | 10 | 0.69% | 0.81% | 0.99% | Q2 2021 | Q3 2023 | 10 |
XLI | SPDR INDUSTRIAL SELECT... | 9 | 1 | 0.09% | 0.28% | 0.52% | Q1 2020 | Q4 2022 | 10 |
DIAX | NUVEEN DOW 30 DYNMC OV... | 10 | 10 | 0.18% | 0.22% | 0.24% | Q2 2021 | Q3 2023 | 10 |
GAM | GENERAL AMERN INVS INC... | 9 | 1 | 0.09% | 0.15% | 0.53% | Q1 2020 | Q3 2023 | 10 |
TGT | TARGET CORPORATION | 8 | 1 | 0.64% | 1.59% | 2.13% | Q1 2020 | Q3 2023 | 9 |
HP | HELMERICH & PAYNE INCO... | 9 | 9 | 0.70% | 1.00% | 1.44% | Q1 2020 | Q1 2022 | 9 |
XLE | SPDR ENERGY SELECT SEC... | 9 | 9 | 0.32% | 0.54% | 0.82% | Q3 2021 | Q3 2023 | 9 |
BP | BP PLC SPONSORED ADR | 8 | 8 | 1.16% | 1.70% | 2.43% | Q1 2020 | Q4 2021 | 8 |
RDSB | ROYAL DUTCH SHELL PLC ... | 8 | 8 | 0.38% | 0.54% | 0.78% | Q1 2020 | Q4 2021 | 8 |
ANGL | VANECK VECTORS FALLEN ... | 8 | 8 | 0.20% | 0.22% | 0.26% | Q3 2020 | Q2 2022 | 8 |
LZB | LA Z BOY INCORPORATED | 7 | 7 | 0.94% | 1.13% | 1.25% | Q1 2022 | Q3 2023 | 7 |
MS | MORGAN STANLEY COM NEW | 7 | 7 | 0.86% | 0.90% | 1.06% | Q1 2022 | Q3 2023 | 7 |
SHELL PLC SPON ADS | 7 | 7 | 0.74% | 0.80% | 0.90% | Q1 2022 | Q3 2023 | 7 | |
DSU | BLACKROCK DEBT STRATEG... | 7 | 7 | 0.34% | 0.37% | 0.41% | Q1 2020 | Q3 2021 | 7 |
BGB | BLACKSTONE STRATEGIC C... | 7 | 7 | 0.25% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
IEMG | ISHARES INCORPORATED C... | 7 | 7 | 0.09% | 0.12% | 0.14% | Q3 2020 | Q1 2022 | 7 |
DVA | DAVITA INCORPORATED | 6 | 6 | 1.36% | 1.67% | 1.91% | Q2 2022 | Q3 2023 | 6 |
PLD | PROLOGIS INCORPORATED.... | 6 | 6 | 0.72% | 0.79% | 0.89% | Q2 2022 | Q3 2023 | 6 |
WBA | WALGREENS BOOTS ALLIAN... | 6 | 6 | 0.57% | 0.77% | 0.94% | Q1 2020 | Q2 2021 | 6 |
THQ | TEKLA HEALTHCARE OPPOR... | 6 | 6 | 0.29% | 0.35% | 0.51% | Q1 2020 | Q2 2021 | 6 |
BLW | BLACKROCK LIMITED DURA... | 6 | 6 | 0.28% | 0.30% | 0.34% | Q1 2020 | Q2 2021 | 6 |
AIO | VIRTUS ARTIFICIAL INTE... | 6 | 6 | 0.19% | 0.24% | 0.27% | Q1 2021 | Q2 2022 | 6 |
BCX | BLACKROCK RES & COMMOD... | 4 | 2 | 0.04% | 0.18% | 0.30% | Q1 2020 | Q3 2023 | 6 |
CAT | CATERPILLAR INCORPORAT... | 5 | 5 | 0.92% | 1.02% | 1.18% | Q1 2020 | Q1 2021 | 5 |
ARDAGH METAL PACKAGING... | 5 | 5 | 0.55% | 0.81% | 1.09% | Q3 2021 | Q3 2022 | 5 | |
NIE | VIRTUS EQUITY & CONV I... | 5 | 5 | 0.23% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
DSL | DOUBLELINE INCOME SOLU... | 5 | 5 | 0.23% | 0.25% | 0.30% | Q3 2021 | Q3 2022 | 5 |
BST | BLACKROCK SCIENCE & TE... | 5 | 5 | 0.23% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
BHK | BLACKROCK CORE BD TR S... | 5 | 5 | 0.19% | 0.22% | 0.25% | Q2 2020 | Q2 2021 | 5 |
VCSH | VANGUARD SHORT-TERM CO... | 5 | 5 | 0.18% | 0.21% | 0.24% | Q2 2020 | Q2 2021 | 5 |
IJH | ISHARES TR CORE S&P MC... | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
QCOM | QUALCOMM INCORPORATED | 4 | 4 | 1.56% | 1.64% | 1.76% | Q4 2022 | Q3 2023 | 4 |
VIAC | VIACOMCBS INCORPORATED... | 4 | 4 | 0.78% | 1.23% | 1.59% | Q1 2020 | Q4 2020 | 4 |
GGN | GAMCO GLOBAL GOLD NAT ... | 4 | 4 | 0.29% | 0.37% | 0.45% | Q3 2020 | Q2 2021 | 4 |
PEY | INVESCO HIGH YIELD EQU... | 4 | 4 | 0.23% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
JRI | NUVEEN REAL ASSET INCO... | 4 | 4 | 0.22% | 0.24% | 0.26% | Q1 2020 | Q4 2020 | 4 |
JPS | NUVEEN PREFERRED & INC... | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
EXG | EATON VANCE TAX-MANAGE... | 4 | 4 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q2 2021 | 4 |
AWP | ABERDEEN GLOBAL PREMIE... | 4 | 4 | 0.06% | 0.11% | 0.25% | Q1 2020 | Q4 2020 | 4 |
SCHG | SCHWAB U.S. LARGE-CAP ... | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q1 2022 | 4 |
GOOG | ALPHABET INCORPORATED ... | 3 | 3 | 2.19% | 2.49% | 2.80% | Q1 2023 | Q3 2023 | 3 |
GILD | GILEAD SCIENCES INCORP... | 3 | 3 | 0.67% | 0.81% | 0.92% | Q1 2020 | Q3 2020 | 3 |
MMM | 3M COMPANY | 3 | 3 | 0.57% | 0.59% | 0.61% | Q1 2023 | Q3 2023 | 3 |
SPR | SPIRIT AEROSYSTEMS HLD... | 3 | 3 | 0.13% | 0.49% | 0.71% | Q1 2020 | Q3 2020 | 3 |
EOI | EATON VANCE ENHANCED E... | 3 | 3 | 0.33% | 0.34% | 0.35% | Q2 2020 | Q4 2020 | 3 |
XLV | SPDR HEALTH CARE SELECT | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 3 |
HDV | ISHARES TR CORE HIGH D... | 2 | 2 | 0.55% | 0.56% | 0.57% | Q1 2020 | Q2 2020 | 2 |
USA | LIBERTY ALL STAR EQUIT... | 2 | 2 | 0.38% | 0.39% | 0.39% | Q3 2020 | Q4 2020 | 2 |
GOVT | ISHARES TR US TREAS BD... | 2 | 2 | 0.35% | 0.36% | 0.38% | Q1 2020 | Q2 2020 | 2 |
HYT | BLACKROCK CORPOR HI YL... | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
LUV | SOUTHWEST AIRLS COMPANY | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2020 | Q2 2020 | 1 |
DAL | DELTA AIR LINES INCORP... | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2020 | Q1 2020 | 1 |
DVY | ISHARES TR SELECT DIVI... | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2020 | Q4 2020 | 1 |
WY | WEYERHAEUSER COMPANY | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2020 | Q1 2020 | 1 |
IXC | ISHARES TR GLOBAL ENER... | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
SRG | Seritage Growth Pptys ... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2020 | Q1 2020 | 1 |
EMD | WESTERN ASSET EMERG MK... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
SHY | ISHARES TR 1 3 YR TREA... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
RA | BROOKFIELD REAL ASSETS... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
BDJ | BLACKROCK ENHANCED EQU... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
CET | CENTRAL SECS CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including APPLE INCORPORATED, BERKSHIRE HATHAWAY INCORPORATE, and JPMORGAN CHASE & COMPANY, are the highest-conviction holdings of Stolper Co.
The conviction is calculated by counting the number of quarters a security has been reported by Stolper Co. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Stolper Co owns currently or has owned in the past.