$231 Thousand is the total value of Stolper Co's 84 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEFA | ISHARES TR CORE MSCI EAFE | $310 | -4.6% | 4,820 | 0.0% | 0.13% | -2.2% | |
BIF | SRH TOTAL RETURN FUND INCORPOR | $248 | -2.4% | 19,105 | 0.0% | 0.11% | +0.9% | |
GAM | GENERAL AMERN INVS COMPANY INC | $226 | -1.7% | 5,504 | 0.0% | 0.10% | +1.0% | |
VOO | VANGUARD INDEX FUNDS S&P 500 E | $207 | -3.3% | 526 | 0.0% | 0.09% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INCORPORATED | 15 | Q3 2023 | 9.1% |
BERKSHIRE HATHAWAY INCORPORATE | 15 | Q3 2023 | 6.1% |
JPMORGAN CHASE & COMPANY | 15 | Q3 2023 | 4.3% |
UNITEDHEALTH GROUP INCORPORATE | 15 | Q3 2023 | 4.2% |
ONEOK INCORPORATED NEW | 15 | Q3 2023 | 3.7% |
MICROSOFT CORPORATION | 15 | Q3 2023 | 3.7% |
CISCO SYSTEMS INCORPORATED | 15 | Q3 2023 | 3.3% |
UNION PACIFIC CORPORATION | 15 | Q3 2023 | 3.2% |
HP INCORPORATED | 15 | Q3 2023 | 3.1% |
CHEVRON CORPORATION NEW | 15 | Q3 2023 | 3.5% |
View Stolper Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-07 |
13F-HR | 2022-07-08 |
13F-HR/A | 2022-04-14 |
13F-HR | 2022-04-08 |
View Stolper Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.