SC
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Stolper Co13F | |
| Stolper Co | |
| Last update 2025-01-14 | 88 Stocks (2 new) |
| Value $300.00 Mil | Turnover 2 % |
Stolper Co Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 39,725 | 18,010.0 | -1.19% | 6.000 | -0.07% | 0.000 | +17.59% | +17.59% | 1,150,282.2 | Insurance | |
AAPL | Apple Inc | 61,034 | 15,280.0 | -0.71% | 5.090 | -0.03% | 0.000 | -10.78% | -10.78% | 3,352,776.5 | Hardware | |
JPM | JPMorgan Chase & Co | 58,840 | 14,110.0 | -1.92% | 4.700 | -0.08% | 0.000 | +2.17% | +2.17% | 681,299.2 | Banks | |
OKE | ONEOK Inc | 125,635 | 12,610.0 | -0.87% | 4.200 | -0.03% | 0.020 | +0.17% | +0.17% | 62,121.8 | Oil & Gas | |
ORCL | Oracle Corp | 58,256 | 9,710.0 | -0.41% | 3.230 | -0.01% | 0.000 | -14.61% | -14.61% | 398,033.0 | Software | |
GOOG | Alphabet Inc | 50,089 | 9,540.0 | +0.60% | 3.180 | +0.02% | 0.000 | -16.48% | -16.48% | 1,924,632.9 | Interactive Media | |
DFS | Discover Financial Services | 51,817 | 8,980.0 | -1.04% | 2.990 | -0.03% | 0.020 | -1.23% | -1.23% | 42,901.2 | Credit Services | |
UNH | UnitedHealth Group Inc | 16,311 | 8,250.0 | +0.22% | 2.750 | +0.01% | 0.000 | +3.85% | +3.85% | 478,504.3 | Healthcare Plans | |
AFL | Aflac Inc | 78,947 | 8,170.0 | -1.84% | 2.720 | -0.05% | 0.010 | +9.32% | +9.32% | 61,376.9 | Insurance | |
GS | The Goldman Sachs Group Inc | 13,795 | 7,900.0 | -1.39% | 2.630 | -0.03% | 0.000 | -3.75% | -3.75% | 170,453.0 | Capital Markets |
Stolper Co's Historical Top Holdings Breakdowns
Stolper Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GPC | Genuine Parts Co | 2024-12-31 | New Buy | +1.73% | 113.11 ($124.52) 143.63 | $118.45 | -4.87% | New holding | 44,485 | 44,485 | |
DOW | Dow Inc | 2024-12-31 | Sold Out | -1.45% | 39.1 ($46.53) 55.34 | $34.61 | -25.62% | Sold Out | 0 | -81,335 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce | -0.08% | 205.23 ($233.33) 250.29 | $243.66 | 4.43% | Reduce -1.92% | 58,840 | -1,154 | |
BRK.B | Berkshire Hathaway Inc | 2024-12-31 | Reduce | -0.07% | 442.29 ($461.8) 483.08 | $532.99 | 15.42% | Reduce -1.19% | 39,725 | -477 | |
CET | Central Securities Corp | 2024-12-31 | New Buy | +0.07% | 45.38 ($46.75) 49.1 | $45.12 | -3.49% | New holding | 4,444 | 4,444 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-12-31 | Add | +0.07% | 25.71 ($27.37) 29.1 | $25.24 | -7.78% | Add 293.04% | 9,606 | 7,162 | |
AFL | Aflac Inc | 2024-12-31 | Reduce | -0.05% | 100.37 ($108.98) 115.26 | $112.45 | 3.18% | Reduce -1.84% | 78,947 | -1,478 | |
CVS | CVS Health Corp | 2024-12-31 | Reduce | -0.05% | 43.78 ($56.01) 67.46 | $67.98 | 21.37% | Reduce -10.21% | 21,429 | -2,438 | |
AAPL | Apple Inc | 2024-12-31 | Reduce | -0.03% | 221.69 ($235.83) 259.02 | $223.19 | -5.36% | Reduce -0.71% | 61,034 | -438 | |
CVX | Chevron Corp | 2024-12-31 | Add | +0.03% | 141.15 ($153.12) 162.53 | $168.51 | 10.05% | Add 1.41% | 52,295 | 726 |
Stolper Co Total Holding History ($B)
Stolper Co's Asset Allocation
Stolper Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Stolper Co's Hypothetical Growth since 2024-12-31
Stolper Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stolper Co's Holdings Heat Map
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Stolper Co's Holdings Bubble Chart
Stolper Co News
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