Stolper Co
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INCORPORATED CAP STK | 0 | 48,839 | +48,839 | 0 | 15,326 | +15,326 |
| SPDR INDUSTRIAL SELECT SECTOR | 0 | 57,005 | +57,005 | 0 | 2,096 | +2,096 |
| CAPITAL ONE FINL CORPORATION | 0 | 50,501 | +50,501 | 0 | 12,239 | +12,239 |
| CISCO SYSTEMS INCORPORATED | 0 | 125,193 | +125,193 | 0 | 9,644 | +9,644 |
| GOLDMAN SACHS GROUP INCORPORAT | 0 | 12,823 | +12,823 | 0 | 11,271 | +11,271 |
| JOHNSON & JOHNSON | 0 | 34,235 | +34,235 | 0 | 7,085 | +7,085 |
| APPLE INCORPORATED | 0 | 57,706 | +57,706 | 0 | 15,688 | +15,688 |
| ALLISON TRANSMISSION HLDGS INC | 0 | 73,279 | +73,279 | 0 | 7,174 | +7,174 |
| MERCK & COMPANY INCORPORATED | 0 | 30,688 | +30,688 | 0 | 3,230 | +3,230 |
| BANK AMERICA CORPORATION | 0 | 173,360 | +173,360 | 0 | 9,535 | +9,535 |
| BANK NEW YORK MELLON CORPORATI | 0 | 79,608 | +79,608 | 0 | 9,242 | +9,242 |
| COCA COLA COMPANY | 0 | 105,064 | +105,064 | 0 | 7,345 | +7,345 |
| MORGAN STANLEY COM NEW | 0 | 24,844 | +24,844 | 0 | 4,411 | +4,411 |
| UNITED PARCEL SERVICE INCORPOR | 0 | 29,663 | +29,663 | 0 | 2,942 | +2,942 |
| AMERICAN ELEC PWR COMPANY INCO | 0 | 80,851 | +80,851 | 0 | 9,323 | +9,323 |
| US BANCORP DEL | 0 | 49,501 | +49,501 | 0 | 2,641 | +2,641 |
| EXXON MOBIL CORPORATION | 0 | 25,535 | +25,535 | 0 | 3,073 | +3,073 |
| QUALCOMM INCORPORATED | 0 | 33,684 | +33,684 | 0 | 5,762 | +5,762 |
| ONEOK INCORPORATED NEW | 0 | 126,188 | +126,188 | 0 | 9,275 | +9,275 |
| PROLOGIS INCORPORATED. REIT | 0 | 16,755 | +16,755 | 0 | 2,139 | +2,139 |
| INTERNATIONAL BUSINESS MACHINE | 0 | 16,072 | +16,072 | 0 | 4,761 | +4,761 |
| TOTALENERGIES SE SPONSORED ADS | 0 | 30,989 | +30,989 | 0 | 2,027 | +2,027 |
| CVS HEALTH CORPORATION | 0 | 26,806 | +26,806 | 0 | 2,127 | +2,127 |
| JPMORGAN CHASE & COMPANY. | 0 | 55,582 | +55,582 | 0 | 17,910 | +17,910 |
| SHELL PLC SPON ADS | 0 | 31,444 | +31,444 | 0 | 2,311 | +2,311 |
| ADAMS DIVERSIFIED EQUITY FD | 0 | 100,835 | +100,835 | 0 | 2,351 | +2,351 |
| ISHARES TR INTL SEL DIV ETF | 0 | 36,301 | +36,301 | 0 | 1,432 | +1,432 |
| MCDONALDS CORPORATION | 0 | 7,432 | +7,432 | 0 | 2,271 | +2,271 |
| ABRDN HEALTHCARE OPPORTUNITIES | 0 | 37,732 | +37,732 | 0 | 722 | +722 |
| DEVON ENERGY CORPORATION NEW | 0 | 108,609 | +108,609 | 0 | 3,978 | +3,978 |
| BERKSHIRE HATHAWAY INCORPORATE | 0 | 37,858 | +37,858 | 0 | 19,029 | +19,029 |
| BLACKROCK RES & COMMODITIES ST | 0 | 70,191 | +70,191 | 0 | 771 | +771 |
| SPDR UTILITIES SELECT SECTOR F | 0 | 19,278 | +19,278 | 0 | 862 | +862 |
| CHEVRON CORPORATION NEW | 0 | 54,380 | +54,380 | 0 | 8,288 | +8,288 |
| ABRDN TOTAL DYNAMIC DIVIDEND C | 0 | 99,588 | +99,588 | 0 | 971 | +971 |
| GABELLI DIVID & INCOME TR | 0 | 41,697 | +41,697 | 0 | 1,158 | +1,158 |
| BLACKROCK ENHANCED EQUITY DIVI | 0 | 64,696 | +64,696 | 0 | 613 | +613 |
| PFIZER INCORPORATED | 0 | 61,298 | +61,298 | 0 | 1,526 | +1,526 |
| TRI CONTL CORPORATION | 0 | 61,655 | +61,655 | 0 | 2,014 | +2,014 |
| NUVEEN DOW 30 DYNMC OVERWRT FD | 0 | 36,490 | +36,490 | 0 | 557 | +557 |
| ROYCE SMALL CAP TRUST INCORPOR | 0 | 53,094 | +53,094 | 0 | 855 | +855 |
| BLACKROCK ENHANCED GLOBAL DIVI | 0 | 63,805 | +63,805 | 0 | 747 | +747 |
| TARGET CORPORATION | 0 | 14,271 | +14,271 | 0 | 1,395 | +1,395 |
| GENERAL AMERN INVS COMPANY INC | 0 | 6,377 | +6,377 | 0 | 375 | +375 |
| PGIM HIGH YIELD BOND FUND INCO | 0 | 39,633 | +39,633 | 0 | 573 | +573 |
| VIRTUS EQUITY & CONV INCM FD | 0 | 32,642 | +32,642 | 0 | 813 | +813 |
| CENTRAL SECS CORPORATION | 0 | 4,477 | +4,477 | 0 | 227 | +227 |
| FLAHERTY & CRUMRINE PREFERRED | 0 | 33,250 | +33,250 | 0 | 549 | +549 |
| SCHWAB U.S. LARGE-CAP GROWTH E | 0 | 9,170 | +9,170 | 0 | 299 | +299 |
| VANGUARD INDEX FUNDS S&P 500 E | 0 | 469 | +469 | 0 | 294 | +294 |
| BLACKROCK CR ALLOCATION INCOME | 0 | 82,079 | +82,079 | 0 | 889 | +889 |
| ISHARES TR CORE MSCI EAFE | 0 | 4,580 | +4,580 | 0 | 410 | +410 |
| EATON VANCE TAX-MANAGED BUY- W | 0 | 10,394 | +10,394 | 0 | 149 | +149 |
| ADVENT CONV & INCOME FD | 0 | 61,919 | +61,919 | 0 | 776 | +776 |
| BLACKSTONE STRATEGIC CRED 2027 | 0 | 60,417 | +60,417 | 0 | 712 | +712 |
| PGIM GLOBAL HIGH YIELD FD FORM | 0 | 42,898 | +42,898 | 0 | 529 | +529 |
| PHILIP MORRIS INTERNATIONAL IN | 0 | 16,995 | +16,995 | 0 | 2,726 | +2,726 |
| INVESCO HIGH YIELD EQUITY DIVI | 0 | 30,267 | +30,267 | 0 | 617 | +617 |
| BLACKROCK SCIENCE & TECHNOLOGY | 0 | 18,527 | +18,527 | 0 | 751 | +751 |
| METLIFE INCORPORATED | 0 | 29,247 | +29,247 | 0 | 2,309 | +2,309 |
| NUVEEN CR STRATEGIES INCOME FD | 0 | 243,632 | +243,632 | 0 | 1,223 | +1,223 |
| PPL CORPORATION | 0 | 57,771 | +57,771 | 0 | 2,023 | +2,023 |
| ARCHER DANIELS MIDLAND COMPANY | 0 | 36,843 | +36,843 | 0 | 2,118 | +2,118 |
| ABBVIE INCORPORATED | 0 | 14,705 | +14,705 | 0 | 3,360 | +3,360 |
| NYLI CBRE GBL INFR MEGTRNDS TR | 0 | 65,584 | +65,584 | 0 | 902 | +902 |
| AFLAC INCORPORATED | 0 | 77,401 | +77,401 | 0 | 8,535 | +8,535 |
| UNION PAC CORPORATION | 0 | 27,507 | +27,507 | 0 | 6,363 | +6,363 |
| LOCKHEED MARTIN CORPORATION | 0 | 5,465 | +5,465 | 0 | 2,643 | +2,643 |
| PROCTER AND GAMBLE COMPANY | 0 | 13,531 | +13,531 | 0 | 1,939 | +1,939 |
| SRH TOTAL RETURN FUND INCORPOR | 0 | 1,671 | +1,671 | 0 | 259 | +259 |
| EVERGY INCORPORATED | 0 | 35,820 | +35,820 | 0 | 2,597 | +2,597 |
| TEXAS INSTRS INCORPORATED | 0 | 12,101 | +12,101 | 0 | 2,099 | +2,099 |
| VERIZON COMMUNICATIONS INCORPO | 0 | 54,383 | +54,383 | 0 | 2,215 | +2,215 |
| UNITEDHEALTH GROUP INCORPORATE | 0 | 16,303 | +16,303 | 0 | 5,382 | +5,382 |
| SOUTHERN COMPANY | 0 | 25,749 | +25,749 | 0 | 2,245 | +2,245 |
| PIMCO DYNAMIC INCOME STRATEGY | 0 | 24,444 | +24,444 | 0 | 459 | +459 |
| DIGITAL RLTY TR INCORPORATED R | 0 | 13,436 | +13,436 | 0 | 2,079 | +2,079 |
| PHILLIPS 66 | 0 | 46,164 | +46,164 | 0 | 5,957 | +5,957 |
| ALTRIA GROUP INCORPORATED | 0 | 40,931 | +40,931 | 0 | 2,360 | +2,360 |
| AT&T INCORPORATED | 0 | 129,034 | +129,034 | 0 | 3,205 | +3,205 |
| NORTHROP GRUMMAN CORPORATION | 0 | 14,775 | +14,775 | 0 | 8,425 | +8,425 |
| SPDR ENERGY SELECT SECTOR FUND | 0 | 17,596 | +17,596 | 0 | 326 | +326 |
| MICROSOFT CORPORATION | 0 | 15,937 | +15,937 | 0 | 7,707 | +7,707 |
| ALIBABA GROUP HLDG LIMITED SPO | 0 | 20,070 | +20,070 | 0 | 2,942 | +2,942 |
| GENUINE PARTS COMPANY | 0 | 44,217 | +44,217 | 0 | 5,437 | +5,437 |
| DAVITA INCORPORATED | 0 | 42,502 | +42,502 | 0 | 4,829 | +4,829 |
| HOME DEPOT INCORPORATED | 0 | 13,565 | +13,565 | 0 | 4,668 | +4,668 |
| D R HORTON INCORPORATED | 0 | 36,798 | +36,798 | 0 | 5,300 | +5,300 |
| STAG INDL INCORPORATED REIT | 0 | 18,250 | +18,250 | 0 | 779 | +779 |