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Jon Stolper

@Stolper Co

Latest period2024 - Q4ReportedManaged Assets$300.207MTotal holdings88
Assets growth rate-1.78%Assets growth rate (2-Q avg)2.91%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stolper Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Stolper Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 300.207M in assets, with a quarterly growth rate of -1.78% and a 2-quarter average growth rate of 2.91%. The portfolio is managed by Jon Stolper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DOWDow Incorporated
Recent Activity
Exited
0%
$4.443M
81,335 shares@ $54.63 avg price
FRSXXFimm Treasury Only Portfolio M
Recent Activity
Exited
0%
$109,000
109,453 shares@ $1.0 avg price
0076⤦Advent Conv & Income Fd Right
Recent Activity
Exited
0%
$1,000
56,166 shares@ $0.02 avg price