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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
IBMInternational Business Machine
Recent Activity
Decreased -0.1%
1.25%
$3.728M
16,958 shares@ $219.84 avg price
MSMorgan Stanley Com New
Recent Activity
Decreased -0.03%
1.03%
$3.083M
24,523 shares@ $125.72 avg price
BABAAlibaba Group Hldg Limited Spo
Recent Activity
Decreased -1.34%
0.56%
$1.662M
19,601 shares@ $84.8 avg price
NEMNewmont Corporation
Recent Activity
Decreased -1.9%
0.47%
$1.392M
37,402 shares@ $37.22 avg price
XJQCXNuveen Cr Strategies Income Fd
Recent Activity
Decreased -2.45%
0.41%
$1.213M
213,107 shares@ $5.7 avg price
IDVIshares Tr Intl Sel Div Etf
Recent Activity
Decreased -1.3%
0.34%
$992,000
36,237 shares@ $27.38 avg price
XGDVXGabelli Divid & Income Tr
Recent Activity
Decreased -1.49%
0.33%
$979,000
40,547 shares@ $24.15 avg price
CVSCvs Health Corporation
Recent Activity
Decreased -10.21%
0.33%
$962,000
21,429 shares@ $44.9 avg price
XAODXAbrdn Total Dynamic Dividend C
Recent Activity
Decreased -1.75%
0.27%
$790,000
93,968 shares@ $8.41 avg price
XLESpdr Energy Select Sector Fund
Recent Activity
Decreased -1.84%
0.27%
$785,000
9,163 shares@ $85.68 avg price