Jon Stolper

@Stolper Co

Latest period2024 - Q4

Reported4d ago

Managed Assets$300.207M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TAt&t Incorporated Recent Activity Increased 0.52%	0.96%	$2.87M 126,055 shares@ $22.77 avg price	Increased 0.52%
MRKMerck & Company Incorporated Recent Activity Increased 1.05%	0.87%	$2.6M 26,138 shares@ $99.48 avg price	Increased 1.05%
ABBVAbbvie Incorporated Recent Activity Increased 0.48%	0.86%	$2.578M 14,506 shares@ $177.72 avg price	Increased 0.48%
XOMExxon Mobil Corporation Recent Activity Increased 0.75%	0.86%	$2.573M 23,923 shares@ $107.56 avg price	Increased 0.75%
KRKroger Company Recent Activity Increased 0.96%	0.78%	$2.325M 38,019 shares@ $61.16 avg price	Increased 0.96%
METMetlife Incorporated Recent Activity Increased 0.83%	0.76%	$2.262M 27,621 shares@ $81.9 avg price	Increased 0.83%
DLRDigital Rlty Tr Incorporated R Recent Activity Increased 0.51%	0.75%	$2.243M 12,648 shares@ $177.35 avg price	Increased 0.51%
MMM3m Company Recent Activity Increased 0.58%	0.72%	$2.156M 16,700 shares@ $129.11 avg price	Increased 0.58%
EVRGEvergy Incorporated Recent Activity Increased 1.32%	0.71%	$2.121M 34,461 shares@ $61.55 avg price	Increased 1.32%
MOAltria Group Incorporated Recent Activity Increased 0.38%	0.69%	$2.053M 39,258 shares@ $52.3 avg price	Increased 0.38%