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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
IGRCbre Gbl Real Estate Incorpora
Recent Activity
Decreased -2.71%
0.16%
$465,000
96,598 shares@ $4.82 avg price
IEFAIshares Tr Core Msci Eafe
Recent Activity
Decreased -1.84%
0.11%
$326,000
4,636 shares@ $70.32 avg price
GAMGeneral Amern Invs Company Inc
Recent Activity
Increased 6.68%
0.1%
$300,000
5,879 shares@ $51.03 avg price
STEWSrh Total Return Fund Incorpor
Recent Activity
Decreased -1.91%
0.1%
$289,000
18,064 shares@ $16.0 avg price
SCHGSchwab U.s. Large-cap Growth E
Recent Activity
Increased 293.05%
0.09%
$268,000
9,606 shares@ $27.9 avg price
VOOVanguard Index Funds S&p 500 E
Recent Activity
Decreased -1.84%
0.09%
$259,000
480 shares@ $539.59 avg price
XLISpdr Industrial Select Sector
Recent Activity
Decreased -1.45%
0.08%
$224,000
1,697 shares@ $132.0 avg price
CETCentral Secs Corporation
Recent Activity
New Position
0.07%
$203,000
4,444 shares@ $45.68 avg price