Stolper CO Incresed Positions in Q1 2025

Stolper CO

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
45
+ 0.09%
$146.71 - $167.97 $6.6K - $7.56K
52.3K $8.76M
KO
Coca Cola CO

Consumer Defensive
395
+ 0.39%
$60.81 - $72.32 $24K - $28.6K
103K $7.35M
CVS
Cvs Health Corp

Healthcare
3.37K
+ 15.72%
$44.22 - $68.64 $149K - $231K
24.8K $1.68M
T
At&T Inc.

Communication Services
462
+ 0.37%
$21.56 - $28.28 $9.96K - $13.1K
127K $3.58M
DVN
Devon Energy Corp

Energy
416
+ 0.31%
$33.15 - $38.55 $13.8K - $16K
135K $5.04M
NEM
Newmont Corp

Basic Materials
1.41K
+ 3.78%
$37.79 - $48.39 $53.4K - $68.4K
38.8K $1.87M
SHEL
Shell PLC

Energy
245
+ 0.85%
$62.84 - $73.29 $15.4K - $18K
29K $2.12M
MO
Altria Group, Inc.

Consumer Defensive
125
+ 0.32%
$50.81 - $60.02 $6.35K - $7.5K
39.4K $2.36M
TTE
Total Energies Se

Energy
282
+ 0.99%
N/A
28.7K $1.86M
MMM
3 M CO

Industrials
11
+ 0.07%
$129.7 - $155.12 $1.43K - $1.71K
16.7K $2.45M
XOM
Exxon Mobil Corp

Energy
111
+ 0.46%
$105.44 - $118.93 $11.7K - $13.2K
24K $2.86M
EVRG
Evergy, Inc.

Utilities
169
+ 0.49%
$59.9 - $69.52 $10.1K - $11.7K
34.6K $2.39M
SO
Southern CO

Utilities
126
+ 0.51%
$80.96 - $92.96 $10.2K - $11.7K
24.6K $2.27M
PPL
Ppl Corp

Utilities
208
+ 0.39%
$31.68 - $36.11 $6.59K - $7.51K
54.1K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 0.63%
$279.74 - $321.29 $12.3K - $14.1K
7.03K $2.2M
IDV
Ishares Tr

ETFs
416
+ 1.15%
$27.0 - $31.7 $11.2K - $13.2K
36.7K $1.14M
STAG
Stag Industrial, Inc.

Real Estate
486
+ 0.94%
$32.39 - $37.07 $15.7K - $18K
52.4K $1.89M
PLD
Prologis, Inc.

Real Estate
107
+ 0.7%
$103.59 - $124.04 $11.1K - $13.3K
15.4K $1.72M
XLE
Energy Sector Spdr

ETFs
65
+ 0.71%
$85.7 - $93.96 $5.57K - $6.11K
9.23K $862K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
652
+ 0.99%
$8.69 - $9.43 $5.67K - $6.15K
66.4K $619K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
472
+ 1.18%
$12.52 - $13.63 $5.91K - $6.43K
40.6K $545K
PG
Procter & Gamble CO

Consumer Defensive
93
+ 0.76%
$158.56 - $176.26 $14.7K - $16.4K
12.3K $2.1M
IGR
Cbre Global Real Estate Income Fund

Financial Services
1.19K
+ 1.24%
$4.79 - $5.34 $5.71K - $6.37K
97.8K $505K
XLU
Utilities Sector Spdr

ETFs
78
+ 0.88%
$74.7 - $80.27 $5.83K - $6.26K
8.97K $707K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
947
+ 1.27%
$10.47 - $10.92 $9.92K - $10.3K
75.5K $810K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
435
+ 1.18%
$13.65 - $14.45 $5.94K - $6.29K
37.2K $531K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
694
+ 1.13%
$8.29 - $8.97 $5.75K - $6.23K
61.9K $532K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
98
+ 1.22%
$81.83 - $82.73 $8.02K - $8.11K
8.12K $672K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
758
+ 1.15%
$7.89 - $8.07 $5.98K - $6.12K
66.6K $531K
PEY
Invesco Exchange Traded Fd Tr

ETFs
279
+ 0.98%
$20.82 - $22.08 $5.81K - $6.16K
28.9K $620K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
542
+ 0.9%
$10.81 - $11.42 $5.86K - $6.19K
61K $661K
GDV
Gabelli Dividend & Income Trust

Financial Services
326
+ 0.8%
$23.47 - $25.3 $7.65K - $8.25K
40.9K $986K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
928
+ 0.99%
$8.38 - $8.86 $7.78K - $8.22K
94.9K $796K
BGB
Blackstone Strategic Credit Fund

Financial Services
649
+ 1.16%
$11.96 - $12.62 $7.76K - $8.19K
56.8K $686K
PFF
Ishares Trust Ishares Pfd And

ETFs
189
+ 1.23%
$30.73 - $32.26 $5.81K - $6.1K
15.5K $476K
AVK
Advent Convertible & Income Fund

Financial Services
664
+ 1.21%
$11.44 - $12.34 $7.6K - $8.19K
55.6K $641K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
395
+ 1.21%
$14.19 - $15.67 $5.61K - $6.19K
32.9K $477K
PFE
Pfizer Inc

Healthcare
1.6K
+ 3.21%
$25.01 - $27.13 $40.1K - $43.5K
51.6K $1.31M
MET
Metlife Inc

Financial Services
53
+ 0.19%
$77.7 - $87.0 $4.12K - $4.61K
27.7K $2.22M
TY
Tri Continental Corp

Financial Services
349
+ 0.63%
$30.4 - $32.91 $10.6K - $11.5K
55.4K $1.7M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
2.5K
+ 1.17%
$5.3 - $5.75 $13.2K - $14.4K
216K $1.16M
RVT
Royce Value Trust, Inc.

Financial Services
1.33K
+ 2.8%
$14.07 - $16.68 $18.7K - $22.2K
48.8K $695K
BST
Black Rock Science & Technology Trust

Financial Services
161
+ 0.93%
$32.99 - $38.94 $5.31K - $6.27K
17.6K $579K
ADM
Archer Daniels Midland CO

Consumer Defensive
275
+ 0.82%
$45.22 - $52.17 $12.4K - $14.3K
33.7K $1.62M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
325
+ 1.07%
$21.85 - $25.19 $7.1K - $8.19K
30.7K $680K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.93K
+ 2.05%
$18.61 - $21.28 $35.9K - $41K
96.1K $1.83M
MS
Morgan Stanley

Financial Services
85
+ 0.35%
$111.68 - $141.08 $9.49K - $12K
24.6K $2.87M
MRK
Merck & Co., Inc.

Healthcare
225
+ 0.86%
$83.01 - $101.02 $18.7K - $22.7K
26.4K $2.37M
TGT
Target Corp

Consumer Defensive
103
+ 0.78%
$103.65 - $142.5 $10.7K - $14.7K
13.4K $1.4M
Activity Summary
Buys All Purchases 54 New Holdings 1 Increased Positions 53 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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