0001808195-25-000001.txt : 20250114 0001808195-25-000001.hdr.sgml : 20250114 20250114152902 ACCESSION NUMBER: 0001808195-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250114 DATE AS OF CHANGE: 20250114 EFFECTIVENESS DATE: 20250114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stolper Co CENTRAL INDEX KEY: 0001808195 ORGANIZATION NAME: IRS NUMBER: 731538256 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20217 FILM NUMBER: 25529257 BUSINESS ADDRESS: STREET 1: 1924 S UTICA AVE STE 805 CITY: TULSA STATE: OK ZIP: 74104 BUSINESS PHONE: 9187456060 MAIL ADDRESS: STREET 1: 1924 S UTICA AVE STE 805 CITY: TULSA STATE: OK ZIP: 74104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001808195 XXXXXXXX 12-31-2024 12-31-2024 Stolper Co

1924 S UTICA AVE STE 805 TULSA OK 74104

13F HOLDINGS REPORT 028-20217 N Jon Stolper 918-745-6060 Jon Stolper Tulsa OK 01-14-2025 0 88 300207 false INFORMATION TABLE 2 form13f123124.xml 3M COMPANY COM 88579Y101 2156 16700 SH SOLE 0 0 0 16700 ABBVIE INCORPORATED COM 00287Y109 2578 14506 SH SOLE 0 0 0 14506 ABRDN TOTAL DYNAMIC DIVIDEND C COM 00326L100 790 93968 SH SOLE 0 0 0 93968 ADAMS DIVERSIFIED EQUITY FD COM 006212104 1902 94165 SH SOLE 0 0 0 94165 ADVENT CONV & INCOME FD COM 00764C109 647 54928 SH SOLE 0 0 0 54928 AFLAC INCORPORATED COM 001055102 8166 78947 SH SOLE 0 0 0 78947 ALIBABA GROUP HLDG LIMITED SPO COM 01609W102 1662 19601 SH SOLE 0 0 0 19601 ALPHABET INCORPORATED CAP STK COM 02079K107 9539 50089 SH SOLE 0 0 0 50089 ALTRIA GROUP INCORPORATED COM 02209S103 2053 39258 SH SOLE 0 0 0 39258 APPLE INCORPORATED COM 037833100 15284 61034 SH SOLE 0 0 0 61034 ARCHER DANIELS MIDLAND COMPANY COM 039483102 1688 33416 SH SOLE 0 0 0 33416 AT&T INCORPORATED COM 00206R102 2870 126055 SH SOLE 0 0 0 126055 BANK AMERICA CORPORATION COM 060505104 7780 177023 SH SOLE 0 0 0 177023 BANK NEW YORK MELLON CORPORATI COM 064058100 6264 81535 SH SOLE 0 0 0 81535 BERKSHIRE HATHAWAY INCORPORATE COM 084670702 18007 39725 SH SOLE 0 0 0 39725 BLACKROCK CR ALLOCATION INCOME COM 092508100 780 74602 SH SOLE 0 0 0 74602 BLACKROCK ENHANCED EQUITY DIVI COM 09251A104 507 61201 SH SOLE 0 0 0 61201 BLACKROCK ENHANCED GLOBAL DIVI COM 092501105 651 60408 SH SOLE 0 0 0 60408 BLACKROCK RES & COMMODITIES ST COM 09257A108 561 65720 SH SOLE 0 0 0 65720 BLACKROCK SCIENCE & TECHNOLOGY COM 09258G104 636 17390 SH SOLE 0 0 0 17390 BLACKSTONE STRATEGIC CRED 2027 COM 09257R101 686 56125 SH SOLE 0 0 0 56125 CBRE GBL REAL ESTATE INCORPORA COM 12504G100 465 96598 SH SOLE 0 0 0 96598 CENTRAL SECS CORPORATION COM 155123102 203 4444 SH SOLE 0 0 0 4444 CHEVRON CORPORATION NEW COM 166764100 7574 52295 SH SOLE 0 0 0 52295 CISCO SYSTEMS INCORPORATED COM 17275R102 7508 126823 SH SOLE 0 0 0 126823 COCA COLA COMPANY COM 191216100 6362 102192 SH SOLE 0 0 0 102192 CVS HEALTH CORPORATION COM 126650100 962 21429 SH SOLE 0 0 0 21429 D R HORTON INCORPORATED COM 23331A109 5132 36706 SH SOLE 0 0 0 36706 DAVITA INCORPORATED COM 23918K108 6407 42842 SH SOLE 0 0 0 42842 DEVON ENERGY CORPORATION NEW COM 25179M103 4394 134255 SH SOLE 0 0 0 134255 DIGITAL RLTY TR INCORPORATED R COM 253868103 2243 12648 SH SOLE 0 0 0 12648 DISCOVER FINL SVCS COM 254709108 8976 51817 SH SOLE 0 0 0 51817 EVERGY INCORPORATED COM 30034W106 2121 34461 SH SOLE 0 0 0 34461 EXXON MOBIL CORPORATION COM 30231G102 2573 23923 SH SOLE 0 0 0 23923 GABELLI DIVID & INCOME TR COM 36242H104 979 40547 SH SOLE 0 0 0 40547 GENERAL AMERN INVS COMPANY INC COM 368802104 300 5879 SH SOLE 0 0 0 5879 GENUINE PARTS COMPANY COM 372460105 5194 44485 SH SOLE 0 0 0 44485 GOLDMAN SACHS GROUP INCORPORAT COM 38141G104 7899 13795 SH SOLE 0 0 0 13795 HOME DEPOT INCORPORATED COM 437076102 5240 13472 SH SOLE 0 0 0 13472 HP INCORPORATED COM 40434L105 6726 206119 SH SOLE 0 0 0 206119 INTERNATIONAL BUSINESS MACHINE COM 459200101 3728 16958 SH SOLE 0 0 0 16958 INVESCO HIGH YIELD EQUITY DIVI COM 46137V563 608 28580 SH SOLE 0 0 0 28580 ISHARES TR 1 3 YR TREAS BD COM 464287457 657 8020 SH SOLE 0 0 0 8020 ISHARES TR CORE MSCI EAFE COM 46432F842 326 4636 SH SOLE 0 0 0 4636 ISHARES TR INTL SEL DIV ETF COM 464288448 992 36237 SH SOLE 0 0 0 36237 ISHARES TR PFD AND INCM SEC COM 464288687 481 15313 SH SOLE 0 0 0 15313 JOHNSON & JOHNSON COM 478160104 4960 34295 SH SOLE 0 0 0 34295 JPMORGAN CHASE & COMPANY. COM 46625H100 14105 58840 SH SOLE 0 0 0 58840 KROGER COMPANY COM 501044101 2325 38019 SH SOLE 0 0 0 38019 MCDONALDS CORPORATION COM 580135101 2026 6988 SH SOLE 0 0 0 6988 MERCK & COMPANY INCORPORATED COM 58933Y105 2600 26138 SH SOLE 0 0 0 26138 METLIFE INCORPORATED COM 59156R108 2262 27621 SH SOLE 0 0 0 27621 MICROSOFT CORPORATION COM 594918104 6823 16187 SH SOLE 0 0 0 16187 MORGAN STANLEY COM NEW COM 617446448 3083 24523 SH SOLE 0 0 0 24523 NEWMONT CORPORATION COM 651639106 1392 37402 SH SOLE 0 0 0 37402 NORTHROP GRUMMAN CORPORATION COM 666807102 6945 14798 SH SOLE 0 0 0 14798 NUVEEN CR STRATEGIES INCOME FD COM 67073D102 1213 213107 SH SOLE 0 0 0 213107 NUVEEN DOW 30 DYNMC OVERWRT FD COM 67075F105 490 32541 SH SOLE 0 0 0 32541 NUVEEN PREFERRED & INCOME OPPO COM 67073B106 518 65889 SH SOLE 0 0 0 65889 ONEOK INCORPORATED NEW COM 682680103 12614 125635 SH SOLE 0 0 0 125635 ORACLE CORPORATION COM 68389X105 9708 58256 SH SOLE 0 0 0 58256 PFIZER INCORPORATED COM 717081103 1326 49985 SH SOLE 0 0 0 49985 PGIM GLOBAL HIGH YIELD FD FORM COM 69346J106 494 40134 SH SOLE 0 0 0 40134 PGIM HIGH YIELD BOND FUND INCO COM 69346H100 503 36804 SH SOLE 0 0 0 36804 PHILIP MORRIS INTERNATIONAL IN COM 718172109 2039 16940 SH SOLE 0 0 0 16940 PHILLIPS 66 COM 718546104 5273 46284 SH SOLE 0 0 0 46284 PPL CORPORATION COM 69351T106 1751 53930 SH SOLE 0 0 0 53930 PROCTER AND GAMBLE COMPANY COM 742718109 2052 12239 SH SOLE 0 0 0 12239 PROLOGIS INCORPORATED. REIT COM 74340W103 1619 15316 SH SOLE 0 0 0 15316 QUALCOMM INCORPORATED COM 747525103 5173 33674 SH SOLE 0 0 0 33674 ROYCE SMALL CAP TRUST INCORPOR COM 780910105 751 47501 SH SOLE 0 0 0 47501 SCHWAB U.S. LARGE-CAP GROWTH E COM 808524300 268 9606 SH SOLE 0 0 0 9606 SHELL PLC SPON ADS COM 780259305 1800 28735 SH SOLE 0 0 0 28735 SOUTHERN COMPANY COM 842587107 2018 24510 SH SOLE 0 0 0 24510 SPDR ENERGY SELECT SECTOR FUND COM 81369Y506 785 9163 SH SOLE 0 0 0 9163 SPDR INDUSTRIAL SELECT SECTOR COM 81369Y704 224 1697 SH SOLE 0 0 0 1697 SPDR UTILITIES SELECT SECTOR F COM 81369Y886 673 8894 SH SOLE 0 0 0 8894 SRH TOTAL RETURN FUND INCORPOR COM 101507101 289 18064 SH SOLE 0 0 0 18064 STAG INDL INCORPORATED REIT COM 85254J102 1757 51957 SH SOLE 0 0 0 51957 TARGET CORPORATION COM 87612E106 1796 13287 SH SOLE 0 0 0 13287 TRI CONTL CORPORATION COM 895436103 1744 55019 SH SOLE 0 0 0 55019 UNION PAC CORPORATION COM 907818108 6299 27623 SH SOLE 0 0 0 27623 UNITED PARCEL SERVICE INCORPOR COM 911312106 4484 35558 SH SOLE 0 0 0 35558 UNITEDHEALTH GROUP INCORPORATE COM 91324P102 8251 16311 SH SOLE 0 0 0 16311 VANGUARD INDEX FUNDS S&P 500 E COM 922908363 259 480 SH SOLE 0 0 0 480 VERIZON COMMUNICATIONS INCORPO COM 92343V104 1959 48995 SH SOLE 0 0 0 48995 VIRTUS EQUITY & CONV INCM FD COM 92841M101 750 30406 SH SOLE 0 0 0 30406 TOTALENERGIES SE SPONSORED ADS COM 89151E109 1549 28418 SH SOLE 0 0 0 28418