0001808195-25-000008.txt : 20250710 0001808195-25-000008.hdr.sgml : 20250710 20250710145425 ACCESSION NUMBER: 0001808195-25-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250710 DATE AS OF CHANGE: 20250710 EFFECTIVENESS DATE: 20250710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stolper Co CENTRAL INDEX KEY: 0001808195 ORGANIZATION NAME: EIN: 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: 251116025 BUSINESS ADDRESS: STREET 1: 2021 S LEWIS AVE STREET 2: SUITE 301 CITY: TULSA STATE: OK ZIP: 74104 BUSINESS PHONE: 9187456060 MAIL ADDRESS: STREET 1: 2021 S LEWIS AVE STREET 2: SUITE 301 CITY: TULSA STATE: OK ZIP: 74104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001808195 XXXXXXXX 06-30-2025 06-30-2025 Stolper Co

2021 S LEWIS AVE SUITE 301 TULSA OK 74104

13F HOLDINGS REPORT 028-20217 N Jon Stolper 918-745-6060 Jon Stolper Tulsa OK 07-10-2025 0 89 304426 false INFORMATION TABLE 2 form13fjune30.xml 13F 3M COMPANY COM 88579Y101 2537 16667 SH SOLE 0 0 16667 ABBVIE INCORPORATED COM 00287Y109 2648 14264 SH SOLE 0 0 14264 ABRDN TOTAL DYNAMIC DIVIDEND C COM 00326L100 873 98507 SH SOLE 0 0 98507 ADAMS DIVERSIFIED EQUITY FD COM 006212104 2146 98831 SH SOLE 0 0 98831 ADVENT CONV & INCOME FD COM 00764C109 739 60997 SH SOLE 0 0 60997 AFLAC INCORPORATED COM 001055102 8132 77114 SH SOLE 0 0 77114 ALIBABA GROUP HLDG LIMITED SPO COM 01609W102 2212 19504 SH SOLE 0 0 19504 ALPHABET INCORPORATED CAP STK COM 02079K107 8771 49442 SH SOLE 0 0 49442 ALTRIA GROUP INCORPORATED COM 02209S103 2311 39410 SH SOLE 0 0 39410 AMERICAN ELEC PWR COMPANY INCO COM 025537101 8301 80006 SH SOLE 0 0 80006 APPLE INCORPORATED COM 037833100 12063 58794 SH SOLE 0 0 58794 ARCHER DANIELS MIDLAND COMPANY COM 039483102 1818 34443 SH SOLE 0 0 34443 AT&T INCORPORATED COM 00206R102 3635 125616 SH SOLE 0 0 125616 BANK AMERICA CORPORATION COM 060505104 8200 173290 SH SOLE 0 0 173290 BANK NEW YORK MELLON CORPORATI COM 064058100 7267 79758 SH SOLE 0 0 79758 BERKSHIRE HATHAWAY INCORPORATE COM 084670702 18582 38252 SH SOLE 0 0 38252 BLACKROCK CR ALLOCATION INCOME COM 092508100 879 80493 SH SOLE 0 0 80493 BLACKROCK ENHANCED EQUITY DIVI COM 09251A104 566 63671 SH SOLE 0 0 63671 BLACKROCK ENHANCED GLOBAL DIVI COM 092501105 715 63010 SH SOLE 0 0 63010 BLACKROCK RES & COMMODITIES ST COM 09257A108 655 69269 SH SOLE 0 0 69269 BLACKROCK SCIENCE & TECHNOLOGY COM 09258G104 702 18390 SH SOLE 0 0 18390 BLACKSTONE STRATEGIC CRED 2027 COM 09257R101 719 59317 SH SOLE 0 0 59317 CAPITAL ONE FINL CORPORATION COM 14040H105 10796 50741 SH SOLE 0 0 50741 CBRE GBL REAL ESTATE INCORPORA COM 12504G100 560 105933 SH SOLE 0 0 105933 CENTRAL SECS CORPORATION COM 155123102 208 4341 SH SOLE 0 0 4341 CHEVRON CORPORATION NEW COM 166764100 7534 52614 SH SOLE 0 0 52614 CISCO SYSTEMS INCORPORATED COM 17275R102 8649 124659 SH SOLE 0 0 124659 COCA COLA COMPANY COM 191216100 7195 101701 SH SOLE 0 0 101701 CVS HEALTH CORPORATION COM 126650100 1712 24822 SH SOLE 0 0 24822 D R HORTON INCORPORATED COM 23331A109 4680 36303 SH SOLE 0 0 36303 DAVITA INCORPORATED COM 23918K108 5940 41700 SH SOLE 0 0 41700 DEVON ENERGY CORPORATION NEW COM 25179M103 3545 111450 SH SOLE 0 0 111450 DIGITAL RLTY TR INCORPORATED R COM 253868103 2219 12730 SH SOLE 0 0 12730 EVERGY INCORPORATED COM 30034W106 2383 34571 SH SOLE 0 0 34571 EXXON MOBIL CORPORATION COM 30231G102 2626 24363 SH SOLE 0 0 24363 GABELLI DIVID & INCOME TR COM 36242H104 1081 41561 SH SOLE 0 0 41561 GENERAL AMERN INVS COMPANY INC COM 368802104 327 5843 SH SOLE 0 0 5843 GENUINE PARTS COMPANY COM 372460105 5281 43531 SH SOLE 0 0 43531 GOLDMAN SACHS GROUP INCORPORAT COM 38141G104 9373 13244 SH SOLE 0 0 13244 HOME DEPOT INCORPORATED COM 437076102 4877 13301 SH SOLE 0 0 13301 HP INCORPORATED COM 40434L105 5028 205576 SH SOLE 0 0 205576 INTERNATIONAL BUSINESS MACHINE COM 459200101 4719 16007 SH SOLE 0 0 16007 INVESCO HIGH YIELD EQUITY DIVI COM 46137V563 608 29786 SH SOLE 0 0 29786 ISHARES TR 1 3 YR TREAS BD COM 464287457 684 8250 SH SOLE 0 0 8250 ISHARES TR CORE MSCI EAFE COM 46432F842 432 5177 SH SOLE 0 0 5177 ISHARES TR INTL SEL DIV ETF COM 464288448 1266 36691 SH SOLE 0 0 36691 ISHARES TR PFD AND INCM SEC COM 464288687 509 16606 SH SOLE 0 0 16606 JOHNSON & JOHNSON COM 478160104 5196 34016 SH SOLE 0 0 34016 JPMORGAN CHASE & COMPANY. COM 46625H100 16552 57092 SH SOLE 0 0 57092 MCDONALDS CORPORATION COM 580135101 2050 7016 SH SOLE 0 0 7016 MERCK & COMPANY INCORPORATED COM 58933Y105 2254 28472 SH SOLE 0 0 28472 METLIFE INCORPORATED COM 59156R108 2227 27698 SH SOLE 0 0 27698 MICROSOFT CORPORATION COM 594918104 7945 15972 SH SOLE 0 0 15972 MORGAN STANLEY COM NEW COM 617446448 3491 24780 SH SOLE 0 0 24780 NEWMONT CORPORATION COM 651639106 2258 38752 SH SOLE 0 0 38752 NORTHROP GRUMMAN CORPORATION COM 666807102 7320 14640 SH SOLE 0 0 14640 NUVEEN CR STRATEGIES INCOME FD COM 67073D102 1287 238694 SH SOLE 0 0 238694 NUVEEN DOW 30 DYNMC OVERWRT FD COM 67075F105 509 35524 SH SOLE 0 0 35524 NUVEEN PREFERRED & INCOME OPPO COM 67073B106 555 69231 SH SOLE 0 0 69231 NVIDIA CORPORATION COM 67066G104 340 2150 SH SOLE 0 0 2150 ONEOK INCORPORATED NEW COM 682680103 9993 122417 SH SOLE 0 0 122417 PFIZER INCORPORATED COM 717081103 1345 55477 SH SOLE 0 0 55477 PGIM GLOBAL HIGH YIELD FD FORM COM 69346J106 562 41892 SH SOLE 0 0 41892 PGIM HIGH YIELD BOND FUND INCO COM 69346H100 553 39041 SH SOLE 0 0 39041 PHILIP MORRIS INTERNATIONAL IN COM 718172109 3048 16736 SH SOLE 0 0 16736 PHILLIPS 66 COM 718546104 5444 45635 SH SOLE 0 0 45635 PPL CORPORATION COM 69351T106 1836 54189 SH SOLE 0 0 54189 PROCTER AND GAMBLE COMPANY COM 742718109 1963 12319 SH SOLE 0 0 12319 PROLOGIS INCORPORATED. REIT COM 74340W103 1684 16016 SH SOLE 0 0 16016 QUALCOMM INCORPORATED COM 747525103 5282 33165 SH SOLE 0 0 33165 ROYCE SMALL CAP TRUST INCORPOR COM 780910105 760 50531 SH SOLE 0 0 50531 SCHWAB U.S. LARGE-CAP GROWTH E COM 808524300 279 9545 SH SOLE 0 0 9545 SHELL PLC SPON ADS COM 780259305 2039 28966 SH SOLE 0 0 28966 SOUTHERN COMPANY COM 842587107 2247 24471 SH SOLE 0 0 24471 SPDR ENERGY SELECT SECTOR FUND COM 81369Y506 808 9531 SH SOLE 0 0 9531 SPDR INDUSTRIAL SELECT SECTOR COM 81369Y704 250 1697 SH SOLE 0 0 1697 SPDR UTILITIES SELECT SECTOR F COM 81369Y886 746 9137 SH SOLE 0 0 9137 SRH TOTAL RETURN FUND INCORPOR COM 101507101 317 17912 SH SOLE 0 0 17912 STAG INDL INCORPORATED REIT COM 85254J102 1908 52603 SH SOLE 0 0 52603 TARGET CORPORATION COM 87612E106 1445 14651 SH SOLE 0 0 14651 TRI CONTL CORPORATION COM 895436103 1849 58389 SH SOLE 0 0 58389 UNION PAC CORPORATION COM 907818108 6252 27173 SH SOLE 0 0 27173 UNITED PARCEL SERVICE INCORPOR COM 911312106 3042 30133 SH SOLE 0 0 30133 UNITEDHEALTH GROUP INCORPORATE COM 91324P102 4965 15915 SH SOLE 0 0 15915 US BANCORP DEL COM 902973304 2174 48055 SH SOLE 0 0 48055 VANGUARD INDEX FUNDS S&P 500 E COM 922908363 270 476 SH SOLE 0 0 476 VERIZON COMMUNICATIONS INCORPO COM 92343V104 2150 49695 SH SOLE 0 0 49695 VIRTUS EQUITY & CONV INCM FD COM 92841M101 763 31905 SH SOLE 0 0 31905 TOTALENERGIES SE SPONSORED ADS COM 89151E109 1765 28744 SH SOLE 0 0 28744