Goepper Burkhardt LLC Purchases in Q1 2025

Goepper Burkhardt LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.52K
+ 36.49%
$554.06 - $615.85 $1.95M - $2.17M
13.2K $7.4M
VTV
Vanguard Value ETF

ETFs
5.33K
New
$167.73 - $179.21 $894K - $955K
5.33K $920K
BSCV
Invesco ETF Self Indexed Fd Tr
50.4K
+ 51.59%
$15.87 - $16.38 $800K - $826K
148K $2.42M
BSCU
Invesco Exc Self Ind Tr

ETFs
45.6K
+ 13.22%
$16.2 - $16.64 $738K - $758K
390K $6.47M
VEA
Vanguard Ftse Developed Market

ETFs
16K
New
$47.4 - $52.99 $757K - $846K
16K $811K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
37.5K
+ 8.8%
$18.18 - $18.58 $682K - $697K
464K $8.6M
VUG
Vanguard Growth ETF

ETFs
2.02K
+ 195.93%
$369.1 - $427.61 $747K - $865K
3.06K $1.13M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
27.7K
+ 6.12%
$20.05 - $20.4 $554K - $564K
479K $9.75M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.1K
New
$100.34 - $100.68 $612K - $614K
6.1K $614K
XOM
Exxon Mobil Corp

Energy
4.18K
+ 153.15%
$105.44 - $118.93 $441K - $497K
6.91K $821K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.58K
New
$89.18 - $104.04 $498K - $580K
5.58K $510K
VGT
Vanguard Information Technolog

ETFs
1.31K
+ 44.32%
$542.38 - $646.34 $713K - $849K
4.28K $2.32M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.4K
+ 4.57%
$19.43 - $19.62 $416K - $420K
490K $9.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.92K
+ 1.66%
$27.01 - $28.54 $187K - $197K
424K $11.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.61K
New
$44.72 - $46.25 $385K - $398K
8.61K $396K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.5K
+ 3.63%
$19.42 - $19.54 $340K - $342K
499K $9.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.54K
New
$42.5 - $46.71 $320K - $352K
7.54K $341K
VB
Vanguard Small Cap ETF

ETFs
1.53K
New
$217.89 - $252.64 $334K - $388K
1.53K $340K
BNDX
Vanguard Total International B

ETFs
6.4K
New
$48.33 - $49.5 $309K - $317K
6.4K $312K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.42K
New
$32.42 - $36.13 $306K - $340K
9.42K $310K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.32K
New
$89.27 - $92.9 $296K - $308K
3.32K $306K
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 103.41%
$222.66 - $268.42 $277K - $334K
2.45K $570K
KO
Coca Cola CO

Consumer Defensive
75
+ 0.31%
$60.81 - $72.32 $4.56K - $5.42K
24.2K $1.73M
TMUS
T Mobile Us, Inc.

Communication Services
862
New
$211.3 - $272.83 $182K - $235K
862 $229K
BAC
Bank Of America Corp

Financial Services
5.25K
New
$39.61 - $47.74 $208K - $251K
5.25K $219K
NVS
Novartis Ag

Healthcare
1.95K
New
$97.14 - $115.57 $189K - $225K
1.95K $217K
SCHW
Schwab Charles Corp

Financial Services
2.6K
New
$71.24 - $83.64 $185K - $217K
2.6K $203K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
14.8K
New
$13.05 - $13.97 $193K - $207K
14.8K $201K
ABBV
Abb Vie Inc.

Healthcare
46
+ 1.29%
$169.2 - $216.66 $7.78K - $9.97K
3.6K $754K
AMGN
Amgen Inc

Healthcare
2
+ 0.1%
$258.59 - $327.36 $517 - $655
1.98K $615K
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 14.05%
$225.19 - $279.95 $72.5K - $90.1K
2.61K $641K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.07K
+ 24.69%
$58.81 - $68.2 $121K - $141K
10.4K $623K
ABT
Abbott Laboratories

Healthcare
11
+ 0.29%
$111.1 - $140.22 $1.22K - $1.54K
3.86K $512K
QQQ
Invesco Qqq Trust, Series 1

ETFs
266
+ 22.5%
$468.34 - $539.52 $125K - $144K
1.45K $678K
HXL
Hexcel Corp

Industrials
2.1K
+ 27.92%
$54.76 - $70.69 $115K - $148K
9.62K $526K
V
Visa Inc.

Financial Services
50
+ 5.88%
$306.92 - $362.71 $15.3K - $18.1K
900 $315K
LLY
Eli Lilly & CO

Healthcare
23
+ 7.32%
$725.72 - $929.72 $16.7K - $21.4K
337 $278K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
470
+ 8.24%
$38.5 - $43.78 $18.1K - $20.6K
6.18K $253K
PH
Parker Hannifin Corp

Industrials
67
+ 6.7%
$591.65 - $707.05 $39.6K - $47.4K
1.07K $648K
MSFT
Microsoft Corp

Technology
1.17K
+ 12.56%
$375.39 - $447.2 $438K - $522K
10.5K $3.93M
META
Meta Platforms, Inc.

Communication Services
25
+ 2.7%
$576.36 - $736.67 $14.4K - $18.4K
950 $547K
STRV
Ea Ser Tr Strive 500 ETF
958
+ 12.51%
N/A
8.62K $0
Vanguard Malvern Fds
3.6K
New
N/A
3.6K $0
DIS
Walt Disney CO

Communication Services
130
+ 6.66%
$96.87 - $114.0 $12.6K - $14.8K
2.08K $205K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
25
+ 1.14%
$96.93 - $109.51 $2.42K - $2.74K
2.23K $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.86%
$551.42 - $612.93 $5.51K - $6.13K
1.18K $658K
XLK
Technology Sector Spdr

ETFs
138
+ 6.11%
$206.38 - $242.18 $28.5K - $33.4K
2.4K $494K
AMZN
Amazon Com Inc

Consumer Cyclical
336
+ 6.91%
$190.26 - $242.06 $63.9K - $81.3K
5.2K $988K
AVGO
Broadcom Inc.

Technology
40
+ 2.8%
$167.43 - $244.7 $6.7K - $9.79K
1.47K $246K
Activity Summary
Buys All Purchases 53 New Holdings 17 Increased Positions 36 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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