Goepper Burkhardt LLC Purchases in Q2 2025

Goepper Burkhardt LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.6K
+ 5.45%
$22.27 - $29.21 $1.53M - $2M
1.33M $38.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.1K
+ 1.79%
$19.1 - $23.83 $364K - $455K
1.08M $25.8M
BSCV
Invesco ETF Self Indexed Fd Tr
158K
+ 106.35%
$15.97 - $16.53 $2.52M - $2.6M
306K $5.05M
IVV
Ishares Core S&P 500 ETF

ETFs
2.4K
+ 18.21%
$498.8 - $620.9 $1.2M - $1.49M
15.6K $9.66M
MSFT
Microsoft Corp

Technology
681
+ 6.51%
$354.56 - $497.45 $241K - $339K
11.1K $5.55M
BSCU
Invesco Exc Self Ind Tr

ETFs
76.4K
+ 19.58%
$16.31 - $16.78 $1.25M - $1.28M
467K $7.83M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
49.9K
+ 10.76%
$18.28 - $18.7 $913K - $934K
514K $9.61M
NVDA
Nvidia Corp

Technology
585
+ 4.37%
$94.31 - $157.99 $55.2K - $92.4K
14K $2.21M
VGT
Vanguard Information Technolog

ETFs
284
+ 6.64%
$470.37 - $663.28 $134K - $188K
4.56K $3.03M
IGRO
Ishares Tr International Divid

ETFs
8.77K
New
$66.32 - $80.17 $581K - $703K
8.77K $691K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.74K
+ 0.38%
$23.55 - $27.67 $41K - $48.2K
465K $12.9M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
22.7K
+ 4.64%
$19.49 - $19.66 $443K - $447K
513K $10.1M
PFE
Pfizer Inc

Healthcare
18K
New
$21.59 - $24.84 $388K - $447K
18K $436K
VIG
Vanguard Dividend Appreciation

ETFs
1.98K
+ 1.86%
N/A
108K $19.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
615
New
$321.63 - $509.31 $198K - $313K
615 $313K
DUK
Duke Energy Corp

Utilities
2.62K
+ 72.04%
$112.46 - $124.05 $294K - $325K
6.25K $737K
VEA
Vanguard Ftse Developed Market

ETFs
3.41K
+ 21.36%
$45.65 - $57.01 $156K - $194K
19.4K $1.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.6K
+ 7.94%
$24.32 - $27.87 $817K - $937K
457K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
545
+ 10.49%
$167.32 - $223.3 $91.2K - $122K
5.74K $1.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.3K
+ 2.26%
$19.44 - $19.56 $219K - $221K
510K $9.96M
ETN
Eaton Corp PLC

Industrials
664
New
$246.52 - $356.99 $164K - $237K
664 $237K
NFLX
Netflix Inc

Communication Services
169
New
$855.86 - $1339.13 $145K - $226K
169 $226K
AVGO
Broadcom Inc.

Technology
228
+ 15.51%
$146.29 - $275.65 $33.4K - $62.8K
1.7K $468K
O
Realty Income Corp

Real Estate
3.88K
+ 10.71%
$52.27 - $58.52 $203K - $227K
40.1K $2.31M
META
Meta Platforms, Inc.

Communication Services
30
+ 3.16%
$484.66 - $738.09 $14.5K - $22.1K
980 $723K
CAT
Caterpillar Inc

Industrials
107
+ 4.95%
$273.94 - $388.21 $29.3K - $41.5K
2.27K $880K
GOOGL
Alphabet Inc.

Communication Services
144
+ 2.5%
$144.7 - $178.6 $20.8K - $25.7K
5.89K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 1.45%
$210.28 - $289.91 $7.99K - $11K
2.65K $768K
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 1.41%
$221.86 - $362.89 $5.55K - $9.07K
1.8K $571K
WMT
Walmart Inc.

Consumer Defensive
267
+ 5.1%
$81.79 - $99.98 $21.8K - $26.7K
5.5K $537K
SCHX
Schwab Strategic Tr Us Large C

ETFs
657
+ 3.46%
$19.6 - $24.44 $12.9K - $16.1K
19.6K $480K
VO
Vanguard Mid Cap ETF

ETFs
37
+ 1.83%
$228.54 - $279.83 $8.46K - $10.4K
2.06K $575K
VB
Vanguard Small Cap ETF

ETFs
123
+ 8.02%
$193.73 - $237.37 $23.8K - $29.2K
1.66K $392K
BAC
Bank Of America Corp

Financial Services
469
+ 8.94%
$34.39 - $47.46 $16.1K - $22.3K
5.72K $270K
DFAS
Dimensional ETF Tr U S Small C

ETFs
136
+ 1.3%
$52.31 - $63.72 $7.11K - $8.67K
10.6K $673K
KO
Coca Cola CO

Consumer Defensive
932
+ 3.86%
$68.37 - $73.9 $63.7K - $68.9K
25.1K $1.78M
GLD
Spdr Gold Trust

ETFs
55
+ 3.35%
$273.71 - $316.29 $15.1K - $17.4K
1.7K $516K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 5.32%
$456.74 - $568.03 $11.4K - $14.2K
495 $281K
QCOM
Qualcomm Inc

Technology
87
+ 4.83%
$124.66 - $159.48 $10.8K - $13.9K
1.89K $300K
FAST
Fastenal CO

Industrials
3K
+ 100.0%
$40.65 - $83.16 $122K - $249K
6K $252K
LLY
Eli Lilly & CO

Healthcare
27
+ 8.01%
$713.71 - $898.95 $19.3K - $24.3K
364 $283K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.03%
$335.24 - $380.78 $335 - $381
3.09K $1.13M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
53
+ 0.86%
$35.4 - $41.9 $1.88K - $2.22K
6.23K $253K
STRV
Ea Ser Tr Strive 500 ETF
3.01K
+ 34.92%
N/A
11.6K $0
AMGN
Amgen Inc

Healthcare
38
+ 1.92%
$262.28 - $309.85 $9.97K - $11.8K
2.01K $562K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.16%
$483.48 - $539.8 $4.35K - $4.86K
5.49K $2.66M
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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