Goepper Burkhardt LLC Incresed Positions in Q3 2024

Goepper Burkhardt LLC

  • $240 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
89.1K
+ 26.19%
$20.47 - $20.71 $1.82M - $1.85M
429K $8.87M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
85.1K
+ 24.87%
$19.2 - $19.63 $1.63M - $1.67M
427K $8.36M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
81.8K
+ 25.46%
$19.2 - $19.82 $1.57M - $1.62M
403K $7.95M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
59.9K
+ 19.49%
$19.92 - $20.67 $1.19M - $1.24M
367K $7.55M
AAPL
Apple Inc.

Technology
2.16K
+ 5.38%
$207.23 - $234.82 $448K - $507K
42.3K $9.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.38K
+ 5.09%
$77.02 - $85.06 $492K - $543K
132K $11.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.17K
+ 1.02%
$92.63 - $105.69 $294K - $335K
313K $32.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
315
+ 0.09%
$59.93 - $66.52 $18.9K - $21K
362K $24.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
49.8K
+ 17.87%
$18.12 - $18.92 $902K - $942K
328K $6.18M
O
Realty Income Corp

Real Estate
6.32K
+ 20.96%
$52.36 - $63.42 $331K - $401K
36.5K $2.31M
IVV
Ishares Core S&P 500 ETF

ETFs
635
+ 7.83%
$520.18 - $576.82 $330K - $366K
8.75K $5.04M
BSCV
Invesco ETF Self Indexed Fd Tr
14.3K
+ 51.07%
$15.89 - $16.79 $227K - $240K
42.3K $705K
VGT
Vanguard Information Technolog

ETFs
362
+ 18.47%
$514.43 - $606.85 $186K - $220K
2.32K $1.36M
NVDA
Nvidia Corp

Technology
1.9K
+ 17.38%
$98.91 - $134.91 $187K - $256K
12.8K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
989
+ 25.54%
$161.02 - $200.0 $159K - $198K
4.86K $905K
NEE
Nextera Energy Inc

Utilities
400
+ 4.72%
$69.9 - $84.97 $28K - $34K
8.87K $750K
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 1.5%
$191.76 - $263.26 $4.79K - $6.58K
1.7K $443K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
125
+ 0.82%
$75.47 - $83.18 $9.43K - $10.4K
15.3K $1.27M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.44K
+ 2.82%
$85.84 - $85.84 $123K - $123K
52.3K $4.49M
MSFT
Microsoft Corp

Technology
520
+ 5.87%
$395.15 - $467.56 $205K - $243K
9.38K $4.03M
GLD
Spdr Gold Trust

ETFs
65
+ 4.55%
$215.56 - $246.98 $14K - $16.1K
1.5K $363K
GOOGL
Alphabet Inc.

Communication Services
785
+ 13.91%
$148.65 - $191.18 $117K - $150K
6.43K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 1.75%
$194.9 - $224.8 $8.19K - $9.44K
2.44K $514K
VMC
Vulcan Materials CO

Basic Materials
6
+ 0.18%
$231.83 - $274.51 $1.39K - $1.65K
3.36K $839K
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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