Goepper Burkhardt LLC Incresed Positions in Q4 2024

Goepper Burkhardt LLC

  • $244 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
124K
+ 55.86%
$16.32 - $16.99 $2.02M - $2.1M
345K $5.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
920K
+ 293.92%
$25.93 - $105.3 $23.9M - $96.9M
1.23M $34.4M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
98K
+ 29.84%
$18.28 - $18.87 $1.79M - $1.85M
426K $7.82M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
84.5K
+ 23.03%
$20.08 - $20.61 $1.7M - $1.74M
452K $9.09M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
65.4K
+ 16.24%
$19.42 - $19.76 $1.27M - $1.29M
468K $9.12M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
54.4K
+ 12.73%
$19.38 - $19.58 $1.05M - $1.07M
482K $9.36M
BSCV
Invesco ETF Self Indexed Fd Tr
55.4K
+ 130.97%
$16.02 - $16.72 $888K - $926K
97.7K $1.57M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
35.7K
+ 8.32%
$20.6 - $20.71 $736K - $740K
465K $9.6M
IVV
Ishares Core S&P 500 ETF

ETFs
900
+ 10.29%
$570.51 - $610.59 $513K - $550K
9.65K $5.68M
VGT
Vanguard Information Technolog

ETFs
643
+ 27.69%
$571.78 - $647.97 $368K - $417K
2.97K $1.84M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.58K
+ 6.85%
N/A
55.9K $4.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
285K
+ 216.27%
$26.93 - $84.95 $7.67M - $24.2M
417K $11.4M
GOOGL
Alphabet Inc.

Communication Services
345
+ 5.37%
$161.86 - $196.66 $55.8K - $67.8K
6.78K $1.28M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
708K
+ 195.29%
$22.01 - $66.82 $15.6M - $47.3M
1.07M $24.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 3.09%
$567.81 - $607.81 $19.9K - $21.3K
1.17K $683K
GLD
Spdr Gold Trust

ETFs
145
+ 9.7%
$236.59 - $257.5 $34.3K - $37.3K
1.64K $397K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1K
+ 6.06%
$24.61 - $25.12 $24.6K - $25.1K
17.5K $432K
PANW
Palo Alto Networks Inc

Technology
707
+ 100.0%
$181.96 - $405.9 $129K - $287K
1.41K $257K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 3.94%
$521.84 - $558.82 $9.39K - $10.1K
475 $255K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 200.0%
$22.4 - $68.28 $284K - $864K
19K $440K
STRV
Ea Ser Tr Strive 500 ETF
152
+ 2.03%
N/A
7.66K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.15K
+ 65.2%
$25.33 - $51.16 $79.7K - $161K
7.97K $206K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26.6K
+ 173.91%
$27.54 - $83.04 $732K - $2.21M
41.9K $1.16M
O
Realty Income Corp

Real Estate
288
+ 0.79%
$51.76 - $64.71 $14.9K - $18.6K
36.8K $1.96M
SCHV
Schwab Strategic Tr Us Large C

ETFs
314K
+ 186.98%
$25.79 - $80.4 $8.1M - $25.3M
482K $12.6M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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