Goepper Burkhardt LLC Reduced Holdings in Q3 2024

Goepper Burkhardt LLC

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

ETFs
-66.9K
- 32.5%
$21.05 - $21.17 $1.41M - $1.42M
139K $2.93M
VIG
Vanguard Dividend Appreciation

ETFs
-1.44K
- 1.31%
$182.15 - $182.15 $262K - $262K
109K $19.8M
XOM
Exxon Mobil Corp

Energy
-1.35K
- 31.91%
$109.72 - $119.0 $148K - $161K
2.88K $337K
AVSC
American Centy ETF Tr Avantis
-4.3K
- 19.05%
$49.07 - $56.13 $211K - $241K
18.3K $987K
MRK
Merck & Co., Inc.

Healthcare
-150
- 4.49%
$111.15 - $128.97 $16.7K - $19.3K
3.19K $362K
VBK
Vanguard Small Cap Growth ETF

ETFs
-515
- 8.38%
$240.48 - $267.94 $124K - $138K
5.63K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30
- 2.39%
$434.77 - $502.96 $13K - $15.1K
1.22K $597K
STRV
Ea Ser Tr Strive 500 ETF
-23
- 0.31%
N/A
7.51K $0
V
Visa Inc.

Financial Services
-12
- 1.3%
$253.74 - $291.56 $3.04K - $3.5K
912 $250K
PEP
Pepsico Inc

Consumer Defensive
-108
- 1.87%
$161.9 - $179.3 $17.5K - $19.4K
5.66K $961K
CL
Colgate Palmolive CO

Consumer Defensive
-128
- 3.09%
$95.54 - $108.77 $12.2K - $13.9K
4.01K $416K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-100
- 2.03%
$46.9 - $51.96 $4.69K - $5.2K
4.83K $248K
DUK
Duke Energy Corp

Utilities
-550
- 9.54%
$99.35 - $117.71 $54.6K - $64.7K
5.22K $601K
PG
Procter & Gamble CO

Consumer Defensive
-77
- 1.44%
$160.76 - $177.82 $12.4K - $13.7K
5.27K $912K
ABT
Abbott Laboratories

Healthcare
-24
- 0.62%
$100.07 - $118.13 $2.4K - $2.84K
3.88K $442K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.59K
- 4.97%
$218.05 - $243.47 $347K - $388K
30.5K $7.42M
JNJ
Johnson & Johnson

Healthcare
-150
- 2.72%
$145.48 - $167.38 $21.8K - $25.1K
5.37K $870K
WMT
Walmart Inc.

Consumer Defensive
-45
- 0.85%
$66.91 - $81.4 $3.01K - $3.66K
5.26K $424K
PH
Parker Hannifin Corp

Industrials
-2
- 0.2%
$501.01 - $635.92 $1K - $1.27K
1.02K $645K
HD
Home Depot, Inc.

Consumer Cyclical
-79
- 2.18%
$333.64 - $405.2 $26.4K - $32K
3.55K $1.44M
VHT
Vanguard Health Care ETF

ETFs
-655
- 2.72%
$261.88 - $288.1 $172K - $189K
23.4K $6.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.66K
- 7.24%
$149.02 - $167.67 $545K - $613K
46.8K $7.85M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.42K
- 4.58%
$179.99 - $201.6 $255K - $285K
29.5K $5.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 0.45%
$405.19 - $478.57 $10.1K - $12K
5.5K $2.53M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.65K
- 2.69%
$73.43 - $80.37 $341K - $374K
168K $13.5M
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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