Goepper Burkhardt LLC Reduced Holdings in Q1 2025

Goepper Burkhardt LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.18K
- 0.48%
$21.23 - $23.75 $110K - $123K
1.06M $22.9M
AAPL
Apple Inc.

Technology
-26
- 0.06%
$209.68 - $247.1 $5.45K - $6.42K
40.6K $9.01M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.59K
- 9.64%
$237.72 - $276.98 $616K - $717K
24.3K $5.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
-4.51K
- 10.2%
$156.61 - $168.02 $706K - $758K
39.7K $6.37M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.11K
- 7.86%
$183.02 - $207.75 $387K - $439K
24.8K $4.62M
VHT
Vanguard Health Care ETF

ETFs
-3.13K
- 15.45%
$254.06 - $273.83 $794K - $856K
17.1K $4.53M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-24.6K
- 5.29%
$20.64 - $20.73 $508K - $510K
440K $9.11M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 15.13%
$154.33 - $206.19 $158K - $211K
5.75K $889K
VIG
Vanguard Dividend Appreciation

ETFs
-2.06K
- 1.9%
N/A
106K $19.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-645
- 12.97%
$247.97 - $296.33 $160K - $191K
4.33K $1.09M
AVSC
American Centy ETF Tr Avantis
-2.35K
- 15.24%
$48.08 - $56.12 $113K - $132K
13K $631K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.9K
- 3.41%
N/A
54K $4.64M
VMC
Vulcan Materials CO

Basic Materials
-325
- 11.68%
$220.9 - $277.54 $71.8K - $90.2K
2.46K $573K
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 1.9%
$347.25 - $424.87 $20.8K - $25.5K
3.09K $1.13M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-500
- 1.19%
$25.58 - $29.24 $12.8K - $14.6K
41.4K $1.08M
MRK
Merck & Co., Inc.

Healthcare
-445
- 14.29%
$83.01 - $101.02 $36.9K - $45K
2.67K $239K
NEE
Nextera Energy Inc

Utilities
-720
- 9.17%
$66.96 - $76.16 $48.2K - $54.8K
7.13K $505K
PANW
Palo Alto Networks Inc

Technology
-215
- 15.21%
$167.82 - $208.28 $36.1K - $44.8K
1.2K $204K
PG
Procter & Gamble CO

Consumer Defensive
-300
- 5.74%
$158.56 - $176.26 $47.6K - $52.9K
4.92K $838K
QCOM
Qualcomm Inc

Technology
-138
- 7.11%
$151.94 - $175.86 $21K - $24.3K
1.8K $276K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1K
- 5.71%
$24.6 - $24.99 $24.6K - $25K
16.5K $412K
PEP
Pepsico Inc

Consumer Defensive
-27
- 0.48%
$142.64 - $156.42 $3.85K - $4.22K
5.63K $843K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 1.05%
$507.05 - $563.67 $2.54K - $2.82K
470 $241K
SYY
Sysco Corp

Consumer Defensive
-135
- 4.07%
$70.0 - $77.13 $9.45K - $10.4K
3.19K $239K
JNJ
Johnson & Johnson

Healthcare
-405
- 7.54%
$142.06 - $167.7 $57.5K - $67.9K
4.96K $823K
DUK
Duke Energy Corp

Utilities
-20
- 0.55%
$105.87 - $121.97 $2.12K - $2.44K
3.63K $443K
O
Realty Income Corp

Real Estate
-566
- 1.54%
$51.67 - $58.49 $29.2K - $33.1K
36.2K $2.1M
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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