Goepper Burkhardt LLC Sells in Q4 2024

Goepper Burkhardt LLC

  • $244 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-3.21K
- 13.7%
$250.81 - $283.3 $805K - $909K
20.2K $5.13M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.63K
- 5.61%
$160.89 - $176.18 $423K - $463K
44.2K $7.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.59K
- 11.78%
$241.48 - $274.89 $867K - $987K
26.9K $6.82M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.55K
- 8.66%
$197.36 - $217.3 $503K - $554K
26.9K $5.33M
KO
Coca Cola CO

Consumer Defensive
-1.24K
- 4.88%
$61.74 - $71.71 $76.3K - $88.6K
24.1K $1.5M
UNH
Unitedhealth Group Inc

Healthcare
-25
- 0.67%
$485.52 - $625.25 $12.1K - $15.6K
3.72K $1.88M
HD
Home Depot, Inc.

Consumer Cyclical
-393
- 11.09%
$385.02 - $431.37 $151K - $170K
3.15K $1.23M
DUK
Duke Energy Corp

Utilities
-1.56K
- 29.96%
$105.76 - $120.76 $165K - $189K
3.65K $393K
NEE
Nextera Energy Inc

Utilities
-1.02K
- 11.51%
$69.77 - $85.43 $71.2K - $87.2K
7.85K $562K
AVSC
American Centy ETF Tr Avantis
-2.89K
- 15.81%
$52.7 - $59.57 $152K - $172K
15.4K $836K
VMC
Vulcan Materials CO

Basic Materials
-573
- 17.07%
$237.95 - $292.31 $136K - $167K
2.78K $715K
AFL
Aflac Inc

Financial Services
-323
- 3.11%
$100.37 - $115.27 $32.4K - $37.2K
10.1K $1.04M
MSFT
Microsoft Corp

Technology
-78
- 0.83%
$406.35 - $454.46 $31.7K - $35.4K
9.3K $3.92M
VBK
Vanguard Small Cap Growth ETF

ETFs
-655
- 11.64%
$264.18 - $304.19 $173K - $199K
4.97K $1.39M
ABBV
Abb Vie Inc.

Healthcare
-101
- 2.76%
$164.99 - $203.87 $16.7K - $20.6K
3.55K $631K
CAT
Caterpillar Inc

Industrials
-10
- 0.46%
$360.37 - $416.88 $3.6K - $4.17K
2.16K $783K
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 2.49%
$90.22 - $102.31 $9.02K - $10.2K
3.91K $355K
MRK
Merck & Co., Inc.

Healthcare
-78
- 2.44%
$96.31 - $114.76 $7.51K - $8.95K
3.11K $309K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 0.45%
$442.29 - $483.08 $11.1K - $12.1K
5.48K $2.48M
QCOM
Qualcomm Inc

Technology
-87
- 4.29%
$150.4 - $178.04 $13.1K - $15.5K
1.94K $298K
LLY
Eli Lilly & CO

Healthcare
-12
- 3.68%
$727.2 - $932.06 $8.73K - $11.2K
314 $242K
XOM
Exxon Mobil Corp

Energy
-151
- 5.24%
$105.51 - $125.37 $15.9K - $18.9K
2.73K $293K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 3.99%
$244.52 - $284.07 $12.2K - $14.2K
1.2K $296K
PG
Procter & Gamble CO

Consumer Defensive
-46
- 0.87%
$161.05 - $179.7 $7.41K - $8.27K
5.22K $875K
VIG
Vanguard Dividend Appreciation

ETFs
-112
- 0.1%
N/A
109K $19.8M
PH
Parker Hannifin Corp

Industrials
-22
- 2.15%
$621.74 - $709.46 $13.7K - $15.6K
1K $636K
ABT
Abbott Laboratories

Healthcare
-28
- 0.72%
$111.93 - $119.39 $3.13K - $3.34K
3.85K $435K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-50
- 2.22%
$100.18 - $109.1 $5.01K - $5.46K
2.2K $230K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-42
- 3.43%
$481.22 - $538.17 $20.2K - $22.6K
1.18K $604K
ISRG
Intuitive Surgical Inc

Healthcare
-30
- 3.09%
$471.27 - $550.62 $14.1K - $16.5K
942 $491K
V
Visa Inc.

Financial Services
-62
- 6.8%
$273.87 - $320.91 $17K - $19.9K
850 $268K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-61
- 1.06%
$35.42 - $41.87 $2.16K - $2.55K
5.71K $226K
JPM
Jpmorgan Chase & CO

Financial Services
-151
- 6.18%
$205.18 - $250.29 $31K - $37.8K
2.29K $549K
WMT
Walmart Inc.

Consumer Defensive
-25
- 0.48%
$79.1 - $95.7 $1.98K - $2.39K
5.23K $472K
AVGO
Broadcom Inc.

Technology
-140
- 8.92%
$159.67 - $250.0 $22.4K - $35K
1.43K $331K
NVDA
Nvidia Corp

Technology
-34
- 0.27%
$117.0 - $148.88 $3.98K - $5.06K
12.8K $1.71M
AAPL
Apple Inc.

Technology
-1.75K
- 4.13%
$221.69 - $259.02 $388K - $453K
40.6K $10.2M
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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