Goepper Burkhardt LLC Sells in Q3 2025

Goepper Burkhardt LLC

  • $287 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-76.9K
- 16.83%
$26.38 - $27.95 $2.03M - $2.15M
380K $10.4M
VHT
Vanguard Health Care ETF

ETFs
-6.93K
- 54.64%
$239.12 - $259.95 $1.66M - $1.8M
5.75K $1.49M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-23.3K
- 5.49%
$20.66 - $20.74 $481K - $483K
400K $8.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-32.5K
- 6.99%
$27.61 - $29.15 $897K - $947K
432K $12.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.2K
- 6.6%
N/A
45.3K $3.89M
AVSC
American Centy ETF Tr Avantis
-4.77K
- 45.42%
$51.33 - $58.63 $245K - $279K
5.73K $327K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.2K
- 45.55%
$98.53 - $107.1 $217K - $236K
2.63K $276K
KO
Coca Cola CO

Consumer Defensive
-107
- 0.43%
$65.67 - $71.67 $7.03K - $7.67K
25K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
-527
- 9.18%
$211.65 - $238.24 $112K - $126K
5.22K $1.15M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.8K
- 28.35%
$45.6 - $46.92 $81.9K - $84.2K
4.54K $211K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.07K
- 0.8%
$19.49 - $19.61 $79.2K - $79.7K
506K $9.9M
PG
Procter & Gamble CO

Consumer Defensive
-207
- 4.29%
$150.47 - $161.22 $31.1K - $33.4K
4.62K $709K
CL
Colgate Palmolive CO

Consumer Defensive
-172
- 4.4%
$79.36 - $93.33 $13.6K - $16.1K
3.74K $298K
QCOM
Qualcomm Inc

Technology
-350
- 18.53%
$145.84 - $173.55 $51K - $60.7K
1.54K $256K
PFE
Pfizer Inc

Healthcare
-2.34K
- 13.01%
$23.29 - $25.88 $54.5K - $60.6K
15.7K $398K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.2K
- 8.45%
$28.15 - $30.13 $90.1K - $96.4K
34.7K $1.03M
VBK
Vanguard Small Cap Growth ETF

ETFs
-365
- 9.86%
$276.51 - $305.12 $101K - $111K
3.34K $993K
ABT
Abbott Laboratories

Healthcare
-51
- 1.34%
$120.51 - $136.62 $6.15K - $6.97K
3.75K $502K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-35
- 0.59%
$100.37 - $100.74 $3.51K - $3.53K
5.94K $598K
BAC
Bank Of America Corp

Financial Services
-529
- 9.25%
$44.92 - $52.42 $23.8K - $27.7K
5.19K $267K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-72
- 0.63%
$12.9 - $13.59 $929 - $978
11.4K $152K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-240
- 4.22%
$36.04 - $38.78 $8.65K - $9.31K
5.45K $210K
VO
Vanguard Mid Cap ETF

ETFs
-49
- 2.38%
$279.83 - $293.74 $13.7K - $14.4K
2.01K $589K
XOM
Exxon Mobil Corp

Energy
-100
- 1.45%
$105.83 - $117.22 $10.6K - $11.7K
6.81K $767K
HXL
Hexcel Corp

Industrials
-400
- 5.05%
$57.15 - $64.88 $22.9K - $26K
7.52K $471K
VB
Vanguard Small Cap ETF

ETFs
-20
- 1.21%
$237.58 - $259.17 $4.75K - $5.18K
1.64K $416K
VEA
Vanguard Ftse Developed Market

ETFs
-497
- 2.56%
$56.02 - $60.3 $27.8K - $30K
18.9K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-142
- 1.9%
$49.43 - $54.52 $7.02K - $7.74K
7.32K $396K
UNH
Unitedhealth Group Inc

Healthcare
-255
- 6.95%
$237.77 - $353.61 $60.6K - $90.2K
3.41K $1.18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-150
- 1.42%
$63.41 - $69.69 $9.51K - $10.5K
10.4K $712K
PEP
Pepsico Inc

Consumer Defensive
-28
- 0.5%
$133.81 - $152.16 $3.75K - $4.26K
5.6K $786K
VMC
Vulcan Materials CO

Basic Materials
-60
- 3.98%
$260.62 - $307.62 $15.6K - $18.5K
1.45K $444K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.15%
$282.78 - $316.06 $1.13K - $1.26K
2.65K $835K
VOT
Vanguard Mid Cap Growth Index

ETFs
-446
- 2.1%
$282.75 - $294.19 $126K - $131K
20.8K $6.12M
GLD
Spdr Gold Trust

ETFs
-30
- 1.77%
$300.96 - $355.47 $9.03K - $10.7K
1.67K $591K
AVGO
Broadcom Inc.

Technology
-50
- 2.94%
$264.74 - $369.57 $13.2K - $18.5K
1.65K $543K
VBR
Vanguard Small Cap Value ETF

ETFs
-985
- 4.38%
$195.41 - $212.37 $192K - $209K
21.5K $4.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.48K
- 4.1%
$164.63 - $174.58 $243K - $258K
34.6K $6.04M
ABBV
Abb Vie Inc.

Healthcare
-99
- 2.77%
$184.85 - $231.54 $18.3K - $22.9K
3.47K $804K
JNJ
Johnson & Johnson

Healthcare
-90
- 1.85%
$155.17 - $185.42 $14K - $16.7K
4.78K $885K
GOOGL
Alphabet Inc.

Communication Services
-65
- 1.1%
$174.36 - $254.72 $11.3K - $16.6K
5.83K $1.42M
AAPL
Apple Inc.

Technology
-1.25K
- 3.13%
$202.38 - $256.87 $252K - $320K
38.6K $9.82M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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