Goepper Burkhardt LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $31.5M, Schwab Strategic Tr Us Broad M with a value of $22.9M, Vanguard Dividend Appreciation with a value of $19.4M, Schwab Strategic Tr Us Large C with a value of $12.3M, and Schwab Strategic Tr Us Dividen with a value of $11.8M.
Examining the 13F form we can see an increase of $4.06M in the current position value, from $244M to 248M.
Below you can find more details about Goepper Burkhardt LLC portfolio as well as his latest detailed transactions.
Portfolio value
$248 Million
ETFs: $200 Million
Technology: $15.1 Million
Healthcare: $6.58 Million
Financial Services: $5.64 Million
Consumer Defensive: $4.48 Million
Consumer Cyclical: $3.52 Million
Industrials: $2.47 Million
Real Estate: $2.1 Million
Other: $4.75 Million
Stock Holdings Table Market Cap. of $200 Billions or more
