Goepper Burkhardt LLC Portfolio Holdings

Goepper Burkhardt LLC

  • $248 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $248 Million
  • Prior Value $244 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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