Goepper Burkhardt LLC Portfolio Holdings

Goepper Burkhardt LLC

  • $244 Million
  • Q4 2024

Goepper Burkhardt LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Million distributed in 82 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 $34.4M, Schwab Strategic Tr Us Broad M with a value of $24.3M, Vanguard Dividend Appreciation with a value of $19.8M, Schwab Strategic Tr Us Large C with a value of $12.6M, and Schwab Strategic Tr Us Dividen with a value of $11.4M.

Examining the 13F form we can see an increase of $4.18M in the current position value, from $240M to 244M.

Below you can find more details about Goepper Burkhardt LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
ETFs: $197 Million
Technology: $16.7 Million
Healthcare: $5.98 Million
Financial Services: $4.59 Million
Consumer Defensive: $4.31 Million
Consumer Cyclical: $3.62 Million
Industrials: $2.71 Million
Communication Services: $2.04 Million
Other: $4.42 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $244 Million
  • Prior Value $240 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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