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  Name: Goepper Burkhardt LLC
  City: GREENVILLE
  State: SC
  Zip: 29601
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $214,745,000
  Total Value Change : $13,805,000
  Securities Held Change : 2
   
All Securities Held : 81
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 35
  Unchanged Positions : 15
  Decreased Positions : 27

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ETN)1 Year Chart         ETN Eaton Corp 74 New $340.89 $225,000 680 0.1% 225,000 680 0    Diversified Machinery
   (AXP)1 Year Chart         AXP American Express Co 78 New $238.18 $206,000 850 0.1% 206,000 850 0    Credit Services
   (STRV)1 Year Chart         STRV Strive 500 Etf 79 New $0.00 $205,000 6,124 0.1% 205,000 6,124 0.068    N/A
   (BSJQ)1 Year Chart         BSJQ Invesco Bulletshares 2026 H... 81 New $0.00 $201,000 8,700 0.09% 201,000 8,700 0.01    N/A

      4 Records Found
  1    
Page 1 of 1
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