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| Name: |
Goepper Burkhardt LLC |
| City: |
GREENVILLE |
| State: |
SC |
| Zip: |
29601 |
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data |
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| Holdings
Found :
11 |
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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 |
|
BRK.B |
Berkshire Hathaway B |
18 |
- |
$411.22 |
$2,252,000 |
5,652 |
1.12% |
272,000 |
0 |
0 |
Property & Casualty I... |
|
|
SYK |
Stryker Corp |
36 |
- |
$324.56 |
$667,000 |
1,950 |
0.33% |
134,000 |
0 |
0.001 |
Medical Instruments &... |
|
|
AMGN |
Amgen Inc |
42 |
- |
$308.45 |
$577,000 |
1,983 |
0.29% |
44,000 |
0 |
0 |
Biotechnology |
|
|
QQQ |
Invesco QQQ Trust Series I |
44 |
- |
$443.08 |
$548,000 |
1,253 |
0.27% |
99,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
MRK |
Merck & Co Inc |
51 |
- |
$131.20 |
$432,000 |
3,441 |
0.21% |
78,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
DUK |
Duke Energy Corp |
52 |
- |
$102.89 |
$427,000 |
4,661 |
0.21% |
16,000 |
0 |
0.001 |
Electric Utilities |
|
|
SCHX |
Schwab Strategic Trust |
56 |
- |
$61.77 |
$376,000 |
6,330 |
0.19% |
56,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
LOW |
Lowes Companies Inc |
61 |
- |
$232.98 |
$300,000 |
1,352 |
0.15% |
19,000 |
0 |
0 |
Home Improvement Stores |
|
|
TT |
Trane Technologies (Ingerso... |
62 |
- |
$326.64 |
$287,000 |
1,042 |
0.14% |
76,000 |
0 |
0 |
Diversified Machinery |
|
|
VLO |
Valero Energy Corp |
66 |
- |
$155.93 |
$258,000 |
1,800 |
0.13% |
3,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
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EPD |
Enterprise Products Partner... |
71 |
- |
$28.77 |
$232,000 |
8,850 |
0.12% |
-10,000 |
0 |
0 |
Independent Oil & Gas |
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