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Goepper Burkhardt LLC Buys Invesco BulletShares 2026 Corporate Bond ETF, Lowe's Inc, Vanguard Mega Cap Growth ETF, Sells Invesco BulletShares 2021 Corporate Bond ETF, Novartis AG

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Jan 21, 2022
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Investment company Goepper Burkhardt LLC (Current Portfolio) buys Invesco BulletShares 2026 Corporate Bond ETF, Lowe's Inc, Vanguard Mega Cap Growth ETF, Financial Select Sector SPDR, Stanley Black & Decker Inc, sells Invesco BulletShares 2021 Corporate Bond ETF, Novartis AG during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Goepper Burkhardt LLC. As of 2021Q4, Goepper Burkhardt LLC owns 68 stocks with a total value of $168 million. These are the details of the buys and sells.

For the details of Goepper Burkhardt LLC's stock buys and sells, go to https://www.gurufocus.com/guru/goepper+burkhardt+llc/current-portfolio/portfolio

These are the top 5 holdings of Goepper Burkhardt LLC
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 135,639 shares, 13.20% of the total portfolio. Shares added by 1.77%
  2. Schwab U.S. Broad Market ETF (SCHB) - 190,876 shares, 12.82% of the total portfolio. Shares reduced by 1.23%
  3. Vanguard Dividend Appreciation FTF (VIG) - 106,829 shares, 10.90% of the total portfolio. Shares reduced by 1.86%
  4. Schwab U.S. Large-Cap Value ETF (SCHV) - 191,112 shares, 8.31% of the total portfolio. Shares added by 5.93%
  5. Vanguard Mid-Cap Growth ETF (VOT) - 38,680 shares, 5.85% of the total portfolio. Shares added by 1.71%
New Purchase: Lowe's Companies Inc (LOW)

Goepper Burkhardt LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $225.020000. The impact to a portfolio due to this purchase was 0.13%. The holding were 852 shares as of 2021-12-31.

New Purchase: Vanguard Mega Cap Growth ETF (MGK)

Goepper Burkhardt LLC initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $231.93 and $264.33, with an estimated average price of $253.24. The stock is now traded at around $228.450000. The impact to a portfolio due to this purchase was 0.13%. The holding were 845 shares as of 2021-12-31.

New Purchase: Vanguard ESG U.S. Stock ETF (ESGV)

Goepper Burkhardt LLC initiated holding in Vanguard ESG U.S. Stock ETF. The purchase prices were between $79.46 and $88.45, with an estimated average price of $85.28. The stock is now traded at around $79.290000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,300 shares as of 2021-12-31.

New Purchase: Vanguard Mid-Cap ETF (VO)

Goepper Burkhardt LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $236.12 and $260.25, with an estimated average price of $250.07. The stock is now traded at around $229.350000. The impact to a portfolio due to this purchase was 0.12%. The holding were 800 shares as of 2021-12-31.

New Purchase: Stanley Black & Decker Inc (SWK)

Goepper Burkhardt LLC initiated holding in Stanley Black & Decker Inc. The purchase prices were between $171.07 and $196.61, with an estimated average price of $184.83. The stock is now traded at around $175.610000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,080 shares as of 2021-12-31.

New Purchase: Trane Technologies PLC (TT)

Goepper Burkhardt LLC initiated holding in Trane Technologies PLC. The purchase prices were between $169.63 and $202.69, with an estimated average price of $188.63. The stock is now traded at around $174.980000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,000 shares as of 2021-12-31.

Added: Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)

Goepper Burkhardt LLC added to a holding in Invesco BulletShares 2026 Corporate Bond ETF by 35.89%. The purchase prices were between $20.98 and $21.37, with an estimated average price of $21.16. The stock is now traded at around $20.850000. The impact to a portfolio due to this purchase was 0.43%. The holding were 128,483 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Goepper Burkhardt LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: Novartis AG (NVS)

Goepper Burkhardt LLC sold out a holding in Novartis AG. The sale prices were between $79.7 and $88.13, with an estimated average price of $83.08.



Here is the complete portfolio of Goepper Burkhardt LLC. Also check out:

1. Goepper Burkhardt LLC's Undervalued Stocks
2. Goepper Burkhardt LLC's Top Growth Companies, and
3. Goepper Burkhardt LLC's High Yield stocks
4. Stocks that Goepper Burkhardt LLC keeps buying
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