Portfolio (Quarterly)
Guide ↗
Goepper Burkhardt LLC
· CIK 0001844142| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 942 | $534K | 0.17% | SOLD |
| 2 | TT | TRANE TECHNOLOGIES PLC | Industrials | 1,042 | $406K | 0.13% | SOLD |
| 3 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,600 | $260K | 0.09% | SOLD |
| 4 | ESGV | VANGUARD WORLD FD | — | 2,125 | $257K | 0.08% | SOLD |
| 5 | QCOM | QUALCOMM INC | Technology | 1,405 | $240K | 0.08% | SOLD |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 768 | $227K | 0.07% | SOLD |
| 7 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 767 | $225K | 0.07% | SOLD |
| 8 | AVSC | AMERICAN CENTY ETF TR | — | 3,550 | $209K | 0.07% | SOLD |
| 9 | USAI | PACER FDS TR | — | 5,400 | $206K | 0.07% | SOLD |
Sector Allocation
Technology
38.2%
Healthcare
11.1%
Financial Services
10.3%
Consumer Defensive
9.3%
Industrials
7.6%
Consumer Cyclical
6.3%
Communication Services
5.2%
Real Estate
4.7%
Energy
4.1%
Utilities
2.6%