Rkl Wealth Management LLC Purchases and Sells in Q3 2025

Rkl Wealth Management LLC

$1.17 Billion
Q3 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMD	40.4K + 7.29%	$54.43 - $58.29 $2.2M - $2.36M	595K $34M
SPSM	39.7K + 8.31%	$42.26 - $47.16 $1.68M - $1.87M	518K $24M
VMBS	33.7K + 9.32%	$45.72 - $47.27 $1.54M - $1.59M	396K $18.6M
ABBV	177 + 1.09%	$184.85 - $231.54 $32.7K - $41K	16.4K $3.8M
VGIT	9.46K + 2.1%	$58.97 - $60.36 $558K - $571K	461K $27.6M
VCIT	2.05K + 0.78%	$81.75 - $84.54 $168K - $173K	265K $22.3M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	3.41K New	$300.96 - $355.47 $1.03M - $1.21M	3.41K $1.21M
AEM	6K New	$116.14 - $168.56 $697K - $1.01M	6K $1.01M
GLW	3.8K New	$51.6 - $82.03 $196K - $312K	3.8K $311K
SLV	6.71K New	$32.73 - $42.5 $220K - $285K	6.71K $284K
AMD	1.38K New	$134.8 - $184.42 $186K - $255K	1.38K $223K
MPC	1.05K New	$158.59 - $198.69 $167K - $209K	1.05K $203K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-2.01K - 12.98%	$915.95 - $994.57 $1.84M - $2M	13.5K $12.5M
AMZN	-9.71K - 12.96%	$211.65 - $238.24 $2.05M - $2.31M	65.2K $14.3M
MSFT	-6.23K - 10.71%	$491.09 - $535.64 $3.06M - $3.34M	51.9K $26.9M
NVO	-4.45K - 5.3%	$45.38 - $71.7 $202K - $319K	79.5K $4.41M
MA	-2.62K - 14.02%	$550.18 - $598.96 $1.44M - $1.57M	16.1K $9.15M
ROP	-999 - 14.46%	$495.03 - $573.0 $495K - $572K	5.91K $2.95M

Activity Summary All Purchases 57 New Holdings 7 Increased Positions 50 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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