Rkl Wealth Management LLC Purchases in Q1 2025

Rkl Wealth Management LLC

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
276K
+ 134.75%
$50.21 - $57.73 $13.9M - $15.9M
481K $24.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
260K
+ 171.05%
$40.03 - $46.81 $10.4M - $12.2M
412K $16.8M
IEFA
Ishares Tr

ETFs
37.4K
+ 3.36%
$69.57 - $78.65 $2.6M - $2.94M
1.15M $87.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
52.4K
+ 16.45%
$57.44 - $59.4 $3.01M - $3.11M
371K $22M
PLD
Prologis, Inc.

Real Estate
12.5K
New
$103.59 - $124.04 $1.29M - $1.55M
12.5K $1.39M
IEMG
Ishares Inc

ETFs
25.8K
+ 8.37%
N/A
334K $17.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.02K
+ 2.62%
$44.68 - $46.49 $403K - $420K
354K $16.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 0.56%
$442.66 - $534.52 $21.2K - $25.7K
8.59K $4.57M
KO
Coca Cola CO

Consumer Defensive
7.46K
+ 98.35%
$60.81 - $72.32 $454K - $539K
15K $1.08M
ABBV
Abb Vie Inc.

Healthcare
336
+ 2.15%
$169.2 - $216.66 $56.9K - $72.8K
16K $3.35M
IBM
International Business Machines Corp

Technology
210
+ 1.52%
$217.4 - $264.74 $45.7K - $55.6K
14K $3.49M
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 5.26%
$225.19 - $279.95 $287K - $356K
25.5K $6.24M
DIS
Walt Disney CO

Communication Services
4.32K
New
$96.87 - $114.0 $418K - $492K
4.32K $426K
DUK
Duke Energy Corp

Utilities
3.4K
New
$105.87 - $121.97 $360K - $415K
3.4K $415K
VCIT
Vanguard Intermediate Term Cor

ETFs
739
+ 0.32%
$79.17 - $82.04 $58.5K - $60.6K
235K $19.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.02K
+ 6.28%
$95.85 - $99.25 $290K - $300K
51.1K $5.06M
PG
Procter & Gamble CO

Consumer Defensive
1.97K
+ 11.06%
$158.56 - $176.26 $313K - $348K
19.8K $3.38M
WFC
Wells Fargo & Company

Financial Services
5.11K
+ 166.44%
$66.78 - $81.42 $341K - $416K
8.19K $587K
MMM
3 M CO

Industrials
2.28K
New
$129.7 - $155.12 $296K - $354K
2.28K $334K
SPYG
Spdr Portfolio

ETFs
6.53K
+ 22.21%
$80.05 - $92.39 $523K - $603K
35.9K $2.89M
BIBL
Northern Lts Fd Tr Iv

ETFs
6.18K
New
$37.55 - $41.94 $232K - $259K
6.18K $237K
LLY
Eli Lilly & CO

Healthcare
86
+ 3.15%
$725.72 - $929.72 $62.4K - $80K
2.81K $2.32M
T
At&T Inc.

Communication Services
781
+ 2.33%
$21.56 - $28.28 $16.8K - $22.1K
34.3K $971K
GE
General Electric CO

Industrials
1.02K
New
$168.59 - $212.13 $171K - $216K
1.02K $203K
VEA
Vanguard Ftse Developed Market

ETFs
946
+ 1.95%
$47.4 - $52.99 $44.8K - $50.1K
49.4K $2.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82.1K
+ 7.07%
$57.21 - $65.8 $4.7M - $5.4M
1.24M $72.5M
EOG
Eog Resources Inc

Energy
364
+ 1.74%
$120.54 - $138.05 $43.9K - $50.3K
21.3K $2.73M
MRK
Merck & Co., Inc.

Healthcare
2.93K
+ 28.28%
$83.01 - $101.02 $243K - $296K
13.3K $1.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
119
+ 1.42%
$308.86 - $455.36 $36.8K - $54.2K
8.52K $3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.55K
+ 18.91%
$49.78 - $53.19 $127K - $136K
16K $819K
V
Visa Inc.

Financial Services
159
+ 7.83%
$306.92 - $362.71 $48.8K - $57.7K
2.19K $767K
IXUS
Ishares Tr

ETFs
1.43K
+ 23.54%
$65.06 - $72.31 $93.2K - $104K
7.52K $524K
MU
Micron Technology Inc

Technology
562
+ 2.27%
$86.89 - $109.38 $48.8K - $61.5K
25.4K $2.2M
CSCO
Cisco Systems, Inc.

Technology
1.62K
+ 31.44%
$58.74 - $64.87 $95.2K - $105K
6.78K $418K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.37K
+ 6.31%
$32.5 - $33.3 $77K - $78.9K
39.9K $1.33M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.27K
+ 5.32%
$27.64 - $28.58 $62.7K - $64.8K
44.9K $1.28M
GD
General Dynamics Corp

Industrials
103
+ 1.39%
$241.94 - $272.58 $24.9K - $28.1K
7.51K $2.05M
ABT
Abbott Laboratories

Healthcare
10
+ 0.27%
$111.1 - $140.22 $1.11K - $1.4K
3.78K $501K
PPL
Ppl Corp

Utilities
8
+ 0.04%
$31.68 - $36.11 $253 - $289
19.9K $719K
HEI
Heico Corp

Industrials
1
+ 0.05%
$219.6 - $270.85 $220 - $271
1.93K $515K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.08%
$75.42 - $88.95 $453 - $534
7.68K $643K
PEP
Pepsico Inc

Consumer Defensive
535
+ 4.01%
$142.64 - $156.42 $76.3K - $83.7K
13.9K $2.08M
FRAF
Franklin Financial Services Corp

Financial Services
14
+ 0.15%
$28.08 - $38.01 $393 - $532
9.18K $325K
VZ
Verizon Communications Inc

Communication Services
405
+ 6.7%
$37.81 - $46.49 $15.3K - $18.8K
6.45K $292K
EFA
Ishares Tr Msci Eafe ETF

ETFs
48
+ 0.64%
$74.85 - $84.89 $3.59K - $4.07K
7.54K $616K
AMGN
Amgen Inc

Healthcare
3
+ 0.31%
$258.59 - $327.36 $776 - $982
956 $297K
OKE
Oneok Inc

Energy
551
+ 4.22%
$89.57 - $109.85 $49.4K - $60.5K
13.6K $1.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.04K
+ 7.9%
$27.01 - $28.54 $28K - $29.5K
14.1K $395K
BAC
Bank Of America Corp

Financial Services
1.09K
+ 17.81%
$39.61 - $47.74 $43.1K - $51.9K
7.19K $299K
Activity Summary
Buys All Purchases 82 New Holdings 7 Increased Positions 75 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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