Rkl Wealth Management LLC Purchases in Q4 2024

Rkl Wealth Management LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
164K
+ 407.77%
$54.13 - $59.56 $8.9M - $9.8M
205K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
6.32K
+ 1.68%
$570.51 - $610.59 $3.6M - $3.86M
382K $225M
AAPL
Apple Inc.

Technology
15.4K
+ 13.73%
$221.69 - $259.02 $3.42M - $4M
128K $32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
129K
+ 570.63%
$44.33 - $49.55 $5.73M - $6.4M
152K $6.82M
VGIT
Vanguard Intermediate Term Tre

ETFs
95.4K
+ 42.74%
$57.78 - $60.4 $5.51M - $5.76M
318K $18.5M
MO
Altria Group, Inc.

Consumer Defensive
47.4K
+ 1179.85%
$49.06 - $57.74 $2.33M - $2.74M
51.4K $2.69M
IEMG
Ishares Inc

ETFs
42.4K
+ 15.93%
N/A
308K $16.5M
PM
Philip Morris International Inc.

Consumer Defensive
17.5K
New
$118.38 - $133.06 $2.08M - $2.33M
17.5K $2.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.17K
New
$370.24 - $418.94 $1.91M - $2.16M
5.17K $2.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.8K
+ 2.72%
$61.68 - $67.87 $1.9M - $2.09M
1.16M $72.3M
VEA
Vanguard Ftse Developed Market

ETFs
35.5K
+ 274.88%
$47.57 - $52.44 $1.69M - $1.86M
48.5K $2.32M
SPYG
Spdr Portfolio

ETFs
16.2K
+ 121.78%
$81.74 - $91.38 $1.32M - $1.48M
29.4K $2.59M
TSLA
Tesla, Inc.

Consumer Cyclical
180
+ 1.84%
$213.65 - $479.86 $38.5K - $86.4K
9.94K $4.02M
CVX
Chevron Corp

Energy
10.3K
+ 42.58%
$141.15 - $162.53 $1.45M - $1.67M
34.5K $4.99M
HON
Honeywell International Inc

Industrials
5.73K
+ 384.04%
$202.84 - $236.0 $1.16M - $1.35M
7.22K $1.63M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16K
New
$80.93 - $85.66 $1.29M - $1.37M
16K $1.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.29K
+ 260.51%
$183.23 - $199.79 $1.15M - $1.26M
8.71K $1.61M
CAT
Caterpillar Inc

Industrials
2.9K
+ 186.45%
$360.37 - $416.88 $1.05M - $1.21M
4.46K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 3.78%
$113.92 - $127.38 $1.61M - $1.8M
388K $44.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.7K
+ 379.12%
$32.65 - $33.68 $970K - $1M
37.5K $1.23M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
33.9K
+ 386.6%
$27.8 - $29.05 $942K - $984K
42.6K $1.19M
XOM
Exxon Mobil Corp

Energy
10.1K
+ 55.79%
$105.51 - $125.37 $1.06M - $1.26M
28.1K $3.02M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.7K
New
$56.06 - $61.35 $881K - $964K
15.7K $887K
KMB
Kimberly Clark Corp

Consumer Defensive
6.18K
New
$130.37 - $146.09 $806K - $903K
6.18K $810K
IBM
International Business Machines Corp

Technology
3.69K
+ 36.37%
$204.9 - $238.04 $755K - $877K
13.8K $3.04M
KMI
Kinder Morgan, Inc.

Energy
26.2K
New
$22.59 - $28.54 $593K - $749K
26.2K $719K
NUE
Nucor Corp

Basic Materials
5.55K
New
$115.78 - $167.74 $643K - $931K
5.55K $647K
JNJ
Johnson & Johnson

Healthcare
7.32K
+ 30.88%
$143.34 - $165.86 $1.05M - $1.21M
31K $4.49M
CEG
Constellation Energy Corp

Utilities
2.87K
New
$224.28 - $285.52 $644K - $819K
2.87K $645K
CRWD
Crowd Strike Holdings, Inc.

Technology
211
+ 2.58%
$275.15 - $388.2 $58.1K - $81.9K
8.4K $2.87M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.47K
+ 44.41%
$87.25 - $95.52 $564K - $618K
21K $1.86M
EMR
Emerson Electric CO

Industrials
4.65K
New
$108.13 - $134.33 $503K - $625K
4.65K $576K
CSX
Csx Corp

Industrials
15.3K
New
$31.58 - $36.88 $483K - $564K
15.3K $493K
MSFT
Microsoft Corp

Technology
2.3K
+ 3.99%
$406.35 - $454.46 $935K - $1.05M
59.9K $25.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
675
+ 8.14%
$521.84 - $558.82 $352K - $377K
8.97K $4.83M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.03K
+ 202.53%
$51.09 - $55.27 $461K - $499K
13.5K $689K
T
At&T Inc.

Communication Services
19.2K
+ 133.96%
$21.22 - $23.88 $408K - $459K
33.6K $764K
PPL
Ppl Corp

Utilities
13.3K
+ 203.32%
$31.47 - $35.0 $420K - $467K
19.9K $646K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.48K
New
$278.19 - $315.36 $411K - $466K
1.48K $425K
FE
Firstenergy Corp

Utilities
10.2K
New
$39.14 - $44.52 $399K - $454K
10.2K $405K
IXUS
Ishares Tr

ETFs
6.08K
New
$65.95 - $72.56 $401K - $441K
6.08K $402K
VCIT
Vanguard Intermediate Term Cor

ETFs
13.9K
+ 6.29%
$80.13 - $83.77 $1.11M - $1.16M
234K $18.8M
UNH
Unitedhealth Group Inc

Healthcare
1.06K
+ 42.98%
$485.52 - $625.25 $515K - $663K
3.53K $1.78M
RTX
Raytheon Technologies Corp

Industrials
2.7K
New
$114.45 - $127.21 $309K - $343K
2.7K $312K
BK
Bank Of New York Mellon Corp

Financial Services
3.78K
+ 97.3%
$70.82 - $81.87 $268K - $310K
7.67K $589K
WMT
Walmart Inc.

Consumer Defensive
142
+ 0.48%
$79.1 - $95.7 $11.2K - $13.6K
29.5K $2.67M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.98K
+ 11.54%
$96.64 - $101.23 $481K - $504K
48.1K $4.66M
SCHG
Schwab Strategic Tr Us Large C

ETFs
616K
+ 278.48%
$25.93 - $105.3 $16M - $64.9M
837K $23.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.03K
+ 24.89%
$90.66 - $99.46 $275K - $302K
15.2K $1.38M
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email