Rkl Wealth Management LLC Purchases in Q3 2024

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.09K
+ 2.48%
$520.18 - $576.82 $4.73M - $5.24M
376K $217M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
41.1K
+ 3.78%
$57.32 - $62.65 $2.36M - $2.58M
1.13M $70.4M
IEFA
Ishares Tr

ETFs
5.09K
+ 0.47%
$70.09 - $78.74 $357K - $401K
1.08M $84.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.11K
+ 2.49%
$105.53 - $118.34 $961K - $1.08M
374K $43.8M
AAPL
Apple Inc.

Technology
139
+ 0.12%
$207.23 - $234.82 $28.8K - $32.6K
113K $26.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
33.4K
+ 17.63%
$57.8 - $60.8 $1.93M - $2.03M
223K $13.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
8.19K
New
$217.89 - $392.15 $1.78M - $3.21M
8.19K $2.3M
SPMD
Spdr Portfolio

ETFs
40.3K
New
$50.29 - $54.92 $2.03M - $2.22M
40.3K $2.21M
ABBV
Abb Vie Inc.

Healthcare
7.9K
+ 105.15%
$163.84 - $199.33 $1.29M - $1.57M
15.4K $3.04M
SPYG
Spdr Portfolio

ETFs
13.3K
New
$73.38 - $84.1 $973K - $1.12M
13.3K $1.1M
BX
Blackstone Inc.

Financial Services
540
+ 1.93%
$120.77 - $159.66 $65.2K - $86.2K
28.6K $4.38M
VCIT
Vanguard Intermediate Term Cor

ETFs
390
+ 0.18%
$79.29 - $84.02 $30.9K - $32.8K
220K $18.5M
TSLA
Tesla, Inc.

Consumer Cyclical
852
+ 9.56%
$191.76 - $263.26 $163K - $224K
9.76K $2.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.78K
+ 0.86%
$44.9 - $47.55 $125K - $132K
326K $15.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
242
+ 2.78%
$405.19 - $478.57 $98.1K - $116K
8.95K $4.12M
WMT
Walmart Inc.

Consumer Defensive
2.41K
+ 8.94%
$66.91 - $81.4 $161K - $196K
29.4K $2.37M
ICE
Intercontinental Exchange, Inc.

Financial Services
441
+ 2.26%
$136.93 - $162.81 $60.4K - $71.8K
20K $3.21M
IBM
International Business Machines Corp

Technology
255
+ 2.58%
$175.1 - $223.38 $44.7K - $57K
10.1K $2.24M
META
Meta Platforms, Inc.

Communication Services
185
+ 3.05%
$453.41 - $572.44 $83.9K - $106K
6.26K $3.58M
IEMG
Ishares Inc

ETFs
9.01K
+ 3.51%
$53.64 - $53.64 $483K - $483K
266K $14.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.9K
+ 7.21%
$96.25 - $101.98 $279K - $296K
43.1K $4.37M
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 4.51%
$333.64 - $405.2 $81.4K - $98.9K
5.65K $2.29M
GS
Goldman Sachs Group Inc

Financial Services
718
New
$459.02 - $510.25 $330K - $366K
718 $355K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
126
+ 1.54%
$475.2 - $527.7 $59.9K - $66.5K
8.29K $4.38M
WMB
Williams Companies, Inc.

Energy
5.84K
New
$41.24 - $46.22 $241K - $270K
5.84K $266K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.84K
New
$32.36 - $33.78 $254K - $265K
7.84K $264K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.01%
$517.38 - $573.86 $517 - $574
8.66K $4.97M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.76K
New
$27.8 - $29.26 $244K - $256K
8.76K $254K
UNH
Unitedhealth Group Inc

Healthcare
116
+ 4.94%
$488.01 - $604.18 $56.6K - $70.1K
2.47K $1.44M
VLO
Valero Energy Corp

Energy
1.82K
New
$132.81 - $163.48 $241K - $297K
1.82K $245K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.46K
New
$48.51 - $52.86 $216K - $236K
4.46K $235K
DHR
Danaher Corp

Healthcare
425
+ 10.43%
$239.25 - $280.76 $102K - $119K
4.5K $1.25M
ITW
Illinois Tool Works Inc

Industrials
180
+ 2.55%
$233.14 - $263.97 $42K - $47.5K
7.24K $1.9M
VEEV
Veeva Systems Inc

Healthcare
1.04K
New
$180.43 - $223.9 $188K - $233K
1.04K $218K
PPL
Ppl Corp

Utilities
6.57K
New
$27.36 - $33.08 $180K - $217K
6.57K $217K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.41K
New
$77.22 - $89.49 $186K - $215K
2.41K $214K
EOG
Eog Resources Inc

Energy
2.13K
+ 11.93%
$117.9 - $132.65 $251K - $283K
20K $2.46M
JPM
Jpmorgan Chase & CO

Financial Services
207
+ 1.07%
$194.9 - $224.8 $40.3K - $46.5K
19.5K $4.11M
CCK
Crown Holdings Inc

Consumer Cyclical
2.17K
New
$71.52 - $95.86 $155K - $208K
2.17K $208K
NFLX
Netflix Inc

Communication Services
292
New
$598.55 - $722.26 $175K - $211K
292 $207K
AVGO
Broadcom Inc.

Technology
3.77K
+ 1216.45%
$136.27 - $1745.86 $514K - $6.58M
4.08K $704K
PLTR
Palantir Technologies Inc.

Technology
5.54K
New
$24.09 - $37.95 $133K - $210K
5.54K $206K
MO
Altria Group, Inc.

Consumer Defensive
4.02K
New
$45.95 - $54.71 $185K - $220K
4.02K $205K
FULT
Fulton Financial Corp

Financial Services
8.18K
+ 16.75%
$16.35 - $20.14 $134K - $165K
57K $1.03M
NEE
Nextera Energy Inc

Utilities
2.41K
New
$69.9 - $84.97 $169K - $205K
2.41K $203K
EMN
Eastman Chemical CO

Basic Materials
123
+ 0.91%
$93.82 - $113.74 $11.5K - $14K
13.6K $1.52M
FDX
Fedex Corp

Industrials
731
New
$254.64 - $313.52 $186K - $229K
731 $200K
PNC
Pnc Financial Services Group, Inc.

Financial Services
490
+ 14.13%
$156.14 - $187.2 $76.5K - $91.7K
3.96K $731K
OKE
Oneok Inc

Energy
865
+ 7.6%
$78.62 - $95.27 $68K - $82.4K
12.2K $1.12M
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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