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
VTI
Vanguard Total Stock Market Et

ETFs
791
+ 55.94%
$280.04 - $302.45 $222K - $239K
2.21K $639K
CRM
Salesforce, Inc.

Technology
693
New
$270.87 - $367.87 $188K - $255K
693 $231K
VGT
Vanguard Information Technolog

ETFs
367
New
$571.78 - $647.97 $210K - $238K
367 $228K
PLTR
Palantir Technologies Inc.

Technology
150
+ 2.71%
$36.46 - $82.38 $5.47K - $12.4K
5.69K $430K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
18.4K
+ 5.63%
$45.17 - $47.23 $829K - $867K
345K $15.6M
MS
Morgan Stanley

Financial Services
1.77K
New
$104.42 - $134.99 $185K - $239K
1.77K $222K
CMCSA
Comcast Corp

Communication Services
5.87K
New
$37.39 - $45.14 $220K - $265K
5.87K $220K
WFC
Wells Fargo & Company

Financial Services
3.07K
New
$54.98 - $77.35 $169K - $238K
3.07K $215K
C
Citigroup Inc

Financial Services
2.96K
New
$61.31 - $72.5 $182K - $215K
2.96K $208K
VB
Vanguard Small Cap ETF

ETFs
843
New
$233.76 - $261.58 $197K - $221K
843 $202K
OKE
Oneok Inc

Energy
823
+ 6.72%
$92.28 - $117.05 $75.9K - $96.3K
13.1K $1.31M
PFE
Pfizer Inc

Healthcare
6.34K
+ 41.73%
$24.8 - $30.19 $157K - $191K
21.5K $571K
EOG
Eog Resources Inc

Energy
913
+ 4.56%
$118.22 - $136.54 $108K - $125K
20.9K $2.56M
KO
Coca Cola CO

Consumer Defensive
2.3K
+ 43.61%
$61.74 - $71.71 $142K - $165K
7.58K $472K
FULT
Fulton Financial Corp

Financial Services
192
+ 0.34%
$16.97 - $21.99 $3.26K - $4.22K
57.2K $1.1M
NOW
Service Now, Inc.

Technology
1
+ 0.26%
$867.18 - $1148.42 $867 - $1.15K
380 $402K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$246.06 - $292.59 $246 - $293
1.72K $478K
MTB
M&T Bank Corp

Financial Services
9
+ 0.2%
$172.48 - $221.95 $1.55K - $2K
4.56K $857K
IWM
Ishares Russell 2000 ETF

ETFs
173
+ 1.35%
$216.13 - $242.4 $37.4K - $41.9K
13K $2.88M
DD
Du Pont De Nemours, Inc.

Basic Materials
819
+ 34.04%
$75.95 - $88.05 $62.2K - $72.1K
3.23K $245K
USXF
Ishares Esg Advanced Msci Usa

Technology
91
+ 0.34%
$48.45 - $52.57 $4.41K - $4.78K
26.8K $1.33M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.28%
$323.08 - $349.08 $1.62K - $1.75K
1.8K $600K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.3%
$124.61 - $133.96 $1.37K - $1.47K
3.71K $478K
VZ
Verizon Communications Inc

Communication Services
876
+ 16.95%
$39.6 - $45.21 $34.7K - $39.6K
6.04K $241K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$124.26 - $134.12 $124 - $134
2.25K $289K
VTWO
Vanguard Russell 2000 ETF

ETFs
20
+ 0.38%
$87.42 - $98.06 $1.75K - $1.96K
5.31K $474K
Gsk PLC
919
+ 12.93%
N/A
8.02K $0
Orrstown Finl Svcs Inc
56
+ 0.46%
N/A
12.3K $0
FRAF
Franklin Financial Services Corp

Financial Services
30
+ 0.33%
$29.59 - $33.9 $888 - $1.02K
9.17K $274K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
79
+ 1.42%
$46.46 - $51.66 $3.67K - $4.08K
5.65K $272K
PG
Procter & Gamble CO

Consumer Defensive
450
+ 2.59%
$161.05 - $179.7 $72.5K - $80.9K
17.8K $2.99M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
42
+ 1.36%
$64.62 - $71.43 $2.71K - $3K
3.14K $202K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.51K
+ 184.97%
$26.93 - $84.95 $229K - $723K
13.1K $358K
EFA
Ishares Tr Msci Eafe ETF

ETFs
139
+ 1.89%
$75.1 - $82.99 $10.4K - $11.5K
7.5K $566K
ITW
Illinois Tool Works Inc

Industrials
51
+ 0.7%
$253.56 - $278.5 $12.9K - $14.2K
7.29K $1.85M
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 1.75%
$385.02 - $431.37 $38.1K - $42.7K
5.75K $2.24M
DOW
Dow Inc.

Basic Materials
481
+ 8.24%
$39.1 - $55.34 $18.8K - $26.6K
6.32K $253K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
104
+ 0.76%
$58.88 - $64.8 $6.12K - $6.74K
13.7K $808K
ICE
Intercontinental Exchange, Inc.

Financial Services
491
+ 2.46%
$148.29 - $166.93 $72.8K - $82K
20.5K $3.05M
PEP
Pepsico Inc

Consumer Defensive
407
+ 3.15%
$151.29 - $176.1 $61.6K - $71.7K
13.3K $2.03M
EMN
Eastman Chemical CO

Basic Materials
724
+ 5.33%
$90.03 - $110.64 $65.2K - $80.1K
14.3K $1.31M
AMT
American Tower Corp

Real Estate
399
+ 6.6%
$179.4 - $232.01 $71.6K - $92.6K
6.45K $1.18M
GD
General Dynamics Corp

Industrials
105
+ 1.44%
$260.28 - $314.03 $27.3K - $33K
7.41K $1.95M
ABBV
Abb Vie Inc.

Healthcare
244
+ 1.58%
$164.99 - $203.87 $40.3K - $49.7K
15.7K $2.78M
MU
Micron Technology Inc

Technology
1.19K
+ 5.03%
$84.16 - $113.41 $100K - $135K
24.8K $2.09M
DHI
Horton D R Inc

Consumer Cyclical
11
+ 0.11%
$137.24 - $194.56 $1.51K - $2.14K
9.65K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
44.7K
+ 68.51%
$22.63 - $47.53 $1.01M - $2.12M
110K $2.49M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
92.3K
+ 131.22%
$22.01 - $66.82 $2.03M - $6.17M
163K $3.69M
SCHV
Schwab Strategic Tr Us Large C

ETFs
114K
+ 151.9%
$25.79 - $80.4 $2.94M - $9.16M
189K $4.93M
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
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