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
PG
Procter & Gamble CO

Consumer Defensive
262
+ 1.53%
$160.76 - $177.82 $42.1K - $46.6K
17.4K $3.01M
LHX
L3 Harris Technologies, Inc.

Industrials
22
+ 0.18%
$221.96 - $243.27 $4.88K - $5.35K
12K $2.84M
AMGN
Amgen Inc

Healthcare
480
+ 54.98%
$309.38 - $337.38 $149K - $162K
1.35K $435K
ORCL
Oracle Corp

Technology
596
+ 29.46%
$125.9 - $170.35 $75K - $102K
2.62K $446K
GD
General Dynamics Corp

Industrials
147
+ 2.05%
$279.51 - $308.09 $41.1K - $45.3K
7.3K $2.21M
MTB
M&T Bank Corp

Financial Services
10
+ 0.22%
$146.49 - $179.85 $1.46K - $1.8K
4.55K $810K
CSCO
Cisco Systems, Inc.

Technology
1.66K
+ 28.98%
$44.74 - $53.22 $74.4K - $88.5K
7.4K $393K
PEP
Pepsico Inc

Consumer Defensive
300
+ 2.37%
$161.9 - $179.3 $48.6K - $53.8K
12.9K $2.2M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.26%
$213.3 - $270.78 $1.07K - $1.35K
1.89K $512K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$316.8 - $391.12 $317 - $391
1.56K $608K
HEI
Heico Corp

Industrials
31
+ 1.61%
$220.59 - $267.96 $6.84K - $8.31K
1.96K $511K
DE
Deere & CO

Industrials
48
+ 3.7%
$344.84 - $418.0 $16.6K - $20.1K
1.35K $561K
USXF
Ishares Esg Advanced Msci Usa

Technology
73
+ 0.27%
$43.59 - $49.35 $3.18K - $3.6K
26.7K $1.31M
T
At&T Inc.

Communication Services
1.27K
+ 9.72%
$18.21 - $22.28 $23.1K - $28.3K
14.3K $315K
ADBE
Adobe Inc.

Technology
156
+ 31.52%
$508.13 - $586.55 $79.3K - $91.5K
651 $337K
HSY
Hershey CO

Consumer Defensive
18
+ 0.25%
$182.45 - $203.25 $3.28K - $3.66K
7.19K $1.38M
VTWO
Vanguard Russell 2000 ETF

ETFs
35
+ 0.67%
$81.17 - $90.77 $2.84K - $3.18K
5.29K $473K
ITOT
Ishares Core S&P Total U.S. St

ETFs
220
+ 10.83%
$113.41 - $125.62 $25K - $27.6K
2.25K $282K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
72
+ 1.31%
$43.9 - $52.34 $3.16K - $3.77K
5.58K $286K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.34%
$294.75 - $326.73 $1.77K - $1.96K
1.79K $585K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31
+ 0.68%
$77.02 - $85.06 $2.39K - $2.64K
4.6K $388K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.35%
$113.45 - $126.18 $1.47K - $1.64K
3.7K $467K
VZ
Verizon Communications Inc

Communication Services
14
+ 0.27%
$38.89 - $45.0 $544 - $630
5.17K $232K
FRAF
Franklin Financial Services Corp

Financial Services
33
+ 0.36%
$27.1 - $33.54 $894 - $1.11K
9.14K $275K
MUB
Ishares National Muni Bond ETF

ETFs
15
+ 0.77%
$106.13 - $108.7 $1.59K - $1.63K
1.96K $213K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
+ 0.64%
$49.93 - $51.15 $1.6K - $1.64K
5.02K $256K
GOOG
Alphabet Inc.

Communication Services
472
+ 10.05%
$149.54 - $192.66 $70.6K - $90.9K
5.17K $864K
Veralto Corp
2.91K
New
N/A
2.91K $0
HEIA
Heico Crp Cl A
1
+ 0.06%
N/A
1.79K $0
Orrstown Finl Svcs Inc
2.28K
+ 22.8%
N/A
12.3K $0
QCOM
Qualcomm Inc

Technology
2
+ 0.15%
$156.12 - $209.64 $312 - $419
1.3K $220K
F
Ford Motor CO

Consumer Cyclical
55
+ 0.16%
$9.71 - $14.55 $534 - $800
35.4K $373K
CVX
Chevron Corp

Energy
534
+ 2.26%
$137.88 - $161.97 $73.6K - $86.5K
24.2K $3.56M
AMZN
Amazon Com Inc

Consumer Cyclical
819
+ 1.08%
$161.02 - $200.0 $132K - $164K
76.6K $14.3M
MU
Micron Technology Inc

Technology
991
+ 4.38%
$86.27 - $136.82 $85.5K - $136K
23.6K $2.45M
MSFT
Microsoft Corp

Technology
699
+ 1.23%
$395.15 - $467.56 $276K - $327K
57.6K $24.8M
NVO
Novo Nordisk A S

Healthcare
400
+ 0.48%
$119.07 - $145.42 $47.6K - $58.2K
84.5K $10.1M
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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