Rkl Wealth Management LLC Purchases in Q2 2025

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.24%
$108.06 - $135.3 $973 - $1.22K
3.73K $505K
HD
Home Depot, Inc.

Consumer Cyclical
108
+ 1.84%
$335.24 - $380.78 $36.2K - $41.1K
5.97K $2.19M
VTWO
Vanguard Russell 2000 ETF

ETFs
15
+ 0.28%
$70.56 - $87.22 $1.06K - $1.31K
5.35K $466K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
78
+ 0.49%
$45.11 - $52.34 $3.52K - $4.08K
16.1K $843K
NVO
Novo Nordisk A S

Healthcare
620
+ 0.74%
$58.08 - $81.05 $36K - $50.3K
84K $5.79M
Veralto Corp
2.03K
New
N/A
2.03K $0
Orrstown Finl Svcs Inc
87
+ 0.71%
N/A
12.4K $0
FE
Firstenergy Corp

Utilities
6
+ 0.08%
$38.31 - $43.17 $230 - $259
7.53K $303K
ACN
Accenture PLC

Technology
27
+ 3.44%
$279.23 - $323.21 $7.54K - $8.73K
811 $242K
DUK
Duke Energy Corp

Utilities
83
+ 2.44%
$112.46 - $124.05 $9.33K - $10.3K
3.49K $411K
DHR
Danaher Corp

Healthcare
111
+ 2.73%
$174.64 - $205.16 $19.4K - $22.8K
4.18K $825K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
85
+ 1.48%
$45.92 - $50.78 $3.9K - $4.32K
5.82K $271K
HSY
Hershey CO

Consumer Defensive
67
+ 0.97%
$151.29 - $173.13 $10.1K - $11.6K
6.96K $1.15M
PLD
Prologis, Inc.

Real Estate
546
+ 4.38%
$89.76 - $112.34 $49K - $61.3K
13K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
562
+ 5.86%
$285.55 - $321.23 $160K - $181K
10.1K $2.96M
YORW
York Water CO

Utilities
15
+ 0.1%
$31.6 - $36.28 $474 - $544
14.4K $455K
MRK
Merck & Co., Inc.

Healthcare
713
+ 5.36%
$73.47 - $87.12 $52.4K - $62.1K
14K $1.11M
EMN
Eastman Chemical CO

Basic Materials
1.16K
+ 7.81%
$72.7 - $88.29 $84.2K - $102K
16K $1.19M
OKE
Oneok Inc

Energy
1.13K
+ 8.31%
$78.71 - $100.37 $89K - $114K
14.7K $1.2M
PEP
Pepsico Inc

Consumer Defensive
372
+ 2.68%
$128.02 - $151.37 $47.6K - $56.3K
14.3K $1.88M
XOM
Exxon Mobil Corp

Energy
142
+ 0.64%
$99.93 - $119.04 $14.2K - $16.9K
22.2K $2.39M
ABBV
Abb Vie Inc.

Healthcare
252
+ 1.58%
$170.16 - $206.27 $42.9K - $52K
16.2K $3.02M
JNJ
Johnson & Johnson

Healthcare
128
+ 0.46%
$146.36 - $159.82 $18.7K - $20.5K
27.8K $4.25M
CVX
Chevron Corp

Energy
159
+ 0.54%
$133.73 - $168.51 $21.3K - $26.8K
29.4K $4.21M
Activity Summary
Buys All Purchases 75 New Holdings 11 Increased Positions 64 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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