Rkl Wealth Management LLC Incresed Positions 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
ABBV
Abb Vie Inc.

Healthcare
7.9K
+ 105.15%
$163.84 - $199.33 $1.29M - $1.57M
15.4K $3.04M
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
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
126
+ 1.54%
$475.2 - $527.7 $59.9K - $66.5K
8.29K $4.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.01%
$517.38 - $573.86 $517 - $574
8.66K $4.97M
UNH
Unitedhealth Group Inc

Healthcare
116
+ 4.94%
$488.01 - $604.18 $56.6K - $70.1K
2.47K $1.44M
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
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
AVGO
Broadcom Inc.

Technology
3.77K
+ 1216.45%
$136.27 - $1745.86 $514K - $6.58M
4.08K $704K
FULT
Fulton Financial Corp

Financial Services
8.18K
+ 16.75%
$16.35 - $20.14 $134K - $165K
57K $1.03M
EMN
Eastman Chemical CO

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

Financial Services
326
+ 3.34%
$32.61 - $44.01 $10.6K - $14.3K
10.1K $440K
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
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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