Rkl Wealth Management LLC Incresed Positions in Q2 2025

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
51.7K
+ 4.49%
$67.83 - $84.09 $3.51M - $4.35M
1.2M $100M
SPMD
Spdr Portfolio

ETFs
73.7K
+ 15.33%
$44.89 - $54.38 $3.31M - $4.01M
555K $30.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.8K
+ 0.87%
$51.16 - $62.02 $551K - $668K
1.25M $77.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
80.2K
+ 21.62%
$58.63 - $59.9 $4.7M - $4.8M
451K $27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
66.4K
+ 16.14%
$35.35 - $42.68 $2.35M - $2.84M
478K $20.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.19K
+ 2.26%
$90.56 - $109.49 $832K - $1.01M
416K $45.5M
IEMG
Ishares Inc

ETFs
50.7K
+ 15.17%
N/A
385K $20.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
28.2K
+ 12.01%
$79.56 - $82.92 $2.25M - $2.34M
263K $21.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.7K
+ 26.8%
$96.84 - $99.46 $1.33M - $1.36M
64.9K $6.43M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.07%
$210.28 - $289.91 $3.57K - $4.93K
25.5K $7.38M
VTI
Vanguard Total Stock Market Et

ETFs
2.39K
+ 223.27%
$243.75 - $303.93 $582K - $726K
3.46K $1.05M
VEA
Vanguard Ftse Developed Market

ETFs
5.85K
+ 11.84%
$45.65 - $57.01 $267K - $333K
55.2K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 0.2%
$221.86 - $362.89 $4.88K - $7.98K
10.8K $3.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
295
+ 3.64%
$456.74 - $568.03 $135K - $168K
8.39K $4.77M
SPYG
Spdr Portfolio

ETFs
315
+ 0.88%
$71.83 - $95.32 $22.6K - $30K
36.3K $3.46M
IWM
Ishares Russell 2000 ETF

ETFs
1.42K
+ 11.87%
$174.82 - $215.79 $248K - $306K
13.4K $2.89M
IXUS
Ishares Tr

ETFs
4.86K
+ 64.7%
$62.37 - $77.63 $303K - $377K
12.4K $956K
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 4.1%
$81.79 - $99.98 $98.1K - $120K
30.4K $2.98M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.28K
+ 2.34%
$45.2 - $46.6 $374K - $386K
362K $16.8M
PM
Philip Morris International Inc.

Consumer Defensive
120
+ 0.84%
$149.23 - $184.95 $17.9K - $22.2K
14.4K $2.63M
CEG
Constellation Energy Corp

Utilities
1
+ 0.04%
$170.96 - $322.76 $171 - $323
2.82K $909K
IWF
Ishares Russell 1000 Gr ETF

ETFs
54
+ 1.15%
$320.42 - $424.58 $17.3K - $22.9K
4.76K $2.01M
CAT
Caterpillar Inc

Industrials
19
+ 0.43%
$273.94 - $388.21 $5.2K - $7.38K
4.48K $1.74M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.17K
+ 28.76%
$72.96 - $90.39 $158K - $196K
9.71K $868K
DIS
Walt Disney CO

Communication Services
1.13K
+ 26.23%
$81.72 - $124.01 $92.6K - $141K
5.45K $676K
GD
General Dynamics Corp

Industrials
177
+ 2.36%
$247.68 - $291.66 $43.8K - $51.6K
7.69K $2.24M
USXF
Ishares Esg Advanced Msci Usa

Technology
53
+ 0.25%
$41.54 - $53.93 $2.2K - $2.86K
21.5K $1.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
880
+ 6.54%
$55.54 - $69.09 $48.9K - $60.8K
14.3K $990K
PNC
Pnc Financial Services Group, Inc.

Financial Services
569
+ 15.99%
$149.76 - $186.42 $85.2K - $106K
4.13K $769K
HON
Honeywell International Inc

Industrials
98
+ 3.52%
$182.86 - $232.88 $17.9K - $22.8K
2.88K $670K
GE
General Electric CO

Industrials
75
+ 7.38%
$166.81 - $257.39 $12.5K - $19.3K
1.09K $280K
BIBL
Northern Lts Fd Tr Iv

ETFs
1.38K
+ 22.28%
$33.5 - $41.33 $46.1K - $56.9K
7.55K $312K
MTB
M&T Bank Corp

Financial Services
13
+ 0.28%
$156.58 - $193.99 $2.04K - $2.52K
4.59K $889K
MS
Morgan Stanley

Financial Services
171
+ 9.67%
$99.83 - $140.86 $17.1K - $24.1K
1.94K $273K
RTX
Raytheon Technologies Corp

Industrials
214
+ 8.59%
$113.75 - $148.48 $24.3K - $31.8K
2.7K $394K
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.22%
$281.67 - $351.0 $1.13K - $1.4K
1.81K $633K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$211.12 - $274.14 $211 - $274
1.72K $469K
ITW
Illinois Tool Works Inc

Industrials
260
+ 3.47%
$218.41 - $252.43 $56.8K - $65.6K
7.75K $1.92M
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.4%
$53.19 - $69.38 $1.44K - $1.87K
6.8K $472K
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
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
FRAF
Franklin Financial Services Corp

Financial Services
15
+ 0.16%
$33.35 - $39.83 $500 - $597
9.2K $318K
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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