Rkl Wealth Management LLC Incresed Positions in Q4 2024

Rkl Wealth Management LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
164K
+ 407.77%
$54.13 - $59.56 $8.9M - $9.8M
205K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
6.32K
+ 1.68%
$570.51 - $610.59 $3.6M - $3.86M
382K $225M
AAPL
Apple Inc.

Technology
15.4K
+ 13.73%
$221.69 - $259.02 $3.42M - $4M
128K $32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
129K
+ 570.63%
$44.33 - $49.55 $5.73M - $6.4M
152K $6.82M
VGIT
Vanguard Intermediate Term Tre

ETFs
95.4K
+ 42.74%
$57.78 - $60.4 $5.51M - $5.76M
318K $18.5M
MO
Altria Group, Inc.

Consumer Defensive
47.4K
+ 1179.85%
$49.06 - $57.74 $2.33M - $2.74M
51.4K $2.69M
IEMG
Ishares Inc

ETFs
42.4K
+ 15.93%
N/A
308K $16.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.8K
+ 2.72%
$61.68 - $67.87 $1.9M - $2.09M
1.16M $72.3M
JPM
Jpmorgan Chase & CO

Financial Services
4.67K
+ 23.94%
$205.18 - $250.29 $958K - $1.17M
24.2K $5.8M
VEA
Vanguard Ftse Developed Market

ETFs
35.5K
+ 274.88%
$47.57 - $52.44 $1.69M - $1.86M
48.5K $2.32M
TSLA
Tesla, Inc.

Consumer Cyclical
180
+ 1.84%
$213.65 - $479.86 $38.5K - $86.4K
9.94K $4.02M
CVX
Chevron Corp

Energy
10.3K
+ 42.58%
$141.15 - $162.53 $1.45M - $1.67M
34.5K $4.99M
HON
Honeywell International Inc

Industrials
5.73K
+ 384.04%
$202.84 - $236.0 $1.16M - $1.35M
7.22K $1.63M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.29K
+ 260.51%
$183.23 - $199.79 $1.15M - $1.26M
8.71K $1.61M
CAT
Caterpillar Inc

Industrials
2.9K
+ 186.45%
$360.37 - $416.88 $1.05M - $1.21M
4.46K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 3.78%
$113.92 - $127.38 $1.61M - $1.8M
388K $44.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.7K
+ 379.12%
$32.65 - $33.68 $970K - $1M
37.5K $1.23M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
33.9K
+ 386.6%
$27.8 - $29.05 $942K - $984K
42.6K $1.19M
XOM
Exxon Mobil Corp

Energy
10.1K
+ 55.79%
$105.51 - $125.37 $1.06M - $1.26M
28.1K $3.02M
IBM
International Business Machines Corp

Technology
3.69K
+ 36.37%
$204.9 - $238.04 $755K - $877K
13.8K $3.04M
JNJ
Johnson & Johnson

Healthcare
7.32K
+ 30.88%
$143.34 - $165.86 $1.05M - $1.21M
31K $4.49M
CRWD
Crowd Strike Holdings, Inc.

Technology
211
+ 2.58%
$275.15 - $388.2 $58.1K - $81.9K
8.4K $2.87M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.47K
+ 44.41%
$87.25 - $95.52 $564K - $618K
21K $1.86M
MSFT
Microsoft Corp

Technology
2.3K
+ 3.99%
$406.35 - $454.46 $935K - $1.05M
59.9K $25.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
675
+ 8.14%
$521.84 - $558.82 $352K - $377K
8.97K $4.83M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.03K
+ 202.53%
$51.09 - $55.27 $461K - $499K
13.5K $689K
T
At&T Inc.

Communication Services
19.2K
+ 133.96%
$21.22 - $23.88 $408K - $459K
33.6K $764K
PPL
Ppl Corp

Utilities
13.3K
+ 203.32%
$31.47 - $35.0 $420K - $467K
19.9K $646K
VCIT
Vanguard Intermediate Term Cor

ETFs
13.9K
+ 6.29%
$80.13 - $83.77 $1.11M - $1.16M
234K $18.8M
UNH
Unitedhealth Group Inc

Healthcare
1.06K
+ 42.98%
$485.52 - $625.25 $515K - $663K
3.53K $1.78M
BK
Bank Of New York Mellon Corp

Financial Services
3.78K
+ 97.3%
$70.82 - $81.87 $268K - $310K
7.67K $589K
WMT
Walmart Inc.

Consumer Defensive
142
+ 0.48%
$79.1 - $95.7 $11.2K - $13.6K
29.5K $2.67M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.98K
+ 11.54%
$96.64 - $101.23 $481K - $504K
48.1K $4.66M
SCHG
Schwab Strategic Tr Us Large C

ETFs
616K
+ 278.48%
$25.93 - $105.3 $16M - $64.9M
837K $23.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.03K
+ 24.89%
$90.66 - $99.46 $275K - $302K
15.2K $1.38M
VTI
Vanguard Total Stock Market Et

ETFs
791
+ 55.94%
$280.04 - $302.45 $222K - $239K
2.21K $639K
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
TFC
Truist Financial Corp

Financial Services
4.46K
+ 52.75%
$41.51 - $48.1 $185K - $214K
12.9K $559K
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
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
Track This Portfolio

Track Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email