Rkl Wealth Management LLC Incresed Positions in Q3 2025

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
40.4K
+ 7.29%
$54.43 - $58.29 $2.2M - $2.36M
595K $34M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
39.7K
+ 8.31%
$42.26 - $47.16 $1.68M - $1.87M
518K $24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
33.7K
+ 9.32%
$45.72 - $47.27 $1.54M - $1.59M
396K $18.6M
ABBV
Abb Vie Inc.

Healthcare
177
+ 1.09%
$184.85 - $231.54 $32.7K - $41K
16.4K $3.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.46K
+ 2.1%
$58.97 - $60.36 $558K - $571K
461K $27.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.05K
+ 0.78%
$81.75 - $84.54 $168K - $173K
265K $22.3M
GOOG
Alphabet Inc.

Communication Services
101
+ 2.02%
$175.16 - $255.24 $17.7K - $25.8K
5.11K $1.24M
AVGO
Broadcom Inc.

Technology
300
+ 7.36%
$264.74 - $369.57 $79.4K - $111K
4.38K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.02%
$57.75 - $67.68 $462 - $541
36.5K $2.41M
ORCL
Oracle Corp

Technology
265
+ 10.63%
$218.96 - $328.33 $58K - $87K
2.76K $775K
FULT
Fulton Financial Corp

Financial Services
8.31K
+ 16.89%
$17.57 - $19.86 $146K - $165K
57.5K $1.07M
AGZ
Ishares Agency Bond ETF

ETFs
1.1K
+ 1.4%
$108.74 - $110.41 $119K - $121K
79.5K $8.77M
VEA
Vanguard Ftse Developed Market

ETFs
144
+ 0.26%
$56.02 - $60.3 $8.07K - $8.68K
55.4K $3.32M
HSY
Hershey CO

Consumer Defensive
49
+ 0.7%
$161.95 - $193.45 $7.94K - $9.48K
7.01K $1.31M
PLD
Prologis, Inc.

Real Estate
131
+ 1.01%
$104.08 - $115.35 $13.6K - $15.1K
13.2K $1.51M
PEP
Pepsico Inc

Consumer Defensive
60
+ 0.42%
$133.81 - $152.16 $8.03K - $9.13K
14.3K $2.01M
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.09%
$90.65 - $109.75 $544 - $659
7.06K $769K
BIBL
Northern Lts Fd Tr Iv

ETFs
2.14K
+ 28.29%
$41.43 - $44.43 $88.5K - $94.9K
9.69K $430K
RTX
Raytheon Technologies Corp

Industrials
350
+ 12.94%
$144.19 - $167.33 $50.5K - $58.6K
3.05K $511K
MRK
Merck & Co., Inc.

Healthcare
547
+ 3.91%
$77.6 - $87.37 $42.4K - $47.8K
14.6K $1.22M
GS
Goldman Sachs Group Inc

Financial Services
61
+ 8.63%
$696.56 - $806.32 $42.5K - $49.2K
768 $611K
LOW
Lowes Companies Inc

Consumer Cyclical
248
+ 16.67%
$215.01 - $273.02 $53.3K - $67.7K
1.74K $436K
FRAF
Franklin Financial Services Corp

Financial Services
12
+ 0.13%
$35.59 - $48.92 $427 - $587
9.21K $422K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.04%
$433.97 - $484.08 $434 - $484
2.42K $1.16M
USXF
Ishares Esg Advanced Msci Usa

Technology
48
+ 0.22%
$53.69 - $57.31 $2.58K - $2.75K
21.6K $1.24M
VTWO
Vanguard Russell 2000 ETF

ETFs
19
+ 0.36%
$86.92 - $99.32 $1.65K - $1.89K
5.36K $524K
IJK
Ishares S&P Midcap 400 Growth

ETFs
11
+ 0.11%
$91.28 - $97.59 $1K - $1.07K
10.5K $1.01M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.28%
$351.04 - $379.81 $1.76K - $1.9K
1.81K $685K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
74
+ 0.46%
$52.12 - $55.33 $3.86K - $4.09K
16.2K $895K
VGT
Vanguard Information Technolog

ETFs
22
+ 7.21%
$656.44 - $753.15 $14.4K - $16.6K
327 $244K
MS
Morgan Stanley

Financial Services
3
+ 0.15%
$139.09 - $161.16 $417 - $483
1.94K $308K
AXP
American Express CO

Financial Services
70
+ 9.21%
$294.27 - $342.31 $20.6K - $24K
830 $275K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.05%
$135.0 - $146.02 $135 - $146
2.17K $316K
DUK
Duke Energy Corp

Utilities
1
+ 0.03%
$116.31 - $125.93 $116 - $126
3.49K $431K
MTB
M&T Bank Corp

Financial Services
13
+ 0.28%
$183.74 - $204.05 $2.39K - $2.65K
4.6K $908K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45
+ 0.34%
$26.38 - $27.95 $1.19K - $1.26K
13.2K $361K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
86
+ 1.48%
$45.54 - $48.43 $3.92K - $4.16K
5.9K $275K
Orrstown Finl Svcs Inc
69
+ 0.56%
N/A
12.5K $0
HEIA
Heico Crp Cl A
1
+ 0.06%
N/A
1.79K $0
ABT
Abbott Laboratories

Healthcare
54
+ 1.44%
$120.51 - $136.62 $6.51K - $7.38K
3.82K $510K
EMR
Emerson Electric CO

Industrials
4
+ 0.09%
$128.6 - $149.63 $514 - $599
4.52K $593K
HEI
Heico Corp

Industrials
1
+ 0.05%
$304.5 - $337.56 $305 - $338
1.93K $623K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$121.72 - $136.77 $122 - $137
2.46K $305K
YORW
York Water CO

Utilities
42
+ 0.29%
$30.13 - $32.4 $1.27K - $1.36K
14.5K $440K
DE
Deere & CO

Industrials
55
+ 4.86%
$457.26 - $524.37 $25.1K - $28.8K
1.19K $542K
OKE
Oneok Inc

Energy
1.06K
+ 7.22%
$71.36 - $83.47 $75.9K - $88.8K
15.8K $1.15M
KO
Coca Cola CO

Consumer Defensive
94
+ 0.63%
$65.67 - $71.67 $6.17K - $6.74K
15K $997K
EMN
Eastman Chemical CO

Basic Materials
649
+ 4.06%
$58.79 - $81.56 $38.2K - $52.9K
16.6K $1.05M
EOG
Eog Resources Inc

Energy
98
+ 0.46%
$112.12 - $126.1 $11K - $12.4K
21.2K $2.38M
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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