Rkl Wealth Management LLC New Holdings in Q3 2024

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
8.19K
New
$217.89 - $392.15 $1.78M - $3.21M
8.19K $2.3M
SPMD
Spdr Portfolio

ETFs
40.3K
New
$50.29 - $54.92 $2.03M - $2.22M
40.3K $2.21M
SPYG
Spdr Portfolio

ETFs
13.3K
New
$73.38 - $84.1 $973K - $1.12M
13.3K $1.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22.6K
New
$41.02 - $46.01 $929K - $1.04M
22.6K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
718
New
$459.02 - $510.25 $330K - $366K
718 $355K
WMB
Williams Companies, Inc.

Energy
5.84K
New
$41.24 - $46.22 $241K - $270K
5.84K $266K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.84K
New
$32.36 - $33.78 $254K - $265K
7.84K $264K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.76K
New
$27.8 - $29.26 $244K - $256K
8.76K $254K
VLO
Valero Energy Corp

Energy
1.82K
New
$132.81 - $163.48 $241K - $297K
1.82K $245K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.46K
New
$48.51 - $52.86 $216K - $236K
4.46K $235K
PPL
Ppl Corp

Utilities
6.57K
New
$27.36 - $33.08 $180K - $217K
6.57K $217K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.41K
New
$77.22 - $89.49 $186K - $215K
2.41K $214K
CCK
Crown Holdings Inc

Consumer Cyclical
2.17K
New
$71.52 - $95.86 $155K - $208K
2.17K $208K
NFLX
Netflix Inc

Communication Services
292
New
$598.55 - $722.26 $175K - $211K
292 $207K
PLTR
Palantir Technologies Inc.

Technology
5.54K
New
$24.09 - $37.95 $133K - $210K
5.54K $206K
MO
Altria Group, Inc.

Consumer Defensive
4.02K
New
$45.95 - $54.71 $185K - $220K
4.02K $205K
NEE
Nextera Energy Inc

Utilities
2.41K
New
$69.9 - $84.97 $169K - $205K
2.41K $203K
FDX
Fedex Corp

Industrials
731
New
$254.64 - $313.52 $186K - $229K
731 $200K
Veralto Corp
2.91K
New
N/A
2.91K $0
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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