Rkl Wealth Management LLC Reduced Holdings in Q3 2024

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-427
- 0.45%
$148.65 - $191.18 $63.5K - $81.6K
93.5K $15.5M
TFC
Truist Financial Corp

Financial Services
-30.7K
- 78.41%
$38.22 - $44.94 $1.17M - $1.38M
8.45K $361K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-11.4K
- 11.01%
$114.73 - $120.23 $1.31M - $1.38M
92.5K $11.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.7K
- 11.06%
$84.77 - $97.13 $1.07M - $1.23M
102K $9.76M
NVDA
Nvidia Corp

Technology
-4.23K
- 2.89%
$98.91 - $134.91 $418K - $570K
142K $17.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.2K
- 12.63%
$59.93 - $66.52 $610K - $677K
70.4K $4.68M
AMT
American Tower Corp

Real Estate
-2.85K
- 32.02%
$192.27 - $242.73 $548K - $692K
6.05K $1.41M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-8.9K
- 25.32%
$27.15 - $30.78 $242K - $274K
26.3K $799K
LLY
Eli Lilly & CO

Healthcare
-86
- 2.96%
$772.14 - $960.02 $66.4K - $82.6K
2.82K $2.5M
MRK
Merck & Co., Inc.

Healthcare
-146
- 1.39%
$111.15 - $128.97 $16.2K - $18.8K
10.4K $1.18M
AMAT
Applied Materials Inc

Technology
-32
- 2.64%
$174.88 - $254.97 $5.6K - $8.16K
1.18K $238K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.18K
- 4.65%
$45.2 - $47.87 $144K - $152K
65.2K $3.1M
BAC
Bank Of America Corp

Financial Services
-61
- 0.99%
$36.65 - $44.13 $2.24K - $2.69K
6.12K $242K
MAR
Marriott International Inc

Consumer Cyclical
-61
- 3.44%
$211.35 - $255.11 $12.9K - $15.6K
1.71K $426K
Gsk PLC
-2
- 0.03%
N/A
7.11K $0
PFE
Pfizer Inc

Healthcare
-409
- 2.62%
$27.7 - $31.39 $11.3K - $12.8K
15.2K $439K
DOW
Dow Inc.

Basic Materials
-32
- 0.55%
$50.15 - $55.41 $1.6K - $1.77K
5.84K $318K
XOM
Exxon Mobil Corp

Energy
-260
- 1.42%
$109.72 - $119.0 $28.5K - $30.9K
18K $2.12M
VUG
Vanguard Growth ETF

ETFs
-54
- 1.8%
$341.08 - $391.94 $18.4K - $21.2K
2.95K $1.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
-18
- 1.83%
$218.05 - $243.47 $3.92K - $4.38K
967 $235K
TJX
Tjx Companies Inc

Consumer Cyclical
-45
- 1.97%
$107.93 - $120.23 $4.86K - $5.41K
2.24K $262K
V
Visa Inc.

Financial Services
-49
- 2.34%
$253.74 - $291.56 $12.4K - $14.3K
2.04K $561K
IWD
Ishares Russell 1000 Val ETF

ETFs
-112
- 4.43%
$173.36 - $189.8 $19.4K - $21.3K
2.42K $458K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-62
- 1.14%
$41.9 - $48.26 $2.6K - $2.99K
5.39K $258K
VBK
Vanguard Small Cap Growth ETF

ETFs
-4
- 0.21%
$240.48 - $267.94 $962 - $1.07K
1.92K $512K
ABT
Abbott Laboratories

Healthcare
-4
- 0.1%
$100.07 - $118.13 $400 - $473
3.89K $442K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-89
- 0.73%
$84.81 - $93.54 $7.55K - $8.33K
12.2K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
-98
- 0.75%
$47.6 - $53.31 $4.66K - $5.22K
12.9K $682K
NOW
Service Now, Inc.

Technology
-2
- 0.52%
$730.87 - $937.36 $1.46K - $1.87K
379 $338K
KO
Coca Cola CO

Consumer Defensive
-10
- 0.19%
$62.69 - $73.01 $627 - $730
5.28K $379K
BK
Bank Of New York Mellon Corp

Financial Services
-3
- 0.08%
$59.54 - $72.17 $179 - $217
3.89K $279K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.63K
- 2.28%
$48.4 - $50.91 $78.7K - $82.8K
69.6K $3.52M
MAA
Mid America Apartment Communities Inc.

Real Estate
-384
- 5.49%
$138.8 - $166.65 $53.3K - $64K
6.61K $1.05M
HSIC
Henry Schein Inc

Healthcare
-54
- 0.82%
$63.92 - $73.22 $3.45K - $3.95K
6.54K $477K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-65
- 0.48%
$58.03 - $65.37 $3.77K - $4.25K
13.6K $881K
IWR
Ishares Russell Mid Cap ETF

ETFs
-93
- 0.63%
$79.92 - $88.19 $7.43K - $8.2K
14.6K $1.28M
AGZ
Ishares Agency Bond ETF

ETFs
-1.23K
- 1.43%
$107.35 - $110.79 $132K - $136K
84.8K $9.36M
LMT
Lockheed Martin Corp

Industrials
-169
- 8.78%
$460.3 - $584.56 $77.8K - $98.8K
1.76K $1.03M
NKE
Nike, Inc.

Consumer Cyclical
-1.39K
- 7.18%
$71.09 - $89.44 $98.9K - $124K
18K $1.59M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.62K
- 5.8%
$73.43 - $80.37 $339K - $371K
75K $6.03M
IWM
Ishares Russell 2000 ETF

ETFs
-349
- 2.64%
$200.87 - $224.6 $70.1K - $78.4K
12.9K $2.84M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.32K
- 4.13%
$181.06 - $197.17 $240K - $261K
30.7K $6.05M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-2.42K
- 1.55%
$46.5 - $49.42 $113K - $120K
154K $7.58M
VO
Vanguard Mid Cap ETF

ETFs
-1.76K
- 5.39%
$237.84 - $263.83 $418K - $464K
30.9K $8.14M
ADP
Automatic Data Processing Inc

Industrials
-104
- 1.26%
$233.44 - $279.45 $24.3K - $29.1K
8.15K $2.25M
MBB
Ishares Tr

ETFs
-5.83K
- 2.67%
$90.85 - $96.66 $529K - $563K
212K $20.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-19.5K
- 5.73%
$25.45 - $29.53 $497K - $577K
322K $9.39M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.05K
- 1.8%
$92.63 - $105.69 $376K - $428K
221K $23M
JNJ
Johnson & Johnson

Healthcare
-1
- -0.0%
$145.48 - $167.38 $145 - $167
23.7K $3.84M
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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