Rkl Wealth Management LLC Reduced Holdings in Q1 2025

Rkl Wealth Management LLC

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.55M
- 37.67%
$21.75 - $24.28 $33.8M - $37.7M
2.57M $56.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-570K
- 38.78%
$25.58 - $29.24 $14.6M - $16.7M
900K $23.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-362K
- 35.53%
$23.16 - $27.04 $8.37M - $9.78M
656K $15.4M
NVDA
Nvidia Corp

Technology
-4.53K
- 3.55%
$106.98 - $149.43 $484K - $676K
123K $13.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-38.9K
- 4.64%
$24.91 - $29.02 $968K - $1.13M
798K $20M
GOOGL
Alphabet Inc.

Communication Services
-734
- 0.8%
$154.33 - $206.19 $113K - $151K
91.1K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-166
- 0.22%
$190.26 - $242.06 $31.6K - $40.2K
75.3K $14.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-18.2K
- 28.35%
$114.57 - $118.14 $2.08M - $2.15M
45.9K $5.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10.4K
- 13.25%
$92.45 - $106.69 $959K - $1.11M
67.9K $6.31M
NVO
Novo Nordisk A S

Healthcare
-375
- 0.45%
$69.3 - $90.95 $26K - $34.1K
83.3K $5.79M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-19.1K
- 16.25%
$46.18 - $47.84 $881K - $912K
98.3K $4.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-871
- 9.71%
$507.05 - $563.67 $442K - $491K
8.1K $4.16M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.33K
- 14.42%
$185.78 - $198.58 $619K - $662K
19.8K $3.77M
URI
United Rentals, Inc.

Industrials
-90
- 1.25%
$594.17 - $789.56 $53.5K - $71.1K
7.13K $4.47M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-26.3K
- 27.31%
$24.05 - $24.86 $633K - $654K
70K $1.74M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-30.6K
- 10.55%
$25.81 - $28.52 $790K - $873K
260K $7.16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-17.4K
- 10.7%
$21.23 - $23.75 $370K - $414K
145K $3.13M
MO
Altria Group, Inc.

Consumer Defensive
-14.9K
- 28.99%
$50.81 - $60.02 $758K - $895K
36.5K $2.19M
IWM
Ishares Russell 2000 ETF

ETFs
-1.07K
- 8.19%
$198.1 - $229.79 $211K - $245K
12K $2.39M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.72K
- 60.21%
$124.46 - $147.4 $463K - $549K
2.46K $349K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-19.2K
- 10.16%
$25.77 - $27.6 $495K - $530K
170K $4.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-143
- 0.95%
$497.6 - $606.74 $71.2K - $86.8K
14.9K $7.4M
XOM
Exxon Mobil Corp

Energy
-6.04K
- 21.5%
$105.44 - $118.93 $637K - $719K
22.1K $2.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-464
- 8.98%
$360.07 - $417.26 $167K - $194K
4.7K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
-1.14K
- 51.47%
$271.18 - $303.12 $308K - $344K
1.07K $294K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-16.8K
- 15.33%
$22.46 - $23.26 $378K - $392K
93.1K $2.16M
USXF
Ishares Esg Advanced Msci Usa

Technology
-5.31K
- 19.84%
$46.38 - $52.65 $246K - $280K
21.5K $1M
VO
Vanguard Mid Cap ETF

ETFs
-568
- 2.03%
$251.87 - $277.95 $143K - $158K
27.5K $7.11M
META
Meta Platforms, Inc.

Communication Services
-328
- 5.4%
$576.36 - $736.67 $189K - $242K
5.75K $3.31M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
-2K
- 18.0%
$36.51 - $62.3 $73K - $125K
9.11K $332K
NKE
Nike, Inc.

Consumer Cyclical
-822
- 5.12%
$63.29 - $81.72 $52K - $67.2K
15.2K $966K
AGZ
Ishares Agency Bond ETF

ETFs
-3.16K
- 3.81%
$107.46 - $109.48 $340K - $346K
79.7K $8.72M
PFE
Pfizer Inc

Healthcare
-6.65K
- 30.86%
$25.01 - $27.13 $166K - $180K
14.9K $377K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.13K
- 5.39%
$82.81 - $92.93 $93.9K - $105K
19.9K $1.69M
DHI
Horton D R Inc

Consumer Cyclical
-265
- 2.75%
$125.29 - $147.65 $33.2K - $39.1K
9.39K $1.19M
VUG
Vanguard Growth ETF

ETFs
-7
- 0.28%
$369.1 - $427.61 $2.58K - $2.99K
2.46K $911K
FE
Firstenergy Corp

Utilities
-2.66K
- 26.15%
$37.95 - $43.5 $101K - $116K
7.52K $304K
NOW
Service Now, Inc.

Technology
-1
- 0.26%
$783.83 - $1170.39 $784 - $1.17K
379 $301K
WMT
Walmart Inc.

Consumer Defensive
-274
- 0.93%
$84.5 - $105.05 $23.2K - $28.8K
29.3K $2.57M
CVX
Chevron Corp

Energy
-5.2K
- 15.09%
$146.71 - $167.97 $763K - $874K
29.3K $4.9M
LMT
Lockheed Martin Corp

Industrials
-66
- 4.14%
$423.19 - $506.29 $27.9K - $33.4K
1.53K $683K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-124
- 8.4%
$254.58 - $302.92 $31.6K - $37.6K
1.35K $345K
EMR
Emerson Electric CO

Industrials
-110
- 2.37%
$108.64 - $131.17 $12K - $14.4K
4.54K $497K
FULT
Fulton Financial Corp

Financial Services
-558
- 0.98%
$17.24 - $21.11 $9.62K - $11.8K
56.6K $1.02M
CEG
Constellation Energy Corp

Utilities
-52
- 1.81%
$201.63 - $347.44 $10.5K - $18.1K
2.82K $568K
UNH
Unitedhealth Group Inc

Healthcare
-253
- 7.18%
$461.52 - $548.18 $117K - $139K
3.27K $1.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
-440
- 5.05%
$182.82 - $196.21 $80.4K - $86.3K
8.27K $1.56M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-2.56K
- 14.13%
$27.47 - $30.62 $70.2K - $78.3K
15.5K $459K
ACN
Accenture PLC

Technology
-11
- 1.38%
$300.91 - $398.25 $3.31K - $4.38K
784 $244K
Activity Summary
Buys All Purchases 82 New Holdings 7 Increased Positions 75 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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