Rkl Wealth Management LLC Reduced Holdings in Q4 2024

Rkl Wealth Management LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-28.4K
- 30.69%
$115.08 - $119.55 $3.27M - $3.39M
64.1K $7.41M
NVO
Novo Nordisk A S

Healthcare
-760
- 0.9%
$85.0 - $120.04 $64.6K - $91.2K
83.7K $7.2M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-36.9K
- 23.91%
$46.69 - $49.2 $1.72M - $1.81M
117K $5.49M
IVW
Ishares S&P 500 Growth ETF

ETFs
-23.6K
- 23.17%
$94.43 - $105.47 $2.23M - $2.49M
78.3K $7.95M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-31.5K
- 9.8%
$26.63 - $30.23 $840K - $954K
290K $7.73M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.59K
- 24.72%
$189.5 - $206.17 $1.44M - $1.57M
23.1K $4.41M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-123
- 0.81%
$501.29 - $612.85 $61.7K - $75.4K
15K $7.81M
MBB
Ishares Tr

ETFs
-1.15K
- 0.54%
$91.26 - $95.82 $105K - $110K
211K $19.3M
URI
United Rentals, Inc.

Industrials
-186
- 2.51%
$704.44 - $880.32 $131K - $164K
7.22K $5.08M
UNP
Union Pacific Corp

Industrials
-1.68K
- 8.4%
$223.15 - $249.32 $376K - $420K
18.4K $4.19M
AGZ
Ishares Agency Bond ETF

ETFs
-1.94K
- 2.29%
$107.68 - $110.37 $209K - $214K
82.9K $8.95M
LHX
L3 Harris Technologies, Inc.

Industrials
-363
- 3.04%
$208.94 - $264.22 $75.8K - $95.9K
11.6K $2.44M
LLY
Eli Lilly & CO

Healthcare
-92
- 3.26%
$727.2 - $932.06 $66.9K - $85.7K
2.73K $2.1M
NKE
Nike, Inc.

Consumer Cyclical
-1.92K
- 10.7%
$73.36 - $89.13 $141K - $171K
16.1K $1.21M
ROP
Roper Technologies Inc

Industrials
-168
- 2.27%
$519.85 - $575.95 $87.3K - $96.8K
7.24K $3.76M
DHR
Danaher Corp

Healthcare
-432
- 9.6%
$226.16 - $274.52 $97.7K - $119K
4.07K $933K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-8.15K
- 31.04%
$27.88 - $30.51 $227K - $249K
18.1K $505K
TT
Trane Technologies PLC

Industrials
-194
- 2.03%
$369.35 - $419.14 $71.7K - $81.3K
9.39K $3.47M
LMT
Lockheed Martin Corp

Industrials
-161
- 9.17%
$479.66 - $614.62 $77.2K - $99K
1.6K $775K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-413
- 4.61%
$442.29 - $483.08 $183K - $200K
8.54K $3.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-264
- 2.61%
$288.47 - $316.54 $76.2K - $83.6K
9.84K $2.85M
HSY
Hershey CO

Consumer Defensive
-317
- 4.41%
$168.67 - $193.65 $53.5K - $61.4K
6.88K $1.16M
AMGN
Amgen Inc

Healthcare
-400
- 29.56%
$258.78 - $328.31 $104K - $131K
953 $248K
MAA
Mid America Apartment Communities Inc.

Real Estate
-889
- 13.45%
$149.17 - $165.2 $133K - $147K
5.72K $884K
VUG
Vanguard Growth ETF

ETFs
-483
- 16.38%
$378.79 - $428.11 $183K - $207K
2.47K $1.01M
NVDA
Nvidia Corp

Technology
-14.5K
- 10.2%
$117.0 - $148.88 $1.69M - $2.16M
127K $17.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-196
- 10.35%
$244.52 - $284.07 $47.9K - $55.7K
1.7K $419K
CSCO
Cisco Systems, Inc.

Technology
-2.25K
- 30.34%
$52.45 - $60.02 $118K - $135K
5.16K $305K
ADBE
Adobe Inc.

Technology
-63
- 9.68%
$437.39 - $552.96 $27.6K - $34.8K
588 $261K
HSIC
Henry Schein Inc

Healthcare
-704
- 10.76%
$66.54 - $77.66 $46.8K - $54.7K
5.84K $404K
HEI
Heico Corp

Industrials
-30
- 1.53%
$237.06 - $279.02 $7.11K - $8.37K
1.93K $458K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-400
- 10.1%
$178.39 - $215.0 $71.4K - $86K
3.56K $686K
F
Ford Motor CO

Consumer Cyclical
-657
- 1.86%
$9.69 - $11.4 $6.37K - $7.49K
34.7K $343K
ORCL
Oracle Corp

Technology
-46
- 1.76%
$165.41 - $192.43 $7.61K - $8.85K
2.57K $428K
ABT
Abbott Laboratories

Healthcare
-112
- 2.88%
$111.93 - $119.39 $12.5K - $13.4K
3.77K $426K
MUB
Ishares National Muni Bond ETF

ETFs
-28
- 1.43%
$105.78 - $108.7 $2.96K - $3.04K
1.93K $205K
ACN
Accenture PLC

Technology
-15
- 1.85%
$343.9 - $376.86 $5.16K - $5.65K
795 $279K
DE
Deere & CO

Industrials
-26
- 1.93%
$389.45 - $466.0 $10.1K - $12.1K
1.32K $559K
Veralto Corp
-878
- 30.21%
N/A
2.03K $0
META
Meta Platforms, Inc.

Communication Services
-181
- 2.89%
$554.08 - $632.68 $100K - $115K
6.08K $3.59M
BAC
Bank Of America Corp

Financial Services
-17
- 0.28%
$39.22 - $47.77 $667 - $812
6.1K $268K
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.42%
$486.1 - $608.57 $1.46K - $1.83K
715 $409K
SPY
Spdr S&P 500 ETF Trust

ETFs
-66
- 0.76%
$567.81 - $607.81 $37.5K - $40.1K
8.6K $5.04M
V
Visa Inc.

Financial Services
-12
- 0.59%
$273.87 - $320.91 $3.29K - $3.85K
2.03K $641K
ADP
Automatic Data Processing Inc

Industrials
-147
- 1.8%
$280.08 - $307.97 $41.2K - $45.3K
8K $2.34M
GOOG
Alphabet Inc.

Communication Services
-4
- 0.08%
$163.08 - $198.16 $652 - $793
5.17K $983K
COST
Costco Wholesale Corp

Consumer Defensive
-339
- 2.04%
$873.59 - $994.69 $296K - $337K
16.3K $14.9M
AVGO
Broadcom Inc.

Technology
-14
- 0.34%
$159.67 - $250.0 $2.24K - $3.5K
4.07K $942K
MA
Mastercard Inc

Financial Services
-415
- 2.07%
$491.3 - $536.15 $204K - $223K
19.6K $10.3M
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
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