Rkl Wealth Management LLC Reduced Holdings in Q3 2025

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-2.01K
- 12.98%
$915.95 - $994.57 $1.84M - $2M
13.5K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.71K
- 12.96%
$211.65 - $238.24 $2.05M - $2.31M
65.2K $14.3M
MSFT
Microsoft Corp

Technology
-6.23K
- 10.71%
$491.09 - $535.64 $3.06M - $3.34M
51.9K $26.9M
NVO
Novo Nordisk A S

Healthcare
-4.45K
- 5.3%
$45.38 - $71.7 $202K - $319K
79.5K $4.41M
MA
Mastercard Inc

Financial Services
-2.62K
- 14.02%
$550.18 - $598.96 $1.44M - $1.57M
16.1K $9.15M
ROP
Roper Technologies Inc

Industrials
-999
- 14.46%
$495.03 - $573.0 $495K - $572K
5.91K $2.95M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-69.8K
- 8.39%
$28.15 - $30.13 $1.96M - $2.1M
762K $22.6M
VTI
Vanguard Total Stock Market Et

ETFs
-2.34K
- 67.74%
$303.93 - $329.86 $712K - $773K
1.12K $366K
META
Meta Platforms, Inc.

Communication Services
-808
- 14.22%
$695.21 - $791.73 $562K - $640K
4.87K $3.58M
TT
Trane Technologies PLC

Industrials
-1.08K
- 11.95%
$398.96 - $472.54 $430K - $509K
7.94K $3.35M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.26K
- 14.15%
$108.97 - $121.65 $1.01M - $1.13M
56.2K $6.78M
ICE
Intercontinental Exchange, Inc.

Financial Services
-698
- 3.54%
$167.28 - $188.45 $117K - $132K
19K $3.2M
UNP
Union Pacific Corp

Industrials
-2.19K
- 12.84%
$214.91 - $237.16 $471K - $520K
14.9K $3.52M
DHR
Danaher Corp

Healthcare
-2.09K
- 49.95%
$181.46 - $212.2 $379K - $443K
2.09K $414K
IEMG
Ishares Inc

ETFs
-7.52K
- 1.95%
N/A
377K $20.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.07K
- 28.22%
$92.26 - $97.51 $375K - $396K
10.3K $998K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-10.2K
- 27.05%
$28.38 - $29.05 $290K - $297K
27.6K $796K
IBM
International Business Machines Corp

Technology
-381
- 2.72%
$234.77 - $292.47 $89.4K - $111K
13.6K $3.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
-251
- 3.08%
$412.46 - $514.1 $104K - $129K
7.91K $3.88M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.18K
- 11.67%
$291.67 - $316.99 $345K - $375K
8.96K $2.72M
HON
Honeywell International Inc

Industrials
-789
- 27.39%
$207.7 - $240.4 $164K - $190K
2.09K $440K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-7.09K
- 20.48%
$33.26 - $34.01 $236K - $241K
27.5K $932K
MAR
Marriott International Inc

Consumer Cyclical
-791
- 46.07%
$255.35 - $282.87 $202K - $224K
926 $241K
PG
Procter & Gamble CO

Consumer Defensive
-657
- 3.34%
$150.47 - $161.22 $98.9K - $106K
19K $2.92M
LMT
Lockheed Martin Corp

Industrials
-518
- 34.35%
$410.74 - $499.21 $213K - $259K
990 $494K
V
Visa Inc.

Financial Services
-480
- 23.43%
$332.09 - $358.86 $159K - $172K
1.57K $535K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-43K
- 6.24%
$21.69 - $23.34 $932K - $1M
645K $15M
LLY
Eli Lilly & CO

Healthcare
-174
- 6.25%
$625.65 - $812.69 $109K - $141K
2.61K $1.99M
VO
Vanguard Mid Cap ETF

ETFs
-1.67K
- 7.46%
$279.83 - $293.74 $466K - $489K
20.7K $6.07M
NFLX
Netflix Inc

Communication Services
-78
- 26.71%
$1147.87 - $1297.18 $89.5K - $101K
214 $256K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-5.22K
- 23.26%
$24.69 - $25.26 $129K - $132K
17.2K $432K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-782
- 9.32%
$567.77 - $614.76 $444K - $481K
7.61K $4.66M
MAA
Mid America Apartment Communities Inc.

Real Estate
-436
- 8.1%
$138.38 - $153.2 $60.3K - $66.8K
4.95K $691K
NKE
Nike, Inc.

Consumer Cyclical
-957
- 6.4%
$69.24 - $79.24 $66.3K - $75.8K
14K $975K
HSIC
Henry Schein Inc

Healthcare
-665
- 12.17%
$64.83 - $74.67 $43.1K - $49.7K
4.8K $318K
TFC
Truist Financial Corp

Financial Services
-2.27K
- 17.84%
$42.83 - $47.07 $97.1K - $107K
10.4K $477K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.71K
- 11.92%
$68.24 - $73.73 $117K - $126K
12.6K $927K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.77K
- 4.08%
$47.11 - $48.77 $83.5K - $86.4K
41.7K $2.02M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.59K
- 9.92%
$84.28 - $89.46 $134K - $142K
14.4K $1.28M
AMGN
Amgen Inc

Healthcare
-175
- 18.56%
$271.18 - $309.22 $47.5K - $54.1K
768 $216K
T
At&T Inc.

Communication Services
-526
- 1.53%
$26.94 - $29.62 $14.2K - $15.6K
33.8K $954K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.4K
- 5.69%
$27.61 - $29.15 $232K - $245K
139K $4.05M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.16K
- 6.11%
$194.44 - $206.51 $226K - $240K
17.9K $3.69M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-15.5K
- 10.22%
$30.13 - $33.37 $466K - $516K
136K $4.54M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-285
- 1.61%
$117.65 - $120.08 $33.5K - $34.2K
17.5K $2.09M
CSX
Csx Corp

Industrials
-1.56K
- 10.29%
$32.05 - $36.52 $49.9K - $56.9K
13.6K $482K
VZ
Verizon Communications Inc

Communication Services
-341
- 5.31%
$40.84 - $45.06 $13.9K - $15.4K
6.08K $267K
WMT
Walmart Inc.

Consumer Defensive
-1.65K
- 5.43%
$94.4 - $104.27 $156K - $172K
28.8K $2.97M
CSCO
Cisco Systems, Inc.

Technology
-49
- 0.72%
$66.2 - $71.79 $3.24K - $3.52K
6.76K $462K
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
Track This Portfolio

Track Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email