Rkl Wealth Management LLC Sells in Q2 2025

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-28.2K
- 61.37%
$116.93 - $119.39 $3.3M - $3.37M
17.7K $2.11M
AAPL
Apple Inc.

Technology
-2.43K
- 1.81%
$172.42 - $223.89 $418K - $543K
132K $27M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-108K
- 41.69%
$24.38 - $30.18 $2.64M - $3.27M
151K $4.56M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-54.9K
- 55.82%
$46.39 - $47.84 $2.55M - $2.62M
43.4K $2.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-597
- 4.01%
$390.26 - $489.06 $233K - $292K
14.3K $5.79M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-79.7K
- 54.87%
$19.1 - $23.83 $1.52M - $1.9M
65.6K $1.56M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-63K
- 67.72%
$22.68 - $23.28 $1.43M - $1.47M
30K $695K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-47.6K
- 67.93%
$24.54 - $25.07 $1.17M - $1.19M
22.5K $561K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-128K
- 15.72%
$17.76 - $22.1 $2.28M - $2.84M
688K $15.2M
VO
Vanguard Mid Cap ETF

ETFs
-5.15K
- 18.74%
$228.54 - $279.83 $1.18M - $1.44M
22.3K $6.25M
MBB
Ishares Tr

ETFs
-5.24K
- 2.5%
$91.41 - $94.22 $479K - $493K
204K $19.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-126
- 1.47%
$483.48 - $539.8 $60.9K - $68K
8.46K $4.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-22.2K
- 13.08%
$23.55 - $27.67 $523K - $614K
148K $4.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.49K
- 27.59%
$74.88 - $91.97 $411K - $505K
14.4K $1.32M
UNP
Union Pacific Corp

Industrials
-1.06K
- 5.84%
$208.27 - $238.46 $221K - $253K
17.1K $3.93M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-61.6K
- 9.38%
$20.42 - $25.3 $1.26M - $1.56M
595K $15M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.75K
- 31.23%
$73.7 - $90.98 $350K - $433K
10.5K $952K
ROP
Roper Technologies Inc

Industrials
-229
- 3.21%
$519.19 - $590.78 $119K - $135K
6.91K $3.92M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-68.9K
- 7.65%
$22.92 - $28.05 $1.58M - $1.93M
832K $23.3M
PG
Procter & Gamble CO

Consumer Defensive
-133
- 0.67%
$157.66 - $172.39 $21K - $22.9K
19.7K $3.13M
EOG
Eog Resources Inc

Energy
-148
- 0.7%
$104.61 - $129.97 $15.5K - $19.2K
21.1K $2.53M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-7.13K
- 15.89%
$28.21 - $28.85 $201K - $206K
37.8K $1.09M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-5.31K
- 13.31%
$32.62 - $33.58 $173K - $178K
34.6K $1.16M
LLY
Eli Lilly & CO

Healthcare
-30
- 1.07%
$713.71 - $898.95 $21.4K - $27K
2.78K $2.17M
FULT
Fulton Financial Corp

Financial Services
-7.41K
- 13.1%
$15.13 - $18.4 $112K - $136K
49.2K $887K
ADP
Automatic Data Processing Inc

Industrials
-496
- 6.33%
$276.76 - $326.81 $137K - $162K
7.34K $2.26M
AGZ
Ishares Agency Bond ETF

ETFs
-1.32K
- 1.65%
$108.32 - $109.92 $143K - $145K
78.4K $8.6M
MAA
Mid America Apartment Communities Inc.

Real Estate
-44
- 0.81%
$145.91 - $168.0 $6.42K - $7.39K
5.39K $797K
PPL
Ppl Corp

Utilities
-1.47K
- 7.37%
$33.45 - $36.5 $49.1K - $53.6K
18.5K $625K
LOW
Lowes Companies Inc

Consumer Cyclical
-266
- 15.17%
$210.83 - $235.28 $56.1K - $62.6K
1.49K $330K
DHI
Horton D R Inc

Consumer Cyclical
-650
- 6.92%
$115.1 - $129.63 $74.8K - $84.3K
8.74K $1.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-939
- 10.63%
$496.48 - $617.85 $466K - $580K
7.9K $4.88M
MO
Altria Group, Inc.

Consumer Defensive
-42
- 0.11%
$55.56 - $60.91 $2.33K - $2.56K
36.5K $2.14M
IVE
Ishares S&P 500 Value ETF

ETFs
-759
- 3.84%
$168.34 - $195.42 $128K - $148K
19K $3.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-948
- 6.7%
$24.32 - $27.87 $23.1K - $26.4K
13.2K $349K
V
Visa Inc.

Financial Services
-140
- 6.4%
$308.27 - $373.31 $43.2K - $52.3K
2.05K $727K
AMGN
Amgen Inc

Healthcare
-13
- 1.36%
$262.28 - $309.85 $3.41K - $4.03K
943 $263K
KMB
Kimberly Clark Corp

Consumer Defensive
-4
- 0.16%
$126.84 - $145.22 $507 - $581
2.46K $316K
MA
Mastercard Inc

Financial Services
-514
- 2.67%
$479.92 - $590.74 $247K - $304K
18.7K $10.5M
PFE
Pfizer Inc

Healthcare
-204
- 1.37%
$21.59 - $24.84 $4.4K - $5.07K
14.7K $355K
KO
Coca Cola CO

Consumer Defensive
-91
- 0.6%
$68.37 - $73.9 $6.22K - $6.72K
15K $1.06M
VZ
Verizon Communications Inc

Communication Services
-23
- 0.36%
$41.67 - $45.62 $958 - $1.05K
6.43K $278K
BK
Bank Of New York Mellon Corp

Financial Services
-618
- 8.05%
$73.31 - $91.62 $45.3K - $56.6K
7.06K $642K
TJX
Tjx Companies Inc

Consumer Cyclical
-12
- 0.52%
$119.13 - $135.03 $1.43K - $1.62K
2.27K $280K
ABT
Abbott Laboratories

Healthcare
-22
- 0.58%
$123.95 - $138.08 $2.73K - $3.04K
3.76K $511K
DE
Deere & CO

Industrials
-74
- 6.14%
$412.99 - $531.48 $30.6K - $39.3K
1.13K $575K
MMM
3 M CO

Industrials
-16
- 0.7%
$126.09 - $154.15 $2.02K - $2.47K
2.26K $344K
LMT
Lockheed Martin Corp

Industrials
-21
- 1.37%
$430.82 - $486.45 $9.05K - $10.2K
1.51K $698K
TFC
Truist Financial Corp

Financial Services
-202
- 1.57%
$34.79 - $42.99 $7.03K - $8.68K
12.7K $546K
Activity Summary
Buys All Purchases 75 New Holdings 11 Increased Positions 64 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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