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
ITOT
Ishares Core S&P Total U.S. St

ETFs
-83
- 3.69%
$108.12 - $135.04 $8.97K - $11.2K
2.17K $292K
T
At&T Inc.

Communication Services
-18
- 0.05%
$26.33 - $28.94 $474 - $521
34.3K $993K
F
Ford Motor CO

Consumer Cyclical
-148
- 0.42%
$8.69 - $10.85 $1.29K - $1.61K
35.1K $380K
BAC
Bank Of America Corp

Financial Services
-218
- 3.03%
$34.39 - $47.46 $7.5K - $10.3K
6.97K $329K
C
Citigroup Inc

Financial Services
-56
- 1.89%
$58.13 - $85.12 $3.26K - $4.77K
2.91K $247K
CSX
Csx Corp

Industrials
-166
- 1.08%
$26.69 - $32.91 $4.43K - $5.46K
15.1K $493K
WFC
Wells Fargo & Company

Financial Services
-166
- 2.03%
$60.98 - $80.12 $10.1K - $13.3K
8.02K $642K
GOOG
Alphabet Inc.

Communication Services
-213
- 4.08%
$146.58 - $180.01 $31.2K - $38.3K
5.01K $887K
PLTR
Palantir Technologies Inc.

Technology
-1.55K
- 27.98%
$74.01 - $144.25 $115K - $224K
3.99K $543K
ICE
Intercontinental Exchange, Inc.

Financial Services
-772
- 3.77%
$151.62 - $183.47 $117K - $142K
19.7K $3.61M
EMR
Emerson Electric CO

Industrials
-21
- 0.46%
$94.15 - $133.33 $1.98K - $2.8K
4.52K $602K
GS
Goldman Sachs Group Inc

Financial Services
-9
- 1.26%
$462.22 - $707.75 $4.16K - $6.37K
707 $500K
BX
Blackstone Inc.

Financial Services
-1.09K
- 3.75%
$120.07 - $151.11 $131K - $165K
28K $4.19M
COST
Costco Wholesale Corp

Consumer Defensive
-580
- 3.61%
$908.13 - $1056.85 $527K - $613K
15.5K $15.3M
VUG
Vanguard Growth ETF

ETFs
-38
- 1.55%
$329.49 - $438.4 $12.5K - $16.7K
2.42K $1.06M
ORCL
Oracle Corp

Technology
-81
- 3.15%
$122.82 - $218.63 $9.95K - $17.7K
2.49K $544K
LHX
L3 Harris Technologies, Inc.

Industrials
-1.17K
- 10.15%
$200.21 - $256.99 $235K - $302K
10.4K $2.61M
AVGO
Broadcom Inc.

Technology
-223
- 5.18%
$146.29 - $275.65 $32.6K - $61.5K
4.08K $1.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-231K
- 8.99%
$19.6 - $24.44 $4.52M - $5.64M
2.34M $57.1M
IBM
International Business Machines Corp

Technology
-3
- 0.02%
$221.03 - $294.78 $663 - $884
14K $4.14M
URI
United Rentals, Inc.

Industrials
-226
- 3.17%
$551.94 - $753.4 $125K - $170K
6.9K $5.2M
TT
Trane Technologies PLC

Industrials
-409
- 4.34%
$315.21 - $437.41 $129K - $179K
9.01K $3.94M
META
Meta Platforms, Inc.

Communication Services
-70
- 1.22%
$484.66 - $738.09 $33.9K - $51.7K
5.68K $4.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.48K
- 3.65%
$82.96 - $110.1 $205K - $273K
65.5K $7.21M
CRWD
Crowd Strike Holdings, Inc.

Technology
-362
- 4.25%
$321.63 - $509.31 $116K - $184K
8.16K $4.16M
GOOGL
Alphabet Inc.

Communication Services
-2.85K
- 3.12%
$144.7 - $178.6 $412K - $509K
88.3K $15.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-47K
- 5.88%
$22.27 - $29.21 $1.05M - $1.37M
751K $21.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-413
- 0.55%
$167.32 - $223.3 $69.1K - $92.2K
74.9K $16.4M
NVDA
Nvidia Corp

Technology
-4.11K
- 3.35%
$94.31 - $157.99 $388K - $650K
119K $18.8M
MSFT
Microsoft Corp

Technology
-2.45K
- 4.05%
$354.56 - $497.45 $870K - $1.22M
58.1K $28.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.86K
- 0.47%
$498.8 - $620.9 $926K - $1.15M
392K $243M
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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