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RKL Wealth Management LLC Buys Tesla Inc, Dimensional U.S. Small Cap ETF, Sells Eli Lilly and Co, Annovis Bio Inc, Merck Inc

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Nov 16, 2021
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Investment company RKL Wealth Management LLC (Current Portfolio) buys Tesla Inc, Dimensional U.S. Small Cap ETF, sells Eli Lilly and Co, Annovis Bio Inc, Merck Inc, Texas Pacific Land Corp, AbbVie Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, RKL Wealth Management LLC. As of 2021Q3, RKL Wealth Management LLC owns 124 stocks with a total value of $788 million. These are the details of the buys and sells.

For the details of RKL Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rkl+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of RKL Wealth Management LLC
  1. BTC iShares Core MSCI EAFE ETF (IEFA) - 1,247,546 shares, 11.76% of the total portfolio. Shares added by 1.06%
  2. iShares Core S&P 500 ETF (IVV) - 193,817 shares, 10.60% of the total portfolio. Shares added by 1.28%
  3. Schwab U.S. Large-Cap ETF (SCHX) - 627,139 shares, 8.28% of the total portfolio. Shares added by 1.43%
  4. Schwab U.S. Mid-Cap ETF (SCHM) - 523,786 shares, 5.10% of the total portfolio. Shares added by 0.92%
  5. iShares Core S&P Mid-Cap ETF (IJH) - 133,316 shares, 4.45% of the total portfolio. Shares added by 2.41%
New Purchase: Tesla Inc (TSLA)

RKL Wealth Management LLC initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1049.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 372 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Small Cap ETF (DFAS)

RKL Wealth Management LLC initiated holding in Dimensional U.S. Small Cap ETF. The purchase prices were between $54.56 and $59.29, with an estimated average price of $57.56. The stock is now traded at around $63.810000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,645 shares as of 2021-09-30.

Sold Out: Eli Lilly and Co (LLY)

RKL Wealth Management LLC sold out a holding in Eli Lilly and Co. The sale prices were between $221.6 and $272.71, with an estimated average price of $246.81.

Sold Out: Annovis Bio Inc (ANVS)

RKL Wealth Management LLC sold out a holding in Annovis Bio Inc. The sale prices were between $30.95 and $120.97, with an estimated average price of $57.77.

Sold Out: Texas Pacific Land Corp (TPL)

RKL Wealth Management LLC sold out a holding in Texas Pacific Land Corp. The sale prices were between $1209.36 and $1615.84, with an estimated average price of $1400.64.

Sold Out: Merck & Co Inc (MRK)

RKL Wealth Management LLC sold out a holding in Merck & Co Inc. The sale prices were between $71.68 and $78.83, with an estimated average price of $76.11.

Sold Out: FMC Corp (FMC)

RKL Wealth Management LLC sold out a holding in FMC Corp. The sale prices were between $87.77 and $108.77, with an estimated average price of $98.79.

Sold Out: Microchip Technology Inc (MCHP)

RKL Wealth Management LLC sold out a holding in Microchip Technology Inc. The sale prices were between $65.99 and $83.04, with an estimated average price of $75.02.



Here is the complete portfolio of RKL Wealth Management LLC. Also check out:

1. RKL Wealth Management LLC's Undervalued Stocks
2. RKL Wealth Management LLC's Top Growth Companies, and
3. RKL Wealth Management LLC's High Yield stocks
4. Stocks that RKL Wealth Management LLC keeps buying
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