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RKL Wealth Management LLC Buys Eli Lilly and Co, Gaming and Leisure Properties Inc, Merck Inc, ...

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·3 min read
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Investment company RKL Wealth Management LLC (Current Portfolio) buys Eli Lilly and Co, Gaming and Leisure Properties Inc, Merck Inc, sells Truist Financial Corp, Marsh & McLennan Inc, Kyndryl Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, RKL Wealth Management LLC. As of 2021Q4, RKL Wealth Management LLC owns 126 stocks with a total value of $842 million. These are the details of the buys and sells.

  • New Purchases: LLY, GLPI, MRK,

  • Added Positions: IJH, IVV, IEFA, IJR, MBB, SCHX, SCHG, SCHF, QLTA, VCIT, IEMG, VMBS, IEI, AGZ, SCHR, SCHB, MU, PG, BMY, CWI, BRK.B, VUG, IXUS, AMT, CFG, TSLA, LULU, WHR, VZ, USB, PRU, PFE, ITW, IBM, HOLX, XOM, EMN, EOG, CMCSA, CVX,

  • Reduced Positions: TFC, AAPL, FB, MSFT, VGIT, TMO, ROP, VO, IVW, MA, MAA, MCD, MMC, LMT, GOOGL, BX, SCHV, GOOG, DIS, UNH, UNP, ADBE, NKE, HD, VOT, HSIC, ADP, BK, VBK, IWM, CSCO, ESGU, AGG, HSY, CL, V, MAR, ORCL,

  • Sold Out: KD,


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) - 1,265,878 shares, 11.22% of the total portfolio. Shares added by 1.47%

  2. iShares Core S&P 500 ETF (IVV) - 197,573 shares, 11.19% of the total portfolio. Shares added by 1.94%

  3. Schwab U.S. Large-Cap ETF (SCHX) - 633,773 shares, 8.57% of the total portfolio. Shares added by 1.06%

  4. Schwab U.S. Mid-Cap ETF (SCHM) - 526,257 shares, 5.03% of the total portfolio. Shares added by 0.47%

  5. iShares Core S&P Mid-Cap ETF (IJH) - 139,963 shares, 4.70% of the total portfolio. Shares added by 4.99%

New Purchase: Eli Lilly and Co (LLY)

RKL Wealth Management LLC initiated holding in Eli Lilly and Co. The purchase prices were between $224.85 and $279.04, with an estimated average price of $254.3. The stock is now traded at around $243.550000. The impact to a portfolio due to this purchase was 0.03%. The holding were 807 shares as of 2021-12-31.

New Purchase: Gaming and Leisure Properties Inc (GLPI)

RKL Wealth Management LLC initiated holding in Gaming and Leisure Properties Inc. The purchase prices were between $44.74 and $50.03, with an estimated average price of $47.54. The stock is now traded at around $44.160000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,490 shares as of 2021-12-31.

New Purchase: Merck & Co Inc (MRK)

RKL Wealth Management LLC initiated holding in Merck & Co Inc. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $77.580000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,613 shares as of 2021-12-31.

Sold Out: Kyndryl Holdings Inc (KD)

RKL Wealth Management LLC sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.



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 buyingThis article first appeared on GuruFocus.