Rkl-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
169
Total Value
1061209892
Accession Number
0001085146-25-002364
Form Type
13F-HR
Manager Name
Rkl-Wealth-Management
Data Enrichment
87% identified
147 identified22 unidentified

Holdings

169 positions
Manager:
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Alphabet Inc.
Shares:91.1K
Value:$14.1M
NVIDIA CORP
Shares:122.9K
Value:$13.3M
Mastercard Inc
Shares:19.2K
Value:$10.5M
464288166
Shares:79.7K
Value:$8.7M
THERMO FISHER SCIENTIFIC INC.
Shares:14.9K
Value:$7.4M
808524706
Shares:259.6K
Value:$7.2M
922908629
Shares:27.5K
Value:$7.1M
464287309
Shares:67.9K
Value:$6.3M
JPMORGAN CHASE & CO
Shares:25.5K
Value:$6.2M
NOVO NORDISK A S
Shares:83.3K
Value:$5.8M
464288661
Shares:45.9K
Value:$5.4M
464287226
Shares:51.1K
Value:$5.1M
SPDR S&P 500 ETF TRUST
Shares:8.8K
Value:$4.9M
CHEVRON CORP
Shares:29.3K
Value:$4.9M
46429B291
Shares:98.3K
Value:$4.7M
JOHNSON & JOHNSON
Shares:27.7K
Value:$4.6M
BERKSHIRE HATHAWAY INC
Shares:8.6K
Value:$4.6M
808524409
Shares:169.8K
Value:$4.5M
UNITED RENTALS, INC.
Shares:7.1K
Value:$4.5M
UNION PACIFIC CORP
Shares:18.1K
Value:$4.3M