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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ROPER TECHNOLOGIES INC
Shares:7.1K
Value:$4.2M
922908363
Shares:8.1K
Value:$4.2M
Blackstone Inc.
Shares:29.1K
Value:$4.1M
464287408
Shares:19.8K
Value:$3.8M
Intercontinental Exchange, Inc.
Shares:20.5K
Value:$3.5M
INTERNATIONAL BUSINESS MACHINES CORP
Shares:14.0K
Value:$3.5M
PROCTER & GAMBLE Co
Shares:19.8K
Value:$3.4M
AbbVie Inc.
Shares:16.0K
Value:$3.4M
Meta Platforms, Inc.
Shares:5.8K
Value:$3.3M
Trane Technologies plc
Shares:9.4K
Value:$3.2M
808524102
Shares:145.3K
Value:$3.1M
CrowdStrike Holdings, Inc.
Shares:8.5K
Value:$3.0M
MCDONALDS CORP
Shares:9.6K
Value:$3.0M
78464A409
Shares:35.9K
Value:$2.9M
Tesla, Inc.
Shares:10.7K
Value:$2.8M
EOG RESOURCES INC
Shares:21.3K
Value:$2.7M
EXXON MOBIL CORP
Shares:22.1K
Value:$2.6M
Walmart Inc.
Shares:29.3K
Value:$2.6M
921943858
Shares:49.4K
Value:$2.5M
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:11.6K
Value:$2.4M