Rkl-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "MU", null, "ACN", "MMM", "ABT", "ABBV", "GOOGL", "T", "CAT", "AVGO", "LOW", null, "DUK", null, "EOG", "GD", "ACNB", "HON", "HD", "MCD", "FE", "UNP", "FULT", "GLPI", "FRAF", "HEI-A", "ITW", "EMR", "ICE", "MUB", "META", null, "MPB", "IVW", "IJH", null, "KMI", "LHX", "MA", "MSFT", "MAA", "MS", "GE", "HEI", null, "EMN", "BX", "HSY", "IJR", "IWD", "ORCL", "OKE", "VGIT", "IWF", "PEP", "PNC", "IEMG", "IJK", "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", null, null, "IEFA", "SCHX", null, "NOW", "ROP", "RTX", null, "SPYG", null, null, null, "IBM", "TMO", "TJX", "TFC", "VO", "IWV", null, "VCIT", "IWO", "GSK", "TT", null, "F", "IWR", "HSIC", "FLXS", "NVO", "DHI", "AMZN", "SCHB", "IVE", null, "VUG", "VEA", "VXUS", "VTWO", "VBK", "VOO", "VEEV", "V", "WMT", "WFC", null, "YORW", "ORRF", "MTB", "SCHD", "SCHG", null, "SCHF", "SCHA", "MKL", "PPL", "SFL", "IXUS", "SPYV", "ESGU", "NUE", "KMB", "ADP", "BAC", "BK", "BRK-B", "CVX", "CSCO", "C", "KO", "CEG", "COST", "CRWD", "CSX", "DHR", "DE", null, null, "EFA", "NKE", "MAR", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "MO", "ITOT", "URI", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified147 identified22 unidentified
Holdings
169 positions
Manager:
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Page 3 of 9
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.1K | QoQ -1.39% (-101)YoY -6.75% (-517) | All Managers (Combined) | $4.2M | ||
8.1K | QoQ -9.71% (-871)YoY -3.18% (-266) | All Managers (Combined) | $4.2M | ||
Blackstone Inc.(BXcusip09260D107) | 29.1K | All Managers (Combined) | $4.1M | ||
19.8K | All Managers (Combined) | $3.8M | |||
20.5K | All Managers (Combined) | $3.5M | |||
14.0K | All Managers (Combined) | $3.5M | |||
19.8K | All Managers (Combined) | $3.4M | |||
AbbVie Inc.(ABBVcusip00287Y109) | 16.0K | All Managers (Combined) | $3.4M | ||
5.8K | QoQ -5.39% (-328)YoY -7.98% (-499) | All Managers (Combined) | $3.3M | ||
9.4K | QoQ +0.39% (-37)YoY -4.97% (-493) | All Managers (Combined) | $3.2M | ||
145.3K | All Managers (Combined) | $3.1M | |||
8.5K | QoQ +1.41% (+119)YoY NEW(+8.5K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) | |
MCDONALDS CORP(MCDcusip580135101) | 9.6K | QoQ -2.61% (-257)YoY -8.83% (-929) | All Managers (Combined) | $3.0M | |
35.9K | YoY NEW(+35.9K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) | |
Tesla, Inc.(TSLAcusip88160R101) | 10.7K | All Managers (Combined) | $2.8M | ||
21.3K | All Managers (Combined) | $2.7M | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 22.1K | All Managers (Combined) | $2.6M | ||
Walmart Inc.(WMTcusip931142103) | 29.3K | All Managers (Combined) | $2.6M | ||
49.4K | All Managers (Combined) | $2.5M | |||
11.6K | QoQ -0.21% (-25)YoY -1.32% (-155) | All Managers (Combined) | $2.4M |