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:
Search and click to pin securities to the top
Page 6 of 9
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
M&T BANK CORP(MTBcusip55261F104) | 4.6K | QoQ +0.28% (-13)YoY +1.19% (+54) | All Managers (Combined) | $817.3K | |
Alphabet Inc.(GOOGcusip02079K107) | 5.2K | QoQ +1.00% (-52) | All Managers (Combined) | $815.2K | |
2.2K | All Managers (Combined) | $767.3K | |||
Broadcom Inc.(AVGOcusip11135F101) | 4.3K | All Managers (Combined) | $720.2K | ||
19.9K | QoQ +0.04% (+8) | All Managers (Combined) | $719.3K | ||
24.9K | YoY NEW(+24.9K) | All Managers (Combined) | $711.2K | YoY NEW(+$711.2K) | |
1.5K | QoQ -4.13% (-66) | All Managers (Combined) | $682.8K | ||
7.7K | QoQ +0.07% (+6) | All Managers (Combined) | $643.7K | ||
NUCOR CORP(NUEcusip670346105) | 5.3K | QoQ -5.04% (-280)YoY NEW(+5.3K) | All Managers (Combined) | $634.2K | YoY NEW(+$634.2K) |
3.6K | QoQ 0.00% (-0)YoY +2.32% (+81) | All Managers (Combined) | $625.6K | ||
7.5K | QoQ +0.64% (+48)YoY +6.38% (+453) | All Managers (Combined) | $616.6K | ||
2.8K | All Managers (Combined) | $589.3K | |||
8.2K | All Managers (Combined) | $587.6K | |||
1.8K | QoQ +0.27% (-5)YoY +1.17% (+21) | All Managers (Combined) | $572.0K | ||
2.8K | QoQ -1.81% (-52)YoY NEW(+2.8K) | All Managers (Combined) | $568.3K | YoY NEW(+$568.3K) | |
DEERE & CO(DEcusip244199105) | 1.2K | QoQ -8.71% (-115)YoY -6.87% (-89) | All Managers (Combined) | $565.5K | |
12.9K | All Managers (Combined) | $531.1K | |||
7.5K | YoY NEW(+7.5K) | All Managers (Combined) | $524.6K | YoY NEW(+$524.6K) | |
HEICO CORP(HEIcusip422806109) | 1.9K | QoQ +0.05% (+1)YoY +0.10% (+2) | All Managers (Combined) | $515.4K | |
3.8K | QoQ +0.26% (+10)YoY -5.33% (-213) | All Managers (Combined) | $501.8K |