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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ORACLE CORP
Shares:2.6K
Value:$359.7K
FORD MOTOR CO
Shares:35.2K
Value:$353.3K
KIMBERLY CLARK CORP
Shares:2.5K
Value:$349.9K
464287648
Shares:1.4K
Value:$345.7K
Shares:2.3K
Value:$334.7K
FLEXSTEEL INDUSTRIES INC
Shares:9.1K
Value:$332.7K
RTX Corp
Shares:2.5K
Value:$329.8K
FRANKLIN FINANCIAL SERVICES CORP /PA/
Shares:9.2K
Value:$325.4K
FIRSTENERGY CORP
Shares:7.5K
Value:$304.1K
ServiceNow, Inc.
Shares:379
Value:$301.7K
BANK OF AMERICA CORP /DE/
Shares:7.2K
Value:$300.0K
AMGEN INC
Shares:956
Value:$298.0K
922908769
Shares:1.1K
Value:$294.2K
VERIZON COMMUNICATIONS INC
Shares:6.4K
Value:$292.5K
Gaming & Leisure Properties, Inc.
Shares:5.7K
Value:$291.6K
TJX COMPANIES INC /DE/
Shares:2.3K
Value:$278.4K
464287150
Shares:2.3K
Value:$274.8K
GSK plc
Shares:7.1K
Value:$274.4K
NETFLIX INC
Shares:292
Value:$272.3K
25434V500
Shares:4.5K
Value:$266.1K