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:
Search and click to pin securities to the top
Page 9 of 9
25434V724
Shares:6.3K
Value:$259.1K
Accenture plc
Shares:784
Value:$244.6K
VEEVA SYSTEMS INC
Shares:1.0K
Value:$241.4K
66538H534
Shares:6.2K
Value:$237.2K
CITIGROUP INC
Shares:3.0K
Value:$210.3K
MORGAN STANLEY
Shares:1.8K
Value:$206.4K
SFL Corp Ltd.
Shares:25.0K
Value:$205.0K
464288414
Shares:1.9K
Value:$204.9K
GENERAL ELECTRIC CO
Shares:1.0K
Value:$203.3K