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 9 of 9
25434V724
Shares:6.3K
Value:$259.1K
66538H534
Shares:6.2K
Value:$237.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V724)✕ | 6.3K | All Managers (Combined) | $259.1K | ||
Accenture plc(ACNcusipG1151C101) | 784 | QoQ -1.38% (-11)YoY NEW(+784) | All Managers (Combined) | $244.6K | YoY NEW(+$244.6K) |
1.0K | All Managers (Combined) | $241.4K | |||
(cusip66538H534)✕ | 6.2K | QoQ NEW(+6.2K) YoY NEW(+6.2K) | All Managers (Combined) | $237.2K | QoQ NEW(+$237.2K) YoY NEW(+$237.2K) |
CITIGROUP INC(Ccusip172967424) | 3.0K | QoQ 0.00% (+0)YoY NEW(+3.0K) | All Managers (Combined) | $210.3K | YoY NEW(+$210.3K) |
MORGAN STANLEY(MScusip617446448) | 1.8K | QoQ +0.11% (-2)YoY NEW(+1.8K) | All Managers (Combined) | $206.4K | YoY NEW(+$206.4K) |
SFL Corp Ltd.(SFLcusipG7738W106) | 25.0K | All Managers (Combined) | $205.0K | ||
1.9K | QoQ +0.51% (-10)YoY +0.56% (-11) | All Managers (Combined) | $204.9K | ||
1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $203.3K | QoQ NEW(+$203.3K) YoY NEW(+$203.3K) |