RKL Wealth Management LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$1.1T
Holdings
169
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (169 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $221.1B |
AQLTISHARES TR | $87.1B |
IJHISHARES TR | $72.5B |
SCHXSCHWAB STRATEGIC TR | $56.7B |
IJRISHARES TR | $42.6B |
AAPLAPPLE INC | $29.8B |
SPMDSPDR SER TR | $24.6B |
SCHMSCHWAB STRATEGIC TR | $23.6B |
MSFTMICROSOFT CORP | $22.7B |
VGITVANGUARD SCOTTSDALE FDS | $22.0B |
SCHGSCHWAB STRATEGIC TR | $20.0B |
MBBISHARES TR | $19.6B |
VCITVANGUARD SCOTTSDALE FDS | $19.2B |
IEMGISHARES INC | $18.0B |
SPSMSPDR SER TR | $16.8B |
VMBSVANGUARD SCOTTSDALE FDS | $16.4B |
SCHFSCHWAB STRATEGIC TR | $16.1B |
SCHASCHWAB STRATEGIC TR | $15.4B |
COSTCOSTCO WHSL CORP NEW | $15.2B |
AMZNAMAZON COM INC | $14.3B |
GOOGLALPHABET INC | $14.1B |
NVDANVIDIA CORPORATION | $13.3B |
MAMASTERCARD INCORPORATED | $10.5B |
AGZISHARES TR | $8.7B |
TMOTHERMO FISHER SCIENTIFIC INC | $7.4B |
SCHESCHWAB STRATEGIC TR | $7.2B |
VOVANGUARD INDEX FDS | $7.1B |
IVWISHARES TR | $6.3B |
JPMJPMORGAN CHASE & CO. | $6.2B |
NVONOVO-NORDISK A S | $5.8B |
IEIISHARES TR | $5.4B |
AGGISHARES TR | $5.1B |
SPYSPDR S&P 500 ETF TR | $4.9B |
CVXCHEVRON CORP NEW | $4.9B |
QLTAISHARES TR | $4.7B |
JNJJOHNSON & JOHNSON | $4.6B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.6B |
SCHVSCHWAB STRATEGIC TR | $4.5B |
URIUNITED RENTALS INC | $4.5B |
UNPUNION PAC CORP | $4.3B |
ROPROPER TECHNOLOGIES INC | $4.2B |
VOOVANGUARD INDEX FDS | $4.2B |
BXBLACKSTONE INC | $4.1B |
IVEISHARES TR | $3.8B |
ICEINTERCONTINENTAL EXCHANGE IN | $3.5B |
IBMINTERNATIONAL BUSINESS MACHS | $3.5B |
PGPROCTER AND GAMBLE CO | $3.4B |
ABBVABBVIE INC | $3.4B |
METAMETA PLATFORMS INC | $3.3B |
TTTRANE TECHNOLOGIES PLC | $3.2B |
SCHBSCHWAB STRATEGIC TR | $3.1B |
CRWDCROWDSTRIKE HLDGS INC | $3.0B |
MCDMCDONALDS CORP | $3.0B |
SPYGSPDR SER TR | $2.9B |
TSLATESLA INC | $2.8B |
EOGEOG RES INC | $2.7B |
XOMEXXON MOBIL CORP | $2.6B |
WMTWALMART INC | $2.6B |
VEAVANGUARD TAX-MANAGED FDS | $2.5B |
LHXL3HARRIS TECHNOLOGIES INC | $2.4B |
ADPAUTOMATIC DATA PROCESSING IN | $2.4B |
IWMISHARES TR | $2.4B |
LLYELI LILLY & CO | $2.3B |
4I1PHILIP MORRIS INTL INC | $2.3B |
MUMICRON TECHNOLOGY INC | $2.2B |
MOALTRIA GROUP INC | $2.2B |
SCHZSCHWAB STRATEGIC TR | $2.2B |
HDHOME DEPOT INC | $2.1B |
PEPPEPSICO INC | $2.1B |
GDGENERAL DYNAMICS CORP | $2.0B |
ITWILLINOIS TOOL WKS INC | $1.9B |
SCHRSCHWAB STRATEGIC TR | $1.7B |
UNHUNITEDHEALTH GROUP INC | $1.7B |
IWFISHARES TR | $1.7B |
IWRISHARES TR | $1.7B |
IWDISHARES TR | $1.6B |
CATCATERPILLAR INC | $1.5B |
MKLMARKEL GROUP INC | $1.5B |
MPBMID PENN BANCORP INC | $1.4B |
PLDPROLOGIS INC. | $1.4B |
OKEONEOK INC NEW | $1.4B |
SPIBSPDR SER TR | $1.3B |
EMNEASTMAN CHEM CO | $1.3B |
SPTISPDR SER TR | $1.3B |
DGRWWISDOMTREE TR | $1.3B |
IJKISHARES TR | $1.3B |
DHID R HORTON INC | $1.2B |
MRKMERCK & CO INC | $1.2B |
HSYHERSHEY CO | $1.2B |
KOCOCA COLA CO | $1.1B |
FULTFULTON FINL CORP PA | $1.0B |
USXFISHARES TR | $1.0B |
TAT&T INC | $971.4M |
NKENIKE INC | $966.8M |
COWZPACER FDS TR | $912.5M |
VUGVANGUARD INDEX FDS | $912.0M |
MAAMID-AMER APT CMNTYS INC | $910.0M |
VXUSVANGUARD STAR FDS | $835.7M |
DHRDANAHER CORPORATION | $833.7M |
SPYVSPDR SER TR | $819.2M |
Page 1 of 2Next