RKL Wealth Management LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$1.1B
Holdings
172
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (172 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $224.8M |
SCHXSCHWAB STRATEGIC TR | $95.5M |
AQLTISHARES TR | $78.3M |
IJHISHARES TR | $72.3M |
IJRISHARES TR | $44.7M |
SCHMSCHWAB STRATEGIC TR | $40.8M |
AAPLAPPLE INC | $32.0M |
SCHASCHWAB STRATEGIC TR | $26.3M |
MSFTMICROSOFT CORP | $25.3M |
SCHGSCHWAB STRATEGIC TR | $23.3M |
MBBISHARES TR | $19.3M |
VCITVANGUARD SCOTTSDALE FDS | $18.8M |
VGITVANGUARD SCOTTSDALE FDS | $18.5M |
GOOGLALPHABET INC | $17.4M |
NVDANVIDIA CORPORATION | $17.1M |
AMZNAMAZON COM INC | $16.6M |
IEMGISHARES INC | $16.1M |
VMBSVANGUARD SCOTTSDALE FDS | $15.6M |
SCHFSCHWAB STRATEGIC TR | $15.3M |
COSTCOSTCO WHSL CORP NEW | $14.9M |
SPMDSPDR SER TR | $11.2M |
MAMASTERCARD INCORPORATED | $10.3M |
AGZISHARES TR | $8.9M |
IVWISHARES TR | $8.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $7.8M |
SCHESCHWAB STRATEGIC TR | $7.7M |
IEIISHARES TR | $7.4M |
VOVANGUARD INDEX FDS | $7.4M |
NVONOVO-NORDISK A S | $7.2M |
SPSMSPDR SER TR | $6.8M |
JPMJPMORGAN CHASE & CO. | $5.8M |
QLTAISHARES TR | $5.5M |
URIUNITED RENTALS INC | $5.1M |
SPYSPDR S&P 500 ETF TR | $5.0M |
CVXCHEVRON CORP NEW | $5.0M |
SCHVSCHWAB STRATEGIC TR | $4.9M |
BXBLACKSTONE INC | $4.9M |
VOOVANGUARD INDEX FDS | $4.8M |
AGGISHARES TR | $4.7M |
JNJJOHNSON & JOHNSON | $4.5M |
IVEISHARES TR | $4.4M |
UNPUNION PAC CORP | $4.2M |
TSLATESLA INC | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.9M |
ROPROPER TECHNOLOGIES INC | $3.8M |
SCHBSCHWAB STRATEGIC TR | $3.7M |
METAMETA PLATFORMS INC | $3.6M |
TTTRANE TECHNOLOGIES PLC | $3.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.1M |
IBMINTERNATIONAL BUSINESS MACHS | $3.0M |
XOMEXXON MOBIL CORP | $3.0M |
PGPROCTER AND GAMBLE CO | $3.0M |
IWMISHARES TR | $2.9M |
CRWDCROWDSTRIKE HLDGS INC | $2.9M |
MCDMCDONALDS CORP | $2.9M |
ABBVABBVIE INC | $2.8M |
MOALTRIA GROUP INC | $2.7M |
WMTWALMART INC | $2.7M |
SPYGSPDR SER TR | $2.6M |
EOGEOG RES INC | $2.6M |
SCHZSCHWAB STRATEGIC TR | $2.5M |
LHXL3HARRIS TECHNOLOGIES INC | $2.4M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
SCHRSCHWAB STRATEGIC TR | $2.3M |
VEAVANGUARD TAX-MANAGED FDS | $2.3M |
HDHOME DEPOT INC | $2.2M |
4I1PHILIP MORRIS INTL INC | $2.1M |
LLYELI LILLY & CO | $2.1M |
MUMICRON TECHNOLOGY INC | $2.1M |
IWFISHARES TR | $2.1M |
PEPPEPSICO INC | $2.0M |
GDGENERAL DYNAMICS CORP | $2.0M |
IWRISHARES TR | $1.9M |
ITWILLINOIS TOOL WKS INC | $1.8M |
UNHUNITEDHEALTH GROUP INC | $1.8M |
HONHONEYWELL INTL INC | $1.6M |
CATCATERPILLAR INC | $1.6M |
IWDISHARES TR | $1.6M |
MPBMID PENN BANCORP INC | $1.6M |
IJKISHARES TR | $1.4M |
DHID R HORTON INC | $1.3M |
MKLMARKEL GROUP INC | $1.3M |
USXFISHARES TR | $1.3M |
OKEONEOK INC NEW | $1.3M |
EMNEASTMAN CHEM CO | $1.3M |
DGRWWISDOMTREE TR | $1.3M |
SPIBSPDR SER TR | $1.2M |
NKENIKE INC | $1.2M |
SPTISPDR SER TR | $1.2M |
AMTAMERICAN TOWER CORP NEW | $1.2M |
HSYHERSHEY CO | $1.2M |
FULTFULTON FINL CORP PA | $1.1M |
MRKMERCK & CO INC | $1.0M |
VUGVANGUARD INDEX FDS | $1.0M |
GOOGALPHABET INC | $984K |
AVGOBROADCOM INC | $943K |
DHRDANAHER CORPORATION | $934K |
COWZPACER FDS TR | $887K |
MAAMID-AMER APT CMNTYS INC | $884K |
MTBM & T BK CORP | $857K |
Page 1 of 2Next