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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MTBM & T BK CORP | 4,572 | $817.3M | 0.08% | |
| 102 | GOOGALPHABET INC | 5,218 | $815.2M | 0.08% | |
| 103 | VVISA INC | 2,189 | $767.3M | 0.07% | |
| 104 | AVGOBROADCOM INC | 4,301 | $720.2M | 0.07% | |
| 105 | PPLPPL CORP | 19,921 | $719.3M | 0.07% | |
| 106 | KMIKINDER MORGAN INC DEL | 24,928 | $711.2M | 0.07% | |
| 107 | LMTLOCKHEED MARTIN CORP | 1,529 | $682.8M | 0.06% | |
| 108 | BKBANK NEW YORK MELLON CORP | 7,675 | $643.7M | 0.06% | |
| 109 | NUENUCOR CORP | 5,270 | $634.2M | 0.06% | |
| 110 | PNCPNC FINL SVCS GROUP INC | 3,559 | $625.6M | 0.06% | |
| 111 | EFAISHARES TR | 7,544 | $616.6M | 0.06% | |
| 112 | HONHONEYWELL INTL INC | 2,783 | $589.3M | 0.06% | |
| 113 | WFCWELLS FARGO CO NEW | 8,185 | $587.6M | 0.06% | |
| 114 | IWVISHARES TR | 1,801 | $572.0M | 0.05% | |
| 115 | CEGCONSTELLATION ENERGY CORP | 2,818 | $568.3M | 0.05% | |
| 116 | DEDEERE & CO | 1,205 | $565.5M | 0.05% | |
| 117 | TFCTRUIST FINL CORP | 12,907 | $531.1M | 0.05% | |
| 118 | IXUSISHARES TR | 7,515 | $524.6M | 0.05% | |
| 119 | HEIHEICO CORP NEW | 1,929 | $515.4M | 0.05% | |
| 120 | ABTABBOTT LABS | 3,783 | $501.8M | 0.05% | |
| 121 | YORWYORK WTR CO | 14,412 | $499.8M | 0.05% | |
| 122 | EMREMERSON ELEC CO | 4,541 | $497.9M | 0.05% | |
| 123 | VBKVANGUARD INDEX FDS | 1,915 | $482.0M | 0.05% | |
| 124 | PLTRPALANTIR TECHNOLOGIES INC | 5,539 | $467.5M | 0.04% | |
| 125 | CWISPDR INDEX SHS FDS | 15,544 | $459.8M | 0.04% | |
| 126 | ESGUISHARES TR | 3,724 | $454.0M | 0.04% | |
| 127 | CSXCSX CORP | 15,304 | $450.4M | 0.04% | |
| 128 | VTWOVANGUARD SCOTTSDALE FDS | 5,330 | $429.8M | 0.04% | |
| 129 | DISDISNEY WALT CO | 4,319 | $426.3M | 0.04% | |
| 130 | CSCOCISCO SYS INC | 6,777 | $418.2M | 0.04% | |
| 131 | ACNBACNB CORP | 10,098 | $415.6M | 0.04% | |
| 132 | DUKDUKE ENERGY CORP NEW | 3,404 | $415.2M | 0.04% | |
| 133 | LOWLOWES COS INC | 1,754 | $409.1M | 0.04% | |
| 134 | MARMARRIOTT INTL INC NEW | 1,716 | $408.8M | 0.04% | |
| 135 | SCHDSCHWAB STRATEGIC TR | 14,141 | $395.4M | 0.04% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 716 | $390.9M | 0.04% | |
| 137 | PFEPFIZER INC | 14,888 | $377.3M | 0.04% | |
| 138 | HEIHEICO CORP NEW | 1,786 | $376.8M | 0.04% | |
| 139 | HSICHENRY SCHEIN INC | 5,466 | $374.4M | 0.04% | |
| 140 | ORRFORRSTOWN FINL SVCS INC | 12,305 | $369.3M | 0.03% | |
| 141 | ORCLORACLE CORP | 2,573 | $359.7M | 0.03% | |
| 142 | FFORD MTR CO | 35,229 | $353.3M | 0.03% | |
| 143 | KMBKIMBERLY-CLARK CORP | 2,460 | $349.9M | 0.03% | |
| 144 | IWOISHARES TR | 1,353 | $345.7M | 0.03% | |
| 145 | MMM3M CO | 2,279 | $334.7M | 0.03% | |
| 146 | FLXSFLEXSTEEL INDS INC | 9,112 | $332.7M | 0.03% | |
| 147 | RTXRTX CORPORATION | 2,490 | $329.8M | 0.03% | |
| 148 | FRAFFRANKLIN FINL SVCS CORP | 9,180 | $325.4M | 0.03% | |
| 149 | FEFIRSTENERGY CORP | 7,524 | $304.1M | 0.03% | |
| 150 | NOWSERVICENOW INC | 379 | $301.7M | 0.03% | |
| 151 | BACBANK AMERICA CORP | 7,189 | $300.0M | 0.03% | |
| 152 | AMGNAMGEN INC | 956 | $298.0M | 0.03% | |
| 153 | VTIVANGUARD INDEX FDS | 1,070 | $294.2M | 0.03% | |
| 154 | BACVERIZON COMMUNICATIONS INC | 6,448 | $292.5M | 0.03% | |
| 155 | GLPIGAMING & LEISURE PPTYS INC | 5,730 | $291.6M | 0.03% | |
| 156 | TJXTJX COS INC NEW | 2,286 | $278.4M | 0.03% | |
| 157 | ITOTISHARES TR | 2,252 | $274.8M | 0.03% | |
| 158 | GSKGSK PLC | 7,083 | $274.4M | 0.03% | |
| 159 | NFLXNETFLIX INC | 292 | $272.3M | 0.03% | |
| 160 | DFASDIMENSIONAL ETF TRUST | 4,453 | $266.1M | 0.03% | |
| 161 | DFUVDIMENSIONAL ETF TRUST | 6,288 | $259.1M | 0.02% | |
| 162 | ACNACCENTURE PLC IRELAND | 784 | $244.6M | 0.02% | |
| 163 | VEEVVEEVA SYS INC | 1,042 | $241.4M | 0.02% | |
| 164 | BIBLNORTHERN LTS FD TR IV | 6,177 | $237.2M | 0.02% | |
| 165 | TRVCCITIGROUP INC | 2,962 | $210.3M | 0.02% | |
| 166 | DWDMORGAN STANLEY | 1,769 | $206.4M | 0.02% | |
| 167 | SFLSFL CORPORATION LTD | 25,000 | $205.0M | 0.02% | |
| 168 | MUBISHARES TR | 1,943 | $204.9M | 0.02% | |
| 169 | GEGE AEROSPACE | 1,016 | $203.3M | 0.02% |
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