RKL Wealth Management LLC Q4 2020 Filing
Filed February 11, 2021
Portfolio Value
$717.3B
Holdings
125
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VEEVVEEVA SYS INC | 1,200 | $327.0M | 0.05% | |
| 102 | CATCATERPILLAR INC | 1,777 | $323.0M | 0.05% | |
| 103 | DEDEERE & CO | 1,185 | $319.0M | 0.04% | |
| 104 | CMCSACOMCAST CORP NEW | 6,057 | $317.0M | 0.04% | |
| 105 | MRSHMARSH & MCLENNAN COS INC | 2,703 | $316.0M | 0.04% | |
| 106 | ESGUISHARES TR | 3,620 | $311.0M | 0.04% | |
| 107 | GDGENERAL DYNAMICS CORP | 1,970 | $293.0M | 0.04% | |
| 108 | VTIVANGUARD INDEX FDS | 1,485 | $289.0M | 0.04% | |
| 109 | MTBM & T BK CORP | 2,203 | $280.0M | 0.04% | |
| 110 | GOOGALPHABET INC | 149 | $261.0M | 0.04% | |
| 111 | HEIHEICO CORP NEW | 1,955 | $259.0M | 0.04% | |
| 112 | ORCLORACLE CORP | 3,973 | $257.0M | 0.04% | |
| 113 | HONHONEYWELL INTL INC | 1,209 | $257.0M | 0.04% | |
| 114 | VTEBVANGUARD MUN BD FDS | 4,637 | $256.0M | 0.04% | |
| 115 | ADBEADOBE SYSTEMS INCORPORATED | 505 | $253.0M | 0.04% | |
| 116 | CCKCROWN HLDGS INC | 2,509 | $251.0M | 0.03% | |
| 117 | MARMARRIOTT INTL INC NEW | 1,734 | $229.0M | 0.03% | |
| 118 | FMCFMC CORP | 1,991 | $229.0M | 0.03% | |
| 119 | ZMZOOM VIDEO COMMUNICATIONS IN | 650 | $219.0M | 0.03% | |
| 120 | IXUSISHARES TR | 3,193 | $215.0M | 0.03% | |
| 121 | LLYLILLY ELI & CO | 1,263 | $213.0M | 0.03% | |
| 122 | LULULULULEMON ATHLETICA INC | 606 | $211.0M | 0.03% | |
| 123 | HEIHEICO CORP NEW | 1,774 | $208.0M | 0.03% | |
| 124 | MOALTRIA GROUP INC | 5,040 | $207.0M | 0.03% | |
| 125 | BKBANK NEW YORK MELLON CORP | 4,735 | $201.0M | 0.03% |
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