RKL Wealth Management LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$1.1T
Holdings
172
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (172 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KMBKIMBERLY-CLARK CORP | 6,182 | $810.1M | 0.07% | |
| 102 | VXUSVANGUARD STAR FDS | 13,722 | $808.6M | 0.07% | |
| 103 | LMTLOCKHEED MARTIN CORP | 1,595 | $775.0M | 0.07% | |
| 104 | TAT&T INC | 33,568 | $764.3M | 0.07% | |
| 105 | KMIKINDER MORGAN INC DEL | 26,243 | $719.1M | 0.06% | |
| 106 | SPYVSPDR SER TR | 13,490 | $689.9M | 0.06% | |
| 107 | PNCPNC FINL SVCS GROUP INC | 3,559 | $686.4M | 0.06% | |
| 108 | NUENUCOR CORP | 5,550 | $647.7M | 0.06% | |
| 109 | PPLPPL CORP | 19,913 | $646.4M | 0.06% | |
| 110 | CEGCONSTELLATION ENERGY CORP | 2,870 | $642.0M | 0.06% | |
| 111 | VVISA INC | 2,030 | $641.4M | 0.06% | |
| 112 | VTIVANGUARD INDEX FDS | 2,205 | $639.1M | 0.06% | |
| 113 | FLXSFLEXSTEEL INDS INC | 11,112 | $603.8M | 0.05% | |
| 114 | IWVISHARES TR | 1,796 | $600.3M | 0.05% | |
| 115 | BKBANK NEW YORK MELLON CORP | 7,669 | $589.2M | 0.05% | |
| 116 | EMREMERSON ELEC CO | 4,651 | $576.4M | 0.05% | |
| 117 | PFEPFIZER INC | 21,534 | $571.3M | 0.05% | |
| 118 | EFAISHARES TR | 7,496 | $566.8M | 0.05% | |
| 119 | TFCTRUIST FINL CORP | 12,904 | $559.8M | 0.05% | |
| 120 | DEDEERE & CO | 1,320 | $559.4M | 0.05% | |
| 121 | VBKVANGUARD INDEX FDS | 1,915 | $536.2M | 0.05% | |
| 122 | CWISPDR INDEX SHS FDS | 18,101 | $505.7M | 0.05% | |
| 123 | CSXCSX CORP | 15,303 | $493.8M | 0.04% | |
| 124 | ESGUISHARES TR | 3,714 | $478.4M | 0.04% | |
| 125 | MARMARRIOTT INTL INC NEW | 1,715 | $478.4M | 0.04% | |
| 126 | VTWOVANGUARD SCOTTSDALE FDS | 5,314 | $474.7M | 0.04% | |
| 127 | KOCOCA COLA CO | 7,584 | $472.2M | 0.04% | |
| 128 | HEIHEICO CORP NEW | 1,928 | $458.4M | 0.04% | |
| 129 | ORRFORRSTOWN FINL SVCS INC | 12,342 | $451.8M | 0.04% | |
| 130 | PLTRPALANTIR TECHNOLOGIES INC | 5,689 | $430.3M | 0.04% | |
| 131 | ORCLORACLE CORP | 2,573 | $428.8M | 0.04% | |
| 132 | ABTABBOTT LABS | 3,773 | $426.7M | 0.04% | |
| 133 | IWOISHARES TR | 1,477 | $425.2M | 0.04% | |
| 134 | LOWLOWES COS INC | 1,698 | $419.0M | 0.04% | |
| 135 | GSGOLDMAN SACHS GROUP INC | 715 | $409.7M | 0.04% | |
| 136 | FEFIRSTENERGY CORP | 10,188 | $405.3M | 0.04% | |
| 137 | HSICHENRY SCHEIN INC | 5,840 | $404.1M | 0.04% | |
| 138 | NOWSERVICENOW INC | 380 | $402.8M | 0.04% | |
| 139 | IXUSISHARES TR | 6,083 | $402.3M | 0.04% | |
| 140 | ACNBACNB CORP | 10,098 | $402.2M | 0.04% | |
| 141 | SCHDSCHWAB STRATEGIC TR | 13,106 | $358.1M | 0.03% | |
| 142 | FFORD MTR CO | 34,724 | $343.8M | 0.03% | |
| 143 | HEIHEICO CORP NEW | 1,785 | $332.1M | 0.03% | |
| 144 | RTXRTX CORPORATION | 2,698 | $312.2M | 0.03% | |
| 145 | CSCOCISCO SYS INC | 5,156 | $305.2M | 0.03% | |
| 146 | DFASDIMENSIONAL ETF TRUST | 4,453 | $289.8M | 0.03% | |
| 147 | ITOTISHARES TR | 2,252 | $289.6M | 0.03% | |
| 148 | ACNACCENTURE PLC IRELAND | 795 | $279.7M | 0.02% | |
| 149 | FRAFFRANKLIN FINL SVCS CORP | 9,166 | $274.1M | 0.02% | |
| 150 | GLPIGAMING & LEISURE PPTYS INC | 5,654 | $272.3M | 0.02% | |
| 151 | GSKGSK PLC | 8,024 | $271.4M | 0.02% | |
| 152 | TJXTJX COS INC NEW | 2,236 | $270.1M | 0.02% | |
| 153 | BACBANK AMERICA CORP | 6,102 | $268.2M | 0.02% | |
| 154 | ADBEADOBE INC | 588 | $261.5M | 0.02% | |
| 155 | NFLXNETFLIX INC | 292 | $260.3M | 0.02% | |
| 156 | DFUVDIMENSIONAL ETF TRUST | 6,288 | $257.3M | 0.02% | |
| 157 | SFLSFL CORPORATION LTD | 25,000 | $255.5M | 0.02% | |
| 158 | DOWDOW INC | 6,316 | $253.5M | 0.02% | |
| 159 | AMGNAMGEN INC | 953 | $248.5M | 0.02% | |
| 160 | DDDUPONT DE NEMOURS INC | 3,225 | $245.9M | 0.02% | |
| 161 | BACVERIZON COMMUNICATIONS INC | 6,043 | $241.7M | 0.02% | |
| 162 | CRMSALESFORCE INC | 693 | $231.7M | 0.02% | |
| 163 | VGTVANGUARD WORLD FD | 367 | $228.4M | 0.02% | |
| 164 | DWDMORGAN STANLEY | 1,767 | $222.2M | 0.02% | |
| 165 | CMCSACOMCAST CORP NEW | 5,874 | $220.5M | 0.02% | |
| 166 | VEEVVEEVA SYS INC | 1,042 | $219.1M | 0.02% | |
| 167 | WFCWELLS FARGO CO NEW | 3,072 | $215.8M | 0.02% | |
| 168 | TRVCCITIGROUP INC | 2,962 | $208.5M | 0.02% | |
| 169 | VLTOVERALTO CORP | 2,028 | $206.6M | 0.02% | |
| 170 | MUBISHARES TR | 1,933 | $206.0M | 0.02% | |
| 171 | DMXFISHARES TR | 3,138 | $202.8M | 0.02% | |
| 172 | VBVANGUARD INDEX FDS | 843 | $202.6M | 0.02% |
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