Rkl Wealth Management LLC Portfolio Holdings

Rkl Wealth Management LLC

  • $1.12 Billion
  • Q4 2024

Rkl Wealth Management LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $225M, Schwab Strategic Tr Us Large C with a value of $95.5M, Ishares Tr with a value of $78.3M, Ishares Core S&P Mid Cap ETF with a value of $72.3M, and Ishares Core S&P Sm Cap ETF with a value of $44.7M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $1.1B to 1.12B.

Below you can find more details about Rkl Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.12 Billion
ETFs: $834 Million
Technology: $85.7 Million
Financial Services: $37.3 Million
Industrials: $31.8 Million
Consumer Cyclical: $30.3 Million
Healthcare: $30 Million
Consumer Defensive: $29.9 Million
Communication Services: $23.4 Million
Other: $19.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.66B
$1.1 Million 0.1% of portfolio
57,164
Q4 2024 Added 0.34%
$933B
$983,000 0.09% of portfolio
5,166
Q4 2024 Reduced 0.08%
$198B
$1.03 Million 0.09% of portfolio
10,361
Q3 2024 Reduced 1.39%
$27.7B
$857,000 0.08% of portfolio
4,559
Q4 2024 Added 0.2%
$69.3B
$942,000 0.08% of portfolio
4,067
Q4 2024 Reduced 0.34%
$18.1B
$884,000 0.08% of portfolio
5,722
Q4 2024 Reduced 13.45%
$136B
$933,000 0.08% of portfolio
4,067
Q4 2024 Reduced 9.6%
$193B
$764,000 0.07% of portfolio
33,568
Q4 2024 Added 133.96%
$122B
$775,000 0.07% of portfolio
1,595
Q4 2024 Reduced 9.17%
$48.2B
$810,000 0.07% of portfolio
6,182
Q4 2024 New
$26.3B
$646,000 0.06% of portfolio
19,913
Q4 2024 Added 203.32%
$60.9B
$719,000 0.06% of portfolio
26,243
Q4 2024 New
$61.5B
$686,000 0.06% of portfolio
3,559
Q4 2024 Reduced 10.1%
$68B
$645,000 0.06% of portfolio
2,870
Q4 2024 New
$539B
$641,000 0.06% of portfolio
2,030
Q4 2024 Reduced 0.59%
$28.4B
$647,000 0.06% of portfolio
5,550
Q4 2024 New
$136B
$559,000 0.05% of portfolio
1,320
Q4 2024 Reduced 1.93%
$174M
$603,000 0.05% of portfolio
11,112
Q1 2023 New
$58.9B
$576,000 0.05% of portfolio
4,651
Q4 2024 New
$124B
$571,000 0.05% of portfolio
21,534
Q4 2024 Added 41.73%
$61.7B
$589,000 0.05% of portfolio
7,669
Q4 2024 Added 97.3%
$229B
$426,000 0.04% of portfolio
3,773
Q4 2024 Reduced 2.88%
$156B
$402,000 0.04% of portfolio
380
Q4 2024 Added 0.26%
$346M
$402,000 0.04% of portfolio
10,098
Q3 2024 Added 3.34%
$184B
$430,000 0.04% of portfolio
5,689
Q4 2024 Added 2.71%
$71.5B
$478,000 0.04% of portfolio
1,715
Q4 2024 Added 0.06%
$136B
$419,000 0.04% of portfolio
1,698
Q4 2024 Reduced 10.35%
$316B
$472,000 0.04% of portfolio
7,584
Q4 2024 Added 43.61%
$174B
$409,000 0.04% of portfolio
715
Q4 2024 Reduced 0.42%
$8.81B
$404,000 0.04% of portfolio
5,840
Q4 2024 Reduced 10.76%
$58.2B
$493,000 0.04% of portfolio
15,303
Q4 2024 New
$13.7B
$458,000 0.04% of portfolio
1,928
Q4 2024 Reduced 1.53%
$24B
$405,000 0.04% of portfolio
10,188
Q4 2024 New
$347B
$428,000 0.04% of portfolio
2,573
Q4 2024 Reduced 1.76%
$229B
$305,000 0.03% of portfolio
5,156
Q4 2024 Reduced 30.34%
$38B
$343,000 0.03% of portfolio
34,724
Q4 2024 Reduced 1.86%
$189B
$312,000 0.03% of portfolio
2,698
Q4 2024 New
$246B
$215,000 0.02% of portfolio
3,072
Q4 2024 New
$178B
$279,000 0.02% of portfolio
795
Q4 2024 Reduced 1.85%
$12.8B
$272,000 0.02% of portfolio
5,654
Q4 2024 Added 1.42%
$152M
$274,000 0.02% of portfolio
9,166
Q4 2024 Added 0.33%
$185B
$241,000 0.02% of portfolio
6,043
Q4 2024 Added 16.95%
$30.1B
$245,000 0.02% of portfolio
3,225
Q4 2024 Added 34.04%
$30.3B
$219,000 0.02% of portfolio
1,042
Q3 2024 New
$185B
$222,000 0.02% of portfolio
1,767
Q4 2024 New
$300B
$268,000 0.02% of portfolio
6,102
Q4 2024 Reduced 0.28%
$122B
$208,000 0.02% of portfolio
2,962
Q4 2024 New
$247B
$231,000 0.02% of portfolio
693
Q4 2024 New
$148B
$248,000 0.02% of portfolio
953
Q4 2024 Reduced 29.56%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $1.12 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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