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
$3.94T
$32 Million 2.85% of portfolio
127,972
Q4 2024 Added 13.73%
$3.09T
$25.3 Million 2.25% of portfolio
59,926
Q4 2024 Added 3.99%
$1.1T
$17.4 Million 1.55% of portfolio
91,878
Q4 2024 Reduced 1.74%
$347B
$17.1 Million 1.52% of portfolio
127,434
Q4 2024 Reduced 10.2%
$2.31T
$16.6 Million 1.47% of portfolio
75,485
Q4 2024 Reduced 1.51%
$470B
$14.9 Million 1.33% of portfolio
16,303
Q4 2024 Reduced 2.04%
$542B
$10.3 Million 0.92% of portfolio
19,589
Q4 2024 Reduced 2.07%
$208B
$7.81 Million 0.7% of portfolio
15,013
Q4 2024 Reduced 0.81%
$188B
$7.2 Million 0.64% of portfolio
83,710
Q4 2024 Reduced 0.9%
$819B
$5.8 Million 0.52% of portfolio
24,183
Q4 2024 Added 23.94%
$49.2B
$5.08 Million 0.45% of portfolio
7,216
Q4 2024 Reduced 2.51%
$118B
$4.92 Million 0.44% of portfolio
28,536
Q4 2024 Reduced 0.16%
$308B
$4.99 Million 0.44% of portfolio
34,465
Q4 2024 Added 42.58%
$413B
$4.49 Million 0.4% of portfolio
31,025
Q4 2024 Added 30.88%
$152B
$4.19 Million 0.37% of portfolio
18,361
Q4 2024 Reduced 8.4%
$1.14T
$4.02 Million 0.36% of portfolio
9,943
Q4 2024 Added 1.84%
$61.2B
$3.76 Million 0.34% of portfolio
7,241
Q4 2024 Reduced 2.27%
$1.61T
$3.59 Million 0.32% of portfolio
6,079
Q4 2024 Reduced 2.89%
$85.9B
$3.47 Million 0.31% of portfolio
9,385
Q4 2024 Reduced 2.03%
$237B
$3.04 Million 0.27% of portfolio
13,821
Q4 2024 Added 36.37%
$93.2B
$3.05 Million 0.27% of portfolio
20,473
Q4 2024 Added 2.46%
$460B
$3.02 Million 0.27% of portfolio
28,113
Q4 2024 Added 55.79%
$395B
$2.99 Million 0.27% of portfolio
17,836
Q4 2024 Added 2.59%
$96.7B
$2.87 Million 0.26% of portfolio
8,402
Q4 2024 Added 2.58%
$349B
$2.78 Million 0.25% of portfolio
15,655
Q4 2024 Added 1.58%
$222B
$2.85 Million 0.25% of portfolio
9,841
Q4 2024 Reduced 2.61%
$95.6B
$2.69 Million 0.24% of portfolio
51,437
Q4 2024 Added 1,179.85%
$282B
$2.67 Million 0.24% of portfolio
29,524
Q4 2024 Added 0.48%
$78.8B
$2.56 Million 0.23% of portfolio
20,921
Q4 2024 Added 4.56%
$37.2B
$2.44 Million 0.22% of portfolio
11,593
Q4 2024 Reduced 3.04%
$130B
$2.34 Million 0.21% of portfolio
7,999
Q4 2024 Reduced 1.8%
$405B
$2.24 Million 0.2% of portfolio
5,752
Q4 2024 Added 1.75%
$232B
$2.11 Million 0.19% of portfolio
17,538
Q4 2024 New
$824B
$2.1 Million 0.19% of portfolio
2,726
Q4 2024 Reduced 3.26%
$113B
$2.09 Million 0.19% of portfolio
24,804
Q4 2024 Added 5.03%
$201B
$2.03 Million 0.18% of portfolio
13,343
Q4 2024 Added 3.15%
$67B
$1.95 Million 0.17% of portfolio
7,409
Q4 2024 Added 1.44%
$478B
$1.78 Million 0.16% of portfolio
3,526
Q4 2024 Added 42.98%
$81.1B
$1.85 Million 0.16% of portfolio
7,288
Q4 2024 Added 0.7%
$142B
$1.63 Million 0.15% of portfolio
7,217
Q4 2024 Added 384.04%
$186B
$1.62 Million 0.14% of portfolio
4,460
Q4 2024 Added 186.45%
$472M
$1.59 Million 0.14% of portfolio
55,230
Q1 2023 Added 0.0%
$25.3B
$1.34 Million 0.12% of portfolio
778
Q4 2023 Reduced 0.13%
$44.1B
$1.35 Million 0.12% of portfolio
9,653
Q4 2024 Added 0.11%
$44.3B
$1.31 Million 0.12% of portfolio
13,064
Q4 2024 Added 6.72%
$12.4B
$1.31 Million 0.12% of portfolio
14,300
Q4 2024 Added 5.33%
$87.8B
$1.18 Million 0.11% of portfolio
6,447
Q4 2024 Added 6.6%
$96.7B
$1.21 Million 0.11% of portfolio
16,052
Q4 2024 Reduced 10.7%
$24.1B
$1.16 Million 0.1% of portfolio
6,877
Q4 2024 Reduced 4.41%

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
Track This Portfolio

Track Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email