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 Market Cap. of $10 Billions to $200 Billions
