Rkl Wealth Management LLC Portfolio Holdings
Rkl Wealth Management LLC
- $1.1 Billion
- Q3 2024
Rkl Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 161 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 $217M, Schwab Strategic Tr Us Large C with a value of $108M, Ishares Tr with a value of $84.1M, Ishares Core S&P Mid Cap ETF with a value of $70.4M, and Schwab Strategic U.S. Mid Cap with a value of $47.6M.
Examining the 13F form we can see an increase of $66M in the current position value, from $1.04B to 1.1B.
Below you can find more details about Rkl Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.1 Billion
ETFs: $835 Million
Technology: $78.4 Million
Healthcare: $34.7 Million
Financial Services: $33.6 Million
Industrials: $31.5 Million
Consumer Cyclical: $27.9 Million
Consumer Defensive: $24.3 Million
Communication Services: $20.7 Million
Other: $15 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|