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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$451B
$3.02 Million 0.27% of portfolio
28,113
Q4 2024 Added 55.79%
$386B
$2.99 Million 0.27% of portfolio
17,836
Q4 2024 Added 2.59%
$0
$2.88 Million 0.26% of portfolio
13,029
Q4 2024 Added 1.35%
$97B
$2.87 Million 0.26% of portfolio
8,402
Q4 2024 Added 2.58%
$341B
$2.78 Million 0.25% of portfolio
15,655
Q4 2024 Added 1.58%
$227B
$2.85 Million 0.25% of portfolio
9,841
Q4 2024 Reduced 2.61%
$95.5B
$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%
$0
$2.59 Million 0.23% of portfolio
29,412
Q4 2024 Added 121.78%
$75.8B
$2.56 Million 0.23% of portfolio
20,921
Q4 2024 Added 4.56%
$0
$2.49 Million 0.22% of portfolio
109,897
Q4 2024 Added 68.51%
$37.8B
$2.44 Million 0.22% of portfolio
11,593
Q4 2024 Reduced 3.04%
$0
$2.34 Million 0.21% of portfolio
96,308
Q4 2024 Added 38.42%
$128B
$2.34 Million 0.21% of portfolio
7,999
Q4 2024 Reduced 1.8%
$0
$2.32 Million 0.21% of portfolio
48,450
Q4 2024 Added 274.88%
$419B
$2.24 Million 0.2% of portfolio
5,752
Q4 2024 Added 1.75%
$802B
$2.1 Million 0.19% of portfolio
2,726
Q4 2024 Reduced 3.26%
$108B
$2.09 Million 0.19% of portfolio
24,804
Q4 2024 Added 5.03%
$0
$2.07 Million 0.18% of portfolio
5,165
Q4 2024 New
$198B
$2.03 Million 0.18% of portfolio
13,343
Q4 2024 Added 3.15%
$66.4B
$1.95 Million 0.17% of portfolio
7,409
Q4 2024 Added 1.44%
$0
$1.86 Million 0.17% of portfolio
21,030
Q4 2024 Added 44.41%
$490B
$1.78 Million 0.16% of portfolio
3,526
Q4 2024 Added 42.98%
$79.3B
$1.85 Million 0.16% of portfolio
7,288
Q4 2024 Added 0.7%
$136B
$1.63 Million 0.15% of portfolio
7,217
Q4 2024 Added 384.04%
$187B
$1.62 Million 0.14% of portfolio
4,460
Q4 2024 Added 186.45%
$470M
$1.59 Million 0.14% of portfolio
55,230
Q1 2023 Added 0.0%
$0
$1.61 Million 0.14% of portfolio
8,710
Q4 2024 Added 260.51%
$0
$1.29 Million 0.12% of portfolio
15,985
Q4 2024 New
$0
$1.33 Million 0.12% of portfolio
26,788
Q4 2024 Added 0.34%
$25.3B
$1.34 Million 0.12% of portfolio
778
Q4 2023 Reduced 0.13%
$45.4B
$1.35 Million 0.12% of portfolio
9,653
Q4 2024 Added 0.11%
$43.7B
$1.31 Million 0.12% of portfolio
13,064
Q4 2024 Added 6.72%
$0
$1.38 Million 0.12% of portfolio
15,216
Q4 2024 Added 24.89%
$12.1B
$1.31 Million 0.12% of portfolio
14,300
Q4 2024 Added 5.33%
$88.2B
$1.18 Million 0.11% of portfolio
6,447
Q4 2024 Added 6.6%
$92B
$1.21 Million 0.11% of portfolio
16,052
Q4 2024 Reduced 10.7%
$0
$1.23 Million 0.11% of portfolio
37,539
Q4 2024 Added 379.12%
$0
$1.19 Million 0.11% of portfolio
42,636
Q4 2024 Added 386.6%
$23.2B
$1.16 Million 0.1% of portfolio
6,877
Q4 2024 Reduced 4.41%
$3.44B
$1.1 Million 0.1% of portfolio
57,164
Q4 2024 Added 0.34%
$1.14T
$983,000 0.09% of portfolio
5,166
Q4 2024 Reduced 0.08%
$210B
$1.03 Million 0.09% of portfolio
10,361
Q3 2024 Reduced 1.39%
$0
$1.01 Million 0.09% of portfolio
2,466
Q4 2024 Reduced 16.38%
$0
$887,000 0.08% of portfolio
15,709
Q4 2024 New
$34.4B
$857,000 0.08% of portfolio
4,559
Q4 2024 Added 0.2%
$94.4B
$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%
$150B
$933,000 0.08% of portfolio
4,067
Q4 2024 Reduced 9.6%

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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