The Analysis of RKL Wealth Management LLC's Holdings & P&L


Currently, RKL Wealth Management LLC holds 179 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in JPM (+24.8K shares, valued at $7.3M), BND (+7.0K shares, valued at $517.8K), XOM (+1.9K shares, valued at $329.0K); decreased their positions in IVV (-48.0K shares, valued at $31.4M), IJH (-118.2K shares, valued at $8.0M), SCHX (-285.9K shares, valued at $7.3M); initiated new positions in BND (+7.0K shares, valued at $517.8K), NSC (+1.1K shares, valued at $302.2K), MPC (+1.1K shares, valued at $262.2K).


1M P&L
+34.4M+3.00%
3M P&L
+22.6M+1.95%
HY P&L
+91.0M+8.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A815.3M
76.4%
2Consumer Electronics30.4M
2.9%
3Semiconductors23.2M
2.2%

Top Industries by Stock Count

1N/A62 stocks
37.8%
2Banks - Regional9 stocks
5.5%
3Drug Manufacturers - General5 stocks
3.0%
Stock Holdings
IVV
ISHARES TR
-12.96%
Shares322.6K
Event2026-03-31
Filed2026-04-24
IEFA
ISHARES TR
-5.54%
Shares1.2M
Event2026-03-31
Filed2026-04-24
IJH
ISHARES TR
-9.56%
Shares1.1M
Event2026-03-31
Filed2026-04-24
SCHX
SCHWAB STRATEGIC TR
-13.31%
Shares1.9M
Event2026-03-31
Filed2026-04-24
IJR
ISHARES TR
-7.16%
Shares382.2K
Event2026-03-31
Filed2026-04-24
SPMD
SPDR SERIES TRUST
-4.60%
Shares679.4K
Event2026-03-31
Filed2026-04-24
AAPL
APPLE INC
-4.59%
Shares119.9K
Event2026-03-31
Filed2026-04-24
SPSM
SPDR SERIES TRUST
-6.80%
Shares570.3K
Event2026-03-31
Filed2026-04-24
VGIT
VANGUARD SCOTTSDALE FDS
-3.82%
Shares461.9K
Event2026-03-31
Filed2026-04-24
IEMG
ISHARES INC
-7.96%
Shares365.4K
Event2026-03-31
Filed2026-04-24
SCHM
SCHWAB STRATEGIC TR
-8.60%
Shares695.6K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
-5.14%
Shares74.6K
Event2026-03-31
Filed2026-04-24
VCIT
VANGUARD SCOTTSDALE FDS
-4.65%
Shares255.7K
Event2026-03-31
Filed2026-04-24
VMBS
VANGUARD SCOTTSDALE FDS
-3.03%
Shares397.4K
Event2026-03-31
Filed2026-04-24
SCHG
SCHWAB STRATEGIC TR
-4.52%
Shares636.9K
Event2026-03-31
Filed2026-04-24
MSFT
MICROSOFT CORP
-5.85%
Shares49.5K
Event2026-03-31
Filed2026-04-24
MBB
ISHARES TR
-7.30%
Shares190.3K
Event2026-03-31
Filed2026-04-24
NVDA
NVIDIA CORPORATION
-10.41%
Shares87.7K
Event2026-03-31
Filed2026-04-24
SCHF
SCHWAB STRATEGIC TR
-8.39%
Shares604.3K
Event2026-03-31
Filed2026-04-24
JPM
JPMORGAN CHASE & CO
98.91%
Shares49.9K
Event2026-03-31
Filed2026-04-24
SCHA
SCHWAB STRATEGIC TR
-8.97%
Shares486.5K
Event2026-03-31
Filed2026-04-24
AMZN
AMAZON COM INC
-2.09%
Shares64.9K
Event2026-03-31
Filed2026-04-24
COST
COSTCO WHOLESALE CORPORATION
-1.71%
Shares13.4K
Event2026-03-31
Filed2026-04-24
AGZ
ISHARES TR
-5.49%
Shares76.2K
Event2026-03-31
Filed2026-04-24
MA
MASTERCARD INCORPORATED
-3.13%
Shares15.6K
Event2026-03-31
Filed2026-04-24
MU
MICRON TECHNOLOGY INC
-11.74%
Shares21.8K
Event2026-03-31
Filed2026-04-24
JNJ
JOHNSON & JOHNSON
-4.40%
Shares27.0K
Event2026-03-31
Filed2026-04-24
AGG
ISHARES TR
-3.32%
Shares64.4K
Event2026-03-31
Filed2026-04-24
CVX
CHEVRON CORPORATION
-1.51%
Shares29.9K
Event2026-03-31
Filed2026-04-24
IVW
ISHARES TR
-4.29%
Shares52.2K
Event2026-03-31
Filed2026-04-24
VO
VANGUARD INDEX FDS
0.32%
Shares20.2K
Event2026-03-31
Filed2026-04-24
TMO
THERMO FISHER SCIENTIFIC INC
-6.34%
Shares11.2K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-1.57%
Shares8.4K
Event2026-03-31
Filed2026-04-24
SPY
STATE STR SPDR S&P 500 ETF T
-0.39%
Shares6.7K
Event2026-03-31
Filed2026-04-24
URI
UNITED RENTALS INC
-5.45%
Shares5.9K
Event2026-03-31
Filed2026-04-24
SCHE
SCHWAB STRATEGIC TR
-11.98%
Shares120.2K
Event2026-03-31
Filed2026-04-24
XOM
EXXON MOBIL CORP
9.23%
Shares22.9K
Event2026-03-31
Filed2026-04-24
SCHV
SCHWAB STRATEGIC TR
-5.66%
Shares125.8K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-4.36%
Shares8.0K
Event2026-03-31
Filed2026-04-24
ABBV
ABBVIE INC
-4.27%
Shares17.0K
Event2026-03-31
Filed2026-04-24
LHX
L3HARRIS TECHNOLOGIES INC
-7.79%
Shares10.2K
Event2026-03-31
Filed2026-04-24
UNP
UNION PAC CORP
-1.36%
Shares14.4K
Event2026-03-31
Filed2026-04-24
IVE
ISHARES TR
-4.90%
Shares16.5K
Event2026-03-31
Filed2026-04-24
TT
TRANE TECHNOLOGIES PLC
-3.18%
Shares8.1K
Event2026-03-31
Filed2026-04-24
TSLA
TESLA INC
-14.22%
Shares9.0K
Event2026-03-31
Filed2026-04-24
IBM
INTERNATIONAL BUSINESS MACHS
-3.70%
Shares13.7K
Event2026-03-31
Filed2026-04-24
WMT
WALMART INC
-14.98%
Shares26.7K
Event2026-03-31
Filed2026-04-24
SPYG
SPDR SERIES TRUST
-4.36%
Shares32.9K
Event2026-03-31
Filed2026-04-24
EOG
EOG RES INC
-9.19%
Shares22.2K
Event2026-03-31
Filed2026-04-24
PG
PROCTER & GAMBLE CO
2.68%
Shares21.8K
Event2026-03-31
Filed2026-04-24
ICE
INTERCONTINENTAL EXCHANGE IN
-4.49%
Shares20.0K
Event2026-03-31
Filed2026-04-24
CAT
CATERPILLAR INC
0.14%
Shares4.4K
Event2026-03-31
Filed2026-04-24
BLACKSTONE INC
BLACKSTONE INC
-3.70%
Shares25.8K
Event2026-03-31
Filed2026-04-24
CRWD
CROWDSTRIKE HLDGS INC
-10.85%
Shares7.3K
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-3.95%
Shares8.2K
Event2026-03-31
Filed2026-04-24
META
META PLATFORMS INC
-4.92%
Shares4.8K
Event2026-03-31
Filed2026-04-24
MCD
MCDONALDS CORP
-2.51%
Shares8.6K
Event2026-03-31
Filed2026-04-24
IWM
ISHARES TR
-5.63%
Shares10.1K
Event2026-03-31
Filed2026-04-24
PEP
PEPSICO INC
-3.47%
Shares15.7K
Event2026-03-31
Filed2026-04-24
PM
PHILIP MORRIS INTL INC
-1.86%
Shares14.4K
Event2026-03-31
Filed2026-04-24
MO
ALTRIA GROUP INC
-0.44%
Shares35.9K
Event2026-03-31
Filed2026-04-24
ITW
ILLINOIS TOOL WKS INC
-2.67%
Shares8.6K
Event2026-03-31
Filed2026-04-24
IWF
ISHARES TR
9.25%
Shares5.2K
Event2026-03-31
Filed2026-04-24
HD
HOME DEPOT INC
-4.00%
Shares6.6K
Event2026-03-31
Filed2026-04-24
LLY
ELI LILLY & CO
0.40%
Shares2.3K
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.88%
Shares15.3K
Event2026-03-31
Filed2026-04-24
ROP
ROPER TECHNOLOGIES INC
-5.53%
Shares5.5K
Event2026-03-31
Filed2026-04-24
PLD
PROLOGIS INC.
-4.74%
Shares14.7K
Event2026-03-31
Filed2026-04-24
NVO
NOVO-NORDISK A S
-3.62%
Shares52.3K
Event2026-03-31
Filed2026-04-24
IEI
ISHARES TR
-6.41%
Shares16.0K
Event2026-03-31
Filed2026-04-24
QLTA
ISHARES TR
-8.55%
Shares38.5K
Event2026-03-31
Filed2026-04-24
OKE
ONEOK INC NEW
-1.14%
Shares20.2K
Event2026-03-31
Filed2026-04-24
IWD
ISHARES TR
2.43%
Shares8.5K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
-0.34%
Shares6.2K
Event2026-03-31
Filed2026-04-24
MPB
MID PENN BANCORP INC
0.00%
Shares55.2K
Event2026-03-31
Filed2026-04-24
V
VISA INC
-8.22%
Shares5.4K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
MERCK & CO INC
-8.28%
Shares13.3K
Event2026-03-31
Filed2026-04-24
SCHB
SCHWAB STRATEGIC TR
-4.45%
Shares62.9K
Event2026-03-31
Filed2026-04-24
HSY
HERSHEY CO
-0.32%
Shares7.4K
Event2026-03-31
Filed2026-04-24
MKL
MARKEL GROUP INC
0.00%
Shares778
Event2026-03-31
Filed2026-04-24
VEA
VANGUARD TAX-MANAGED FDS
-59.40%
Shares22.8K
Event2026-03-31
Filed2026-04-24
GLD
SPDR GOLD TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-24
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-24
DGRW
WISDOMTREE TR
-3.74%
Shares13.9K
Event2026-03-31
Filed2026-04-24
KO
COCA COLA CO
4.62%
Shares15.8K
Event2026-03-31
Filed2026-04-24
USXF
ISHARES TR
0.22%
Shares21.7K
Event2026-03-31
Filed2026-04-24
ADP
AUTOMATIC DATA PROCESSING IN
-7.78%
Shares5.3K
Event2026-03-31
Filed2026-04-24
T
AT&T INC
7.07%
Shares36.9K
Event2026-03-31
Filed2026-04-24
IXUS
ISHARES TR
-6.57%
Shares12.3K
Event2026-03-31
Filed2026-04-24
VUG
VANGUARD INDEX FDS
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-24
FULT
FULTON FINL CORP PA
0.48%
Shares50.0K
Event2026-03-31
Filed2026-04-24
IWR
ISHARES TR
-0.35%
Shares10.3K
Event2026-03-31
Filed2026-04-24
MTB
M & T BK CORP
0.28%
Shares4.6K
Event2026-03-31
Filed2026-04-24
PNC
PNC FINL SVCS GROUP INC
9.90%
Shares4.6K
Event2026-03-31
Filed2026-04-24
IJK
ISHARES TR
-1.48%
Shares9.3K
Event2026-03-31
Filed2026-04-24
EFA
ISHARES TR
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-24
DHI
D R HORTON INC
-0.22%
Shares6.7K
Event2026-03-31
Filed2026-04-24
VXUS
VANGUARD STAR FDS
-8.53%
Shares11.7K
Event2026-03-31
Filed2026-04-24
NUE
NUCOR CORP
0.91%
Shares5.3K
Event2026-03-31
Filed2026-04-24
SPIB
SPDR SERIES TRUST
-6.06%
Shares26.0K
Event2026-03-31
Filed2026-04-24
SPYV
SPDR SERIES TRUST
-9.07%
Shares15.1K
Event2026-03-31
Filed2026-04-24
BK
BANK NEW YORK MELLON CORP
-1.94%
Shares7.1K
Event2026-03-31
Filed2026-04-24
KMI
KINDER MORGAN INC DEL
-0.50%
Shares24.9K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
BROADCOM INC
-44.58%
Shares2.6K
Event2026-03-31
Filed2026-04-24
CEG
CONSTELLATION ENERGY CORP
1.83%
Shares2.9K
Event2026-03-31
Filed2026-04-24
SPTI
SPDR SERIES TRUST
-6.89%
Shares26.9K
Event2026-03-31
Filed2026-04-24
DE
DEERE & CO
3.25%
Shares1.2K
Event2026-03-31
Filed2026-04-24
TFC
TRUIST FINL CORP
-11.93%
Shares14.7K
Event2026-03-31
Filed2026-04-24
IWV
ISHARES TR
0.22%
Shares1.8K
Event2026-03-31
Filed2026-04-24
RTX
RTX CORPORATION
4.07%
Shares3.5K
Event2026-03-31
Filed2026-04-24
BLACKROCK INC
BLACKROCK INC
-2.83%
Shares687
Event2026-03-31
Filed2026-04-24
GLW
CORNING INC
25.70%
Shares4.8K
Event2026-03-31
Filed2026-04-24
PPL
PPL CORP
-0.93%
Shares17.0K
Event2026-03-31
Filed2026-04-24
ACNB
ACNB CORP
32.75%
Shares13.4K
Event2026-03-31
Filed2026-04-24
CSCO
CISCO SYS INC
-0.23%
Shares8.0K
Event2026-03-31
Filed2026-04-24
UNH
UNITEDHEALTH GROUP INC
-12.95%
Shares2.3K
Event2026-03-31
Filed2026-04-24
MAA
MID-AMER APT CMNTYS INC
0.83%
Shares5.0K
Event2026-03-31
Filed2026-04-24
SCHZ
SCHWAB STRATEGIC TR
-1.23%
Shares25.4K
Event2026-03-31
Filed2026-04-24
CSX
CSX CORP
-1.31%
Shares13.5K
Event2026-03-31
Filed2026-04-24
LMT
LOCKHEED MARTIN CORP
-7.03%
Shares913
Event2026-03-31
Filed2026-04-24
VBK
VANGUARD INDEX FDS
-0.50%
Shares1.8K
Event2026-03-31
Filed2026-04-24
VTWO
VANGUARD SCOTTSDALE FDS
0.26%
Shares5.4K
Event2026-03-31
Filed2026-04-24
BIBL
NORTHERN LTS FD TR IV
-2.13%
Shares11.4K
Event2026-03-31
Filed2026-04-24
EMR
EMERSON ELEC CO
-3.05%
Shares4.1K
Event2026-03-31
Filed2026-04-24
HEI
HEICO CORP NEW
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
SLV
ISHARES SILVER TR
14.87%
Shares7.7K
Event2026-03-31
Filed2026-04-24
BND
VANGUARD BD INDEX FDS
New
Shares7.0K
Event2026-03-31
Filed2026-04-24
ESGU
ISHARES TR
0.23%
Shares3.4K
Event2026-03-31
Filed2026-04-24
DIS
DISNEY WALT CO
1.65%
Shares5.0K
Event2026-03-31
Filed2026-04-24
FRAF
FRANKLIN FINL SVCS CORP
0.12%
Shares9.2K
Event2026-03-31
Filed2026-04-24
HON
HONEYWELL INTL INC
1.93%
Shares2.1K
Event2026-03-31
Filed2026-04-24
NKE
NIKE INC
-14.88%
Shares8.8K
Event2026-03-31
Filed2026-04-24
ORRF
ORRSTOWN FINL SVCS INC
0.54%
Shares12.6K
Event2026-03-31
Filed2026-04-24
YORW
YORK WTR CO
0.75%
Shares13.9K
Event2026-03-31
Filed2026-04-24
ORCL
ORACLE CORP
-3.87%
Shares2.9K
Event2026-03-31
Filed2026-04-24
PFE
PFIZER INC
1.80%
Shares14.9K
Event2026-03-31
Filed2026-04-24
FLXS
FLEXSTEEL INDS INC
0.00%
Shares9.1K
Event2026-03-31
Filed2026-04-24
SCHD
SCHWAB STRATEGIC TR
-1.02%
Shares13.1K
Event2026-03-31
Filed2026-04-24
BAC
BANK AMERICA CORP
-2.27%
Shares8.2K
Event2026-03-31
Filed2026-04-24
ABT
ABBOTT LABORATORIES
-2.43%
Shares3.9K
Event2026-03-31
Filed2026-04-24
GSK PLC
GSK PLC
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-24
F
FORD MTR CO
0.58%
Shares33.8K
Event2026-03-31
Filed2026-04-24
DHR
DANAHER CORP DEL
-2.94%
Shares2.0K
Event2026-03-31
Filed2026-04-24
HEI.A
HEICO CORP NEW
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
VTI
VANGUARD INDEX FDS
4.02%
Shares1.2K
Event2026-03-31
Filed2026-04-24
MS
MORGAN STANLEY
5.44%
Shares2.3K
Event2026-03-31
Filed2026-04-24
TJX
TJX COS INC NEW
-4.72%
Shares2.3K
Event2026-03-31
Filed2026-04-24
GS
GOLDMAN SACHS GROUP INC
-22.26%
Shares433
Event2026-03-31
Filed2026-04-24
HSIC
SCHEIN HENRY INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-24
LOW
LOWES COS INC
-13.33%
Shares1.4K
Event2026-03-31
Filed2026-04-24
MMM
3M CO
-3.69%
Shares2.3K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE
GE AEROSPACE
17.05%
Shares1.1K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
CITIGROUP INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-24
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-24
ITOT
ISHARES TR
0.05%
Shares2.2K
Event2026-03-31
Filed2026-04-24
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-24
NSC
NORFOLK SOUTHN CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-24
FE
FIRSTENERGY CORP
-16.59%
Shares5.8K
Event2026-03-31
Filed2026-04-24
WFC
WELLS FARGO & CO
-54.60%
Shares3.7K
Event2026-03-31
Filed2026-04-24
AMD
ADVANCED MICRO DEVICES INC
-2.95%
Shares1.4K
Event2026-03-31
Filed2026-04-24
LAM RESEARCH CORP
LAM RESEARCH CORP
-5.83%
Shares1.3K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
INVESCO QQQ TR
-71.20%
Shares483
Event2026-03-31
Filed2026-04-24
SFL
SFL CORPORATION LTD
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-24
GLPI
GAMING & LEISURE P
-1.11%
Shares6.0K
Event2026-03-31
Filed2026-04-24
VZ
VERIZON COMMUNICATIONS INC
4.26%
Shares5.3K
Event2026-03-31
Filed2026-04-24
MPC
MARATHON PETE CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-24
ADI
ANALOG DEVICES INC
0.37%
Shares815
Event2026-03-31
Filed2026-04-24
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-24
MAR
MARRIOTT INTL INC NEW
-17.80%
Shares762
Event2026-03-31
Filed2026-04-24
KMB
KIMBERLY-CLARK CORP
0.08%
Shares2.5K
Event2026-03-31
Filed2026-04-24
SPAB
SPDR SERIES TRUST
0.64%
Shares9.2K
Event2026-03-31
Filed2026-04-24
VLO
VALERO ENERGY CORP
New
Shares920
Event2026-03-31
Filed2026-04-24
GEV
GE VERNOVA INC
New
Shares254
Event2026-03-31
Filed2026-04-24
DMXF
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-24
CCK
CROWN HLDGS INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-24
NOW
SERVICENOW INC
-3.52%
Shares1.9K
Event2026-03-31
Filed2026-04-24
HBAN
HUNTINGTON BANCSHARES INC
New
Shares10.7K
Event2026-03-31
Filed2026-04-24
GUT
GABELLI UTIL TR
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-24
ANVS
ANNOVIS BIO INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
RKL Wealth Management LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo