The Analysis of RKL Wealth Management LLC's Holdings
Currently, RKL Wealth Management LLC holds 178 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SPMD (+40.4K shares, valued at $2.3M), SPSM (+39.7K shares, valued at $1.8M), VMBS (+33.7K shares, valued at $1.6M); decreased their positions in IVV (-11.8K shares, valued at $7.9M), SCHX (-168.3K shares, valued at $4.4M), MSFT (-6.2K shares, valued at $3.2M); initiated new positions in GLD (+3.4K shares, valued at $1.2M), AEM (+6.0K shares, valued at $1.0M), GLW (+3.8K shares, valued at $311.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR379.8K shares-3.01%2025-09-302025-11-12
IEFA ISHARES TR1.2M shares-1.22%2025-09-302025-11-12 IJH ISHARES TR1.2M shares-0.97%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR2.2M shares-7.20%2025-09-302025-11-12 IJR ISHARES TR414.3K shares-0.45%2025-09-302025-11-12 SPMD SPDR SERIES TRUST595.0K shares7.29%2025-09-302025-11-12 AAPL APPLE INC125.0K shares-5.03%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS460.5K shares2.10%2025-09-302025-11-12 MSFT MICROSOFT CORP51.9K shares-10.71%2025-09-302025-11-12 IEMG ISHARES INC377.3K shares-1.95%2025-09-302025-11-12 SPSM SPDR SERIES TRUST517.7K shares8.31%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR761.8K shares-8.39%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS265.3K shares0.78%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR697.1K shares-7.22%2025-09-302025-11-12 GOOGL ALPHABET INC79.3K shares-10.22%2025-09-302025-11-12 NVDA NVIDIA CORPORATION102.7K shares-13.55%2025-09-302025-11-12 MBB ISHARES TR201.4K shares-1.18%2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS395.5K shares9.32%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR539.1K shares-9.33%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR645.0K shares-6.24%2025-09-302025-11-12 AMZN AMAZON COM INC65.2K shares-12.96%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW13.5K shares-12.98%2025-09-302025-11-12 MA MASTERCARD INCORPORATED16.1K shares-14.02%2025-09-302025-11-12 AGZ ISHARES TR79.5K shares1.40%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.24.3K shares-4.57%2025-09-302025-11-12 IVW ISHARES TR56.2K shares-14.15%2025-09-302025-11-12 AGG ISHARES TR66.1K shares1.90%2025-09-302025-11-12 VO VANGUARD INDEX FDS20.7K shares-7.46%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC12.2K shares-14.49%2025-09-302025-11-12 URI UNITED RENTALS INC6.2K shares-10.52%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR7.7K shares-2.73%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON27.3K shares-1.73%2025-09-302025-11-12 VOO VANGUARD INDEX FDS7.6K shares-9.32%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR135.9K shares-10.22%2025-09-302025-11-12 NVO NOVO-NORDISK A S79.5K shares-5.30%2025-09-302025-11-12 TSLA TESLA INC9.8K shares-8.72%2025-09-302025-11-12 BX BLACKSTONE INC25.5K shares-8.74%2025-09-302025-11-12 CVX CHEVRON CORP NEW28.0K shares-4.97%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC25.3K shares-2.38%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL8.3K shares-1.63%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR139.2K shares-5.69%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC7.9K shares-3.08%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS13.6K shares-2.72%2025-09-302025-11-12 ABBV ABBVIE INC16.4K shares1.09%2025-09-302025-11-12 IVE ISHARES TR17.9K shares-6.11%2025-09-302025-11-12 META META PLATFORMS INC4.9K shares-14.22%2025-09-302025-11-12 SPYG SPDR SERIES TRUST33.7K shares-6.99%2025-09-302025-11-12 UNP UNION PAC CORP14.9K shares-12.84%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC7.9K shares-11.95%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS55.4K shares0.26%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN19.0K shares-3.54%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES INC10.0K shares-3.67%2025-09-302025-11-12 WMT WALMART INC28.8K shares-5.43%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES INC5.9K shares-14.46%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO19.0K shares-3.34%2025-09-302025-11-12 IWM ISHARES TR12.0K shares-10.30%2025-09-302025-11-12 MCD MCDONALDS CORP9.0K shares-11.67%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP7.7K shares-0.29%2025-09-302025-11-12 XOM EXXON MOBIL CORP21.4K shares-3.50%2025-09-302025-11-12 MO ALTRIA GROUP INC36.5K shares0.02%2025-09-302025-11-12 HD HOME DEPOT INC5.9K shares-1.09%2025-09-302025-11-12 EOG EOG RES INC21.2K shares0.46%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC14.4K shares0.00%2025-09-302025-11-12 IWF ISHARES TR4.8K shares0.00%2025-09-302025-11-12 CAT CATERPILLAR INC4.4K shares-2.16%2025-09-302025-11-12 IEI ISHARES TR17.5K shares-1.61%2025-09-302025-11-12 QLTA ISHARES TR41.7K shares-4.08%2025-09-302025-11-12 PEP PEPSICO INC14.3K shares0.42%2025-09-302025-11-12 LLY ELI LILLY & CO2.6K shares-6.25%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC7.5K shares-2.76%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN5.8K shares-20.40%2025-09-302025-11-12 IWD ISHARES TR8.3K shares0.00%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR64.7K shares-1.26%2025-09-302025-11-12 MPB MID PENN BANCORP INC55.2K shares0.00%2025-09-302025-11-12 PLD PROLOGIS INC.13.2K shares1.01%2025-09-302025-11-12 MKL MARKEL GROUP INC778 shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC4.4K shares7.36%2025-09-302025-11-12 HSY HERSHEY CO7.0K shares0.70%2025-09-302025-11-12 DGRW WISDOMTREE TR14.4K shares-9.92%2025-09-302025-11-12 GOOG ALPHABET INC5.1K shares2.02%2025-09-302025-11-12 USXF ISHARES TR21.6K shares0.22%2025-09-302025-11-12 MRK MERCK & CO INC14.6K shares3.91%2025-09-302025-11-12 GLD SPDR GOLD TR3.4K sharesnew addition2025-09-302025-11-12 VUG VANGUARD INDEX FDS2.4K shares0.04%2025-09-302025-11-12 OKE ONEOK INC NEW15.8K shares7.22%2025-09-302025-11-12 DHI D R HORTON INC6.7K shares-23.75%2025-09-302025-11-12 FULT FULTON FINL CORP PA57.5K shares16.89%2025-09-302025-11-12 EMN EASTMAN CHEM CO16.6K shares4.06%2025-09-302025-11-12 IXUS ISHARES TR12.4K shares-0.19%2025-09-302025-11-12 AEM AGNICO EAGLE MINES LTD6.0K sharesnew addition2025-09-302025-11-12 IJK ISHARES TR10.5K shares0.11%2025-09-302025-11-12 IWR ISHARES TR10.3K shares-28.22%2025-09-302025-11-12 KO COCA COLA CO15.0K shares0.63%2025-09-302025-11-12 NKE NIKE INC14.0K shares-6.40%2025-09-302025-11-12 T AT&T INC33.8K shares-1.53%2025-09-302025-11-12 SPIB SPDR SERIES TRUST27.5K shares-20.48%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP2.8K shares0.00%2025-09-302025-11-12 VXUS VANGUARD STAR FDS12.6K shares-11.92%2025-09-302025-11-12 MTB M & T BK CORP4.6K shares0.28%2025-09-302025-11-12 EFA ISHARES TR9.7K shares0.00%2025-09-302025-11-12 SPYV SPDR SERIES TRUST16.2K shares0.46%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC2.5K shares-9.35%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC4.1K shares0.00%2025-09-302025-11-12 SPTI SPDR SERIES TRUST27.6K shares-27.05%2025-09-302025-11-12 ORCL ORACLE CORP2.8K shares10.63%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP7.1K shares0.09%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC4.0K shares0.00%2025-09-302025-11-12 NUE NUCOR CORP5.3K shares0.00%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL24.9K shares0.00%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR29.8K shares-0.86%2025-09-302025-11-12 MAA MID-AMER APT CMNTYS INC5.0K shares-8.10%2025-09-302025-11-12 IWV ISHARES TR1.8K shares0.28%2025-09-302025-11-12 WFC WELLS FARGO CO NEW8.0K shares-0.51%2025-09-302025-11-12 PPL PPL CORP17.0K shares-7.98%2025-09-302025-11-12 DIS DISNEY WALT CO5.5K shares0.00%2025-09-302025-11-12 HEI HEICO CORP NEW1.9K shares0.05%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC768 shares8.63%2025-09-302025-11-12 EMR EMERSON ELEC CO4.5K shares0.09%2025-09-302025-11-12 DE DEERE & CO1.2K shares4.86%2025-09-302025-11-12 VBK VANGUARD INDEX FDS1.8K shares-4.96%2025-09-302025-11-12 V VISA INC1.6K shares-23.43%2025-09-302025-11-12 VTWO VANGUARD SCOTTSDALE FDS5.4K shares0.36%2025-09-302025-11-12 RTX RTX CORPORATION3.1K shares12.94%2025-09-302025-11-12 ABT ABBOTT LABS3.8K shares1.44%2025-09-302025-11-12 ESGU ISHARES TR3.4K shares-8.41%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP990 shares-34.35%2025-09-302025-11-12 CSX CSX CORP13.6K shares-10.29%2025-09-302025-11-12 TFC TRUIST FINL CORP10.4K shares-17.84%2025-09-302025-11-12 CSCO CISCO SYS INC6.8K shares-0.72%2025-09-302025-11-12 HEI.A HEICO CORP NEW1.8K shares0.06%2025-09-302025-11-12 ACNB ACNB CORP10.1K shares0.00%2025-09-302025-11-12 HON HONEYWELL INTL INC2.1K shares-27.39%2025-09-302025-11-12 YORW YORK WTR CO14.5K shares0.29%2025-09-302025-11-12 LOW LOWES COS INC1.7K shares16.67%2025-09-302025-11-12 SCHR SCHWAB STRATEGIC TR17.2K shares-23.26%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW3.5K shares0.03%2025-09-302025-11-12 BIBL NORTHERN LTS FD TR IV9.7K shares28.29%2025-09-302025-11-12 FRAF FRANKLIN FINL SVCS CORP9.2K shares0.13%2025-09-302025-11-12 ORRF ORRSTOWN FINL SVCS INC12.5K shares0.56%2025-09-302025-11-12 FLXS FLEXSTEEL INDS INC9.1K shares0.00%2025-09-302025-11-12 DHR DANAHER CORPORATION2.1K shares-49.95%2025-09-302025-11-12 F FORD MTR CO34.0K shares-3.16%2025-09-302025-11-12 PFE PFIZER INC14.7K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.1K shares-67.74%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR13.2K shares0.34%2025-09-302025-11-12 BAC BANK AMERICA CORP7.0K shares-0.27%2025-09-302025-11-12 MMM 3M CO2.3K shares0.00%2025-09-302025-11-12 NOW SERVICENOW INC379 shares0.00%2025-09-302025-11-12 TJX TJX COS INC NEW2.3K shares0.00%2025-09-302025-11-12 GE GE AEROSPACE1.1K shares0.00%2025-09-302025-11-12 FE FIRSTENERGY CORP7.1K shares-5.94%2025-09-302025-11-12 HSIC HENRY SCHEIN INC4.8K shares-12.17%2025-09-302025-11-12 ITOT ISHARES TR2.2K shares0.05%2025-09-302025-11-12 GLW CORNING INC3.8K sharesnew addition2025-09-302025-11-12 VEEV VEEVA SYS INC1.0K shares0.00%2025-09-302025-11-12 MS MORGAN STANLEY1.9K shares0.15%2025-09-302025-11-12 GSK GSK PLC7.1K shares0.00%2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP2.5K shares0.04%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST4.5K shares0.00%2025-09-302025-11-12 C CITIGROUP INC2.9K shares0.00%2025-09-302025-11-12 SLV ISHARES SILVER TR6.7K sharesnew addition2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST6.3K shares0.00%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO830 shares9.21%2025-09-302025-11-12 GLPI GAMING & LEISURE PPTYS INC5.9K shares1.48%2025-09-302025-11-12 AMAT APPLIED MATLS INC1.3K shares-6.46%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC6.1K shares-5.31%2025-09-302025-11-12 NFLX NETFLIX INC214 shares-26.71%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F4.6K shares-0.97%2025-09-302025-11-12 VGT VANGUARD WORLD FD327 shares7.21%2025-09-302025-11-12 MAR MARRIOTT INTL INC NEW926 shares-46.07%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-11-12 AMGN AMGEN INC768 shares-18.56%2025-09-302025-11-12 DMXF ISHARES TR2.7K shares0.00%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR736 shares-8.00%2025-09-302025-11-12 CCK CROWN HLDGS INC2.1K shares0.00%2025-09-302025-11-12 MPC MARATHON PETE CORP1.1K sharesnew addition2025-09-302025-11-12 VLO VALERO ENERGY CORP1.2K sharesnew addition2025-09-302025-11-12 SFL SFL CORPORATION LTD25.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available