The Analysis of RKL Wealth Management LLC's Holdings
Currently, RKL Wealth Management LLC holds 183 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SPMD (+117.2K shares, valued at $6.8M), IEFA (+72.6K shares, valued at $6.5M), SPSM (+94.2K shares, valued at $4.4M); decreased their positions in IVV (-9.2K shares, valued at $6.3M), NVO (-25.2K shares, valued at $1.3M), SCHG (-30.0K shares, valued at $979.4K); initiated new positions in N/A (+1.7K shares, valued at $1.0M), N/A (+707 shares, valued at $757.3K), N/A (+1.4K shares, valued at $237.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR370.6K shares-2.42%2025-12-312026-02-12
IEFA ISHARES TR1.3M shares6.11%2025-12-312026-02-12 IJH ISHARES TR1.2M shares-0.48%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR2.1M shares-0.95%2025-12-312026-02-12 IJR ISHARES TR411.7K shares-0.64%2025-12-312026-02-12 SPMD SPDR SERIES TRUST712.2K shares19.70%2025-12-312026-02-12 AAPL APPLE INC125.6K shares0.54%2025-12-312026-02-12 VGIT VANGUARD SCOTTSDALE FDS480.2K shares4.27%2025-12-312026-02-12 SPSM SPDR SERIES TRUST611.9K shares18.19%2025-12-312026-02-12 IEMG ISHARES INC397.0K shares5.22%2025-12-312026-02-12 MSFT MICROSOFT CORP52.6K shares1.27%2025-12-312026-02-12 ALPHABET INC ALPHABET INC78.6K shares-0.83%2025-12-312026-02-12 SCHM SCHWAB STRATEGIC TR761.0K shares-0.10%2025-12-312026-02-12 VCIT VANGUARD SCOTTSDALE FDS268.2K shares1.07%2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR667.0K shares-4.31%2025-12-312026-02-12 MBB ISHARES TR205.3K shares1.94%2025-12-312026-02-12 VMBS VANGUARD SCOTTSDALE FDS409.8K shares3.60%2025-12-312026-02-12 NVDA NVIDIA CORPORATION97.9K shares-4.68%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR659.7K shares2.27%2025-12-312026-02-12 AMZN AMAZON COM INC66.3K shares1.73%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR534.4K shares-0.85%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW13.7K shares1.32%2025-12-312026-02-12 MA MASTERCARD INCORPORATED16.1K shares0.02%2025-12-312026-02-12 AGZ ISHARES TR80.6K shares1.40%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.25.1K shares3.20%2025-12-312026-02-12 MU MICRON TECHNOLOGY INC24.7K shares-2.25%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC12.0K shares-1.97%2025-12-312026-02-12 IVW ISHARES TR54.5K shares-2.95%2025-12-312026-02-12 AGG ISHARES TR66.6K shares0.83%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON28.2K shares3.34%2025-12-312026-02-12 VO VANGUARD INDEX FDS20.1K shares-2.67%2025-12-312026-02-12 URI UNITED RENTALS INC6.2K shares0.96%2025-12-312026-02-12 TSLA TESLA INC10.5K shares6.79%2025-12-312026-02-12 CVX CHEVRON CORP NEW30.4K shares8.68%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR6.7K shares-12.22%2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR136.5K shares0.44%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS14.2K shares4.31%2025-12-312026-02-12 ABBV ABBVIE INC17.7K shares8.09%2025-12-312026-02-12 SCHV SCHWAB STRATEGIC TR133.3K shares-4.21%2025-12-312026-02-12 CRWD CROWDSTRIKE HLDGS INC8.2K shares3.87%2025-12-312026-02-12 IVE ISHARES TR17.4K shares-2.67%2025-12-312026-02-12 SPYG SPDR SERIES TRUST34.4K shares1.88%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS56.0K shares1.18%2025-12-312026-02-12 WMT WALMART INC31.4K shares9.11%2025-12-312026-02-12 ICE INTERCONTINENTAL EXCHANGE IN20.9K shares10.11%2025-12-312026-02-12 UNP UNION PAC CORP14.6K shares-1.68%2025-12-312026-02-12 META META PLATFORMS INC5.0K shares2.69%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC8.4K shares5.41%2025-12-312026-02-12 LHX L3HARRIS TECHNOLOGIES INC11.0K shares10.20%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO21.3K shares11.80%2025-12-312026-02-12 NVO NOVO-NORDISK A S54.3K shares-31.69%2025-12-312026-02-12 MCD MCDONALDS CORP8.8K shares-1.90%2025-12-312026-02-12 IWM ISHARES TR10.7K shares-10.55%2025-12-312026-02-12 ROP ROPER TECHNOLOGIES INC5.9K shares-0.81%2025-12-312026-02-12 EOG EOG RES INC24.4K shares14.99%2025-12-312026-02-12 XOM EXXON MOBIL CORP21.0K shares-2.00%2025-12-312026-02-12 CAT CATERPILLAR INC4.4K shares-0.21%2025-12-312026-02-12 LLY ELI LILLY & CO2.3K shares-12.69%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC14.7K shares1.87%2025-12-312026-02-12 HD HOME DEPOT INC6.8K shares15.96%2025-12-312026-02-12 PEP PEPSICO INC16.2K shares13.47%2025-12-312026-02-12 IWF ISHARES TR4.8K shares0.00%2025-12-312026-02-12 ITW ILLINOIS TOOL WKS INC8.8K shares17.43%2025-12-312026-02-12 MO ALTRIA GROUP INC36.1K shares-1.10%2025-12-312026-02-12 V VISA INC5.9K shares277.82%2025-12-312026-02-12 IEI ISHARES TR17.1K shares-2.10%2025-12-312026-02-12 QLTA ISHARES TR42.1K shares1.14%2025-12-312026-02-12 PLD PROLOGIS INC.15.4K shares17.07%2025-12-312026-02-12 ALPHABET INC ALPHABET INC6.2K shares21.99%2025-12-312026-02-12 IWD ISHARES TR8.3K shares0.00%2025-12-312026-02-12 SCHB SCHWAB STRATEGIC TR65.9K shares1.73%2025-12-312026-02-12 MPB MID PENN BANCORP INC55.2K shares0.00%2025-12-312026-02-12 MKL MARKEL GROUP INC778 shares0.00%2025-12-312026-02-12 BROADCOM INC BROADCOM INC4.7K shares8.31%2025-12-312026-02-12 OKE ONEOK INC NEW20.5K shares29.46%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN5.8K shares-0.80%2025-12-312026-02-12 HSY HERSHEY CO7.4K shares5.59%2025-12-312026-02-12 GLD SPDR GOLD TR3.3K shares-4.02%2025-12-312026-02-12 DGRW WISDOMTREE TR14.4K shares0.00%2025-12-312026-02-12 USXF ISHARES TR21.6K shares0.31%2025-12-312026-02-12 VUG VANGUARD INDEX FDS2.4K shares0.66%2025-12-312026-02-12 IXUS ISHARES TR13.2K shares6.62%2025-12-312026-02-12 KO COCA COLA CO15.1K shares0.23%2025-12-312026-02-12 INVESCO QQQ TR INVESCO QQQ TR1.7K sharesnew addition2025-12-312026-02-12 AEM AGNICO EAGLE MINES LTD6.0K shares0.00%2025-12-312026-02-12 CEG CONSTELLATION ENERGY CORP2.8K shares0.60%2025-12-312026-02-12 IWR ISHARES TR10.4K shares0.22%2025-12-312026-02-12 VXUS VANGUARD STAR FDS12.8K shares1.26%2025-12-312026-02-12 DHI D R HORTON INC6.7K shares0.51%2025-12-312026-02-12 FULT FULTON FINL CORP PA49.8K shares-13.45%2025-12-312026-02-12 SPYV SPDR SERIES TRUST16.6K shares2.67%2025-12-312026-02-12 SPIB SPDR SERIES TRUST27.7K shares0.64%2025-12-312026-02-12 MTB M & T BK CORP4.6K shares0.30%2025-12-312026-02-12 EFA ISHARES TR9.6K shares-1.12%2025-12-312026-02-12 IJK ISHARES TR9.5K shares-9.49%2025-12-312026-02-12 PNC PNC FINL SVCS GROUP INC4.2K shares0.85%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC2.6K shares2.72%2025-12-312026-02-12 NUE NUCOR CORP5.3K shares0.00%2025-12-312026-02-12 T AT&T INC34.4K shares1.83%2025-12-312026-02-12 BK BANK NEW YORK MELLON CORP7.2K shares2.12%2025-12-312026-02-12 SPTI SPDR SERIES TRUST28.9K shares4.91%2025-12-312026-02-12 TFC TRUIST FINL CORP16.7K shares60.44%2025-12-312026-02-12 WFC WELLS FARGO CO NEW8.1K shares1.86%2025-12-312026-02-12 BLACKROCK INC BLACKROCK INC707 sharesnew addition2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC4.2K shares4.11%2025-12-312026-02-12 IWV ISHARES TR1.8K shares0.28%2025-12-312026-02-12 KMI KINDER MORGAN INC DEL25.1K shares0.51%2025-12-312026-02-12 MAA MID-AMER APT CMNTYS INC4.9K shares-0.12%2025-12-312026-02-12 NKE NIKE INC10.4K shares-25.85%2025-12-312026-02-12 HEI HEICO CORP NEW1.9K shares0.00%2025-12-312026-02-12 CSCO CISCO SYS INC8.0K shares18.09%2025-12-312026-02-12 RTX RTX CORPORATION3.3K shares8.74%2025-12-312026-02-12 PPL PPL CORP17.2K shares1.05%2025-12-312026-02-12 SCHZ SCHWAB STRATEGIC TR25.7K shares-13.71%2025-12-312026-02-12 ORCL ORACLE CORP3.0K shares7.83%2025-12-312026-02-12 DIS DISNEY WALT CO4.9K shares-9.79%2025-12-312026-02-12 DE DEERE & CO1.2K shares1.10%2025-12-312026-02-12 EMR EMERSON ELEC CO4.2K shares-7.25%2025-12-312026-02-12 VBK VANGUARD INDEX FDS1.8K shares-0.93%2025-12-312026-02-12 VTWO VANGUARD SCOTTSDALE FDS5.4K shares0.39%2025-12-312026-02-12 BIBL NORTHERN LTS FD TR IV11.6K shares20.10%2025-12-312026-02-12 ESGU ISHARES TR3.4K shares0.32%2025-12-312026-02-12 CSX CSX CORP13.7K shares0.83%2025-12-312026-02-12 ABT ABBOTT LABS4.0K shares3.62%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC557 shares-27.47%2025-12-312026-02-12 ACNB ACNB CORP10.1K shares0.00%2025-12-312026-02-12 DHR DANAHER CORPORATION2.1K shares1.00%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP982 shares-0.81%2025-12-312026-02-12 FRAF FRANKLIN FINL SVCS CORP9.2K shares0.12%2025-12-312026-02-12 BAC BANK AMERICA CORP8.3K shares19.98%2025-12-312026-02-12 HEI.A HEICO CORP NEW1.8K shares0.00%2025-12-312026-02-12 ORRF ORRSTOWN FINL SVCS INC12.5K shares0.52%2025-12-312026-02-12 F FORD MTR CO33.6K shares-1.06%2025-12-312026-02-12 YORW YORK WTR CO13.8K shares-4.93%2025-12-312026-02-12 SLV ISHARES SILVER TR6.7K shares0.00%2025-12-312026-02-12 LOW LOWES COS INC1.7K shares-3.63%2025-12-312026-02-12 HON HONEYWELL INTL INC2.0K shares-3.20%2025-12-312026-02-12 MS MORGAN STANLEY2.1K shares10.60%2025-12-312026-02-12 MMM 3M CO2.4K shares4.15%2025-12-312026-02-12 VTI VANGUARD INDEX FDS1.1K shares0.27%2025-12-312026-02-12 TJX TJX COS INC NEW2.4K shares6.29%2025-12-312026-02-12 AMAT APPLIED MATLS INC1.4K shares8.35%2025-12-312026-02-12 PFE PFIZER INC14.7K shares0.00%2025-12-312026-02-12 SCHD SCHWAB STRATEGIC TR13.2K shares0.08%2025-12-312026-02-12 HSIC HENRY SCHEIN INC4.8K shares0.00%2025-12-312026-02-12 FLXS FLEXSTEEL INDS INC9.1K shares0.00%2025-12-312026-02-12 GSK PLC GSK PLC7.1K shares0.00%2025-12-312026-02-12 GLW CORNING INC3.8K shares1.18%2025-12-312026-02-12 ITOT ISHARES TR2.2K shares0.00%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO850 shares2.41%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC1.5K shares5.35%2025-12-312026-02-12 FE FIRSTENERGY CORP7.0K shares-1.85%2025-12-312026-02-12 DFAS DIMENSIONAL ETF TRUST4.5K shares0.00%2025-12-312026-02-12 NOW SERVICENOW INC2.0K shares425.07%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE968 shares-11.27%2025-12-312026-02-12 DFUV DIMENSIONAL ETF TRUST6.3K shares0.00%2025-12-312026-02-12 MAR MARRIOTT INTL INC NEW927 shares0.11%2025-12-312026-02-12 GLPI GAMING & LEISURE PPTYS INC6.1K shares3.64%2025-12-312026-02-12 KMB KIMBERLY-CLARK CORP2.5K shares0.00%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F4.6K shares0.48%2025-12-312026-02-12 NFLX NETFLIX INC2.6K shares1123.36%2025-12-312026-02-12 SPAB SPDR SERIES TRUST9.2K sharesnew addition2025-12-312026-02-12 VEEV VEEVA SYS INC1.0K shares0.00%2025-12-312026-02-12 VGT VANGUARD WORLD FD305 shares-6.73%2025-12-312026-02-12 SCHR SCHWAB STRATEGIC TR8.9K shares-48.21%2025-12-312026-02-12 ADI ANALOG DEVICES INC812 sharesnew addition2025-12-312026-02-12 CCK CROWN HLDGS INC2.1K shares0.00%2025-12-312026-02-12 DMXF ISHARES TR2.8K shares3.36%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR1.5K shares100.14%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC5.1K shares-15.84%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC367 sharesnew addition2025-12-312026-02-12 SFL SFL CORPORATION LTD25.0K shares0.00%2025-12-312026-02-12 GUT GABELLI UTIL TR25.0K sharesnew addition2025-12-312026-02-12 ANVS ANNOVIS BIO INC10.0K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available