Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Sponsored
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IVV
-12.96%ISHARES TR
Shares322.6K
Event2026-03-31
Filed2026-04-24
IEFA
-5.54%ISHARES TR
Shares1.2M
Event2026-03-31
Filed2026-04-24
IJH
-9.56%ISHARES TR
Shares1.1M
Event2026-03-31
Filed2026-04-24
SCHX
-13.31%SCHWAB STRATEGIC TR
Shares1.9M
Event2026-03-31
Filed2026-04-24
IJR
-7.16%ISHARES TR
Shares382.2K
Event2026-03-31
Filed2026-04-24
SPMD
-4.60%SPDR SERIES TRUST
Shares679.4K
Event2026-03-31
Filed2026-04-24
AAPL
-4.59%APPLE INC
Shares119.9K
Event2026-03-31
Filed2026-04-24
SPSM
-6.80%SPDR SERIES TRUST
Shares570.3K
Event2026-03-31
Filed2026-04-24
VGIT
-3.82%VANGUARD SCOTTSDALE FDS
Shares461.9K
Event2026-03-31
Filed2026-04-24
IEMG
-7.96%ISHARES INC
Shares365.4K
Event2026-03-31
Filed2026-04-24
SCHM
-8.60%SCHWAB STRATEGIC TR
Shares695.6K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
-5.14%ALPHABET INC
Shares74.6K
Event2026-03-31
Filed2026-04-24
VCIT
-4.65%VANGUARD SCOTTSDALE FDS
Shares255.7K
Event2026-03-31
Filed2026-04-24
VMBS
-3.03%VANGUARD SCOTTSDALE FDS
Shares397.4K
Event2026-03-31
Filed2026-04-24
SCHG
-4.52%SCHWAB STRATEGIC TR
Shares636.9K
Event2026-03-31
Filed2026-04-24
MSFT
-5.85%MICROSOFT CORP
Shares49.5K
Event2026-03-31
Filed2026-04-24
MBB
-7.30%ISHARES TR
Shares190.3K
Event2026-03-31
Filed2026-04-24
NVDA
-10.41%NVIDIA CORPORATION
Shares87.7K
Event2026-03-31
Filed2026-04-24
SCHF
-8.39%SCHWAB STRATEGIC TR
Shares604.3K
Event2026-03-31
Filed2026-04-24
JPM
98.91%JPMORGAN CHASE & CO
Shares49.9K
Event2026-03-31
Filed2026-04-24
SCHA
-8.97%SCHWAB STRATEGIC TR
Shares486.5K
Event2026-03-31
Filed2026-04-24
AMZN
-2.09%AMAZON COM INC
Shares64.9K
Event2026-03-31
Filed2026-04-24
COST
-1.71%COSTCO WHOLESALE CORPORATION
Shares13.4K
Event2026-03-31
Filed2026-04-24
AGZ
-5.49%ISHARES TR
Shares76.2K
Event2026-03-31
Filed2026-04-24
MA
-3.13%MASTERCARD INCORPORATED
Shares15.6K
Event2026-03-31
Filed2026-04-24
MU
-11.74%MICRON TECHNOLOGY INC
Shares21.8K
Event2026-03-31
Filed2026-04-24
JNJ
-4.40%JOHNSON & JOHNSON
Shares27.0K
Event2026-03-31
Filed2026-04-24
AGG
-3.32%ISHARES TR
Shares64.4K
Event2026-03-31
Filed2026-04-24
CVX
-1.51%CHEVRON CORPORATION
Shares29.9K
Event2026-03-31
Filed2026-04-24
IVW
-4.29%ISHARES TR
Shares52.2K
Event2026-03-31
Filed2026-04-24
VO
0.32%VANGUARD INDEX FDS
Shares20.2K
Event2026-03-31
Filed2026-04-24
TMO
-6.34%THERMO FISHER SCIENTIFIC INC
Shares11.2K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
-1.57%VANGUARD INDEX FDS
Shares8.4K
Event2026-03-31
Filed2026-04-24
SPY
-0.39%STATE STR SPDR S&P 500 ETF T
Shares6.7K
Event2026-03-31
Filed2026-04-24
URI
-5.45%UNITED RENTALS INC
Shares5.9K
Event2026-03-31
Filed2026-04-24
SCHE
-11.98%SCHWAB STRATEGIC TR
Shares120.2K
Event2026-03-31
Filed2026-04-24
XOM
9.23%EXXON MOBIL CORP
Shares22.9K
Event2026-03-31
Filed2026-04-24
SCHV
-5.66%SCHWAB STRATEGIC TR
Shares125.8K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
-4.36%BERKSHIRE HATHAWAY INC DEL
Shares8.0K
Event2026-03-31
Filed2026-04-24
ABBV
-4.27%ABBVIE INC
Shares17.0K
Event2026-03-31
Filed2026-04-24
LHX
-7.79%L3HARRIS TECHNOLOGIES INC
Shares10.2K
Event2026-03-31
Filed2026-04-24
UNP
-1.36%UNION PAC CORP
Shares14.4K
Event2026-03-31
Filed2026-04-24
IVE
-4.90%ISHARES TR
Shares16.5K
Event2026-03-31
Filed2026-04-24
TT
-3.18%TRANE TECHNOLOGIES PLC
Shares8.1K
Event2026-03-31
Filed2026-04-24
TSLA
-14.22%TESLA INC
Shares9.0K
Event2026-03-31
Filed2026-04-24
IBM
-3.70%INTERNATIONAL BUSINESS MACHS
Shares13.7K
Event2026-03-31
Filed2026-04-24
WMT
-14.98%WALMART INC
Shares26.7K
Event2026-03-31
Filed2026-04-24
SPYG
-4.36%SPDR SERIES TRUST
Shares32.9K
Event2026-03-31
Filed2026-04-24
EOG
-9.19%EOG RES INC
Shares22.2K
Event2026-03-31
Filed2026-04-24
PG
2.68%PROCTER & GAMBLE CO
Shares21.8K
Event2026-03-31
Filed2026-04-24
ICE
-4.49%INTERCONTINENTAL EXCHANGE IN
Shares20.0K
Event2026-03-31
Filed2026-04-24
CAT
0.14%CATERPILLAR INC
Shares4.4K
Event2026-03-31
Filed2026-04-24
BLACKSTONE INC
-3.70%BLACKSTONE INC
Shares25.8K
Event2026-03-31
Filed2026-04-24
CRWD
-10.85%CROWDSTRIKE HLDGS INC
Shares7.3K
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
-3.95%GENERAL DYNAMICS CORP
Shares8.2K
Event2026-03-31
Filed2026-04-24
META
-4.92%META PLATFORMS INC
Shares4.8K
Event2026-03-31
Filed2026-04-24
MCD
-2.51%MCDONALDS CORP
Shares8.6K
Event2026-03-31
Filed2026-04-24
IWM
-5.63%ISHARES TR
Shares10.1K
Event2026-03-31
Filed2026-04-24
PEP
-3.47%PEPSICO INC
Shares15.7K
Event2026-03-31
Filed2026-04-24
PM
-1.86%PHILIP MORRIS INTL INC
Shares14.4K
Event2026-03-31
Filed2026-04-24
MO
-0.44%ALTRIA GROUP INC
Shares35.9K
Event2026-03-31
Filed2026-04-24
ITW
-2.67%ILLINOIS TOOL WKS INC
Shares8.6K
Event2026-03-31
Filed2026-04-24
IWF
9.25%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-04-24
HD
-4.00%HOME DEPOT INC
Shares6.6K
Event2026-03-31
Filed2026-04-24
LLY
0.40%ELI LILLY & CO
Shares2.3K
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
3.88%DUKE ENERGY CORP NEW
Shares15.3K
Event2026-03-31
Filed2026-04-24
ROP
-5.53%ROPER TECHNOLOGIES INC
Shares5.5K
Event2026-03-31
Filed2026-04-24
PLD
-4.74%PROLOGIS INC.
Shares14.7K
Event2026-03-31
Filed2026-04-24
NVO
-3.62%NOVO-NORDISK A S
Shares52.3K
Event2026-03-31
Filed2026-04-24
IEI
-6.41%ISHARES TR
Shares16.0K
Event2026-03-31
Filed2026-04-24
QLTA
-8.55%ISHARES TR
Shares38.5K
Event2026-03-31
Filed2026-04-24
OKE
-1.14%ONEOK INC NEW
Shares20.2K
Event2026-03-31
Filed2026-04-24
IWD
2.43%ISHARES TR
Shares8.5K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
-0.34%ALPHABET INC
Shares6.2K
Event2026-03-31
Filed2026-04-24
MPB
0.00%MID PENN BANCORP INC
Shares55.2K
Event2026-03-31
Filed2026-04-24
V
-8.22%VISA INC
Shares5.4K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
-8.28%MERCK & CO INC
Shares13.3K
Event2026-03-31
Filed2026-04-24
SCHB
-4.45%SCHWAB STRATEGIC TR
Shares62.9K
Event2026-03-31
Filed2026-04-24
HSY
-0.32%HERSHEY CO
Shares7.4K
Event2026-03-31
Filed2026-04-24
MKL
0.00%MARKEL GROUP INC
Shares778
Event2026-03-31
Filed2026-04-24
VEA
-59.40%VANGUARD TAX-MANAGED FDS
Shares22.8K
Event2026-03-31
Filed2026-04-24
GLD
0.00%SPDR GOLD TR
Shares3.3K
Event2026-03-31
Filed2026-04-24
AEM
0.00%AGNICO EAGLE MINES LTD
Shares6.0K
Event2026-03-31
Filed2026-04-24
DGRW
-3.74%WISDOMTREE TR
Shares13.9K
Event2026-03-31
Filed2026-04-24
KO
4.62%COCA COLA CO
Shares15.8K
Event2026-03-31
Filed2026-04-24
USXF
0.22%ISHARES TR
Shares21.7K
Event2026-03-31
Filed2026-04-24
ADP
-7.78%AUTOMATIC DATA PROCESSING IN
Shares5.3K
Event2026-03-31
Filed2026-04-24
T
7.07%AT&T INC
Shares36.9K
Event2026-03-31
Filed2026-04-24
IXUS
-6.57%ISHARES TR
Shares12.3K
Event2026-03-31
Filed2026-04-24
VUG
0.00%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-24
FULT
0.48%FULTON FINL CORP PA
Shares50.0K
Event2026-03-31
Filed2026-04-24
IWR
-0.35%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-04-24
MTB
0.28%M & T BK CORP
Shares4.6K
Event2026-03-31
Filed2026-04-24
PNC
9.90%PNC FINL SVCS GROUP INC
Shares4.6K
Event2026-03-31
Filed2026-04-24
IJK
-1.48%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-04-24
EFA
0.00%ISHARES TR
Shares9.6K
Event2026-03-31
Filed2026-04-24
DHI
-0.22%D R HORTON INC
Shares6.7K
Event2026-03-31
Filed2026-04-24
VXUS
-8.53%VANGUARD STAR FDS
Shares11.7K
Event2026-03-31
Filed2026-04-24
NUE
0.91%NUCOR CORP
Shares5.3K
Event2026-03-31
Filed2026-04-24
SPIB
-6.06%SPDR SERIES TRUST
Shares26.0K
Event2026-03-31
Filed2026-04-24
SPYV
-9.07%SPDR SERIES TRUST
Shares15.1K
Event2026-03-31
Filed2026-04-24
BK
-1.94%BANK NEW YORK MELLON CORP
Shares7.1K
Event2026-03-31
Filed2026-04-24
KMI
-0.50%KINDER MORGAN INC DEL
Shares24.9K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
-44.58%BROADCOM INC
Shares2.6K
Event2026-03-31
Filed2026-04-24
CEG
1.83%CONSTELLATION ENERGY CORP
Shares2.9K
Event2026-03-31
Filed2026-04-24
SPTI
-6.89%SPDR SERIES TRUST
Shares26.9K
Event2026-03-31
Filed2026-04-24
DE
3.25%DEERE & CO
Shares1.2K
Event2026-03-31
Filed2026-04-24
TFC
-11.93%TRUIST FINL CORP
Shares14.7K
Event2026-03-31
Filed2026-04-24
IWV
0.22%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-24
RTX
4.07%RTX CORPORATION
Shares3.5K
Event2026-03-31
Filed2026-04-24
BLACKROCK INC
-2.83%BLACKROCK INC
Shares687
Event2026-03-31
Filed2026-04-24
GLW
25.70%CORNING INC
Shares4.8K
Event2026-03-31
Filed2026-04-24
PPL
-0.93%PPL CORP
Shares17.0K
Event2026-03-31
Filed2026-04-24
ACNB
32.75%ACNB CORP
Shares13.4K
Event2026-03-31
Filed2026-04-24
CSCO
-0.23%CISCO SYS INC
Shares8.0K
Event2026-03-31
Filed2026-04-24
UNH
-12.95%UNITEDHEALTH GROUP INC
Shares2.3K
Event2026-03-31
Filed2026-04-24
MAA
0.83%MID-AMER APT CMNTYS INC
Shares5.0K
Event2026-03-31
Filed2026-04-24
SCHZ
-1.23%SCHWAB STRATEGIC TR
Shares25.4K
Event2026-03-31
Filed2026-04-24
CSX
-1.31%CSX CORP
Shares13.5K
Event2026-03-31
Filed2026-04-24
LMT
-7.03%LOCKHEED MARTIN CORP
Shares913
Event2026-03-31
Filed2026-04-24
VBK
-0.50%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-04-24
VTWO
0.26%VANGUARD SCOTTSDALE FDS
Shares5.4K
Event2026-03-31
Filed2026-04-24
BIBL
-2.13%NORTHERN LTS FD TR IV
Shares11.4K
Event2026-03-31
Filed2026-04-24
EMR
-3.05%EMERSON ELEC CO
Shares4.1K
Event2026-03-31
Filed2026-04-24
HEI
0.00%HEICO CORP NEW
Shares1.9K
Event2026-03-31
Filed2026-04-24
SLV
14.87%ISHARES SILVER TR
Shares7.7K
Event2026-03-31
Filed2026-04-24
BND
NewVANGUARD BD INDEX FDS
Shares7.0K
Event2026-03-31
Filed2026-04-24
ESGU
0.23%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-04-24
DIS
1.65%DISNEY WALT CO
Shares5.0K
Event2026-03-31
Filed2026-04-24
FRAF
0.12%FRANKLIN FINL SVCS CORP
Shares9.2K
Event2026-03-31
Filed2026-04-24
HON
1.93%HONEYWELL INTL INC
Shares2.1K
Event2026-03-31
Filed2026-04-24
NKE
-14.88%NIKE INC
Shares8.8K
Event2026-03-31
Filed2026-04-24
ORRF
0.54%ORRSTOWN FINL SVCS INC
Shares12.6K
Event2026-03-31
Filed2026-04-24
YORW
0.75%YORK WTR CO
Shares13.9K
Event2026-03-31
Filed2026-04-24
ORCL
-3.87%ORACLE CORP
Shares2.9K
Event2026-03-31
Filed2026-04-24
PFE
1.80%PFIZER INC
Shares14.9K
Event2026-03-31
Filed2026-04-24
FLXS
0.00%FLEXSTEEL INDS INC
Shares9.1K
Event2026-03-31
Filed2026-04-24
SCHD
-1.02%SCHWAB STRATEGIC TR
Shares13.1K
Event2026-03-31
Filed2026-04-24
BAC
-2.27%BANK AMERICA CORP
Shares8.2K
Event2026-03-31
Filed2026-04-24
ABT
-2.43%ABBOTT LABORATORIES
Shares3.9K
Event2026-03-31
Filed2026-04-24
GSK PLC
0.00%GSK PLC
Shares7.1K
Event2026-03-31
Filed2026-04-24
F
0.58%FORD MTR CO
Shares33.8K
Event2026-03-31
Filed2026-04-24
DHR
-2.94%DANAHER CORP DEL
Shares2.0K
Event2026-03-31
Filed2026-04-24
HEI.A
0.00%HEICO CORP NEW
Shares1.8K
Event2026-03-31
Filed2026-04-24
VTI
4.02%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-04-24
MS
5.44%MORGAN STANLEY
Shares2.3K
Event2026-03-31
Filed2026-04-24
TJX
-4.72%TJX COS INC NEW
Shares2.3K
Event2026-03-31
Filed2026-04-24
GS
-22.26%GOLDMAN SACHS GROUP INC
Shares433
Event2026-03-31
Filed2026-04-24
HSIC
0.00%SCHEIN HENRY INC
Shares4.8K
Event2026-03-31
Filed2026-04-24
LOW
-13.33%LOWES COS INC
Shares1.4K
Event2026-03-31
Filed2026-04-24
MMM
-3.69%3M CO
Shares2.3K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE
17.05%GE AEROSPACE
Shares1.1K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
0.00%CITIGROUP INC
Shares2.8K
Event2026-03-31
Filed2026-04-24
DFAS
0.00%DIMENSIONAL ETF TRUST
Shares4.5K
Event2026-03-31
Filed2026-04-24
ITOT
0.05%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-24
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares6.3K
Event2026-03-31
Filed2026-04-24
NSC
NewNORFOLK SOUTHN CORP
Shares1.1K
Event2026-03-31
Filed2026-04-24
FE
-16.59%FIRSTENERGY CORP
Shares5.8K
Event2026-03-31
Filed2026-04-24
WFC
-54.60%WELLS FARGO & CO
Shares3.7K
Event2026-03-31
Filed2026-04-24
AMD
-2.95%ADVANCED MICRO DEVICES INC
Shares1.4K
Event2026-03-31
Filed2026-04-24
LAM RESEARCH CORP
-5.83%LAM RESEARCH CORP
Shares1.3K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
-71.20%INVESCO QQQ TR
Shares483
Event2026-03-31
Filed2026-04-24
SFL
0.00%SFL CORPORATION LTD
Shares25.0K
Event2026-03-31
Filed2026-04-24
GLPI
-1.11%GAMING & LEISURE P
Shares6.0K
Event2026-03-31
Filed2026-04-24
VZ
4.26%VERIZON COMMUNICATIONS INC
Shares5.3K
Event2026-03-31
Filed2026-04-24
MPC
NewMARATHON PETE CORP
Shares1.1K
Event2026-03-31
Filed2026-04-24
ADI
0.37%ANALOG DEVICES INC
Shares815
Event2026-03-31
Filed2026-04-24
VWO
0.00%VANGUARD INTL EQUITY INDEX F
Shares4.6K
Event2026-03-31
Filed2026-04-24
MAR
-17.80%MARRIOTT INTL INC NEW
Shares762
Event2026-03-31
Filed2026-04-24
KMB
0.08%KIMBERLY-CLARK CORP
Shares2.5K
Event2026-03-31
Filed2026-04-24
SPAB
0.64%SPDR SERIES TRUST
Shares9.2K
Event2026-03-31
Filed2026-04-24
VLO
NewVALERO ENERGY CORP
Shares920
Event2026-03-31
Filed2026-04-24
GEV
NewGE VERNOVA INC
Shares254
Event2026-03-31
Filed2026-04-24
DMXF
0.00%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-24
CCK
0.00%CROWN HLDGS INC
Shares2.1K
Event2026-03-31
Filed2026-04-24
NOW
-3.52%SERVICENOW INC
Shares1.9K
Event2026-03-31
Filed2026-04-24
HBAN
NewHUNTINGTON BANCSHARES INC
Shares10.7K
Event2026-03-31
Filed2026-04-24
GUT
0.00%GABELLI UTIL TR
Shares25.0K
Event2026-03-31
Filed2026-04-24
ANVS
0.00%ANNOVIS BIO INC
Shares10.0K
Event2026-03-31
Filed2026-04-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available