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RKL Wealth Management LLC

Q1 2025 Holdings

Filed 2025-04-28 | 169 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
GE Aerospace(GE)COM NEW369604301$203.3K1,0160.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$204.9K1,9430.0%
SFL Corporation LTD(SFL)SHSG7738W106$205.0K25,0000.0%
Morgan Stanley(MS)COM NEW617446448$206.4K1,7690.0%
Citigroup Inc(C)COM NEW172967424$210.3K2,9620.0%
Northern LTS FD TR IV(BIBL)INSPIRE 100 ETF66538H534$237.2K6,1770.0%
Veeva SYS Inc(VEEV)CL A COM922475108$241.4K1,0420.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$244.6K7840.0%
Dimensional ETF Trust(DFUV)US MKTWIDE VALUE25434V724$259.1K6,2880.0%
Dimensional ETF Trust(DFAS)US SMALL CAP ETF25434V500$266.1K4,4530.0%
Netflix Inc(NFLX)COM64110L106$272.3K2920.0%
GSK PLC(GSK)SPONSORED ADR37733W204$274.4K7,0830.0%
Ishares TR(ITOT)CORE S&P TTL STK464287150$274.8K2,2520.0%
TJX COS Inc New(TJX)COM872540109$278.4K2,2860.0%
Gaming & Leisure Pptys Inc(GLPI)COM36467J108$291.6K5,7300.0%
Verizon Communications Inc(VZ)COM92343V104$292.5K6,4480.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$294.2K1,0700.0%
Amgen Inc(AMGN)COM031162100$298.0K9560.0%
Bank America Corp(BAC)COM060505104$300.0K7,1890.0%
Servicenow Inc(NOW)COM81762P102$301.7K3790.0%
Firstenergy Corp(FE)COM337932107$304.1K7,5240.0%
Franklin Finl Svcs Corp(FRAF)COM353525108$325.4K9,1800.0%
RTX Corporation(RTX)COM75513E101$329.8K2,4900.0%
Flexsteel Inds Inc(FLXS)COM339382103$332.7K9,1120.0%
3M Co(MMM)COM88579Y101$334.7K2,2790.0%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$345.7K1,3530.0%
Kimberly-Clark Corp(KMB)COM494368103$349.9K2,4600.0%
Ford MTR Co(F)COM345370860$353.3K35,2290.0%
Oracle Corp(ORCL)COM68389X105$359.7K2,5730.0%
Orrstown Finl Svcs Inc(ORRF)COM687380105$369.3K12,3050.0%
Henry Schein Inc(HSIC)COM806407102$374.4K5,4660.0%
Heico Corp New(HEI/A)CL A422806208$376.8K1,7860.0%
Pfizer Inc(PFE)COM717081103$377.3K14,8880.0%
Goldman Sachs Group Inc(GS)COM38141G104$390.9K7160.0%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$395.4K14,1410.0%
Marriott Intl Inc New(MAR)CL A571903202$408.8K1,7160.0%
Lowes COS Inc(LOW)COM548661107$409.1K1,7540.0%
Duke Energy Corp New(DUK)COM NEW26441C204$415.2K3,4040.0%
Acnb Corp(ACNB)COM000868109$415.6K10,0980.0%
Cisco SYS Inc(CSCO)COM17275R102$418.2K6,7770.0%
Disney Walt Co(DIS)COM254687106$426.3K4,3190.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$429.8K5,3300.0%
CSX Corp(CSX)COM126408103$450.4K15,3040.0%
Ishares TR(ESGU)ESG AWR MSCI USA46435G425$454.0K3,7240.0%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$459.8K15,5440.0%
Palantir Technologies Inc(PLTR)CL A69608A108$467.5K5,5390.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$482.0K1,9150.0%
Emerson Elec Co(EMR)COM291011104$497.9K4,5410.0%
York WTR Co(YORW)COM987184108$499.8K14,4120.0%
Abbott Labs(ABT)COM002824100$501.8K3,7830.0%
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