News + Filings Holdings
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RKL Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Walmart Inc.
| WMT | Common | 8,242 | 8,242 | 1,295,479,000 | 1,295,479,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 7,448 | 7,448 | 540,015,000 | 540,015,000 | 0.06 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 1,200 | 1,200 | 314,124,000 | 314,124,000 | 0.04 | |
Hist
| 06/30/2023 |
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AT&T CORP
| T | Common | 17,975 | 17,975 | 286,705,000 | 286,705,000 | 0.03 | |
Hist
| 06/30/2023 |
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FLEXSTEEL INDUSTRIES INC
| FLXS | Common | 11,112 | 11,112 | 219,018,000 | 219,018,000 | 0.03 | 0.22 |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 380 | 380 | 213,549,000 | 213,549,000 | 0.03 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 1,034 | 1,034 | 212,756,000 | 212,756,000 | 0.03 | |
Hist
| 06/30/2023 |
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VEEVA SYSTEMS INC
| VEEV | Common | 1,063 | 1,063 | 210,187,000 | 210,187,000 | 0.02 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 419 | 419 | 204,887,000 | 204,887,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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ARBOR REALTY TRUST INC
| ABR | Common | 13,700 | 13,700 | 203,034,000 | 203,034,000 | 0.02 | |
Hist
| 06/30/2023 |
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TJX COMPANIES INC /DE/
| TJX | Common | 2,378 | 2,378 | 201,631,000 | 201,631,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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