Investments: RKL Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.055.687.255 $+43.903.643 $
+9,5 %
1.012.000.418 $+1.012.000.418 $
BANK OF AMERICA CORP /DE/BAC781.422.459 $+25.890.413 $
+3,4 %
755.532.046 $+755.532.046 $
BlackRock, Inc.BLK57.158.468 $+2.268.534 $
+4,1 %
54.889.934 $+54.889.934 $
APPFOLIO INCAPPF34.157.571 $+2.336.932 $
+7,3 %
31.820.639 $+31.820.639 $
MICROSOFT CORPMSFT25.426.217 $-1.463.424 $
-5,4 %
26.889.641 $+26.889.641 $
ALPHA PRO TECH LTDAPT26.560.903 $+6.047.297 $
+29,5 %
20.513.606 $+20.513.606 $
NVIDIA CORPNVDA18.255.329 $-905.384 $
-4,7 %
19.160.713 $+19.160.713 $
AMAZON COM INCAMZN15.309.368 $+993.184 $
+6,9 %
14.316.184 $+14.316.184 $
Mastercard IncMA9.187.706 $+34.867 $
+0,4 %
9.152.839 $+9.152.839 $
JPMORGAN CHASE & COJPM8.084.103 $+416.071 $
+5,4 %
7.668.032 $+7.668.032 $
MICRON TECHNOLOGY INCMU7.045.736 $+2.820.351 $
+66,7 %
4.225.385 $+4.225.385 $
JOHNSON & JOHNSONJNJ5.844.284 $+777.590 $
+15,3 %
5.066.694 $+5.066.694 $
CHEVRON CORPCVX4.631.430 $+289.476 $
+6,7 %
4.341.954 $+4.341.954 $
BERKSHIRE HATHAWAY INCBRK-B4.181.546 $-3.765 $
-0,1 %
4.185.311 $+4.185.311 $
AbbVie Inc.ABBV4.055.185 $+253.250 $
+6,7 %
3.801.935 $+3.801.935 $
Walmart Inc.WMT3.500.373 $+532.516 $
+17,9 %
2.967.857 $+2.967.857 $
Trane Technologies plcTT3.255.658 $-93.017 $
-2,8 %
3.348.675 $+3.348.675 $
PROCTER & GAMBLE CoPG3.047.249 $+125.045 $
+4,3 %
2.922.204 $+2.922.204 $
ROPER TECHNOLOGIES INCROP2.610.119 $-337.903 $
-11,5 %
2.948.022 $+2.948.022 $
GENERAL DYNAMICS CORPGD2.867.415 $+253.128 $
+9,7 %
2.614.287 $+2.614.287 $
MCDONALDS CORPMCD2.686.996 $-36.352 $
-1,3 %
2.723.348 $+2.723.348 $
EXXON MOBIL CORPXOM2.527.866 $+111.173 $
+4,6 %
2.416.693 $+2.416.693 $
CATERPILLAR INCCAT2.506.335 $+414.457 $
+19,8 %
2.091.878 $+2.091.878 $
ELI LILLY & CoLLY2.447.250 $+457.122 $
+23,0 %
1.990.128 $+1.990.128 $
PEPSICO INCPEP2.330.490 $+320.825 $
+16,0 %
2.009.665 $+2.009.665 $
Duke Energy CORPDUK1.721.668 $+1.290.017 $
+298,9 %
431.651 $+431.651 $
MID PENN BANCORP INCMPB1.713.231 $+131.448 $
+8,3 %
1.581.783 $+1.581.783 $
HERSHEY COHSY1.346.501 $+35.755 $
+2,7 %
1.310.746 $+1.310.746 $
SPS COMMERCE INCSPSC1.297.916 $+85.052 $
+7,0 %
1.212.864 $+1.212.864 $
HEICO CORPHEI1.075.455 $-1.479 $
-0,1 %
1.076.934 $+1.076.934 $
COCA COLA COKO1.054.285 $+56.430 $
+5,7 %
997.855 $+997.855 $
AGNICO EAGLE MINES LTDAEM1.017.180 $+5.820 $
+0,6 %
1.011.360 $+1.011.360 $
Constellation Energy CorpCEG1.001.978 $+74.317 $
+8,0 %
927.661 $+927.661 $
NICOLET BANKSHARES INCNIC660.931 $-314.619 $
-32,3 %
975.550 $+975.550 $
AT&T INC.T855.108 $-99.534 $
-10,4 %
954.642 $+954.642 $
MORGAN STANLEYMS906.749 $+167.314 $
+22,6 %
739.435 $+739.435 $
UNITEDHEALTH GROUP INCUNH861.738 $-15.706 $
-1,8 %
877.444 $+877.444 $
NUCOR CORPNUE859.590 $+145.874 $
+20,4 %
713.716 $+713.716 $
Bank of New York Mellon CorpBK837.340 $+67.808 $
+8,8 %
769.532 $+769.532 $
ORACLE CORPORCL579.491 $-195.888 $
-25,3 %
775.379 $+775.379 $
PALATIN TECHNOLOGIES INCPTNT738.196 $+10.523 $
+1,4 %
727.673 $+727.673 $
PPL CorpPPL600.895 $-30.075 $
-4,8 %
630.970 $+630.970 $
Walt Disney CoDIS559.553 $-64.732 $
-10,4 %
624.285 $+624.285 $
GOLDMAN SACHS GROUP INCGS489.497 $-121.925 $
-19,9 %
611.422 $+611.422 $
RTX CorpRTX609.152 $+98.086 $
+19,2 %
511.066 $+511.066 $
EMERSON ELECTRIC COEMR556.893 $-36.535 $
-6,2 %
593.428 $+593.428 $
DEERE & CODE558.148 $+15.654 $
+2,9 %
542.494 $+542.494 $
CSX CORPCSX496.421 $+14.147 $
+2,9 %
482.274 $+482.274 $
LOCKHEED MARTIN CORPLMT475.066 $-18.963 $
-3,8 %
494.029 $+494.029 $
ACNB CORPACNB488.239 $+43.523 $
+9,8 %
444.716 $+444.716 $
FORD MOTOR COF441.019 $+34.690 $
+8,5 %
406.329 $+406.329 $
YORK WATER COYORW437.992 $-2.155 $
-0,5 %
440.147 $+440.147 $
3M COMMM377.356 $+26.184 $
+7,5 %
351.172 $+351.172 $
PFIZER INCPFE365.624 $-8.516 $
-2,3 %
374.140 $+374.140 $
HENRY SCHEIN INCHSIC362.860 $+44.218 $
+13,9 %
318.642 $+318.642 $
GSK plcGSK347.351 $+41.649 $
+13,6 %
305.702 $+305.702 $
GENERAL ELECTRIC COGE298.157 $-29.997 $
-9,1 %
328.154 $+328.154 $
CITIGROUP INCC327.433 $+32.474 $
+11,0 %
294.959 $+294.959 $
FIRSTENERGY CORPFE311.226 $-13.304 $
-4,1 %
324.530 $+324.530 $
AMERICAN EXPRESS COAXP314.640 $+39.101 $
+14,2 %
275.539 $+275.539 $
ADVANCED MICRO DEVICES INCAMD312.032 $+88.276 $
+39,5 %
223.756 $+223.756 $
VERIZON COMMUNICATIONS INCVZ208.523 $-58.871 $
-22,0 %
267.394 $+267.394 $
NETFLIX INCNFLX245.464 $-11.105 $
-4,3 %
256.569 $+256.569 $
LAM RESEARCH CORPLRCX237.770 $+237.770 $
ANALOG DEVICES INCADI220.328 $+220.328 $
AMGEN INCAMGN216.806 $+216.806 $
Accenture plcACN210.348 $+210.348 $
INTUITIVE SURGICAL INCISRG207.855 $+207.855 $
1.055.687.255 $+43.903.643 $
+9,5 %
1.012.000.418 $+1.012.000.418 $
Erweitert ×