Julie A. Englert

@Rkl Wealth Management Llc

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$1.105B

Total holdings161

Assets growth rate6.52%

Assets growth rate (2-Q avg)4.66%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rkl Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Rkl Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.105B in assets, with a quarterly growth rate of 6.52% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Julie A. Englert, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.21%	$2.297M 8,191 shares@ $280.48 avg price	New Position
SPMDSpdr Ser Tr Recent Activity New Position	0.2%	$2.206M 40,337 shares@ $54.69 avg price	New Position
SPYGSpdr Ser Tr Recent Activity New Position	0.1%	$1.1M 13,262 shares@ $82.95 avg price	New Position
SPSMSpdr Ser Tr Recent Activity New Position	0.1%	$1.03M 22,640 shares@ $45.52 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.04%	$355,661 718 shares@ $495.35 avg price	New Position
VLTOVeralto Corp Recent Activity New Position	0.03%	$325,065 2,906 shares@ $111.86 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.03%	$266,645 5,841 shares@ $45.66 avg price	New Position
SPIBSpdr Ser Tr Recent Activity New Position	0.03%	$264,125 7,835 shares@ $33.72 avg price	New Position
SPTISpdr Ser Tr Recent Activity New Position	0.03%	$254,610 8,762 shares@ $29.06 avg price	New Position
VLOValero Energy Corp Recent Activity New Position	0.03%	$245,068 1,815 shares@ $135.03 avg price	New Position