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Julie A. Englert

@Rkl Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.105BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USBUs Bancorp Del
Recent Activity
Exited
0%
$1.095M
27,571 shares@ $39.71 avg price
GLWCorning Inc
Recent Activity
Exited
0%
$211,733
5,450 shares@ $38.86 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$208,449
3,510 shares@ $59.39 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$202,157
5,162 shares@ $39.17 avg price