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Institutional Investment Manager
RKL Wealth Management LLC
RKL Wealth Management LLC (CIK: 0001604723) incorporated in Pennsylvania, located at 1800 Fruitville Pike, Lancaster, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Original 13F HR (0001604723-16-000006) filed in 2016.02.08
#
Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & CO NEW 103,643 56,416 26.17%
2 SCHWAB U.S. LARGE-CAP ETF 212,735 10,333 4.79%
3 NOVO-NORDISK A S 151,839 8,840 4.10%
4 THERMO FISHER SCIENTIFIC INC 59,936 8,502 3.94%
5 DISNEY WALT CO 67,980 7,143 3.31%
6 COSTCO WHSL CORP NEW 43,751 7,072 3.28%
7 ALPHABET INC 9,077 7,062 3.28%
8 MASTERCARD INCORPORATED 70,596 6,873 3.19%
9 HENRY SCHEIN INC 42,113 6,662 3.09%
10 CELGENE CORP 23,988 6,489 3.01%
11 APPLE COMPUTER INC 57,407 6,043 2.80%
12 FACEBOOK INC 56,391 5,933 2.75%
13 Auto Data Processing 69,471 5,886 2.73%
14 BERKSHIRE HATHAWAY INC DE CL B NEW 42,877 5,661 2.63%
15 ROPER TECHNOLOGIES INC 29,153 5,533 2.57%
16 NIKE INC 87,130 5,469 2.54%
17 UNION PAC CORP 69,698 5,454 2.53%
18 MID AMER APT CMNTYS INC 57,721 5,242 2.43%
19 MCDONALDS CORP 39,414 4,656 2.16%
20 UNDER ARMOUR INC 57,618 4,645 2.15%
21 LOCKHEED MARTIN CORP 19,040 4,135 1.92%
22 AMAZON COM INC 5,763 3,920 1.82%
23 CHEVRON CORP NEW 41,846 3,769 1.75%
24 JOHNSON & JOHNSON 31,819 3,268 1.52%
25 SCHWAB U.S. MID-CAP ETF 74,296 2,977 1.38%
26 EOG RES INC 26,487 1,875 0.87%
27 RYDEX ETF TRUST 19,894 1,525 0.71%
28 DIAMONDBACK ENERGY INC 22,066 1,479 0.69%
29 SCHWAB INTERNATIONAL EQUITY ETF 43,476 1,198 0.56%
30 EXXON MOBIL CORP 14,868 1,159 0.54%
31 CONOCOPHILLIPS 24,748 1,158 0.54%
32 SCHWAB U.S. SMALL-CAP ETF 21,239 1,106 0.51%
33 SCHWAB US DIVIDEND EQUITY ETF 25,423 980 0.45%
34 ABBVIE INC 10,924 647 0.30%
35 FLEXSTEEL INDS INC COM 12,300 543 0.25%
36 COLGATE PALMOLIVE CO 7,992 532 0.25%
37 WEINGARTEN RLTY INVS 5,994 508 0.24%
38 ALTRIA GROUP INC 7,653 452 0.21%
39 AT&T INC 11,884 409 0.19%
40 Dentsply Intl Inc 6,550 399 0.19%
41 HERSHEY CO 4,359 389 0.18%
42 FULTON FINL CORP PA 29,474 383 0.18%
43 SPDR S&P 500 ETF TR 1,654 337 0.16%
44 CROWN HOLDINGS INC 6,505 330 0.15%
45 PEPSICO INC 3,117 311 0.14%
46 VERIZON COMMUNICATIONS INC 6,184 295 0.14%
47 SELECT SECTOR SPDR TR 12,265 292 0.14%
48 M & T BK CORP 2,305 279 0.13%
49 MICROSOFT CORP 4,783 265 0.12%
50 GENERAL DYNAMICS CORP 1,870 257 0.12%
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