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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 (2016Q1)
Portfolio Summary: 60 holdings with a total value of $174,146,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 NORFOLK SOUTHERN CORP 3,900 325,000 0.19%
52 PEPSICO INC 3,117 319,000 0.18%
53 BRISTOL MYERS SQUIBB CO 4,996 319,000 0.18%
54 M & T BK CORP 2,305 256,000 0.15%
55 GENERAL DYNAMICS CORP 1,840 242,000 0.14%
56 TRAVELERS COMPANIES INC 2,000 233,000 0.13%
57 SCHWAB U.S. BROAD MARKET ETF 4,610 227,000 0.13%
58 ISHARES TR 1,992 220,000 0.13%
59 DU PONT E I DE NEMOURS & CO 3,300 209,000 0.12%
60 HERSHEY CO 2,237 206,000 0.12%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001604723-16-000007, filed 2016.04.26).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.