RKL Wealth Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| JPMORGAN CHASE & CO(JPM) | 25,089 | 49,904 | +24,815 | 8,084,103 | 14,679,662 | 1.32% | +6,595,559 |
| COSTCO WHOLESALE CORPORATION(COST) | 13,664 | 13,430 | -234 | 11,783,376 | 13,382,027 | 1.20% | +1,598,651 |
| CHEVRON CORPORATION(CVX) | 30,388 | 29,929 | -459 | 4,631,430 | 6,192,285 | 0.56% | +1,560,855 |
| EXXON MOBIL CORP | 21,006 | 22,945 | +1,939 | 2,527,866 | 3,892,821 | 0.35% | +1,364,955 |
| JOHNSON & JOHNSON(JNJ) | 28,240 | 26,997 | -1,243 | 5,844,284 | 6,599,181 | 0.59% | +754,897 |
| EOG RES INC(EOG) | 24,419 | 22,175 | -2,244 | 2,564,251 | 3,205,855 | 0.29% | +641,604 |
| CATERPILLAR INC(CAT) | 4,375 | 4,381 | +6 | 2,506,335 | 3,103,452 | 0.28% | +597,117 |
| VANGUARD BD INDEX FDS | 0 | 7,032 | +7,032 | 0 | 517,837 | 0.05% | +517,837 |
| ONEOK INC NEW(OKE) | 20,468 | 20,235 | -233 | 1,504,383 | 1,829,050 | 0.16% | +324,667 |
| CORNING INC(GLW) | 3,845 | 4,833 | +988 | 336,669 | 657,161 | 0.06% | +320,492 |
| MICRON TECHNOLOGY INC(MU) | 24,686 | 21,788 | -2,898 | 7,045,736 | 7,360,906 | 0.66% | +315,170 |
| NORFOLK SOUTHN CORP(NSC) | 0 | 1,053 | +1,053 | 0 | 302,211 | 0.03% | +302,211 |
| ALTRIA GROUP INC(MO) | 36,086 | 35,929 | -157 | 2,080,699 | 2,370,959 | 0.21% | +290,260 |
| DUKE ENERGY CORP NEW(DUK) | 14,689 | 15,259 | +570 | 1,721,668 | 1,997,973 | 0.18% | +276,305 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 11,034 | 10,175 | -859 | 3,239,179 | 3,511,780 | 0.32% | +272,601 |
| MARATHON PETE CORP(MPC) | 0 | 1,074 | +1,074 | 0 | 262,171 | 0.02% | +262,171 |
| VALERO ENERGY CORP(VLO) | 0 | 920 | +920 | 0 | 227,310 | 0.02% | +227,310 |
| GE VERNOVA INC(GEV) | 0 | 254 | +254 | 0 | 221,723 | 0.02% | +221,723 |
| AT&T INC(T) | 34,425 | 36,859 | +2,434 | 855,108 | 1,068,533 | 0.10% | +213,425 |
| AGNICO EAGLE MINES LTD(AEM) | 6,000 | 6,000 | 0 | 1,017,180 | 1,217,880 | 0.11% | +200,700 |
| HERSHEY CO(HSY) | 7,399 | 7,375 | -24 | 1,346,501 | 1,533,182 | 0.14% | +186,681 |
| HUNTINGTON BANCSHARES INC(HBAN) | 0 | 10,723 | +10,723 | 0 | 167,815 | 0.02% | +167,815 |
| ACNB CORP | 10,098 | 13,405 | +3,307 | 488,239 | 641,698 | 0.06% | +153,459 |
| KINDER MORGAN INC DEL(KMI) | 25,054 | 24,928 | -126 | 688,735 | 835,836 | 0.08% | +147,101 |
| COCA COLA CO(KO) | 15,081 | 15,777 | +696 | 1,054,285 | 1,199,811 | 0.11% | +145,526 |
| DEERE & CO(DE) | 1,199 | 1,238 | +39 | 558,148 | 697,435 | 0.06% | +139,287 |
| TRANE TECHNOLOGIES PLC(TT) | 8,365 | 8,099 | -266 | 3,255,658 | 3,375,178 | 0.30% | +119,520 |
| UNION PAC CORP(UNP) | 14,636 | 14,437 | -199 | 3,385,708 | 3,502,755 | 0.32% | +117,047 |
| SPDR GOLD TR(GLD) | 3,275 | 3,275 | 0 | 1,297,916 | 1,409,200 | 0.13% | +111,284 |
| PROCTER & GAMBLE CO(PG) | 21,263 | 21,832 | +569 | 3,047,249 | 3,153,453 | 0.28% | +106,204 |
| PEPSICO INC(PEP) | 16,238 | 15,675 | -563 | 2,330,490 | 2,434,163 | 0.22% | +103,673 |
| ISHARES SILVER TR(SLV) | 6,711 | 7,709 | +998 | 432,323 | 525,292 | 0.05% | +92,969 |
| PNC FINL SVCS GROUP INC(PNC) | 4,163 | 4,575 | +412 | 868,943 | 952,027 | 0.09% | +83,084 |
| LOCKHEED MARTIN CORP(LMT) | 982 | 913 | -69 | 475,066 | 552,092 | 0.05% | +77,026 |
| SFL CORPORATION LTD SHS | 25,000 | 25,000 | 0 | 195,250 | 269,750 | 0.02% | +74,500 |
| MERCK & CO INC(MRK) | 14,463 | 13,265 | -1,198 | 1,522,369 | 1,595,621 | 0.14% | +73,252 |
| HONEYWELL INTL INC(HON) | 2,025 | 2,064 | +39 | 395,058 | 466,526 | 0.04% | +71,468 |
| ISHARES TR | 8,270 | 8,471 | +201 | 1,739,512 | 1,809,999 | 0.16% | +70,487 |
| MID PENN BANCORP INC(MPB) | 55,230 | 55,230 | 0 | 1,713,231 | 1,776,193 | 0.16% | +62,962 |
| ILLINOIS TOOL WKS INC(ITW) | 8,846 | 8,610 | -236 | 2,178,754 | 2,241,191 | 0.20% | +62,437 |
| VERIZON COMMUNICATIONS INC(VZ) | 5,120 | 5,338 | +218 | 208,523 | 267,959 | 0.02% | +59,436 |
| CSX CORP(CSX) | 13,694 | 13,514 | -180 | 496,421 | 554,764 | 0.05% | +58,343 |
| RTX CORPORATION(RTX) | 3,321 | 3,456 | +135 | 609,152 | 666,588 | 0.06% | +57,436 |
| FULTON FINL CORP PA(FULT) | 49,768 | 50,005 | +237 | 962,021 | 1,017,096 | 0.09% | +55,075 |
| PFIZER INC(PFE) | 14,684 | 14,948 | +264 | 365,624 | 419,731 | 0.04% | +54,107 |
| FLEXSTEEL INDS INC | 9,112 | 9,112 | 0 | 359,833 | 409,494 | 0.04% | +49,661 |
| PPL CORP(PPL) | 17,159 | 16,999 | -160 | 600,895 | 649,357 | 0.06% | +48,462 |
| GSK PLC(GSK) | 7,083 | 7,083 | 0 | 347,351 | 390,911 | 0.04% | +43,560 |
| LAM RESEARCH CORP(LRCX) | 1,389 | 1,308 | -81 | 237,770 | 279,468 | 0.03% | +41,698 |
| NUCOR CORP(NUE) | 5,270 | 5,318 | +48 | 859,590 | 899,274 | 0.08% | +39,684 |
| ANALOG DEVICES INC(ADI) | 812 | 815 | +3 | 220,328 | 259,431 | 0.02% | +39,103 |
| SCHWAB STRATEGIC TR | 13,249 | 13,114 | -135 | 363,409 | 402,327 | 0.04% | +38,918 |
| PHILIP MORRIS INTL INC(PM) | 14,698 | 14,424 | -274 | 2,357,560 | 2,384,865 | 0.21% | +27,305 |
| M & T BK CORP(MTB) | 4,612 | 4,625 | +13 | 929,212 | 956,140 | 0.09% | +26,928 |
| GE AEROSPACE(GE) | 968 | 1,133 | +165 | 298,157 | 321,521 | 0.03% | +23,364 |
| ISHARES TR | 9,486 | 9,346 | -140 | 918,965 | 940,411 | 0.08% | +21,446 |
| NORTHERN LTS FD TR IV INSPIRE 100 ETF | 11,638 | 11,390 | -248 | 525,205 | 537,020 | 0.05% | +11,815 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 6,288 | 6,288 | 0 | 292,958 | 304,717 | 0.03% | +11,759 |
| ORRSTOWN FINL SVCS INC | 12,526 | 12,594 | +68 | 443,678 | 454,383 | 0.04% | +10,705 |
| ISHARES TR | 9,605 | 9,605 | 0 | 922,351 | 932,916 | 0.08% | +10,565 |
| FRANKLIN FINL SVCS CORP | 9,218 | 9,229 | +11 | 462,742 | 471,427 | 0.04% | +8,685 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 4,453 | 4,453 | 0 | 310,241 | 316,742 | 0.03% | +6,501 |
| ISHARES TR | 10,364 | 10,328 | -36 | 997,786 | 1,004,215 | 0.09% | +6,429 |
| VANGUARD SCOTTSDALE FDS VNG RUS2000IDX | 5,385 | 5,399 | +14 | 535,943 | 540,855 | 0.05% | +4,912 |
| CISCO SYS INC(CSCO) | 7,977 | 7,959 | -18 | 614,459 | 617,550 | 0.06% | +3,091 |
| BANK NEW YORK MELLON CORP | 7,213 | 7,073 | -140 | 837,340 | 839,030 | 0.08% | +1,690 |
| VANGUARD INTL EQUITY INDEX F | 4,611 | 4,611 | 0 | 247,888 | 249,225 | 0.02% | +1,337 |
| ISHARES TR | 2,833 | 2,833 | 0 | 212,897 | 213,719 | 0.02% | +822 |
| GABELLI UTIL TR | 25,000 | 25,000 | 0 | 150,750 | 151,250 | 0.01% | +500 |
| SPDR SERIES TRUST ST STR AGGRE ETF | 9,170 | 9,229 | +59 | 236,129 | 236,442 | 0.02% | +313 |
| VANGUARD INDEX FDS | 1,119 | 1,164 | +45 | 375,246 | 373,491 | 0.03% | -1,755 |
| VANGUARD INDEX FDS | 1,803 | 1,794 | -9 | 544,589 | 542,121 | 0.05% | -2,468 |
| TJX COS INC NEW(TJX) | 2,417 | 2,303 | -114 | 371,276 | 367,790 | 0.03% | -3,486 |
| GAMING & LEISURE P(GLPI) | 6,116 | 6,048 | -68 | 273,326 | 268,337 | 0.02% | -4,989 |
| CROWN HLDGS INC(CCK) | 2,131 | 2,131 | 0 | 219,430 | 213,633 | 0.02% | -5,797 |
| MORGAN STANLEY(MS) | 2,149 | 2,266 | +117 | 381,544 | 372,901 | 0.03% | -8,643 |
| SCHEIN HENRY INC(HSIC) | 4,801 | 4,801 | 0 | 362,860 | 353,834 | 0.03% | -9,026 |
| CITIGROUP INC(C) | 2,806 | 2,806 | 0 | 327,433 | 318,229 | 0.03% | -9,204 |
| KIMBERLY-CLARK CORP(KMB) | 2,457 | 2,459 | +2 | 247,929 | 237,175 | 0.02% | -10,754 |
| SCHWAB STRATEGIC TR | 25,696 | 25,381 | -315 | 600,512 | 589,355 | 0.05% | -11,157 |
| ANNOVIS BIO INC | 10,000 | 10,000 | 0 | 34,600 | 22,300 | 0.00% | -12,300 |
| ISHARES TR | 2,170 | 2,171 | +1 | 322,699 | 309,186 | 0.03% | -13,513 |
| YORK WTR CO | 13,756 | 13,859 | +103 | 437,992 | 422,021 | 0.04% | -15,971 |
| FIRSTENERGY CORP(FE) | 6,952 | 5,799 | -1,153 | 311,226 | 293,786 | 0.03% | -17,440 |
| MCDONALDS CORP(MCD) | 8,792 | 8,571 | -221 | 2,686,996 | 2,663,797 | 0.24% | -23,199 |
| EMERSON ELEC CO(EMR) | 4,196 | 4,068 | -128 | 556,893 | 532,994 | 0.05% | -23,899 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,457 | 1,414 | -43 | 312,032 | 287,651 | 0.03% | -24,381 |
| ISHARES TR ESG AWR MSCI USA | 3,430 | 3,438 | +8 | 510,954 | 486,259 | 0.04% | -24,695 |
| PROLOGIS INC.(PLD) | 15,395 | 14,666 | -729 | 1,965,266 | 1,938,613 | 0.17% | -26,653 |
| ISHARES TR | 1,815 | 1,819 | +4 | 702,132 | 674,145 | 0.06% | -27,987 |
| ISHARES TR | 4,755 | 5,195 | +440 | 2,250,542 | 2,215,148 | 0.20% | -35,394 |
| MARRIOTT INTL INC NEW(MAR) | 927 | 762 | -165 | 287,507 | 249,105 | 0.02% | -38,402 |
| VANGUARD INDEX FDS | 20,110 | 20,174 | +64 | 5,836,351 | 5,793,645 | 0.52% | -42,706 |
| 3M CO(MMM) | 2,357 | 2,270 | -87 | 377,356 | 329,673 | 0.03% | -47,683 |
| D R HORTON INC(DHI) | 6,697 | 6,682 | -15 | 964,621 | 916,876 | 0.08% | -47,745 |
| ISHARES TR CORE MSCI TOTAL | 13,172 | 12,307 | -865 | 1,114,887 | 1,066,236 | 0.10% | -48,651 |
| ISHARES TR | 21,642 | 21,690 | +48 | 1,246,149 | 1,197,309 | 0.11% | -48,840 |
| FORD MTR CO(F) | 33,614 | 33,810 | +196 | 441,019 | 390,163 | 0.04% | -50,856 |
| GENERAL DYNAMICS CORP(GD) | 8,517 | 8,181 | -336 | 2,867,415 | 2,807,834 | 0.25% | -59,581 |
| LOWES COS INC(LOW) | 1,673 | 1,450 | -223 | 403,472 | 342,658 | 0.03% | -60,814 |