Rkl Wealth Management Llc (1604723) Portfolio


Number of Companies: 49
Inflow: $21,213 K
Outflow: $-4,511 K
Net Flow: $16,702 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2822 14 Dr Horton Inc (DHI) Homebuilders 149,333 New Holding 149,333 $31.48 $4,701 $4,701
1653 13 Under Armour Inc-Class A (UA) Apparel Footwear And Acc Design 112,709 Added More 55,610 $40.13 $2,231 $4,523
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 115,013 Added More 27,269 $55.20 $1,505 $6,348
3022 6 Altria Group Inc (MO) Tobacco 60,919 Added More 14,789 $68.96 $1,019 $4,200
1025 3 Novo-Nordisk As (NVO) Large Pharma 160,910 Added More 16,879 $53.78 $907 $8,653
2906 16 Valero Energy Corp (VLO) Refining And Marketing 15,615 New Holding 15,615 $51.00 $796 $796
3076 10 Johnson And Johnson (JNJ) Large Pharma 43,943 Added More 6,287 $121.30 $762 $5,330
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 29,217 Added More 7,929 $93.74 $743 $2,738
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 31,653 Added More 9,950 $55.84 $555 $1,767
3062 63 Atandt Inc (T) Telecom Carriers 39,849 Added More 12,165 $43.21 $525 $1,721
2887 35 Hershey Cothe (HSY) Packaged Food 6,659 Added More 4,422 $113.49 $501 $755
3029 24 Coca-Cola Cothe (KO) Beverages 27,808 Added More 11,018 $45.33 $499 $1,260
3019 8 Union Pacific Corp (UNP) Rail Freight 74,367 Added More 5,330 $87.25 $465 $6,488
3077 22 Procter And Gamble Cothe (PG) Household Products 14,653 Added More 5,192 $84.67 $439 $1,240
2826 41 Consolidated Edison Inc (ED) Utility Networks 14,318 Added More 5,320 $80.44 $427 $1,151
3040 9 Abbvie Inc (ABBV) Large Pharma 22,968 Added More 6,399 $61.91 $396 $1,421
3049 6 General Electric Co (GE) Electrical Power Equipment 38,621 Added More 12,123 $31.48 $381 $1,215
3061 12 Chevron Corp (CVX) Integrated Oils 55,700 Added More 3,629 $104.83 $380 $5,839
3063 12 Unitedhealth Group Inc (UNH) Managed Care 7,016 Added More 2,420 $141.20 $341 $990
3059 25 Pepsico Inc (PEP) Beverages 6,193 Added More 3,076 $105.94 $325 $656
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 33,503 Added More 11,262 $28.69 $323 $961
2976 33 Oracle Corp (ORCL) Infrastructure Software 24,875 Added More 7,800 $40.93 $319 $1,018
2973 23 Constellation Brands Inc-A (STZ) Beverages 1,801 New Holding 1,801 $165.40 $297 $297
3031 8 Pfizer Inc (PFE) Large Pharma 38,204 Added More 8,430 $35.21 $296 $1,345
3067 10 Lockheed Martin Corp (LMT) Defense Primes 23,928 Added More 1,072 $248.17 $266 $5,938
2962 270 M And T Bank Corp (MTB) Banks 4,460 Added More 2,155 $118.23 $254 $527
220 12 Fulton Financial Corp (FULT) Banks 48,337 Added More 18,737 $13.50 $252 $652
3068 39 Mcdonalds Corp (MCD) Restaurants 47,064 Added More 1,707 $120.34 $205 $5,663
436 1 Macquarie Infrastructure Cor (MIC) Transport Support Services 2,739 New Holding 2,739 $74.05 $202 $202
3044 9 Costco Wholesale Corp (COST) Mass Merchants 45,890 Added More 1,207 $157.04 $189 $7,206
3065 7 Philip Morris International (PM) Tobacco 1,755 New Holding 1,755 $101.72 $178 $178
3072 34 Microsoft Corp (MSFT) Infrastructure Software 109,766 Added More 3,425 $51.17 $175 $5,616
2953 2 Roper Technologies Inc (ROP) Industrial Automation Controls 30,748 Added More 551 $170.56 $93 $5,244
400 30 Mid-America Apartment Comm (MAA) Reit 64,827 Added More 740 $106.40 $78 $6,897
2985 20 Colgate-Palmolive Co (CL) Household Products 8,392 Added More 1,000 $73.20 $73 $614
3021 55 Celgene Corp (CELG) Biotech 53,458 Added More 400 $98.63 $39 $5,272
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 5,496 Added More 500 $73.55 $36 $404
289 24 Weingarten Realty Investors (WRI) Reit 14,054 Added More 399 $40.82 $16 $573
3009 8 General Dynamics Corp (GD) Defense Primes 1,871 Added More 31 $139.24 $4 $260
3003 49 Travelers Cos Incthe (TRV) P And C Insurance 2,000 No Change 0 $119.04 $0 $238
1461 12 Flexsteel Inds (FLXS) Home And Office Furnishings 12,300 No Change 0 $39.62 $0 $487
2952 26 Du Pont Ei De Nemours (DD) Specialty Chemicals 3,300 No Change 0 $64.80 $0 $213
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 68,346 Sold Some -143 $88.06 $-12 $6,018
3074 26 Facebook Inc-A (FB) Internet Media 53,938 Sold Some -128 $114.28 $-14 $6,164
2945 7 Henry Schein Inc (HSIC) Health Care Supply Chain 40,257 Sold Some -340 $176.80 $-60 $7,117
2865 6 Norfolk Southern Corp (NSC) Rail Freight 3,000 Sold Some -900 $85.13 $-76 $255
3064 14 Walt Disney Cothe (DIS) Entertainment Content 66,827 Sold Some -818 $97.82 $-80 $6,537
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 55,196 Sold Some -1,531 $147.76 $-226 $8,155
3050 14 Wells Fargo And Co (WFC) Diversified Banks 22,123 Sold Some -85,382 $47.33 $-4,041 $1,047