Zrc Wealth Management, LLC Purchases in Q2 2025

Zrc Wealth Management, LLC

  • $253 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.19%
$113.75 - $148.48 $341 - $445
1.55K $226M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
176
+ 1.04%
$100.35 - $100.71 $17.7K - $17.7K
17.1K $1.72B
BAC
Bank Of America Corp

Financial Services
2
+ 0.06%
$34.39 - $47.46 $68.8 - $94.9
3.09K $146M
Grayscale Ethereum Mini Tr E
130
+ 5.97%
N/A
2.31K $54.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
26
+ 0.64%
$24.94 - $31.15 $648 - $810
4.09K $127M
VEU
Vanguard Ftse All World Ex Us

ETFs
14
+ 0.71%
$54.19 - $67.22 $759 - $941
1.99K $134M
Grayscale Bitcoin Mini Tr Et
53
+ 5.29%
N/A
1.05K $50.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3
+ 0.07%
$23.4 - $29.68 $70.2 - $89
4.08K $121M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
14
+ 1.5%
$57.14 - $72.68 $800 - $1.02K
945 $68.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
16
+ 0.44%
$26.66 - $33.09 $427 - $529
3.63K $120M
DFAX
Dimensional ETF Tr
87
+ 5.67%
$23.37 - $29.39 $2.03K - $2.56K
1.62K $47.6M
AKRO
Akero Therapeutics, Inc.

Healthcare
114
+ 129.55%
$34.04 - $56.28 $3.88K - $6.42K
202 $10.8M
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.4%
$110.58 - $132.14 $442 - $529
1K $133M
THC
Tenet Healthcare Corp

Healthcare
37
New
$110.41 - $176.0 $4.09K - $6.51K
37 $6.51M
IAK
Ishares Tr

ETFs
50
+ 48.08%
$122.44 - $138.47 $6.12K - $6.92K
154 $20.7M
AVSU
American Centy ETF Tr Avantis

ETFs
3
+ 0.31%
$55.22 - $68.6 $166 - $206
984 $67.5M
EWA
Ishares Msci Australia ETF

ETFs
29
+ 1.54%
$20.82 - $26.71 $604 - $775
1.91K $50.3M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4
+ 0.44%
$78.98 - $90.1 $316 - $360
903 $81.3M
CAT
Caterpillar Inc

Industrials
1
+ 0.98%
$273.94 - $388.21 $274 - $388
103 $39.9M
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.5%
$168.34 - $195.42 $842 - $977
998 $195M
Dimensional ETF Trust
83
New
N/A
83 $5.6M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.14%
$53.27 - $72.04 $53.3 - $72
734 $52.1M
BRP
Brp Group, Inc.

Financial Services
172
+ 17.29%
N/A
1.17K $50M
XLF
Financial Sector Spdr

ETFs
7
+ 0.35%
$43.92 - $52.37 $307 - $367
1.98K $104M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.43%
$75.29 - $91.16 $226 - $273
696 $62.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 0.81%
$104.23 - $134.39 $208 - $269
249 $33.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 0.62%
$65.84 - $80.81 $263 - $323
653 $52.3M
AVSE
American Centy ETF Tr Avantis

ETFs
5
+ 1.01%
$45.56 - $58.63 $228 - $293
499 $29.3M
AVSD
American Centy ETF Tr Avantis

ETFs
6
+ 1.31%
$53.85 - $67.74 $323 - $406
463 $31.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
282
+ 303.23%
$7.69 - $11.46 $2.17K - $3.23K
375 $4.3M
EEMV
Ishares Msci Emerging Markets

ETFs
6
+ 1.12%
$54.12 - $62.8 $325 - $377
544 $34.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.42%
$186.58 - $225.78 $187 - $226
238 $52M
EQT
Eqt Corp

Energy
2
+ 0.37%
$46.11 - $60.44 $92.2 - $121
548 $32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.27%
$58.41 - $72.69 $58.4 - $72.7
376 $27.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
45
+ 0.61%
$16.93 - $17.81 $762 - $801
7.39K $131M
WYNN
Wynn Resorts LTD

Consumer Cyclical
18
+ 36.0%
$66.1 - $97.75 $1.19K - $1.76K
68 $6.37M
DFSE
Dimensional ETF Tr Dimen Emrgn
3
+ 0.66%
N/A
458 $17.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
46
+ 2.63%
$51.14 - $57.0 $2.35K - $2.62K
1.8K $102M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26
+ 1.73%
$35.3 - $37.51 $918 - $975
1.53K $57.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.42%
$71.28 - $83.74 $143 - $167
480 $40.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.36%
$166.82 - $194.23 $167 - $194
280 $54.4M
DGRO
Ishares Core Dividend Growth E

ETFs
4
+ 0.52%
$55.22 - $63.94 $221 - $256
780 $49.8M
REET
Ishares Global Reit ETF

ETFs
16
+ 0.46%
$21.59 - $25.16 $345 - $403
3.46K $85.5M
T
At&T Inc.

Communication Services
12
+ 0.56%
$26.33 - $28.94 $316 - $347
2.16K $62.4M
FAST
Fastenal CO

Industrials
272
+ 100.0%
$40.65 - $83.16 $11.1K - $22.6K
544 $22.8M
AON
Aon PLC

Financial Services
19
+ 15.97%
$335.85 - $398.81 $6.38K - $7.58K
138 $49.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 10.31%
$310.86 - $348.77 $6.22K - $6.98K
214 $68.6M
RGA
Reinsurance Group Of America Inc

Financial Services
3
+ 0.49%
$168.32 - $209.71 $505 - $629
616 $122M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
30
+ 14.49%
$212.1 - $244.27 $6.36K - $7.33K
237 $51.9M
Activity Summary
Buys All Purchases 142 New Holdings 22 Increased Positions 120 Sells All Sells 72 Reductions 70 Sold out 2 Options Calls 0 Puts 0
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