Zrc Wealth Management, LLC Purchases in Q3 2024

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
3
+ 0.23%
$133.73 - $158.05 $401 - $474
1.28K $199M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$194.9 - $224.8 $195 - $225
3.28K $692M
T
At&T Inc.

Communication Services
1.17K
+ 143.95%
$18.21 - $22.28 $21.2K - $26K
1.98K $43.5M
Grayscale Ethereum Mini Tr E
10.5K
New
N/A
10.5K $25.5M
INQQ
Exchange Traded Concepts Tr In

ETFs
1.3K
+ 42.85%
$15.0 - $17.1 $19.5K - $22.2K
4.33K $71.1M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.09%
$172.58 - $196.48 $173 - $196
1.1K $215M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.51%
$182.15 - $182.15 $1.28K - $1.28K
1.39K $276M
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.03%
$81.17 - $90.77 $81.2 - $90.8
2.97K $266M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
384
+ 384.0%
$49.83 - $62.75 $19.1K - $24.1K
484 $27.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
74
New
$217.89 - $392.15 $16.1K - $29K
74 $20.8M
Te Connectivity PLC
134
New
N/A
134 $20.2M
XLF
Financial Sector Spdr

ETFs
257
+ 13.15%
$40.84 - $45.74 $10.5K - $11.8K
2.21K $100M
EQT
Eqt Corp

Energy
543
New
$30.21 - $37.21 $16.4K - $20.2K
543 $19.9M
DMCY
Advisors Inner Circle Fd Iii D

ETFs
682
New
$24.48 - $27.64 $16.7K - $18.9K
682 $18.6M
IBM
International Business Machines Corp

Technology
1
+ 0.27%
$175.1 - $223.38 $175 - $223
375 $82.9M
DFAI
Dimensional ETF Tr

ETFs
34
+ 0.43%
$28.69 - $32.06 $975 - $1.09K
7.89K $251M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.05%
$160.76 - $177.82 $161 - $178
2.09K $362M
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.27%
$119.52 - $132.25 $478 - $529
1.46K $194M
DAL
Delta Air Lines, Inc.

Industrials
339
New
$37.32 - $51.8 $12.7K - $17.6K
339 $17.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
370
New
$38.04 - $45.36 $14.1K - $16.8K
370 $16.5M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.61%
$181.06 - $197.17 $1.09K - $1.18K
984 $194M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
75
New
$169.12 - $184.42 $12.7K - $13.8K
75 $13.8M
RGI
Invesco S&P 500 Equal Weight I

ETFs
250
New
N/A
250 $12.8M
AMD
Advanced Micro Devices Inc

Technology
75
+ 90.36%
$128.67 - $183.96 $9.65K - $13.8K
158 $25.9M
MAR
Marriott International Inc

Consumer Cyclical
50
New
$211.35 - $255.11 $10.6K - $12.8K
50 $12.4M
AVGO
Broadcom Inc.

Technology
936
+ 900.0%
$136.27 - $1745.86 $128K - $1.63M
1.04K $179M
REET
Ishares Global Reit ETF

ETFs
31
+ 0.93%
$23.07 - $27.17 $715 - $842
3.37K $90.1M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.11%
$71.09 - $89.44 $71.1 - $89.4
903 $79.8M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.04%
$161.9 - $179.3 $162 - $179
2.27K $387M
TTE
Total Energies Se

Energy
175
New
$68.61 - $68.61 $12K - $12K
175 $11.3M
MA
Mastercard Inc

Financial Services
1
+ 0.48%
$429.6 - $500.99 $430 - $501
209 $103M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 15.53%
$475.2 - $527.7 $7.6K - $8.44K
119 $62.6M
FNDE
Schwab Fundamental Emerging Mk

ETFs
17
+ 0.46%
$28.02 - $32.68 $476 - $556
3.74K $121M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
78
+ 13.9%
$211.47 - $281.27 $16.5K - $21.9K
639 $157M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.12%
$102.05 - $114.97 $102 - $115
849 $97.6M
IDV
Ishares Tr

ETFs
6
+ 0.15%
$27.62 - $30.64 $166 - $184
4.01K $121M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
125
New
$73.86 - $84.2 $9.23K - $10.5K
125 $10.3M
PAVE
Global X Fds Us Infrastructure

ETFs
250
New
$36.39 - $41.16 $9.1K - $10.3K
250 $10.3M
FDX
Fedex Corp

Industrials
35
New
$254.64 - $313.52 $8.91K - $11K
35 $9.58M
VEU
Vanguard Ftse All World Ex Us

ETFs
8
+ 0.41%
$56.47 - $63.69 $452 - $510
1.94K $122M
UBER
Uber Technologies, Inc

Technology
101
+ 20.2%
$58.48 - $77.47 $5.91K - $7.82K
601 $45.1M
IAU
Ishares Gold Trust

ETFs
175
New
$44.06 - $50.5 $7.71K - $8.84K
175 $8.7M
CGCP
Capital Group Core Plus Income

ETFs
47
+ 0.57%
$22.12 - $23.31 $1.04K - $1.1K
8.27K $191M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1
+ 0.24%
$57.22 - $80.08 $57.2 - $80.1
423 $33M
TMUS
T Mobile Us, Inc.

Communication Services
40
New
$175.14 - $206.36 $7.01K - $8.25K
40 $8.26M
RGA
Reinsurance Group Of America Inc

Financial Services
3
+ 0.5%
$192.62 - $225.79 $578 - $677
608 $132M
CTAS
Cintas Corp

Industrials
198
+ 300.0%
$201.38 - $819.83 $39.9K - $162K
264 $54.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2
+ 0.18%
$80.13 - $88.89 $160 - $178
1.13K $99.3M
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
New
$139.03 - $157.34 $6.95K - $7.87K
50 $7.87M
Activity Summary
Buys All Purchases 172 New Holdings 52 Increased Positions 120 Sells All Sells 55 Reductions 53 Sold out 2 Options Calls 0 Puts 0
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