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
CSCO
Cisco Systems, Inc.

Technology
50
+ 5.79%
$44.74 - $53.22 $2.24K - $2.66K
914 $48.6M
XLE
Energy Sector Spdr

ETFs
100
+ 25.0%
$84.35 - $93.39 $8.44K - $9.34K
500 $43.9M
HON
Honeywell International Inc

Industrials
50
+ 11.63%
$196.73 - $220.21 $9.84K - $11K
480 $99.2M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
150
New
$43.42 - $48.95 $6.51K - $7.34K
150 $7.31M
IBB
Ishares Biotechnology ETF

ETFs
50
New
$135.09 - $149.47 $6.75K - $7.47K
50 $7.28M
DVY
Ishares Tr

ETFs
4
+ 0.87%
$119.99 - $135.74 $480 - $543
462 $62.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
30
+ 1.81%
$54.98 - $59.51 $1.65K - $1.79K
1.69K $100M
SOXX
Ishares Semiconductor ETF

ETFs
28
New
$199.29 - $265.49 $5.58K - $7.43K
28 $6.47M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.12%
$107.93 - $120.23 $108 - $120
848 $99.7M
IBRX
Immunity Bio, Inc.

Healthcare
1.5K
New
$3.32 - $6.7 $4.98K - $10.1K
1.5K $5.58M
GQRE
Flexshares Tr Global Quality R

ETFs
2
+ 0.32%
$54.18 - $62.97 $108 - $126
635 $39.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
50
New
$73.55 - $97.62 $3.68K - $4.88K
50 $4.79M
DRIV
Global X Fds Global X Autonomo

ETFs
200
New
$20.59 - $25.46 $4.12K - $5.09K
200 $4.7M
XOM
Exxon Mobil Corp

Energy
1
+ 0.05%
$109.72 - $119.0 $110 - $119
2.08K $243M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 0.41%
$112.99 - $126.45 $226 - $253
484 $60.9M
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.66%
$57.47 - $62.76 $287 - $314
767 $48.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.18%
$103.87 - $117.59 $104 - $118
572 $67.1M
PLTR
Palantir Technologies Inc.

Technology
6
+ 1.97%
$24.09 - $37.95 $145 - $228
311 $11.6M
AVSU
American Centy ETF Tr Avantis

ETFs
4
+ 0.41%
$59.01 - $65.3 $236 - $261
975 $63.6M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
100
New
$31.67 - $39.16 $3.17K - $3.92K
100 $3.59M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4
+ 0.64%
$77.24 - $83.67 $309 - $335
629 $52.6M
LIT
Global X Fds Global X Lithium

ETFs
75
New
$35.01 - $43.59 $2.63K - $3.27K
75 $3.27M
CLX
Clorox CO

Consumer Defensive
6
+ 7.32%
$131.73 - $166.97 $790 - $1K
88 $14.4M
VZ
Verizon Communications Inc

Communication Services
8
+ 1.06%
$38.89 - $45.0 $311 - $360
763 $34.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
43
+ 1.45%
$17.35 - $18.22 $746 - $783
3K $54.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24
+ 1.68%
$36.06 - $37.66 $865 - $904
1.45K $54.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
6
+ 0.74%
$55.15 - $59.31 $331 - $356
817 $48.4M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
150
+ 22.87%
$21.02 - $23.78 $3.15K - $3.57K
806 $18M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.42%
$75.88 - $83.21 $152 - $166
475 $39.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2
+ 0.18%
$31.05 - $34.29 $62.1 - $68.6
1.13K $38.6M
EPD
Enterprise Products Partners L.P.

Energy
57
+ 1.83%
$27.88 - $30.0 $1.59K - $1.71K
3.17K $92.2M
DFSB
Dimensional ETF Tr Dimensional
4
+ 0.52%
N/A
770 $40.9M
CATH
Global X Fds Global X S&P 500

ETFs
1
+ 0.25%
$62.26 - $69.39 $62.3 - $69.4
394 $27.4M
CMCSA
Comcast Corp

Communication Services
3
+ 0.51%
$37.33 - $41.78 $112 - $125
590 $24.6M
PWZ
Invesco California Amt Free Mu

ETFs
17
+ 0.58%
$24.63 - $25.25 $419 - $429
2.94K $73.8M
ALT
Altimmune, Inc.

Healthcare
200
New
$5.5 - $8.1 $1.1K - $1.62K
200 $1.23M
F
Ford Motor CO

Consumer Cyclical
150
+ 75.0%
$9.71 - $14.55 $1.46K - $2.18K
350 $3.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.99%
$76.94 - $79.54 $308 - $318
410 $32.6M
DFSE
Dimensional ETF Tr Dimen Emrgn
4
+ 0.89%
N/A
452 $16M
VGSH
Vanguard

ETFs
3
+ 0.39%
$57.74 - $59.13 $173 - $177
769 $45.4M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
4
+ 5.8%
$169.73 - $204.18 $679 - $817
73 $14.4M
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 1.69%
$234.0 - $260.07 $234 - $260
60 $15.5M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1
+ 0.51%
$46.96 - $52.62 $47 - $52.6
199 $10.4M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
16
+ 6.04%
$6.49 - $10.8 $104 - $173
281 $2.34M
Nikola Corp
116
New
N/A
116 $532K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9
+ 1.49%
$50.63 - $51.11 $456 - $460
613 $31.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45
+ 2.06%
$44.66 - $49.15 $2.01K - $2.21K
2.23K $105M
Grail Inc
17
New
N/A
17 $234K
AUGX
Augmedix, Inc.

Healthcare
25
New
$0.89 - $2.35 $22.3 - $58.8
25 $59K
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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