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
CARR
Carrier Global Corp

Industrials
1
+ 0.75%
$55.55 - $75.83 $55.6 - $75.8
135 $9.87M
GQRE
Flexshares Tr Global Quality R

ETFs
3
+ 0.47%
$51.85 - $60.01 $156 - $180
644 $38.4M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3
+ 1.49%
$46.22 - $57.51 $139 - $173
205 $11.8M
PBT
Permian Basin Royalty Trust

Energy
100
New
$8.81 - $12.46 $881 - $1.25K
100 $1.24M
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
16
+ 0.74%
$41.2 - $45.0 $659 - $720
2.19K $94.9M
KMI
Kinder Morgan, Inc.

Energy
10
+ 1.04%
$25.21 - $29.4 $252 - $294
971 $28.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.87%
$77.74 - $78.78 $622 - $630
926 $72.8M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2
+ 0.71%
$41.55 - $46.04 $83.1 - $92.1
284 $13.1M
CGCP
Capital Group Core Plus Income

ETFs
11
+ 0.13%
$21.92 - $22.56 $241 - $248
8.28K $186M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5
+ 1.2%
$77.94 - $79.5 $390 - $398
423 $33.6M
Rocket Lab Corp
12
New
N/A
12 $430K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8
+ 1.27%
$50.1 - $51.02 $401 - $408
637 $32.5M
VGSH
Vanguard

ETFs
3
+ 0.39%
$58.32 - $58.95 $175 - $177
778 $45.7M
DVY
Ishares Tr

ETFs
2
+ 0.43%
$118.37 - $134.86 $237 - $270
469 $62.3M
Dimensional ETF Trust
1
+ 0.5%
N/A
203 $5.44M
ABNB
Airbnb, Inc.

Consumer Cyclical
0
New
$105.69 - $140.64 $0 - $0
0 $52K
ADSK
Autodesk, Inc.

Technology
0
New
N/A
0 $16K
HSY
Hershey CO

Consumer Defensive
0
New
$151.29 - $173.13 $0 - $0
0 $9K
ICF
Ishares Tr

ETFs
3
+ 0.57%
$54.56 - $62.47 $164 - $187
526 $32.2M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
0
New
$25.21 - $34.03 $0 - $0
0 $6K
IR
Ingersoll Rand Inc.

Industrials
0
New
$66.75 - $84.94 $0 - $0
0 $12K
AES
Aes Corp

Utilities
0
New
$9.63 - $12.55 $0 - $0
0 $5K
ELV
Elevance Health, Inc.

Healthcare
0
New
$372.27 - $452.69 $0 - $0
0 $9K
GIS
General Mills Inc

Consumer Defensive
0
New
$50.37 - $60.97 $0 - $0
0 $8K
KHC
Kraft Heinz CO

Consumer Defensive
0
New
$25.61 - $30.81 $0 - $0
0 $7K
AFL
Aflac Inc

Financial Services
0
New
$99.77 - $112.45 $0 - $0
0 $17K
MKC
Mccormick & CO Inc

Consumer Defensive
0
New
$71.11 - $82.25 $0 - $0
0 $24K
CHD
Church & Dwight CO Inc

Consumer Defensive
0
New
$91.57 - $110.76 $0 - $0
0 $10K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
0
New
$87.84 - $1441.89 $0 - $0
0 $2K
DFAR
Dimensional ETF Tr Dimensional

ETFs
6
+ 0.57%
$20.99 - $23.93 $126 - $144
1.06K $24.8M
CMCSA
Comcast Corp

Communication Services
4
+ 0.67%
$32.84 - $36.72 $131 - $147
600 $21.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.08%
$63.54 - $68.5 $127 - $137
2.44K $165M
HTGC
Hercules Capital, Inc.

Financial Services
39
+ 2.24%
$16.24 - $19.1 $633 - $745
1.78K $32.5M
PWZ
Invesco California Amt Free Mu

ETFs
26
+ 0.87%
$22.71 - $24.18 $590 - $629
3.02K $70.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
29
+ 1.45%
$45.07 - $52.57 $1.31K - $1.52K
2.03K $99M
PFE
Pfizer Inc

Healthcare
1
+ 0.02%
$21.59 - $24.84 $21.6 - $24.8
4.47K $108M
EPD
Enterprise Products Partners L.P.

Energy
55
+ 1.68%
$28.95 - $34.22 $1.59K - $1.88K
3.33K $103M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.09%
$144.41 - $170.3 $144 - $170
1.1K $172M
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.27%
$128.77 - $144.3 $386 - $433
1.11K $150M
CVX
Chevron Corp

Energy
34
+ 0.85%
$133.73 - $168.51 $4.55K - $5.73K
4.02K $576M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.46K
+ 1.21%
$24.32 - $27.87 $35.4K - $40.6K
122K $3.23B
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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