Zrc Wealth Management, LLC Incresed Positions in Q1 2025

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICF
Ishares Tr

ETFs
2
+ 0.38%
$57.98 - $63.8 $116 - $128
523 $32.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17
+ 1.15%
$36.63 - $37.45 $623 - $637
1.5K $55.2M
GQRE
Flexshares Tr Global Quality R

ETFs
1
+ 0.16%
$54.82 - $59.44 $54.8 - $59.4
641 $37.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.48%
$77.7 - $78.94 $155 - $158
418 $33M
DGRO
Ishares Core Dividend Growth E

ETFs
4
+ 0.52%
$60.46 - $64.42 $242 - $258
776 $47.9M
VGSH
Vanguard

ETFs
2
+ 0.26%
$58.07 - $58.69 $116 - $117
775 $45.5M
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.3%
$185.78 - $198.58 $557 - $596
993 $189M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4
+ 0.64%
$50.87 - $51.09 $203 - $204
629 $32.1M
DFSE
Dimensional ETF Tr Dimen Emrgn
1
+ 0.22%
N/A
455 $15.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.12%
$56.63 - $59.39 $56.6 - $59.4
830 $47.8M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.4%
$71.9 - $77.57 $71.9 - $77.6
252 $18.7M
OGN
Organon & Co.

Healthcare
1
+ 1.33%
$14.29 - $16.41 $14.3 - $16.4
76 $1.14M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3
+ 9.09%
$192.82 - $222.1 $578 - $666
36 $7M
LCID
Lucid Group, Inc.

Consumer Cyclical
15
+ 5.23%
$2.03 - $3.48 $30.4 - $52.2
302 $731K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 2.56%
$108.02 - $120.45 $108 - $120
40 $4.36M
CMCSA
Comcast Corp

Communication Services
3
+ 0.51%
$33.19 - $38.23 $99.6 - $115
596 $22M
Vaneck Bitcoin ETF
203
+ 332.79%
N/A
264 $6.15M
ALT
Altimmune, Inc.

Healthcare
41
+ 16.73%
$5.0 - $7.45 $205 - $305
286 $1.43M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.21%
$78.0 - $84.37 $78 - $84.4
478 $38.2M
VKTX
Viking Therapeutics, Inc.

Healthcare
12
+ 24.0%
$24.15 - $42.89 $290 - $515
62 $1.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 1.41%
$64.26 - $85.48 $64.3 - $85.5
72 $4.73M
HTGC
Hercules Capital, Inc.

Financial Services
36
+ 2.11%
$18.01 - $22.0 $648 - $792
1.74K $33.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2
+ 0.22%
$83.18 - $89.27 $166 - $179
899 $75.2M
CATH
Global X Fds Global X S&P 500

ETFs
2
+ 0.55%
$66.14 - $74.2 $132 - $148
366 $24.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2
+ 0.54%
$64.88 - $72.1 $130 - $144
375 $24.6M
CLX
Clorox CO

Consumer Defensive
1
+ 1.12%
$141.76 - $162.89 $142 - $163
90 $13.2M
PWZ
Invesco California Amt Free Mu

ETFs
25
+ 0.84%
$23.68 - $24.72 $592 - $618
2.99K $71.4M
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.31%
$243.63 - $273.99 $244 - $274
324 $80.3M
Vanguard Calif Tax Free Fds
24
+ 0.55%
N/A
4.36K $429M
STRL
Sterling Construction CO Inc

Industrials
1.85K
+ 48.08%
$108.65 - $200.56 $201K - $371K
5.7K $645M
PFE
Pfizer Inc

Healthcare
54
+ 1.22%
$25.01 - $27.13 $1.35K - $1.47K
4.47K $113M
DOW
Dow Inc.

Basic Materials
6
+ 0.67%
$34.36 - $41.92 $206 - $252
908 $31.7M
DFSU
Dimensional ETF Tr Dimen Us Su
169
+ 3.35%
N/A
5.21K $187M
COIN
Coinbase Global, Inc.

Technology
10
+ 11.36%
$172.23 - $301.3 $1.72K - $3.01K
98 $16.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.17%
$114.9 - $139.6 $115 - $140
573 $67.3M
BAC
Bank Of America Corp

Financial Services
2
+ 0.06%
$39.61 - $47.74 $79.2 - $95.5
3.09K $129M
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.12%
$80.08 - $92.93 $80.1 - $92.9
833 $67.2M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.14%
$63.29 - $81.72 $63.3 - $81.7
733 $46.5M
JHMM
John Hancock Multifactor Mid C

ETFs
786
+ 3.54%
$55.69 - $63.12 $43.8K - $49.6K
23K $1.32B
RGA
Reinsurance Group Of America Inc

Financial Services
3
+ 0.49%
$186.01 - $231.1 $558 - $693
613 $121M
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.33%
$142.1 - $183.56 $142 - $184
301 $43.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8
+ 0.21%
$59.61 - $66.71 $477 - $534
3.87K $234M
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.26%
$83.01 - $101.02 $332 - $404
1.56K $140M
Grayscale Ethereum Mini Tr E
331
+ 17.93%
N/A
2.18K $37.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
180
+ 0.85%
$32.42 - $36.13 $5.84K - $6.5K
21.4K $706M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.2%
$120.29 - $134.6 $1.08K - $1.21K
4.44K $541M
DIS
Walt Disney CO

Communication Services
16
+ 0.6%
$96.87 - $114.0 $1.55K - $1.82K
2.69K $265M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.09%
$108.17 - $167.07 $108 - $167
1.12K $129M
FTHI
First Trust Exchange Traded Fd

ETFs
12.8K
+ 7.4%
$21.62 - $23.74 $278K - $305K
186K $4.07B
Activity Summary
Buys All Purchases 140 New Holdings 33 Increased Positions 107 Sells All Sells 87 Reductions 84 Sold out 3 Options Calls 0 Puts 0
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