Zrc Wealth Management, LLC Incresed Positions in Q3 2024

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
257
+ 13.15%
$40.84 - $45.74 $10.5K - $11.8K
2.21K $100M
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
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.61%
$181.06 - $197.17 $1.09K - $1.18K
984 $194M
AMD
Advanced Micro Devices Inc

Technology
75
+ 90.36%
$128.67 - $183.96 $9.65K - $13.8K
158 $25.9M
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
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
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
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
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
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.12%
$107.93 - $120.23 $108 - $120
848 $99.7M
AOA
Ishares Tr Core Aggressive All

ETFs
8
+ 0.69%
$72.11 - $79.05 $577 - $632
1.16K $91.6M
GQRE
Flexshares Tr Global Quality R

ETFs
2
+ 0.32%
$54.18 - $62.97 $108 - $126
635 $39.6M
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
ICVT
Ishares Tr Convertible Bond Et

ETFs
4
+ 0.64%
$77.24 - $83.67 $309 - $335
629 $52.6M
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
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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