Zrc Wealth Management, LLC New Holdings in Q1 2025

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
159K
New
$60.63 - $68.55 $9.62M - $10.9M
159K $10.5B
AVUS
American Centy ETF Tr Avantis

ETFs
30.9K
New
$90.7 - $101.57 $2.8M - $3.14M
30.9K $2.85B
AVLV
American Centy ETF Tr Avantis
13.9K
New
$63.51 - $70.42 $885K - $982K
13.9K $909M
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.34K
New
$17.53 - $17.87 $129K - $131K
7.34K $129M
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
2.18K
New
$39.49 - $43.52 $85.9K - $94.7K
2.18K $93.7M
FDN
First Tr Fd Dow Jones

ETFs
352
New
$221.38 - $266.86 $77.9K - $93.9K
352 $78.2M
AVSU
American Centy ETF Tr Avantis

ETFs
981
New
$61.4 - $69.08 $60.2K - $67.8K
981 $61.2M
Global X Fds
669
New
N/A
669 $31.1M
AVSD
American Centy ETF Tr Avantis

ETFs
457
New
$54.89 - $62.11 $25.1K - $28.4K
457 $27.4M
AIQ
Global X Funds Global X Artifi

ETFs
735
New
$36.38 - $42.77 $26.7K - $31.4K
735 $26.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.05K
New
$22.35 - $24.52 $23.5K - $25.8K
1.05K $25M
Amplify ETF Tr
260
New
N/A
260 $18.7M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
488
New
$32.96 - $44.43 $16.1K - $21.7K
488 $16.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
282
New
$42.93 - $44.71 $12.1K - $12.6K
282 $12.4M
ZM
Zoom Video Communications, Inc.

Technology
100
New
$72.23 - $88.64 $7.22K - $8.86K
100 $7.38M
FGLD
Franklin Templeton Holdings Trust
73
New
N/A
73 $3.05M
BLOK
Amplify ETF Tr Trnsformational

ETFs
41
New
$36.88 - $49.3 $1.51K - $2.02K
41 $1.51M
Amplify ETF Tr
39
New
N/A
39 $761K
Skyline Bldrs Group Hldg LTD
7
New
N/A
7 $74K
RVP
Retractable Technologies Inc

Healthcare
102
New
$0.7 - $0.85 $71.4 - $86.7
102 $72K
MKC
Mccormick & CO Inc

Consumer Defensive
0
New
$71.24 - $84.73 $0 - $0
0 $26K
CHD
Church & Dwight CO Inc

Consumer Defensive
0
New
$101.42 - $113.2 $0 - $0
0 $12K
ELV
Elevance Health, Inc.

Healthcare
0
New
$365.9 - $436.25 $0 - $0
0 $10K
AFL
Aflac Inc

Financial Services
0
New
$100.99 - $111.19 $0 - $0
0 $18K
HSY
Hershey CO

Consumer Defensive
0
New
$144.74 - $186.36 $0 - $0
0 $9K
IR
Ingersoll Rand Inc.

Industrials
0
New
$79.44 - $94.23 $0 - $0
0 $12K
KHC
Kraft Heinz CO

Consumer Defensive
0
New
$28.51 - $32.22 $0 - $0
0 $8K
GIS
General Mills Inc

Consumer Defensive
0
New
$57.56 - $65.3 $0 - $0
0 $9K
AES
Aes Corp

Utilities
0
New
$9.93 - $13.23 $0 - $0
0 $6K
ADSK
Autodesk, Inc.

Technology
0
New
N/A
0 $14K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
0
New
$28.45 - $41.08 $0 - $0
0 $6K
ABNB
Airbnb, Inc.

Consumer Cyclical
0
New
$119.38 - $161.42 $0 - $0
0 $47K
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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