Zrc Wealth Management, LLC New Holdings in Q3 2025

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
4.83K
New
$32.78 - $35.79 $158K - $173K
4.83K $173M
ORCL
Oracle Corp

Technology
318
New
$218.96 - $328.33 $69.6K - $104K
318 $89.4M
TDIV
First Trust Nasdaq Technology

ETFs
551
New
$89.27 - $100.33 $49.2K - $55.3K
551 $54.3M
ORCC
Owl Rock Capital Corp

Financial Services
1.81K
New
N/A
1.81K $23.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
391
New
$52.12 - $55.33 $20.4K - $21.6K
391 $21.6M
INTU
Intuit Inc

Technology
26
New
$646.03 - $807.39 $16.8K - $21K
26 $17.8M
VUG
Vanguard Growth ETF

ETFs
36
New
$433.97 - $484.08 $15.6K - $17.4K
36 $17.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
New
$5364.25 - $5815.92 $16.1K - $17.4K
3 $16.2M
Victory Portfolios Ii
394
New
N/A
394 $14.8M
SPYG
Spdr Portfolio

ETFs
138
New
$94.33 - $105.31 $13K - $14.5K
138 $14.4M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
80
New
$172.72 - $179.11 $13.8K - $14.3K
80 $14.3M
OUNZ
Van Eck Merk Gold Trust

ETFs
383
New
$31.49 - $37.19 $12.1K - $14.2K
383 $14.2M
RAAX
Vaneck ETF Trust Inflation All

ETFs
395
New
$31.5 - $34.46 $12.4K - $13.6K
395 $13.6M
MS
Morgan Stanley

Financial Services
85
New
$139.09 - $161.16 $11.8K - $13.7K
85 $13.5M
TDY
Teledyne Technologies Inc

Technology
22
New
$509.51 - $586.04 $11.2K - $12.9K
22 $12.9M
Linde PLC
26
New
N/A
26 $12.4M
FFIV
F5, Inc.

Technology
38
New
$290.76 - $334.59 $11K - $12.7K
38 $12.3M
BSX
Boston Scientific Corp

Healthcare
117
New
$97.03 - $108.14 $11.4K - $12.7K
117 $11.4M
ADSK
Autodesk, Inc.

Technology
36
New
N/A
36 $11.4M
MDT
Medtronic PLC

Healthcare
115
New
$87.67 - $95.74 $10.1K - $11K
115 $11M
MNST
Monster Beverage Corp

Consumer Defensive
152
New
$58.65 - $67.31 $8.91K - $10.2K
152 $10.2M
GD
General Dynamics Corp

Industrials
30
New
$293.92 - $341.0 $8.82K - $10.2K
30 $10.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
84
New
$118.3 - $142.16 $9.94K - $11.9K
84 $10.2M
AXP
American Express CO

Financial Services
27
New
$294.27 - $342.31 $7.95K - $9.24K
27 $8.97M
CMI
Cummins Inc

Industrials
20
New
$327.85 - $426.39 $6.56K - $8.53K
20 $8.45M
RL
Ralph Lauren Corp

Consumer Cyclical
26
New
$272.1 - $320.75 $7.07K - $8.34K
26 $8.15M
DDOG
Datadog, Inc.

Technology
57
New
$124.52 - $155.15 $7.1K - $8.84K
57 $8.12M
DT
Dynatrace, Inc.

Technology
162
New
$46.04 - $56.64 $7.46K - $9.18K
162 $7.85M
TPR
Tapestry, Inc.

Consumer Cyclical
68
New
$86.48 - $116.14 $5.88K - $7.9K
68 $7.7M
CW
Curtiss Wright Corp

Industrials
14
New
$472.43 - $542.94 $6.61K - $7.6K
14 $7.6M
ZM
Zoom Video Communications, Inc.

Technology
92
New
$69.77 - $86.83 $6.42K - $7.99K
92 $7.59M
VRSN
Verisign Inc

Technology
27
New
$263.02 - $305.98 $7.1K - $8.26K
27 $7.55M
BK
Bank Of New York Mellon Corp

Financial Services
69
New
$90.65 - $109.75 $6.25K - $7.57K
69 $7.52M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
324
New
$23.03 - $23.12 $7.46K - $7.49K
324 $7.47M
DASH
Door Dash, Inc.

Communication Services
27
New
$234.5 - $272.5 $6.33K - $7.36K
27 $7.34M
CEG
Constellation Energy Corp

Utilities
22
New
$298.82 - $354.89 $6.57K - $7.81K
22 $7.24M
Ramaco Res Inc
218
New
N/A
218 $7.24M
NLOK
Norton Life Lock Inc.

Technology
252
New
N/A
252 $7.16M
KRC
Kilroy Realty Corp

Real Estate
165
New
$34.55 - $44.44 $5.7K - $7.33K
165 $6.97M
SHW
Sherwin Williams CO

Basic Materials
20
New
$330.88 - $375.23 $6.62K - $7.5K
20 $6.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
87
New
$69.9 - $78.26 $6.08K - $6.81K
87 $6.78M
NEM
Newmont Corp

Basic Materials
80
New
$57.35 - $85.25 $4.59K - $6.82K
80 $6.75M
BYD
Boyd Gaming Corp

Consumer Cyclical
78
New
$79.66 - $87.38 $6.21K - $6.82K
78 $6.74M
Lam Research Corp
50
New
N/A
50 $6.7M
HWM
Howmet Aerospace Inc.

Industrials
34
New
$171.0 - $196.23 $5.81K - $6.67K
34 $6.67M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12
New
$473.44 - $553.71 $5.68K - $6.64K
12 $6.56M
PGR
Progressive Corp

Financial Services
26
New
$238.61 - $264.3 $6.2K - $6.87K
26 $6.42M
CCK
Crown Holdings Inc

Consumer Cyclical
66
New
$92.19 - $108.12 $6.08K - $7.14K
66 $6.38M
TT
Trane Technologies PLC

Industrials
15
New
$398.96 - $472.54 $5.98K - $7.09K
15 $6.33M
Activity Summary
Buys All Purchases 657 New Holdings 414 Increased Positions 243 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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