Zrc Wealth Management, LLC New Holdings in Q2 2025

Zrc Wealth Management, LLC

  • $253 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSI
Dimensional ETF Tr Dimen Intl
10.9K
New
N/A
10.9K $429M
AVUV
American Centy ETF Tr Avantis

ETFs
3.87K
New
$75.17 - $91.21 $291K - $353K
3.87K $353M
Tortoise Capital Series Trus
24.3K
New
N/A
24.3K $223M
PAVE
Global X Fds Us Infrastructure

ETFs
1.19K
New
$33.78 - $43.68 $40.3K - $52.2K
1.19K $52M
IFRA
Ishares Tr

ETFs
1.06K
New
$40.97 - $49.19 $43.3K - $51.9K
1.06K $51.9M
THC
Tenet Healthcare Corp

Healthcare
37
New
$110.41 - $176.0 $4.09K - $6.51K
37 $6.51M
Dimensional ETF Trust
83
New
N/A
83 $5.6M
PBT
Permian Basin Royalty Trust

Energy
100
New
$8.81 - $12.46 $881 - $1.25K
100 $1.24M
Rocket Lab Corp
12
New
N/A
12 $430K
ABNB
Airbnb, Inc.

Consumer Cyclical
0
New
$105.69 - $140.64 $0 - $0
0 $52K
IR
Ingersoll Rand Inc.

Industrials
0
New
$66.75 - $84.94 $0 - $0
0 $12K
HSY
Hershey CO

Consumer Defensive
0
New
$151.29 - $173.13 $0 - $0
0 $9K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
0
New
$25.21 - $34.03 $0 - $0
0 $6K
AFL
Aflac Inc

Financial Services
0
New
$99.77 - $112.45 $0 - $0
0 $17K
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
ELV
Elevance Health, Inc.

Healthcare
0
New
$372.27 - $452.69 $0 - $0
0 $9K
AES
Aes Corp

Utilities
0
New
$9.63 - $12.55 $0 - $0
0 $5K
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
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
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email