Zrc Wealth Management, LLC New Holdings in Q4 2024

Zrc Wealth Management, LLC

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.8K
New
$100.16 - $100.7 $1.68M - $1.69M
16.8K $1.69B
DFAE
Dimensional ETF Tr

ETFs
37K
New
$25.36 - $28.15 $938K - $1.04M
37K $939M
TFLO
Ishares Treasury Floating Rate

ETFs
9.89K
New
$50.37 - $50.63 $498K - $501K
9.89K $499M
Vanguard Calif Tax Free Fds
4.34K
New
N/A
4.34K $432M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.27K
New
$100.24 - $101.35 $228K - $230K
2.27K $228M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.21K
New
$45.39 - $62.98 $100K - $139K
2.21K $125M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.58K
New
$26.01 - $28.19 $119K - $129K
4.58K $120M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.34K
New
$50.37 - $50.6 $118K - $118K
2.34K $118M
Blackrock Inc
97
New
N/A
97 $99M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.51K
New
$57.78 - $60.4 $87.2K - $91.2K
1.51K $87.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
851
New
$91.94 - $100.02 $78.2K - $85.1K
851 $78.8M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.08K
New
$37.15 - $41.12 $77.3K - $85.6K
2.08K $78.8M
BOTZ
Global X Fds

ETFs
2.11K
New
$31.11 - $34.18 $65.5K - $71.9K
2.11K $67.3M
FXR
First Trust Industrials/Produc

ETFs
827
New
$74.81 - $83.27 $61.9K - $68.9K
827 $61.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.72K
New
$35.45 - $40.33 $61K - $69.4K
1.72K $61.7M
Grayscale Ethereum Mini Tr E
1.85K
New
N/A
1.85K $58.1M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.05K
New
N/A
2.05K $49.8M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.1K
New
$42.89 - $48.05 $47K - $52.6K
1.1K $49.3M
Grayscale Bitcoin Mini Tr Et
1K
New
N/A
1K $41.9M
Aptiv PLC
601
New
N/A
601 $36.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
667
New
$50.23 - $50.46 $33.5K - $33.7K
667 $33.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
373
New
$66.77 - $71.52 $24.9K - $26.7K
373 $25.7M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.5K
New
$15.05 - $16.03 $22.6K - $24K
1.5K $22.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
289
New
$67.29 - $73.38 $19.4K - $21.2K
289 $19.6M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
251
New
$73.19 - $81.02 $18.4K - $20.3K
251 $18.6M
FV
First Trust Dorsey Wright Focu

ETFs
298
New
$57.47 - $62.82 $17.1K - $18.7K
298 $17.6M
ROBO
Robo Global Robotics And Autom

ETFs
300
New
$55.06 - $58.6 $16.5K - $17.6K
300 $16.9M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.5K
New
$8.17 - $8.66 $12.3K - $13K
1.5K $12.3M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
105
New
$108.6 - $115.42 $11.4K - $12.1K
105 $11.5M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
256
New
$42.79 - $44.9 $11K - $11.5K
256 $11M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
215
New
$48.48 - $49.47 $10.4K - $10.6K
215 $10.5M
CARR
Carrier Global Corp

Industrials
134
New
$66.69 - $82.65 $8.94K - $11.1K
134 $9.15M
Proshares Tr
289
New
N/A
289 $9M
UPS
United Parcel Service Inc

Industrials
70
New
$122.65 - $138.35 $8.59K - $9.68K
70 $8.83M
IFV
First Trust Dorsey Wright Inte

ETFs
386
New
$19.09 - $20.83 $7.37K - $8.04K
386 $7.4M
IYW
Ishares Dj Us Tech ETF

ETFs
45
New
$148.14 - $166.23 $6.67K - $7.48K
45 $7.18M
PID
Invesco Exchange Traded Fd Tr

ETFs
380
New
N/A
380 $6.96M
XLP
Consumer Staples Sector Spdr

ETFs
85
New
N/A
85 $6.68M
IAK
Ishares Tr

ETFs
52
New
$123.78 - $138.16 $6.44K - $7.18K
52 $6.58M
STZ
Constellation Brands, Inc.

Consumer Defensive
26
New
$219.66 - $257.62 $5.71K - $6.7K
26 $5.75M
REG
Regency Centers Corp

Real Estate
75
New
$69.77 - $75.91 $5.23K - $5.69K
75 $5.55M
GPC
Genuine Parts CO

Consumer Cyclical
44
New
$113.11 - $143.63 $4.98K - $6.32K
44 $5.14M
NXPI
Nxp Semiconductors N.V.

Technology
22
New
$207.27 - $255.58 $4.56K - $5.62K
22 $4.57M
AEP
American Electric Power CO Inc

Utilities
40
New
$90.91 - $102.21 $3.64K - $4.09K
40 $3.69M
LHX
L3 Harris Technologies, Inc.

Industrials
15
New
$208.94 - $264.22 $3.13K - $3.96K
15 $3.16M
VLO
Valero Energy Corp

Energy
20
New
$118.59 - $144.02 $2.37K - $2.88K
20 $2.45M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
24
New
$59.26 - $65.51 $1.42K - $1.57K
24 $1.45M
MSTR
Microstrategy Inc

Technology
4
New
$162.69 - $473.83 $651 - $1.9K
4 $1.16M
IP
International Paper CO

Consumer Cyclical
12
New
$46.64 - $59.57 $560 - $715
12 $646K
Activity Summary
Buys All Purchases 210 New Holdings 72 Increased Positions 138 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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