Zrc Wealth Management, LLC Reduced Holdings in Q2 2025

Zrc Wealth Management, LLC

  • $253 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-18.2K
- 43.36%
$108.06 - $135.3 $1.96M - $2.46M
23.7K $3.21B
DFAE
Dimensional ETF Tr

ETFs
-33.2K
- 89.46%
$22.87 - $28.95 $758K - $960K
3.91K $113M
AAPL
Apple Inc.

Technology
-510
- 1.72%
$172.42 - $223.89 $87.9K - $114K
29.1K $5.97B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.05K
- 43.05%
$152.93 - $181.74 $467K - $555K
4.04K $734M
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.52K
- 16.12%
$44.8 - $53.97 $337K - $406K
39.1K $2.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-115
- 2.39%
$483.48 - $539.8 $55.6K - $62.1K
4.69K $2.28B
IYW
Ishares Dj Us Tech ETF

ETFs
-1.59K
- 97.25%
$122.57 - $173.27 $195K - $275K
45 $7.8M
RFV
Invesco Exchange Traded Fd Tr

ETFs
-1.9K
- 74.51%
$97.97 - $121.24 $186K - $230K
650 $78.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4K
- 7.14%
$90.56 - $109.49 $362K - $438K
52K $5.68B
JNJ
Johnson & Johnson

Healthcare
-412
- 9.28%
$146.36 - $159.82 $60.3K - $65.8K
4.03K $615M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-296
- 15.76%
$468.22 - $566.51 $139K - $168K
1.58K $896M
CSCO
Cisco Systems, Inc.

Technology
-1.8K
- 67.19%
$53.19 - $69.38 $95.7K - $125K
879 $61M
LLY
Eli Lilly & CO

Healthcare
-77
- 12.05%
$713.71 - $898.95 $55K - $69.2K
562 $438M
DOV
Dover Corp

Industrials
-415
- 32.55%
$151.14 - $186.7 $62.7K - $77.5K
860 $158M
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.67K
- 12.86%
$20.36 - $23.98 $74.8K - $88.1K
24.9K $597M
VOE
Vanguard Mid Cap Value Index F

ETFs
-425
- 14.43%
$141.87 - $164.49 $60.3K - $69.9K
2.52K $415M
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 1.09%
$285.55 - $321.23 $6.57K - $7.39K
2.08K $608M
PLD
Prologis, Inc.

Real Estate
-87
- 1.61%
$89.76 - $112.34 $7.81K - $9.77K
5.33K $560M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.59K
- 17.19%
$37.51 - $45.52 $59.7K - $72.4K
7.67K $347M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-467
- 54.88%
$81.46 - $94.63 $38K - $44.2K
384 $36.3M
MRK
Merck & Co., Inc.

Healthcare
-269
- 17.25%
$73.47 - $87.12 $19.8K - $23.4K
1.29K $102M
SWKS
Skyworks Solutions, Inc.

Technology
-530
- 77.94%
$49.2 - $74.95 $26.1K - $39.7K
150 $11.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-933
- 54.21%
$29.52 - $35.31 $27.5K - $32.9K
788 $27.8M
FXR
First Trust Industrials/Produc

ETFs
-449
- 54.29%
$60.85 - $74.22 $27.3K - $33.3K
378 $28.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-105
- 22.58%
$210.83 - $235.28 $22.1K - $24.7K
360 $79.9M
SBUX
Starbucks Corp

Consumer Cyclical
-250
- 38.7%
$79.69 - $99.41 $19.9K - $24.9K
396 $36.3M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-706
- 33.91%
$37.86 - $43.29 $26.7K - $30.6K
1.38K $58.3M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-430
- 33.46%
$55.5 - $69.0 $23.9K - $29.7K
855 $59M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-588
- 53.7%
$35.38 - $48.08 $20.8K - $28.3K
507 $24.5M
MMM
3 M CO

Industrials
-136
- 17.78%
$126.09 - $154.15 $17.1K - $21K
629 $95.8M
FDN
First Tr Fd Dow Jones

ETFs
-120
- 34.09%
$200.29 - $269.33 $24K - $32.3K
232 $62.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-296
- 18.6%
$73.0 - $85.5 $21.6K - $25.3K
1.3K $109M
CNXC
Concentrix Corp

Technology
-211
- 18.24%
$45.73 - $57.88 $9.65K - $12.2K
946 $50M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-368
- 17.84%
$35.77 - $42.27 $13.2K - $15.6K
1.7K $71.6M
EMR
Emerson Electric CO

Industrials
-79
- 79.0%
$94.15 - $133.33 $7.44K - $10.5K
21 $2.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-21
- 22.11%
$498.8 - $620.9 $10.5K - $13K
74 $45.9M
CSX
Csx Corp

Industrials
-670
- 14.15%
$26.69 - $32.91 $17.9K - $22K
4.06K $133M
VBR
Vanguard Small Cap Value ETF

ETFs
-116
- 4.76%
$162.76 - $195.77 $18.9K - $22.7K
2.32K $452M
Blackrock Inc
-15
- 15.46%
N/A
82 $85.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
-20
- 1.73%
$89.87 - $92.93 $1.8K - $1.86K
1.13K $104M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-11
- 9.48%
$121.58 - $136.74 $1.34K - $1.5K
105 $14.3M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-75
- 18.29%
$43.34 - $55.24 $3.25K - $4.14K
335 $18.5M
LCID
Lucid Group, Inc.

Consumer Cyclical
-15
- 4.97%
$2.1 - $2.96 $31.5 - $44.4
287 $606K
SOUN
Soundhound Ai, Inc.

Technology
-16
- 66.67%
$7.18 - $11.76 $115 - $188
8 $86K
DAL
Delta Air Lines, Inc.

Industrials
-39
- 11.5%
$35.88 - $52.99 $1.4K - $2.07K
300 $14.8M
NFLX
Netflix Inc

Communication Services
-1
- 10.0%
$855.86 - $1339.13 $856 - $1.34K
9 $12.4M
V
Visa Inc.

Financial Services
-1
- 0.11%
$308.27 - $373.31 $308 - $373
938 $333M
COIN
Coinbase Global, Inc.

Technology
-13
- 13.27%
$151.47 - $375.07 $1.97K - $4.88K
85 $29.8M
IWM
Ishares Russell 2000 ETF

ETFs
-8
- 0.55%
$174.82 - $215.79 $1.4K - $1.73K
1.44K $310M
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
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