Zrc Wealth Management, LLC Purchases in Q3 2025

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.92K
+ 13.47%
$202.38 - $256.87 $794K - $1.01M
33K $8.41B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.13K
+ 0.94%
$148.97 - $165.88 $168K - $188K
122K $20B
FNDX
Schwab Fundamental U S Large C

ETFs
13.1K
+ 1.78%
$24.38 - $26.34 $318K - $344K
744K $19.6B
GOOGL
Alphabet Inc.

Communication Services
123
+ 0.52%
$174.36 - $254.72 $21.4K - $31.3K
23.6K $5.74B
AVDE
American Centy ETF Tr Avantis

ETFs
5.4K
+ 3.38%
$73.24 - $79.04 $395K - $427K
165K $13B
NVDA
Nvidia Corp

Technology
3.92K
+ 27.62%
$153.3 - $186.58 $601K - $731K
18.1K $3.38B
AVEM
American Centy ETF Tr Avantis

ETFs
5.67K
+ 6.12%
$68.33 - $75.41 $388K - $428K
98.4K $7.39B
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.52K
+ 1.51%
$24.46 - $26.5 $159K - $173K
438K $11.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.6K
+ 2.43%
$45.6 - $46.92 $666K - $686K
616K $28.8B
DFAU
Dimensional ETF Tr

ETFs
15.1K
+ 21.79%
$42.42 - $45.96 $641K - $694K
84.4K $3.86B
VO
Vanguard Mid Cap ETF

ETFs
106
+ 0.31%
$279.83 - $293.74 $29.7K - $31.1K
34.6K $10.2B
DFSU
Dimensional ETF Tr Dimen Us Su
345
+ 0.24%
N/A
146K $6.21B
FTHI
First Trust Exchange Traded Fd

ETFs
11.2K
+ 5.96%
$22.76 - $23.92 $255K - $267K
199K $4.71B
MSFT
Microsoft Corp

Technology
540
+ 9.01%
$491.09 - $535.64 $265K - $289K
6.53K $3.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
602
+ 85.63%
$546.99 - $602.2 $329K - $363K
1.31K $783M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.5K
+ 6.48%
$20.76 - $21.78 $260K - $272K
205K $4.43B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.86K
+ 7.31%
$53.36 - $59.69 $153K - $171K
42K $2.44B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.04%
$420.11 - $472.68 $1.26K - $1.42K
7.27K $3.41B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
421
+ 1.77%
$134.94 - $145.86 $56.8K - $61.4K
24.2K $3.52B
KKR
Kkr & Co. Inc.

Financial Services
2.33K
+ 208.22%
$129.95 - $152.16 $303K - $355K
3.45K $448M
ABBV
Abb Vie Inc.

Healthcare
104
+ 1.92%
$184.85 - $231.54 $19.2K - $24.1K
5.51K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 20.28%
$211.65 - $238.24 $254K - $285K
7.11K $1.56B
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 217.17%
$130.68 - $186.97 $150K - $215K
1.68K $307M
AVGO
Broadcom Inc.

Technology
514
+ 46.94%
$264.74 - $369.57 $136K - $190K
1.61K $531M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.01%
$23.82 - $25.84 $167 - $181
118K $3.03B
META
Meta Platforms, Inc.

Communication Services
259
+ 44.89%
$695.21 - $791.73 $180K - $205K
836 $614M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.83K
New
$32.78 - $35.79 $158K - $173K
4.83K $173M
DFAS
Dimensional ETF Tr U S Small C

ETFs
549
+ 1.99%
$63.41 - $69.69 $34.8K - $38.3K
28.2K $1.93B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.85K
+ 34.41%
$39.06 - $43.42 $111K - $124K
11.1K $484M
IJS
Ishares S&P Smallcap 600 Value

ETFs
52
+ 0.44%
$98.99 - $112.2 $5.15K - $5.83K
12K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 4.8%
$282.78 - $316.06 $44.4K - $49.6K
3.43K $1.08B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.19K
+ 3.15%
$25.29 - $28.33 $30.2K - $33.8K
39.1K $1.09B
VONG
Vanguard Russell 1000 Growth E

ETFs
6
+ 0.05%
$108.08 - $121.73 $648 - $730
11.2K $1.35B
COST
Costco Wholesale Corp

Consumer Defensive
187
+ 19.56%
$915.95 - $994.57 $171K - $186K
1.14K $1.06B
HPE
Hewlett Packard Enterprise CO

Technology
24
+ 0.11%
$19.81 - $25.24 $475 - $606
22.5K $553M
ORCL
Oracle Corp

Technology
318
New
$218.96 - $328.33 $69.6K - $104K
318 $89.4M
INTC
Intel Corp

Technology
84
+ 1.32%
$19.31 - $35.5 $1.62K - $2.98K
6.46K $217M
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 0.21%
$157.1 - $178.94 $1.26K - $1.43K
3.81K $673M
ASML
Asml Holding Nv

Technology
68
+ 170.0%
$689.63 - $968.09 $46.9K - $65.8K
108 $105M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.15%
$87.05 - $93.19 $2.18K - $2.33K
17.1K $1.59B
AVLV
American Centy ETF Tr Avantis
36
+ 0.23%
$68.33 - $72.69 $2.46K - $2.62K
15.7K $1.13B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
58
+ 0.27%
$36.04 - $38.78 $2.09K - $2.25K
21.5K $830M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
30
+ 0.08%
$28.15 - $30.13 $845 - $904
36.1K $1.07B
KLAC
Kla Corp

Technology
4
+ 1.39%
$843.9 - $1078.6 $3.38K - $4.31K
291 $314M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
126
+ 1800.0%
$393.18 - $439.39 $49.5K - $55.4K
133 $57.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
114
+ 154.05%
$412.46 - $514.1 $47K - $58.6K
188 $92.2M
TDIV
First Trust Nasdaq Technology

ETFs
551
New
$89.27 - $100.33 $49.2K - $55.3K
551 $54.3M
SPG
Simon Property Group Inc

Real Estate
28
+ 1.54%
$159.93 - $187.67 $4.48K - $5.25K
1.85K $347M
RTX
Raytheon Technologies Corp

Industrials
96
+ 6.2%
$144.19 - $167.33 $13.8K - $16.1K
1.64K $275M
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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