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
DCI
Donaldson CO Inc

Industrials
19
New
$69.82 - $82.14 $1.33K - $1.56K
19 $1.56M
Kenvue Inc
95
New
N/A
95 $1.54M
AOS
Smith A O Corp

Industrials
21
New
$67.24 - $74.3 $1.41K - $1.56K
21 $1.54M
DFSE
Dimensional ETF Tr Dimen Emrgn
4
+ 0.87%
N/A
462 $19M
SRE
Sempra Energy

Utilities
17
New
$74.14 - $89.98 $1.26K - $1.53K
17 $1.53M
SNDR
Schneider National, Inc.

Industrials
72
New
$21.09 - $26.92 $1.52K - $1.94K
72 $1.52M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
14
New
$107.28 - $125.1 $1.5K - $1.75K
14 $1.52M
TRU
Trans Union

Industrials
18
New
$83.78 - $99.22 $1.51K - $1.79K
18 $1.51M
PFG
Principal Financial Group Inc

Financial Services
18
New
$75.53 - $82.95 $1.36K - $1.49K
18 $1.49M
CBOE
Cboe Global Markets, Inc.

Financial Services
6
New
$231.35 - $253.24 $1.39K - $1.52K
6 $1.47M
DOCU
Docusign, Inc.

Technology
26
+ 36.11%
$67.14 - $85.01 $1.75K - $2.21K
98 $7.07M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
90
New
$16.03 - $19.21 $1.44K - $1.73K
90 $1.45M
CE
Celanese Corp

Basic Materials
34
New
$39.94 - $62.39 $1.36K - $2.12K
34 $1.43M
NI
Nisource Inc.

Utilities
33
New
$39.0 - $43.33 $1.29K - $1.43K
33 $1.43M
CPA
Copa Holdings, S.A.

Industrials
12
New
$107.44 - $122.34 $1.29K - $1.47K
12 $1.43M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
8
New
$159.87 - $247.68 $1.28K - $1.98K
8 $1.42M
TTD
Trade Desk, Inc.

Technology
29
New
$43.93 - $89.76 $1.27K - $2.6K
29 $1.42M
DLTR
Dollar Tree, Inc.

Consumer Defensive
15
New
$94.03 - $117.16 $1.41K - $1.76K
15 $1.42M
BALL
Ball Corp

Consumer Cyclical
28
New
$48.47 - $59.71 $1.36K - $1.67K
28 $1.41M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26
+ 1.7%
$37.14 - $37.85 $966 - $984
1.55K $58.6M
CNC
Centene Corp

Healthcare
39
New
$25.21 - $56.65 $983 - $2.21K
39 $1.39M
YUM
Yum Brands Inc

Consumer Cyclical
9
New
$139.5 - $153.94 $1.26K - $1.39K
9 $1.37M
MAT
Mattel Inc

Consumer Cyclical
81
New
$16.66 - $20.55 $1.35K - $1.66K
81 $1.36M
MKSI
Mks Instruments Inc

Technology
11
New
$89.62 - $129.92 $986 - $1.43K
11 $1.36M
NDSN
Nordson Corp

Industrials
6
New
$209.25 - $227.98 $1.26K - $1.37K
6 $1.36M
AVT
Avnet Inc

Technology
26
New
$49.46 - $56.3 $1.29K - $1.46K
26 $1.36M
NUE
Nucor Corp

Basic Materials
10
New
$133.3 - $150.33 $1.33K - $1.5K
10 $1.36M
EXPD
Expeditors International Of Washington Inc

Industrials
11
New
$111.37 - $124.95 $1.23K - $1.37K
11 $1.35M
NYT
New York Times CO

Communication Services
23
New
$51.43 - $61.95 $1.18K - $1.42K
23 $1.32M
F
Ford Motor CO

Consumer Cyclical
108
New
$10.82 - $12.09 $1.17K - $1.31K
108 $1.29M
AGO
Assured Guaranty LTD

Financial Services
15
New
$80.41 - $86.64 $1.21K - $1.3K
15 $1.27M
BKR
Baker Hughes CO

Energy
26
New
$38.68 - $50.55 $1.01K - $1.31K
26 $1.27M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
19
New
$66.56 - $84.85 $1.26K - $1.61K
19 $1.27M
CPB
Campbell Soup CO

Consumer Defensive
40
New
$30.41 - $34.03 $1.22K - $1.36K
40 $1.26M
W
Wayfair Inc.

Consumer Cyclical
14
New
$51.99 - $90.17 $728 - $1.26K
14 $1.25M
AFL
Aflac Inc

Financial Services
11
New
$98.09 - $111.7 $1.08K - $1.23K
11 $1.25M
ELAN
Elanco Animal Health Inc

Healthcare
61
New
$13.68 - $20.14 $834 - $1.23K
61 $1.23M
ALB
Albemarle Corp

Basic Materials
15
New
$62.9 - $88.1 $944 - $1.32K
15 $1.22M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.39%
$76.29 - $80.63 $76.3 - $80.6
255 $20.5M
WDAY
Workday, Inc.

Technology
5
New
$213.69 - $247.69 $1.07K - $1.24K
5 $1.2M
SLB
Schlumberger Limited

Energy
35
New
$32.37 - $37.31 $1.13K - $1.31K
35 $1.2M
NSC
Norfolk Southern Corp

Industrials
4
New
$259.49 - $300.41 $1.04K - $1.2K
4 $1.2M
ATO
Atmos Energy Corp

Utilities
7
New
$151.51 - $170.75 $1.06K - $1.2K
7 $1.2M
SMG
Scotts Miracle Gro CO

Basic Materials
21
New
$55.82 - $70.08 $1.17K - $1.47K
21 $1.2M
BSY
Bentley Systems Inc

Technology
23
New
$51.48 - $58.72 $1.18K - $1.35K
23 $1.19M
ENOV
Enovis Corp

Industrials
39
New
$25.74 - $35.94 $1K - $1.4K
39 $1.18M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 14.0%
$255.35 - $282.87 $1.79K - $1.98K
57 $14.9M
SBUX
Starbucks Corp

Consumer Cyclical
47
+ 11.87%
$81.9 - $96.86 $3.85K - $4.55K
443 $37.5M
BLD
Top Build Corp

Industrials
3
New
$343.19 - $443.31 $1.03K - $1.33K
3 $1.17M
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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