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
RSG
Republic Services, Inc.

Industrials
3
New
$225.33 - $246.01 $676 - $738
3 $689K
M
Macy'S, Inc.

Consumer Cyclical
38
New
$11.9 - $18.17 $452 - $690
38 $682K
CHDN
Churchill Downs Inc

Consumer Cyclical
7
New
$95.3 - $113.75 $667 - $796
7 $680K
OMF
One Main Holdings, Inc.

Financial Services
12
New
$55.61 - $62.61 $667 - $751
12 $678K
FITB
Fifth Third Bancorp

Financial Services
15
New
$40.91 - $46.28 $614 - $694
15 $669K
Lucid Group Inc
28
New
N/A
28 $667K
FGLD
Franklin Templeton Holdings Trust
2
+ 2.74%
N/A
75 $3.88M
WTFC
Wintrust Financial Corp

Financial Services
5
New
$122.55 - $139.81 $613 - $699
5 $663K
UI
Ubiquiti Inc.

Technology
1
New
$388.83 - $660.58 $389 - $661
1 $661K
K
Kellogg CO

Consumer Defensive
8
New
$76.96 - $82.02 $616 - $656
8 $657K
FAF
First American Financial Corp

Financial Services
10
New
$54.73 - $68.13 $547 - $681
10 $643K
Atlassian Corporation
4
New
N/A
4 $639K
DVA
Davita Inc.

Healthcare
12
+ 12.0%
$127.69 - $151.32 $1.53K - $1.82K
112 $14.9M
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$284.47 - $356.6 $569 - $713
2 $632K
ENPH
Enphase Energy, Inc.

Technology
96
+ 14.77%
$30.11 - $42.97 $2.89K - $4.13K
746 $26.4M
PTC
Ptc Inc.

Technology
3
New
$173.07 - $216.53 $519 - $650
3 $610K
HOLX
Hologic Inc

Healthcare
9
New
$63.26 - $68.98 $569 - $621
9 $608K
VRT
Vertiv Holdings CO

Industrials
4
New
N/A
4 $604K
WAT
Waters Corp

Healthcare
2
New
$277.72 - $357.04 $555 - $714
2 $600K
Vaneck Bitcoin ETF
3
+ 1.14%
N/A
267 $8.64M
RPM
Rpm International Inc

Basic Materials
5
New
$110.07 - $128.23 $550 - $641
5 $590K
HII
Huntington Ingalls Industries, Inc.

Industrials
2
New
$246.31 - $287.91 $493 - $576
2 $576K
SHC
Sotera Health CO

Healthcare
36
New
$11.01 - $16.5 $396 - $594
36 $567K
HAL
Halliburton CO

Energy
23
New
$20.5 - $25.11 $472 - $578
23 $566K
DFAR
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.66%
$22.9 - $24.1 $160 - $169
1.06K $25.4M
AME
Ametek Inc

Industrials
3
New
$176.44 - $192.03 $529 - $576
3 $564K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2
+ 0.7%
$45.4 - $47.61 $90.8 - $95.2
286 $13.6M
FLO
Flowers Foods Inc

Consumer Defensive
41
New
$12.68 - $16.76 $520 - $687
41 $536K
LII
Lennox International Inc

Industrials
1
New
$516.18 - $664.54 $516 - $665
1 $530K
XRAY
Dentsply Sirona Inc.

Healthcare
41
New
$12.37 - $16.85 $507 - $691
41 $521K
LFUS
Littelfuse Inc

Technology
2
New
$228.23 - $271.17 $456 - $542
2 $519K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
New
$236.25 - $257.69 $473 - $515
2 $515K
TROW
Price T Rowe Group Inc

Financial Services
5
New
$98.67 - $111.52 $493 - $558
5 $514K
EMN
Eastman Chemical CO

Basic Materials
8
New
$58.79 - $81.56 $470 - $652
8 $505K
L
Loews Corp

Financial Services
5
New
$89.82 - $100.39 $449 - $502
5 $502K
HBAN
Huntington Bancshares Inc

Financial Services
29
New
$15.87 - $17.88 $460 - $519
29 $501K
AMH
American Homes 4 Rent

Real Estate
15
New
$32.47 - $36.74 $487 - $551
15 $499K
TRMB
Trimble Inc.

Technology
6
New
$76.46 - $85.24 $459 - $511
6 $490K
D
Dominion Energy, Inc

Utilities
8
New
$56.32 - $62.1 $451 - $497
8 $490K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
9
New
N/A
9 $481K
CTSH
Cognizant Technology Solutions Corp

Technology
7
New
$66.67 - $80.98 $467 - $567
7 $470K
MORN
Morningstar, Inc.

Financial Services
2
New
$231.72 - $311.89 $463 - $624
2 $465K
CUZ
Cousins Properties Inc

Real Estate
16
New
$26.53 - $29.82 $424 - $477
16 $464K
EQT
Eqt Corp

Energy
48
+ 8.76%
$49.19 - $59.19 $2.36K - $2.84K
596 $32.4M
ICF
Ishares Tr

ETFs
3
+ 0.57%
$59.57 - $62.89 $179 - $189
529 $32.6M
PNW
Pinnacle West Capital Corp

Utilities
5
New
$85.87 - $94.45 $429 - $472
5 $449K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8
+ 1.26%
$50.82 - $51.09 $407 - $409
645 $33M
ALLY
Ally Financial Inc.

Financial Services
11
New
$36.95 - $44.58 $406 - $490
11 $432K
Super Micro Computer Inc
9
New
N/A
9 $432K
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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