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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
312
+ 0.89%
$21.69 - $23.34 $6.77K - $7.28K
35.5K $827M
A
Agilent Technologies, Inc.

Healthcare
43
+ 1.03%
$112.04 - $128.75 $4.82K - $5.54K
4.22K $542M
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 4.24%
$357.4 - $423.42 $12.9K - $15.2K
885 $359M
VTV
Vanguard Value ETF

ETFs
164
+ 15.77%
$175.51 - $186.57 $28.8K - $30.6K
1.2K $225M
VOE
Vanguard Mid Cap Value Index F

ETFs
87
+ 3.45%
$164.63 - $174.58 $14.3K - $15.2K
2.61K $455M
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 2.4%
$291.67 - $316.99 $14.6K - $15.8K
2.13K $648M
PWR
Quanta Services, Inc.

Industrials
10
+ 1.04%
$372.29 - $421.68 $3.72K - $4.22K
975 $404M
XOM
Exxon Mobil Corp

Energy
238
+ 11.47%
$105.83 - $117.22 $25.2K - $27.9K
2.31K $261M
ETN
Eaton Corp PLC

Industrials
19
+ 1.16%
$342.99 - $392.76 $6.52K - $7.46K
1.66K $621M
WMT
Walmart Inc.

Consumer Defensive
314
+ 59.81%
$94.4 - $104.27 $29.6K - $32.7K
839 $86.5M
AVUV
American Centy ETF Tr Avantis

ETFs
17
+ 0.44%
$90.37 - $102.12 $1.54K - $1.74K
3.89K $387M
VNQ
Vanguard Specialized Funds Van

ETFs
210
+ 3.38%
$88.47 - $93.24 $18.6K - $19.6K
6.42K $587M
BAC
Bank Of America Corp

Financial Services
375
+ 12.12%
$44.92 - $52.42 $16.8K - $19.7K
3.47K $179M
C
Citigroup Inc

Financial Services
155
+ 15.5%
$85.57 - $103.49 $13.3K - $16K
1.16K $117M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 10.7%
$567.77 - $614.76 $16.5K - $17.8K
300 $184M
MA
Mastercard Inc

Financial Services
47
+ 22.49%
$550.18 - $598.96 $25.9K - $28.2K
256 $146M
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
595
+ 27.14%
$41.88 - $45.19 $24.9K - $26.9K
2.79K $122M
HTGC
Hercules Capital, Inc.

Financial Services
1.33K
+ 74.97%
$18.34 - $19.53 $24.4K - $26K
3.11K $58.8M
DFAI
Dimensional ETF Tr

ETFs
54
+ 0.4%
$34.05 - $36.55 $1.84K - $1.97K
13.7K $497M
LLY
Eli Lilly & CO

Healthcare
46
+ 8.19%
$625.65 - $812.69 $28.8K - $37.4K
608 $464M
GE
General Electric CO

Industrials
76
+ 122.58%
$244.75 - $305.63 $18.6K - $23.2K
138 $41.5M
UNH
Unitedhealth Group Inc

Healthcare
54
+ 28.57%
$237.77 - $353.61 $12.8K - $19.1K
243 $83.9M
CSCO
Cisco Systems, Inc.

Technology
367
+ 41.75%
$66.2 - $71.79 $24.3K - $26.3K
1.25K $85.3M
SCHW
Schwab Charles Corp

Financial Services
137
+ 5.63%
$91.03 - $98.69 $12.5K - $13.5K
2.57K $245M
ORCC
Owl Rock Capital Corp

Financial Services
1.81K
New
N/A
1.81K $23.1M
CAT
Caterpillar Inc

Industrials
27
+ 26.21%
$390.92 - $477.15 $10.6K - $12.9K
130 $62.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.26%
$67.01 - $72.84 $670 - $728
3.89K $282M
BNDX
Vanguard Total International B

ETFs
497
+ 0.86%
$49.0 - $49.51 $24.4K - $24.6K
58.5K $2.89B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
391
New
$52.12 - $55.33 $20.4K - $21.6K
391 $21.6M
Labcorp Holdings Inc
3
+ 0.39%
N/A
763 $219M
Global X Fds
4
+ 0.21%
N/A
1.89K $133M
Blackrock Inc
8
+ 9.76%
N/A
90 $105M
LOW
Lowes Companies Inc

Consumer Cyclical
32
+ 8.89%
$215.01 - $273.02 $6.88K - $8.74K
392 $98.5M
DFSI
Dimensional ETF Tr Dimen Intl
39
+ 0.36%
N/A
10.9K $448M
AIQ
Global X Funds Global X Artifi

ETFs
4
+ 0.13%
$43.2 - $49.66 $173 - $199
3.18K $157M
TMUS
T Mobile Us, Inc.

Communication Services
76
+ 190.0%
$226.02 - $259.01 $17.2K - $19.7K
116 $27.8M
PEP
Pepsico Inc

Consumer Defensive
47
+ 3.47%
$133.81 - $152.16 $6.29K - $7.15K
1.4K $197M
INTU
Intuit Inc

Technology
26
New
$646.03 - $807.39 $16.8K - $21K
26 $17.8M
GS
Goldman Sachs Group Inc

Financial Services
20
+ 100.0%
$696.56 - $806.32 $13.9K - $16.1K
40 $31.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
197
+ 52.39%
$72.65 - $78.68 $14.3K - $15.5K
573 $44.9M
VUG
Vanguard Growth ETF

ETFs
36
New
$433.97 - $484.08 $15.6K - $17.4K
36 $17.3M
PM
Philip Morris International Inc.

Consumer Defensive
106
+ 1766.67%
$157.77 - $183.27 $16.7K - $19.4K
112 $18.2M
NEE
Nextera Energy Inc

Utilities
65
+ 3.25%
$69.77 - $77.54 $4.54K - $5.04K
2.07K $156M
VZ
Verizon Communications Inc

Communication Services
354
+ 37.22%
$40.84 - $45.06 $14.5K - $16K
1.31K $57.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
New
$5364.25 - $5815.92 $16.1K - $17.4K
3 $16.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
109
+ 1.58%
$45.22 - $48.34 $4.93K - $5.27K
7.01K $335M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.27%
$139.82 - $155.45 $419 - $466
1.14K $176M
ACN
Accenture PLC

Technology
73
+ 146.0%
$232.56 - $304.78 $17K - $22.2K
123 $30.3M
WFC
Wells Fargo & Company

Financial Services
175
+ 291.67%
$77.05 - $85.16 $13.5K - $14.9K
235 $19.7M
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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