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
UBER
Uber Technologies, Inc

Technology
127
+ 25.35%
$86.91 - $99.57 $11K - $12.6K
628 $61.5M
Victory Portfolios Ii
394
New
N/A
394 $14.8M
SPYG
Spdr Portfolio

ETFs
138
New
$94.33 - $105.31 $13K - $14.5K
138 $14.4M
ISRG
Intuitive Surgical Inc

Healthcare
32
New
$433.66 - $544.47 $13.9K - $17.4K
32 $14.3M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
80
New
$172.72 - $179.11 $13.8K - $14.3K
80 $14.3M
OUNZ
Van Eck Merk Gold Trust

ETFs
383
New
$31.49 - $37.19 $12.1K - $14.2K
383 $14.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 35.09%
$404.94 - $499.99 $8.1K - $10K
77 $37.3M
DUK
Duke Energy Corp

Utilities
31
+ 1.81%
$116.31 - $125.93 $3.61K - $3.9K
1.74K $215M
RAAX
Vaneck ETF Trust Inflation All

ETFs
395
New
$31.5 - $34.46 $12.4K - $13.6K
395 $13.6M
Ge Vernova Inc
17
+ 47.22%
N/A
53 $32.6M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
175
+ 35.86%
$49.31 - $57.77 $8.63K - $10.1K
663 $37.7M
TDY
Teledyne Technologies Inc

Technology
22
New
$509.51 - $586.04 $11.2K - $12.9K
22 $12.9M
Aptiv PLC
24
+ 3.99%
N/A
625 $53.9M
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 4.04%
$121.35 - $144.54 $2.31K - $2.75K
489 $70.7M
BA
Boeing CO

Industrials
51
+ 20.99%
$209.79 - $237.38 $10.7K - $12.1K
294 $63.5M
Linde PLC
26
New
N/A
26 $12.4M
FFIV
F5, Inc.

Technology
38
New
$290.76 - $334.59 $11K - $12.7K
38 $12.3M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.4%
$194.44 - $206.51 $778 - $826
1K $207M
EBAY
Ebay Inc

Consumer Cyclical
44
+ 9.63%
$75.33 - $100.77 $3.31K - $4.43K
501 $45.6M
BSX
Boston Scientific Corp

Healthcare
117
New
$97.03 - $108.14 $11.4K - $12.7K
117 $11.4M
ADSK
Autodesk, Inc.

Technology
36
New
N/A
36 $11.4M
DFAE
Dimensional ETF Tr

ETFs
28
+ 0.72%
$28.84 - $31.84 $808 - $892
3.94K $124M
MDT
Medtronic PLC

Healthcare
115
New
$87.67 - $95.74 $10.1K - $11K
115 $11M
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 2.73%
$546.36 - $631.12 $1.64K - $1.89K
113 $71.2M
CVS
Cvs Health Corp

Healthcare
130
+ 185.71%
$58.75 - $76.5 $7.64K - $9.95K
200 $15.1M
MNST
Monster Beverage Corp

Consumer Defensive
152
New
$58.65 - $67.31 $8.91K - $10.2K
152 $10.2M
GD
General Dynamics Corp

Industrials
30
New
$293.92 - $341.0 $8.82K - $10.2K
30 $10.2M
CRM
Salesforce, Inc.

Technology
68
+ 41.21%
$231.66 - $273.65 $15.8K - $18.6K
233 $55.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
84
New
$118.3 - $142.16 $9.94K - $11.9K
84 $10.2M
CMCSA
Comcast Corp

Communication Services
404
+ 67.33%
$31.41 - $36.33 $12.7K - $14.7K
1K $31.6M
KO
Coca Cola CO

Consumer Defensive
162
+ 107.28%
$65.67 - $71.67 $10.6K - $11.6K
313 $20.8M
V
Visa Inc.

Financial Services
67
+ 7.14%
$332.09 - $358.86 $22.3K - $24K
1.01K $343M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3
+ 0.07%
$29.55 - $32.52 $88.7 - $97.6
4.08K $131M
COIN
Coinbase Global, Inc.

Technology
32
+ 37.65%
$297.99 - $419.78 $9.54K - $13.4K
117 $39.5M
COF
Capital One Financial Corp

Financial Services
44
+ 45.83%
$207.29 - $229.74 $9.12K - $10.1K
140 $29.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2
+ 0.22%
$89.29 - $100.17 $179 - $200
905 $90.6M
AMGN
Amgen Inc

Healthcare
30
+ 12.93%
$271.18 - $309.22 $8.14K - $9.28K
262 $73.9M
AXP
American Express CO

Financial Services
27
New
$294.27 - $342.31 $7.95K - $9.24K
27 $8.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
10
+ 0.5%
$66.38 - $71.68 $664 - $717
2K $143M
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.12%
$86.92 - $99.32 $86.9 - $99.3
834 $81.5M
GILD
Gilead Sciences, Inc.

Healthcare
77
+ 7.47%
$108.22 - $120.47 $8.33K - $9.28K
1.11K $123M
CMI
Cummins Inc

Industrials
20
New
$327.85 - $426.39 $6.56K - $8.53K
20 $8.45M
UNP
Union Pacific Corp

Industrials
32
+ 25.6%
$214.91 - $237.16 $6.88K - $7.59K
157 $37.1M
RL
Ralph Lauren Corp

Consumer Cyclical
26
New
$272.1 - $320.75 $7.07K - $8.34K
26 $8.15M
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.4%
$132.83 - $140.61 $531 - $562
1.01K $141M
DDOG
Datadog, Inc.

Technology
57
New
$124.52 - $155.15 $7.1K - $8.84K
57 $8.12M
EXPE
Expedia Group, Inc.

Consumer Cyclical
37
+ 3700.0%
$171.01 - $228.24 $6.33K - $8.44K
38 $8.07M
DT
Dynatrace, Inc.

Technology
162
New
$46.04 - $56.64 $7.46K - $9.18K
162 $7.85M
TPR
Tapestry, Inc.

Consumer Cyclical
68
New
$86.48 - $116.14 $5.88K - $7.9K
68 $7.7M
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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