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
CW
Curtiss Wright Corp

Industrials
14
New
$472.43 - $542.94 $6.61K - $7.6K
14 $7.6M
ZM
Zoom Video Communications, Inc.

Technology
92
New
$69.77 - $86.83 $6.42K - $7.99K
92 $7.59M
VRSN
Verisign Inc

Technology
27
New
$263.02 - $305.98 $7.1K - $8.26K
27 $7.55M
BK
Bank Of New York Mellon Corp

Financial Services
69
New
$90.65 - $109.75 $6.25K - $7.57K
69 $7.52M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
324
New
$23.03 - $23.12 $7.46K - $7.49K
324 $7.47M
MMM
3 M CO

Industrials
36
+ 5.72%
$144.41 - $160.2 $5.2K - $5.77K
665 $103M
DASH
Door Dash, Inc.

Communication Services
27
New
$234.5 - $272.5 $6.33K - $7.36K
27 $7.34M
MO
Altria Group, Inc.

Consumer Defensive
79
+ 28.94%
$57.75 - $67.68 $4.56K - $5.35K
352 $23.3M
CEG
Constellation Energy Corp

Utilities
22
New
$298.82 - $354.89 $6.57K - $7.81K
22 $7.24M
Ramaco Res Inc
218
New
N/A
218 $7.24M
NLOK
Norton Life Lock Inc.

Technology
252
New
N/A
252 $7.16M
FVAL
Fidelity Covington Tr Value Fa

ETFs
100
+ 555.56%
$63.74 - $69.18 $6.37K - $6.92K
118 $8.16M
KRC
Kilroy Realty Corp

Real Estate
165
New
$34.55 - $44.44 $5.7K - $7.33K
165 $6.97M
SHW
Sherwin Williams CO

Basic Materials
20
New
$330.88 - $375.23 $6.62K - $7.5K
20 $6.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
87
New
$69.9 - $78.26 $6.08K - $6.81K
87 $6.78M
XEL
Xcel Energy Inc

Utilities
7
+ 1.42%
$67.56 - $80.65 $473 - $565
501 $40.4M
NEM
Newmont Corp

Basic Materials
80
New
$57.35 - $85.25 $4.59K - $6.82K
80 $6.75M
BYD
Boyd Gaming Corp

Consumer Cyclical
78
New
$79.66 - $87.38 $6.21K - $6.82K
78 $6.74M
Lam Research Corp
50
New
N/A
50 $6.7M
COP
Conocophillips

Energy
64
+ 49.23%
$91.0 - $98.99 $5.82K - $6.34K
194 $18.4M
HWM
Howmet Aerospace Inc.

Industrials
34
New
$171.0 - $196.23 $5.81K - $6.67K
34 $6.67M
EMR
Emerson Electric CO

Industrials
51
+ 242.86%
$128.6 - $149.63 $6.56K - $7.63K
72 $9.45M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12
New
$473.44 - $553.71 $5.68K - $6.64K
12 $6.56M
AVSU
American Centy ETF Tr Avantis

ETFs
22
+ 2.24%
$68.72 - $74.09 $1.51K - $1.63K
1.01K $74M
PGR
Progressive Corp

Financial Services
26
New
$238.61 - $264.3 $6.2K - $6.87K
26 $6.42M
CCK
Crown Holdings Inc

Consumer Cyclical
66
New
$92.19 - $108.12 $6.08K - $7.14K
66 $6.38M
AOA
Ishares Tr Core Aggressive All

ETFs
9
+ 0.76%
$82.71 - $88.14 $744 - $793
1.19K $105M
TT
Trane Technologies PLC

Industrials
15
New
$398.96 - $472.54 $5.98K - $7.09K
15 $6.33M
YEAR
Ab Active Etfs Inc Ultra Short
124
New
N/A
124 $6.28M
ADI
Analog Devices Inc

Technology
13
+ 3.25%
$220.68 - $255.63 $2.87K - $3.32K
413 $101M
MSI
Motorola Solutions, Inc.

Technology
10
+ 21.74%
$408.73 - $490.3 $4.09K - $4.9K
56 $25.6M
DG
Dollar General Corp

Consumer Defensive
60
New
$101.86 - $116.32 $6.11K - $6.98K
60 $6.2M
MAS
Masco Corp

Industrials
88
New
$64.44 - $76.07 $5.67K - $6.69K
88 $6.2M
VEEV
Veeva Systems Inc

Healthcare
2
+ 0.36%
$269.2 - $297.91 $538 - $596
565 $168M
GRMN
Garmin LTD

Technology
25
New
$211.13 - $246.22 $5.28K - $6.16K
25 $6.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
160
+ 42.67%
$10.78 - $19.82 $1.72K - $3.17K
535 $10.4M
DGX
Quest Diagnostics Inc

Healthcare
32
New
N/A
32 $6.1M
IT
Gartner Inc

Technology
23
New
$225.98 - $406.7 $5.2K - $9.35K
23 $6.05M
CTAS
Cintas Corp

Industrials
29
New
$199.29 - $226.27 $5.78K - $6.56K
29 $5.95M
PHM
Pultegroup Inc

Consumer Cyclical
44
New
$108.0 - $141.42 $4.75K - $6.22K
44 $5.81M
TSN
Tyson Foods, Inc.

Consumer Defensive
105
New
$52.3 - $57.69 $5.49K - $6.06K
105 $5.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
29
New
$163.62 - $210.2 $4.74K - $6.1K
29 $5.67M
OC
Owens Corning

Industrials
40
New
$136.56 - $157.69 $5.46K - $6.31K
40 $5.66M
G
Genpact LTD

Technology
135
New
$41.06 - $46.13 $5.54K - $6.23K
135 $5.66M
T
At&T Inc.

Communication Services
253
+ 11.73%
$26.94 - $29.62 $6.82K - $7.49K
2.41K $68.1M
AIG
American International Group, Inc.

Financial Services
71
New
$76.34 - $85.87 $5.42K - $6.1K
71 $5.58M
PODD
Insulet Corp

Healthcare
18
New
$277.3 - $352.82 $4.99K - $6.35K
18 $5.56M
TTEK
Tetra Tech Inc

Industrials
166
New
$33.1 - $38.34 $5.49K - $6.36K
166 $5.54M
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.31%
$281.0 - $296.29 $281 - $296
325 $96.3M
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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