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
EPR
Epr Properties

Real Estate
94
New
$52.58 - $61.21 $4.94K - $5.75K
94 $5.45M
Arista Networks Inc
37
New
N/A
37 $5.39M
CDNS
Cadence Design Systems Inc

Technology
5
+ 6.02%
$309.46 - $373.37 $1.55K - $1.87K
88 $30.9M
Liberty Media Corp Del
51
New
N/A
51 $5.33M
ADP
Automatic Data Processing Inc

Industrials
18
New
$288.69 - $310.94 $5.2K - $5.6K
18 $5.28M
TTC
Toro CO

Industrials
69
New
$72.64 - $82.54 $5.01K - $5.7K
69 $5.26M
MCO
Moodys Corp

Financial Services
11
New
$472.69 - $521.32 $5.2K - $5.73K
11 $5.24M
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.18%
$129.01 - $139.72 $258 - $279
1.11K $155M
TTWO
Take Two Interactive Software Inc

Communication Services
20
New
$217.37 - $259.96 $4.35K - $5.2K
20 $5.17M
FOX
Fox Corp Cl B (De)

Communication Services
89
New
$49.06 - $57.29 $4.37K - $5.1K
89 $5.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
13
New
$366.54 - $479.53 $4.77K - $6.23K
13 $5.09M
NWS
News Corp New Cl B Com Stk (De

Communication Services
147
New
$31.68 - $35.17 $4.66K - $5.17K
147 $5.08M
STOT
Spdr Doubleline Short Duration

ETFs
106
New
$47.11 - $47.46 $4.99K - $5.03K
106 $5.02M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
59
New
$84.43 - $97.93 $4.98K - $5.78K
59 $5.01M
QCOM
Qualcomm Inc

Technology
30
New
$145.84 - $173.55 $4.38K - $5.21K
30 $4.99M
ECL
Ecolab Inc.

Basic Materials
17
+ 22.67%
$259.39 - $285.47 $4.41K - $4.85K
92 $25.2M
PAVE
Global X Fds Us Infrastructure

ETFs
3
+ 0.25%
$44.02 - $47.63 $132 - $143
1.2K $57M
JBHT
Hunt J B Transport Services Inc

Industrials
37
New
$130.65 - $154.66 $4.83K - $5.72K
37 $4.97M
CPT
Camden Property Trust

Real Estate
46
New
$104.05 - $115.69 $4.79K - $5.32K
46 $4.91M
SWKS
Skyworks Solutions, Inc.

Technology
59
+ 39.33%
$67.52 - $82.97 $3.98K - $4.9K
209 $16.1M
XYL
Xylem Inc.

Industrials
33
New
$129.67 - $147.5 $4.28K - $4.87K
33 $4.87M
GTES
Gates Industrial Corp PLC

Industrials
196
New
$23.38 - $26.14 $4.58K - $5.12K
196 $4.87M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
45
+ 3.47%
$81.76 - $86.36 $3.68K - $3.89K
1.34K $114M
BX
Blackstone Inc.

Financial Services
28
New
$152.77 - $188.68 $4.28K - $5.28K
28 $4.78M
SYF
Synchrony Financial

Financial Services
44
+ 11.52%
$67.53 - $76.86 $2.97K - $3.38K
426 $30.3M
CRUS
Cirrus Logic, Inc.

Technology
37
New
$97.25 - $127.45 $3.6K - $4.72K
37 $4.64M
WMB
Williams Companies, Inc.

Energy
73
New
$56.52 - $64.01 $4.13K - $4.67K
73 $4.63M
NOW
Service Now, Inc.

Technology
5
New
$850.86 - $1044.69 $4.25K - $5.22K
5 $4.6M
CF
Cf Industries Holdings, Inc.

Basic Materials
51
New
$80.91 - $98.75 $4.13K - $5.04K
51 $4.58M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
87
New
$51.82 - $60.27 $4.51K - $5.24K
87 $4.57M
ESS
Essex Property Trust, Inc.

Real Estate
17
New
N/A
17 $4.55M
STT
State Street Corp

Financial Services
39
New
$102.01 - $117.25 $3.98K - $4.57K
39 $4.53M
VST
Vistra Corp.

Utilities
23
+ 2300.0%
$182.0 - $217.92 $4.19K - $5.01K
24 $4.7M
UHS
Universal Health Services Inc

Healthcare
22
New
$154.95 - $204.44 $3.41K - $4.5K
22 $4.5M
IDXX
Idexx Laboratories Inc

Healthcare
7
New
$514.61 - $682.78 $3.6K - $4.78K
7 $4.47M
DBX
Dropbox, Inc.

Technology
148
New
$26.13 - $32.17 $3.87K - $4.76K
148 $4.47M
MET
Metlife Inc

Financial Services
54
New
$73.82 - $82.37 $3.99K - $4.45K
54 $4.45M
ICE
Intercontinental Exchange, Inc.

Financial Services
26
New
$167.28 - $188.45 $4.35K - $4.9K
26 $4.38M
RMD
Resmed Inc

Healthcare
16
New
$252.01 - $293.73 $4.03K - $4.7K
16 $4.38M
BR
Broadridge Financial Solutions, Inc.

Technology
18
New
$233.75 - $266.89 $4.21K - $4.8K
18 $4.29M
WELL
Welltower Inc.

Real Estate
24
New
$150.71 - $178.14 $3.62K - $4.28K
24 $4.28M
APO
Apollo Global Management, Inc.

Financial Services
32
New
$131.55 - $156.05 $4.21K - $4.99K
32 $4.27M
HCA
Hca Healthcare, Inc.

Healthcare
10
New
$334.32 - $426.2 $3.34K - $4.26K
10 $4.26M
FISV
Fiserv Inc

Technology
33
New
N/A
33 $4.26M
AOR
Ishares Tr Core Growth Allocat

ETFs
6
+ 0.44%
$60.99 - $64.39 $366 - $386
1.37K $88M
RHI
Robert Half International Inc.

Industrials
124
New
$33.49 - $43.03 $4.15K - $5.34K
124 $4.21M
NTNX
Nutanix, Inc.

Technology
56
New
$66.06 - $81.12 $3.7K - $4.54K
56 $4.17M
VLO
Valero Energy Corp

Energy
20
+ 100.0%
$131.77 - $175.63 $2.64K - $3.51K
40 $6.81M
KMB
Kimberly Clark Corp

Consumer Defensive
33
New
$121.72 - $136.77 $4.02K - $4.51K
33 $4.1M
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
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email