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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3
+ 0.46%
$79.76 - $85.78 $239 - $257
656 $55.5M
CB
Chubb LTD

Financial Services
15
+ 10.71%
$265.99 - $289.59 $3.99K - $4.34K
155 $43.7M
AON
Aon PLC

Financial Services
9
+ 6.52%
$350.91 - $375.27 $3.16K - $3.38K
147 $52.4M
AEP
American Electric Power CO Inc

Utilities
25
+ 62.5%
$103.26 - $115.0 $2.58K - $2.88K
65 $7.31M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
123
New
$25.5 - $35.2 $3.14K - $4.33K
123 $3.14M
SAND
Sandstorm Gold LTD

Basic Materials
250
New
$9.36 - $12.52 $2.34K - $3.13K
250 $3.13M
WDC
Western Digital Corp

Technology
26
New
$63.84 - $120.06 $1.66K - $3.12K
26 $3.12M
ICUI
Icu Medical Inc

Healthcare
26
New
$108.1 - $137.26 $2.81K - $3.57K
26 $3.12M
PEG
Public Service Enterprise Group Inc

Utilities
37
New
$79.99 - $90.14 $2.96K - $3.34K
37 $3.09M
Ge Healthcare Technologies I
41
+ 512.5%
N/A
49 $3.68M
EFX
Equifax Inc

Industrials
12
New
$234.03 - $265.73 $2.81K - $3.19K
12 $3.08M
TRV
Travelers Companies, Inc.

Financial Services
11
New
$250.62 - $279.43 $2.76K - $3.07K
11 $3.07M
DVY
Ishares Tr

ETFs
3
+ 0.64%
$133.88 - $142.57 $402 - $428
472 $67.1M
IRM
Iron Mountain Inc

Real Estate
30
New
$89.46 - $104.46 $2.68K - $3.13K
30 $3.06M
EW
Edwards Lifesciences Corp

Healthcare
39
New
$73.75 - $81.83 $2.88K - $3.19K
39 $3.03M
PH
Parker Hannifin Corp

Industrials
4
New
$697.13 - $769.67 $2.79K - $3.08K
4 $3.03M
OLN
Olin Corp

Basic Materials
121
New
$18.23 - $26.93 $2.21K - $3.26K
121 $3.02M
HIW
Highwoods Properties, Inc.

Real Estate
95
New
$28.32 - $32.39 $2.69K - $3.08K
95 $3.02M
TRGP
Targa Resources Corp.

Energy
18
New
$160.52 - $174.4 $2.89K - $3.14K
18 $3.02M
PNC
Pnc Financial Services Group, Inc.

Financial Services
15
New
$185.88 - $207.44 $2.79K - $3.11K
15 $3.01M
GNRC
Generac Holdings Inc.

Industrials
18
New
$146.61 - $202.85 $2.64K - $3.65K
18 $3.01M
SPGI
S&P Global Inc.

Financial Services
17
+ 13.08%
$484.94 - $564.15 $8.24K - $9.59K
147 $71.5M
CBRE
Cbre Group, Inc.

Real Estate
19
New
$137.04 - $165.9 $2.6K - $3.15K
19 $2.99M
ES
Eversource Energy

Utilities
42
New
$62.86 - $71.14 $2.64K - $2.99K
42 $2.99M
DELL
Dell Technologies Inc.

Technology
21
New
$120.96 - $141.77 $2.54K - $2.98K
21 $2.98M
CFG
Citizens Financial Group Inc

Financial Services
56
New
$46.1 - $53.65 $2.58K - $3K
56 $2.98M
APH
Amphenol Corp

Technology
24
New
$97.39 - $125.4 $2.34K - $3.01K
24 $2.97M
Liberty Global LTD
250
New
N/A
250 $2.94M
OKTA
Okta, Inc.

Technology
32
New
$88.51 - $101.1 $2.83K - $3.24K
32 $2.94M
EXC
Exelon Corp

Utilities
64
New
$42.73 - $45.54 $2.73K - $2.91K
64 $2.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.36%
$192.76 - $203.86 $193 - $204
281 $57.3M
CDW
Cdw Corp

Technology
18
New
$156.97 - $182.84 $2.83K - $3.29K
18 $2.87M
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
+ 5.88%
$101.96 - $132.43 $408 - $530
72 $9.24M
URI
United Rentals, Inc.

Industrials
3
New
$774.14 - $975.23 $2.32K - $2.93K
3 $2.86M
ITT
Itt Inc.

Industrials
16
New
$155.93 - $182.88 $2.49K - $2.93K
16 $2.86M
PSX
Phillips 66

Energy
21
New
$118.37 - $139.46 $2.49K - $2.93K
21 $2.86M
MHK
Mohawk Industries Inc

Consumer Cyclical
22
New
$107.23 - $139.75 $2.36K - $3.07K
22 $2.84M
CME
Cme Group Inc.

Financial Services
11
+ 44.0%
$258.83 - $287.1 $2.85K - $3.16K
36 $9.73M
OZK
Bank Ozk

Financial Services
55
New
$47.4 - $53.14 $2.61K - $2.92K
55 $2.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
26
New
$89.32 - $107.82 $2.32K - $2.8K
26 $2.81M
AVSE
American Centy ETF Tr Avantis

ETFs
5
+ 1.0%
$58.4 - $64.07 $292 - $320
504 $32M
WWD
Woodward, Inc.

Industrials
11
New
$237.33 - $266.1 $2.61K - $2.93K
11 $2.78M
FOXA
Fox Corp

Communication Services
44
New
$53.87 - $63.06 $2.37K - $2.77K
44 $2.78M
EL
Estee Lauder Companies Inc

Consumer Defensive
25
+ 34.72%
$83.65 - $95.26 $2.09K - $2.38K
97 $8.58M
NRG
Nrg Energy, Inc.

Utilities
17
New
$144.77 - $173.91 $2.46K - $2.96K
17 $2.75M
REG
Regency Centers Corp

Real Estate
36
+ 48.0%
$68.62 - $73.81 $2.47K - $2.66K
111 $8.09M
CGCP
Capital Group Core Plus Income

ETFs
40
+ 0.48%
$22.27 - $22.95 $891 - $918
8.32K $189M
LAMR
Lamar Advertising CO

Real Estate
22
New
$114.98 - $128.82 $2.53K - $2.83K
22 $2.69M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.42%
$84.28 - $89.46 $169 - $179
482 $42.9M
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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