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
EPD
Enterprise Products Partners L.P.

Energy
56
+ 1.68%
$30.74 - $32.14 $1.72K - $1.8K
3.38K $106M
TDG
Trans Digm Group Inc

Industrials
2
New
$1271.04 - $1620.83 $2.54K - $3.24K
2 $2.64M
TYL
Tyler Technologies Inc

Technology
5
New
$522.22 - $611.76 $2.61K - $3.06K
5 $2.62M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
400
New
$4.73 - $8.22 $1.89K - $3.29K
400 $2.61M
ZION
Zions Bancorporation, National Association

Financial Services
46
New
$51.2 - $59.15 $2.36K - $2.72K
46 $2.6M
Corpay Inc
9
New
N/A
9 $2.59M
OHI
Omega Healthcare Investors Inc

Real Estate
61
New
$36.29 - $43.34 $2.21K - $2.64K
61 $2.58M
TXN
Texas Instruments Inc

Technology
14
New
N/A
14 $2.57M
INGR
Ingredion Inc

Consumer Defensive
21
New
$121.01 - $138.21 $2.54K - $2.9K
21 $2.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
36
+ 2.0%
$55.61 - $57.37 $2K - $2.07K
1.83K $105M
LMT
Lockheed Martin Corp

Industrials
5
New
$410.74 - $499.21 $2.05K - $2.5K
5 $2.5M
AVSD
American Centy ETF Tr Avantis

ETFs
9
+ 1.94%
$66.62 - $71.66 $600 - $645
472 $33.8M
JHG
Janus Henderson Group PLC

Financial Services
56
New
$39.46 - $45.37 $2.21K - $2.54K
56 $2.49M
CGNX
Cognex Corp

Technology
55
New
$31.85 - $46.54 $1.75K - $2.56K
55 $2.49M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
24
New
$98.64 - $113.55 $2.37K - $2.73K
24 $2.49M
USFR
Wisdomtree Floating Rate Treas

ETFs
50
+ 7.5%
$50.23 - $50.48 $2.51K - $2.52K
717 $36M
OKE
Oneok Inc

Energy
34
New
$71.36 - $83.47 $2.43K - $2.84K
34 $2.48M
NNN
National Retail Properties, Inc.

Real Estate
58
New
$40.68 - $44.1 $2.36K - $2.56K
58 $2.47M
BDX
Becton Dickinson & CO

Healthcare
13
+ 100.0%
$172.41 - $199.66 $2.24K - $2.6K
26 $4.78M
SQ
Block, Inc.

Technology
34
New
N/A
34 $2.46M
SNA
Snap On Inc

Industrials
7
New
$313.01 - $346.53 $2.19K - $2.43K
7 $2.43M
TKR
Timken CO

Industrials
32
New
$73.5 - $81.69 $2.35K - $2.61K
32 $2.41M
GPS
Gap Inc

Consumer Cyclical
112
New
N/A
112 $2.4M
IVZ
Invesco Ltd.

Financial Services
104
New
$16.17 - $23.0 $1.68K - $2.39K
104 $2.39M
PWZ
Invesco California Amt Free Mu

ETFs
26
+ 0.86%
$22.77 - $24.07 $592 - $626
3.04K $72.8M
AMD
Advanced Micro Devices Inc

Technology
5
+ 6.41%
$134.8 - $184.42 $674 - $922
83 $13.4M
Veralto Corp
18
+ 23.38%
N/A
95 $10.1M
ED
Consolidated Edison Inc

Utilities
23
New
$95.57 - $105.36 $2.2K - $2.42K
23 $2.31M
GWRE
Guidewire Software, Inc.

Technology
10
New
$207.82 - $261.88 $2.08K - $2.62K
10 $2.3M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
31
New
$73.7 - $90.42 $2.28K - $2.8K
31 $2.29M
PRU
Prudential Financial Inc

Financial Services
22
New
$100.68 - $109.89 $2.21K - $2.42K
22 $2.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
New
$301.44 - $365.84 $2.11K - $2.56K
7 $2.27M
RPRX
Royalty Pharma PLC

Healthcare
64
New
$34.9 - $37.91 $2.23K - $2.43K
64 $2.26M
EOG
Eog Resources Inc

Energy
20
New
$112.12 - $126.1 $2.24K - $2.52K
20 $2.24M
CTVA
Corteva, Inc.

Basic Materials
33
New
$67.08 - $77.12 $2.21K - $2.54K
33 $2.23M
STE
Steris PLC

Healthcare
9
New
$221.21 - $252.43 $1.99K - $2.27K
9 $2.23M
ON
On Semiconductor Corp

Technology
45
New
$46.98 - $62.45 $2.11K - $2.81K
45 $2.22M
VICI
Vici Properties Inc.

Real Estate
68
New
$31.43 - $33.93 $2.14K - $2.31K
68 $2.22M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.4%
$133.48 - $144.38 $133 - $144
250 $35.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.17%
$137.51 - $145.26 $138 - $145
574 $81.7M
CSGP
Costar Group, Inc.

Real Estate
26
New
$81.42 - $96.83 $2.12K - $2.52K
26 $2.19M
QRVO
Qorvo, Inc.

Technology
24
New
$83.6 - $96.31 $2.01K - $2.31K
24 $2.19M
KMI
Kinder Morgan, Inc.

Energy
115
+ 11.84%
$26.23 - $28.5 $3.02K - $3.28K
1.09K $30.7M
CATH
Global X Fds Global X S&P 500

ETFs
2
+ 0.55%
$75.38 - $81.32 $151 - $163
368 $29.8M
AXON
Axon Enterprise, Inc.

Industrials
3
New
$698.02 - $870.97 $2.09K - $2.61K
3 $2.15M
LEG
Leggett & Platt Inc

Consumer Cyclical
242
New
$8.08 - $10.59 $1.96K - $2.56K
242 $2.15M
MIDD
Middleby Corp

Industrials
16
New
$118.3 - $150.16 $1.89K - $2.4K
16 $2.13M
ROK
Rockwell Automation, Inc

Industrials
6
New
$328.67 - $358.52 $1.97K - $2.15K
6 $2.1M
MAA
Mid America Apartment Communities Inc.

Real Estate
15
New
$138.38 - $153.2 $2.08K - $2.3K
15 $2.1M
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
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