Zrc Wealth Management, LLC Incresed Positions in Q3 2025

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PNR
Pentair PLC

Industrials
10
+ 142.86%
$100.62 - $112.59 $1.01K - $1.13K
17 $1.88M
JCI
Johnson Controls International PLC

Industrials
10
+ 100.0%
$103.24 - $111.73 $1.03K - $1.12K
20 $2.2M
FTNT
Fortinet, Inc.

Technology
71
+ 31.56%
$74.39 - $107.65 $5.28K - $7.64K
296 $24.9M
GQRE
Flexshares Tr Global Quality R

ETFs
3
+ 0.47%
$58.71 - $61.92 $176 - $186
647 $39.4M
LVS
Las Vegas Sands Corp

Consumer Cyclical
11
+ 28.95%
$47.38 - $57.71 $521 - $635
49 $2.64M
PANW
Palo Alto Networks Inc

Technology
20
+ 0.65%
$167.06 - $208.19 $3.34K - $4.16K
3.09K $629M
ESTC
Elastic N.V.

Technology
9
+ 18.0%
$72.54 - $92.3 $653 - $831
59 $4.99M
ROKU
Roku, Inc

Communication Services
6
+ 50.0%
$79.98 - $101.78 $480 - $611
18 $1.8M
FGLD
Franklin Templeton Holdings Trust
2
+ 2.74%
N/A
75 $3.88M
DVA
Davita Inc.

Healthcare
12
+ 12.0%
$127.69 - $151.32 $1.53K - $1.82K
112 $14.9M
Vaneck Bitcoin ETF
3
+ 1.14%
N/A
267 $8.64M
DFAR
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.66%
$22.9 - $24.1 $160 - $169
1.06K $25.4M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2
+ 0.7%
$45.4 - $47.61 $90.8 - $95.2
286 $13.6M
EQT
Eqt Corp

Energy
48
+ 8.76%
$49.19 - $59.19 $2.36K - $2.84K
596 $32.4M
ICF
Ishares Tr

ETFs
3
+ 0.57%
$59.57 - $62.89 $179 - $189
529 $32.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8
+ 1.26%
$50.82 - $51.09 $407 - $409
645 $33M
CLX
Clorox CO

Consumer Defensive
1
+ 1.11%
$117.67 - $131.43 $118 - $131
91 $11.2M
VGSH
Vanguard

ETFs
3
+ 0.39%
$58.43 - $58.88 $175 - $177
781 $45.9M
Dimensional ETF Trust
1
+ 0.49%
N/A
204 $5.58M
OGN
Organon & Co.

Healthcare
1
+ 1.32%
$8.4 - $10.85 $8.4 - $10.9
77 $818K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
21
+ 8.86%
$196.15 - $217.83 $4.12K - $4.57K
258 $51.9M
IAK
Ishares Tr

ETFs
1
+ 0.65%
$126.37 - $134.46 $126 - $134
155 $20.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2
+ 0.29%
$86.07 - $90.74 $172 - $181
698 $62.5M
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.96%
$212.64 - $225.25 $213 - $225
105 $22.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 2.04%
$265.78 - $299.3 $797 - $898
150 $40.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 2.34%
$284.17 - $319.49 $1.42K - $1.6K
219 $67.9M
FIS
Fidelity National Information Services, Inc.

Technology
11
+ 9.91%
$63.37 - $82.35 $697 - $906
122 $8.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
30
+ 7.09%
$65.64 - $78.22 $1.97K - $2.35K
453 $30.3M
Tortoise Capital Series Trus
128
+ 0.53%
N/A
24.4K $221M
WM
Waste Management Inc

Industrials
13
+ 2.39%
$213.88 - $237.1 $2.78K - $3.08K
557 $123M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30
+ 1.48%
$46.51 - $50.07 $1.4K - $1.5K
2.06K $96.5M
RGA
Reinsurance Group Of America Inc

Financial Services
3
+ 0.49%
$177.1 - $199.23 $531 - $598
619 $119M
CUBE
Cube Smart

Real Estate
16
+ 0.71%
$38.71 - $43.34 $619 - $693
2.27K $92.1M
IBM
International Business Machines Corp

Technology
1
+ 0.2%
$234.77 - $292.47 $235 - $292
494 $139M
HON
Honeywell International Inc

Industrials
29
+ 6.04%
$207.7 - $240.4 $6.02K - $6.97K
509 $107M
DRI
Darden Restaurants Inc

Consumer Cyclical
9
+ 3.78%
$184.73 - $220.27 $1.66K - $1.98K
247 $47M
ZTS
Zoetis Inc.

Healthcare
34
+ 3.09%
$141.13 - $159.19 $4.8K - $5.41K
1.14K $166M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
33
+ 6.82%
$38.58 - $58.24 $1.27K - $1.92K
517 $20.3M
ROP
Roper Technologies Inc

Industrials
8
+ 4.0%
$495.03 - $573.0 $3.96K - $4.58K
208 $104M
DIS
Walt Disney CO

Communication Services
127
+ 4.72%
$112.25 - $124.0 $14.3K - $15.7K
2.82K $322M
TGT
Target Corp

Consumer Defensive
47
+ 2.65%
$86.56 - $107.43 $4.07K - $5.05K
1.82K $164M
CI
Cigna Corp

Healthcare
10
+ 2.22%
$262.23 - $334.39 $2.62K - $3.34K
461 $133M
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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