Zrc Wealth Management, LLC New Holdings in Q3 2024

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Schwab Charles Family Fd
10.2M
New
N/A
10.2M $10.2B
FTHI
First Trust Exchange Traded Fd

ETFs
23.1K
New
$21.47 - $23.16 $497K - $536K
23.1K $533M
Labcorp Holdings Inc
760
New
N/A
760 $170M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.93K
New
$39.15 - $46.02 $75.5K - $88.8K
1.93K $88.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.79K
New
$42.22 - $48.62 $75.7K - $87.1K
1.79K $83.4M
IYH
Ishares Tr

ETFs
785
New
$60.29 - $66.38 $47.3K - $52.1K
785 $51M
Grayscale Bitcoin Mini Tr Bt
6.48K
New
N/A
6.48K $36.5M
KMI
Kinder Morgan, Inc.

Energy
1.64K
New
$19.72 - $22.22 $32.3K - $36.4K
1.64K $36.2M
Grayscale Ethereum Mini Tr E
10.5K
New
N/A
10.5K $25.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
74
New
$217.89 - $392.15 $16.1K - $29K
74 $20.8M
Te Connectivity PLC
134
New
N/A
134 $20.2M
EQT
Eqt Corp

Energy
543
New
$30.21 - $37.21 $16.4K - $20.2K
543 $19.9M
DMCY
Advisors Inner Circle Fd Iii D

ETFs
682
New
$24.48 - $27.64 $16.7K - $18.9K
682 $18.6M
DAL
Delta Air Lines, Inc.

Industrials
339
New
$37.32 - $51.8 $12.7K - $17.6K
339 $17.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
370
New
$38.04 - $45.36 $14.1K - $16.8K
370 $16.5M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
75
New
$169.12 - $184.42 $12.7K - $13.8K
75 $13.8M
RGI
Invesco S&P 500 Equal Weight I

ETFs
250
New
N/A
250 $12.8M
MAR
Marriott International Inc

Consumer Cyclical
50
New
$211.35 - $255.11 $10.6K - $12.8K
50 $12.4M
TTE
Total Energies Se

Energy
175
New
$68.61 - $68.61 $12K - $12K
175 $11.3M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
125
New
$73.86 - $84.2 $9.23K - $10.5K
125 $10.3M
PAVE
Global X Fds Us Infrastructure

ETFs
250
New
$36.39 - $41.16 $9.1K - $10.3K
250 $10.3M
FDX
Fedex Corp

Industrials
35
New
$254.64 - $313.52 $8.91K - $11K
35 $9.58M
IAU
Ishares Gold Trust

ETFs
175
New
$44.06 - $50.5 $7.71K - $8.84K
175 $8.7M
TMUS
T Mobile Us, Inc.

Communication Services
40
New
$175.14 - $206.36 $7.01K - $8.25K
40 $8.26M
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
New
$139.03 - $157.34 $6.95K - $7.87K
50 $7.87M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
150
New
$43.42 - $48.95 $6.51K - $7.34K
150 $7.31M
IBB
Ishares Biotechnology ETF

ETFs
50
New
$135.09 - $149.47 $6.75K - $7.47K
50 $7.28M
SOXX
Ishares Semiconductor ETF

ETFs
28
New
$199.29 - $265.49 $5.58K - $7.43K
28 $6.47M
IBRX
Immunity Bio, Inc.

Healthcare
1.5K
New
$3.32 - $6.7 $4.98K - $10.1K
1.5K $5.58M
WYNN
Wynn Resorts LTD

Consumer Cyclical
50
New
$73.55 - $97.62 $3.68K - $4.88K
50 $4.79M
DRIV
Global X Fds Global X Autonomo

ETFs
200
New
$20.59 - $25.46 $4.12K - $5.09K
200 $4.7M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
100
New
$31.67 - $39.16 $3.17K - $3.92K
100 $3.59M
LIT
Global X Fds Global X Lithium

ETFs
75
New
$35.01 - $43.59 $2.63K - $3.27K
75 $3.27M
ALT
Altimmune, Inc.

Healthcare
200
New
$5.5 - $8.1 $1.1K - $1.62K
200 $1.23M
Nikola Corp
116
New
N/A
116 $532K
Grail Inc
17
New
N/A
17 $234K
AUGX
Augmedix, Inc.

Healthcare
25
New
$0.89 - $2.35 $22.3 - $58.8
25 $59K
ABNB
Airbnb, Inc.

Consumer Cyclical
0
New
$113.01 - $154.34 $0 - $0
0 $50K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
New
$112.12 - $149.09 $112 - $149
1 $75K
Aligos Therapeutics Inc
4
New
N/A
4 $35K
Galmed Pharmaceuticals LTD
1
New
N/A
1 $7K
MKC
Mccormick & CO Inc

Consumer Defensive
0
New
$69.44 - $84.76 $0 - $0
0 $26K
AFL
Aflac Inc

Financial Services
0
New
$88.52 - $111.8 $0 - $0
0 $18K
CTSH
Cognizant Technology Solutions Corp

Technology
0
New
$66.89 - $77.87 $0 - $0
0 $13K
AES
Aes Corp

Utilities
0
New
$16.18 - $20.07 $0 - $0
0 $10K
GIS
General Mills Inc

Consumer Defensive
0
New
$62.5 - $75.15 $0 - $0
0 $11K
KHC
Kraft Heinz CO

Consumer Defensive
0
New
$31.86 - $36.13 $0 - $0
0 $10K
IR
Ingersoll Rand Inc.

Industrials
0
New
$86.9 - $100.4 $0 - $0
0 $14K
CHD
Church & Dwight CO Inc

Consumer Defensive
0
New
$98.01 - $106.59 $0 - $0
0 $11K
Activity Summary
Buys All Purchases 172 New Holdings 52 Increased Positions 120 Sells All Sells 55 Reductions 53 Sold out 2 Options Calls 0 Puts 0
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