Zrc Wealth Management, LLC Reduced Holdings in Q1 2025

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
-199K
- 73.77%
$57.11 - $62.4 $11.3M - $12.4M
70.6K $4.25B
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 0.46%
$222.15 - $428.22 $8.66K - $16.7K
8.49K $2.2B
AAPL
Apple Inc.

Technology
-1.49K
- 4.79%
$209.68 - $247.1 $312K - $368K
29.6K $6.59B
UNH
Unitedhealth Group Inc

Healthcare
-814
- 81.16%
$461.52 - $548.18 $376K - $446K
189 $99M
MSFT
Microsoft Corp

Technology
-294
- 4.6%
$375.39 - $447.2 $110K - $131K
6.1K $2.29B
AMZN
Amazon Com Inc

Consumer Cyclical
-977
- 13.81%
$190.26 - $242.06 $186K - $236K
6.1K $1.16B
VTI
Vanguard Total Stock Market Et

ETFs
-806
- 9.43%
$271.18 - $303.12 $219K - $244K
7.75K $2.13B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-60
- 0.86%
$360.07 - $417.26 $21.6K - $25K
6.92K $2.5B
VGT
Vanguard Information Technolog

ETFs
-412
- 71.65%
$543.24 - $646.34 $224K - $266K
163 $88.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
-902
- 6.8%
$92.71 - $107.38 $83.6K - $96.9K
12.4K $1.15B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.9K
- 14.06%
$25.58 - $29.24 $151K - $172K
36K $944M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.52K
- 5.08%
$95.85 - $99.25 $241K - $250K
47.1K $4.64B
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.5K
- 63.29%
$55.11 - $65.5 $138K - $164K
1.45K $82.4M
ETN
Eaton Corp PLC

Industrials
-163
- 9.04%
$271.83 - $371.23 $44.3K - $60.5K
1.64K $446M
VIG
Vanguard Dividend Appreciation

ETFs
-698
- 49.75%
N/A
705 $137M
HPQ
Hp Inc

Technology
-411
- 1.93%
$27.69 - $34.72 $11.4K - $14.3K
20.8K $577M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-6.27K
- 3.28%
$18.54 - $18.88 $116K - $118K
185K $3.46B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-143
- 0.38%
$23.16 - $27.04 $3.31K - $3.87K
37.3K $873M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-396
- 83.54%
$111.56 - $223.11 $44.2K - $88.4K
78 $8.72M
ARES
Ares Management Corp

Financial Services
-309
- 24.1%
$140.19 - $198.28 $43.3K - $61.3K
973 $143M
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.29K
- 10.34%
$22.52 - $24.48 $74.2K - $80.6K
28.6K $657M
VB
Vanguard Small Cap ETF

ETFs
-150
- 6.25%
$217.89 - $252.64 $32.7K - $37.9K
2.25K $499M
PWR
Quanta Services, Inc.

Industrials
-50
- 4.93%
$236.71 - $358.03 $11.8K - $17.9K
965 $245M
KEYS
Keysight Technologies, Inc.

Technology
-300
- 12.54%
$148.16 - $185.11 $44.4K - $55.5K
2.09K $313M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.05%
$522.96 - $601.18 $523 - $601
1.88K $1B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-280
- 3.8%
$169.43 - $182.84 $47.4K - $51.2K
7.09K $1.23B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.29K
- 50.0%
$24.88 - $26.85 $57K - $61.5K
2.29K $57.8M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.15K
- 20.72%
$32.74 - $36.2 $70.3K - $77.8K
8.22K $287M
VBR
Vanguard Small Cap Value ETF

ETFs
-170
- 6.52%
$183.02 - $207.75 $31.1K - $35.3K
2.44K $459M
CDNS
Cadence Design Systems Inc

Technology
-154
- 64.98%
$233.96 - $324.52 $36K - $50K
83 $21.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
-565
- 32.89%
$89.27 - $92.9 $50.4K - $52.5K
1.15K $107M
TJX
Tjx Companies Inc

Consumer Cyclical
-379
- 44.64%
$112.81 - $126.16 $42.8K - $47.8K
470 $57.2M
PANW
Palo Alto Networks Inc

Technology
-54
- 1.73%
$167.82 - $208.28 $9.06K - $11.2K
3.07K $524M
HD
Home Depot, Inc.

Consumer Cyclical
-48
- 5.35%
$347.25 - $424.87 $16.7K - $20.4K
849 $311M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-671
- 29.66%
$69.81 - $78.9 $46.8K - $52.9K
1.59K $124M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-435
- 38.56%
$78.97 - $85.82 $34.4K - $37.3K
693 $57.5M
IWM
Ishares Russell 2000 ETF

ETFs
-7
- 0.48%
$198.1 - $229.79 $1.39K - $1.61K
1.44K $288M
EEMV
Ishares Msci Emerging Markets

ETFs
-530
- 49.63%
$57.07 - $59.29 $30.2K - $31.4K
538 $31.4M
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 6.27%
$890.62 - $1076.86 $57K - $68.9K
956 $905M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-248
- 50.1%
$110.75 - $119.78 $27.5K - $29.7K
247 $28.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-144
- 1.78%
$24.91 - $29.02 $3.59K - $4.18K
7.95K $199M
IVV
Ishares Core S&P 500 ETF

ETFs
-31
- 24.6%
$554.06 - $615.85 $17.2K - $19.1K
95 $53.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-10
- 1.85%
$212.17 - $267.17 $2.12K - $2.67K
531 $112M
CVS
Cvs Health Corp

Healthcare
-400
- 85.11%
$44.22 - $68.64 $17.7K - $27.5K
70 $4.74M
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 7.0%
$222.66 - $268.42 $7.79K - $9.39K
465 $108M
EEM
Ishares Msci Emerging Markets

ETFs
-781
- 7.36%
$40.81 - $45.34 $31.9K - $35.4K
9.83K $430M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-26
- 5.78%
$408.78 - $448.82 $10.6K - $11.7K
424 $178M
IWS
Ishares Russell Midcap Value E

ETFs
-69
- 6.46%
$122.59 - $135.24 $8.46K - $9.33K
999 $126M
META
Meta Platforms, Inc.

Communication Services
-12
- 2.04%
$576.36 - $736.67 $6.92K - $8.84K
577 $332M
Activity Summary
Buys All Purchases 140 New Holdings 33 Increased Positions 107 Sells All Sells 87 Reductions 84 Sold out 3 Options Calls 0 Puts 0
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