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
SEIC
Sei Investments CO

Financial Services
5
New
$84.85 - $93.8 $424 - $469
5 $425K
SNAP
Snap Inc

Communication Services
54
New
$6.99 - $10.35 $377 - $559
54 $417K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
New
$113.78 - $148.0 $341 - $444
3 $415K
COLB
Columbia Banking System, Inc.

Financial Services
16
New
$23.26 - $27.31 $372 - $437
16 $412K
CLX
Clorox CO

Consumer Defensive
1
+ 1.11%
$117.67 - $131.43 $118 - $131
91 $11.2M
WSO
Watsco Inc

Industrials
1
New
$381.94 - $489.97 $382 - $490
1 $405K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
New
$119.73 - $134.7 $359 - $404
3 $401K
AXS
Axis Capital Holdings LTD

Financial Services
4
New
$93.33 - $102.44 $373 - $410
4 $384K
EVRG
Evergy, Inc.

Utilities
5
New
$67.73 - $76.02 $339 - $380
5 $381K
Gci Liberty Inc
10
New
N/A
10 $373K
WEC
Wec Energy Group, Inc.

Utilities
3
New
$103.66 - $114.59 $311 - $344
3 $344K
KBR
Kbr, Inc.

Industrials
7
New
$45.52 - $51.61 $319 - $361
7 $332K
PRGO
Perrigo CO PLC

Healthcare
14
New
$20.76 - $28.43 $291 - $398
14 $312K
CTRA
Coterra Energy Inc.

Energy
13
New
$23.09 - $25.45 $300 - $331
13 $308K
WRB
Berkley W R Corp

Financial Services
4
New
$67.78 - $76.62 $271 - $306
4 $307K
ORI
Old Republic International Corp

Financial Services
7
New
$35.74 - $42.47 $250 - $297
7 $298K
HRL
Hormel Foods Corp

Consumer Defensive
12
New
$24.31 - $31.54 $292 - $378
12 $297K
VERI
Veritone, Inc.

Technology
61
New
$1.42 - $5.91 $86.6 - $361
61 $295K
ADT
Adt Inc.

Industrials
32
New
$8.27 - $8.85 $265 - $283
32 $279K
RGEN
Repligen Corp

Healthcare
2
New
$111.43 - $134.0 $223 - $268
2 $268K
ITW
Illinois Tool Works Inc

Industrials
1
New
$252.31 - $269.41 $252 - $269
1 $261K
SUI
Sun Communities Inc

Real Estate
2
New
$116.6 - $131.28 $233 - $263
2 $258K
INCY
Incyte Corp

Healthcare
3
New
$67.27 - $86.96 $202 - $261
3 $255K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3
New
$79.9 - $92.0 $240 - $276
3 $240K
GMED
Globus Medical Inc

Healthcare
4
New
$51.89 - $62.79 $208 - $251
4 $230K
VGSH
Vanguard

ETFs
3
+ 0.39%
$58.43 - $58.88 $175 - $177
781 $45.9M
WCC
Wesco International Inc

Industrials
1
New
$189.22 - $227.19 $189 - $227
1 $212K
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
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1
New
$11.15 - $11.87 $11.2 - $11.9
1 $12K
CHD
Church & Dwight CO Inc

Consumer Defensive
0
New
$85.84 - $99.09 $0 - $0
0 $10K
IR
Ingersoll Rand Inc.

Industrials
0
New
$74.98 - $89.02 $0 - $0
0 $12K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
0
New
$25.09 - $33.65 $0 - $0
0 $5K
MKC
Mccormick & CO Inc

Consumer Defensive
0
New
$64.3 - $77.17 $0 - $0
0 $21K
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
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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