Zrc Wealth Management, LLC Incresed Positions in Q4 2025

Zrc Wealth Management, LLC

  • $282 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
55.4K
+ 9.0%
$46.57 - $47.16 $2.58M - $2.61M
671K $31.2B
AVDE
American Centy ETF Tr Avantis

ETFs
8.83K
+ 5.35%
$77.65 - $81.2 $685K - $717K
174K $14.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.62K
+ 123.83%
$589.5 - $635.77 $953K - $1.03M
2.92K $1.79B
AVEM
American Centy ETF Tr Avantis

ETFs
4.81K
+ 4.89%
$73.09 - $78.36 $351K - $377K
103K $7.95B
DFAU
Dimensional ETF Tr

ETFs
9.26K
+ 10.96%
$44.77 - $47.01 $414K - $435K
93.7K $4.38B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 8.28%
$26.44 - $27.53 $266K - $277K
132K $3.61B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
17.2K
+ 8.37%
$20.85 - $21.86 $358K - $376K
223K $4.65B
AVGO
Broadcom Inc.

Technology
547
+ 34.0%
$324.63 - $385.98 $178K - $211K
2.16K $746M
GS
Goldman Sachs Group Inc

Financial Services
233
+ 582.5%
$744.6 - $838.97 $173K - $195K
273 $240M
IWD
Ishares Russell 1000 Val ETF

ETFs
934
+ 332.38%
$199.44 - $208.01 $186K - $194K
1.22K $256M
TSLA
Tesla, Inc.

Consumer Cyclical
279
+ 3.6%
$401.99 - $468.37 $112K - $131K
8.03K $3.61B
CGCP
Capital Group Core Plus Income

ETFs
7.16K
+ 86.11%
$22.64 - $22.98 $162K - $165K
15.5K $351M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
387
+ 1.6%
$142.82 - $150.36 $55.3K - $58.2K
24.5K $3.66B
AMD
Advanced Micro Devices Inc

Technology
564
+ 679.52%
$164.01 - $264.33 $92.5K - $149K
647 $139M
NFLX
Netflix Inc

Communication Services
1.29K
+ 3300.0%
$110.29 - $1241.35 $142K - $1.6M
1.33K $124M
PLTR
Palantir Technologies Inc.

Technology
454
+ 27.01%
$172.14 - $207.18 $78.2K - $94.1K
2.14K $379M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
387
+ 2.27%
$91.84 - $96.06 $35.5K - $37.2K
17.5K $1.66B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.01%
$25.2 - $26.46 $176 - $185
118K $3.09B
KEYS
Keysight Technologies, Inc.

Technology
8
+ 0.38%
$159.49 - $186.18 $1.28K - $1.49K
2.1K $427M
KLAC
Kla Corp

Technology
10
+ 3.44%
$982.75 - $1235.28 $9.83K - $12.4K
301 $366M
ED
Consolidated Edison Inc

Utilities
480
+ 2086.96%
$96.11 - $102.39 $46.1K - $49.1K
503 $50M
TWLO
Twilio Inc

Communication Services
324
+ 4628.57%
$102.7 - $136.1 $33.3K - $44.1K
331 $47.1M
BNDX
Vanguard Total International B

ETFs
2.31K
+ 3.95%
$49.3 - $49.91 $114K - $115K
60.8K $2.94B
Ishares Bitcoin Trust ETF
933
+ 764.75%
N/A
1.06K $52.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
54
+ 0.45%
$105.91 - $113.18 $5.72K - $6.11K
12.1K $1.37B
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.17%
$459.47 - $491.71 $5.51K - $5.9K
7.28K $3.45B
LMT
Lockheed Martin Corp

Industrials
84
+ 1680.0%
$452.1 - $514.24 $38K - $43.2K
89 $43M
KR
Kroger CO

Consumer Defensive
641
+ 1086.44%
$63.15 - $69.15 $40.5K - $44.3K
700 $43.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
428
+ 52.13%
$78.65 - $79.19 $33.7K - $33.9K
1.25K $98.4M
MSI
Motorola Solutions, Inc.

Technology
93
+ 166.07%
$379.98 - $462.26 $35.3K - $43K
149 $57.1M
MRK
Merck & Co., Inc.

Healthcare
65
+ 5.75%
$82.49 - $92.93 $5.36K - $6.04K
1.2K $126M
GILD
Gilead Sciences, Inc.

Healthcare
145
+ 13.09%
$110.56 - $125.2 $16K - $18.2K
1.25K $154M
TMUS
T Mobile Us, Inc.

Communication Services
168
+ 144.83%
$201.01 - $233.26 $33.8K - $39.2K
284 $57.7M
BIIB
Biogen Inc.

Healthcare
161
+ 412.82%
$142.26 - $167.55 $22.9K - $27K
200 $35.2M
TDG
Trans Digm Group Inc

Industrials
22
+ 1100.0%
$1237.71 - $1359.3 $27.2K - $29.9K
24 $31.9M
IWN
Ishares Russell2000 Val ETF

ETFs
67
+ 1.76%
$172.34 - $181.51 $11.5K - $12.2K
3.88K $702M
RSP
Invesco S&P 500 Equal Weight E

ETFs
110
+ 2.77%
$185.12 - $192.11 $20.4K - $21.1K
4.08K $782M
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.61%
$157.0 - $179.44 $1.57K - $1.79K
1.65K $303M
TTD
Trade Desk, Inc.

Technology
691
+ 2382.76%
$41.93 - $54.13 $29K - $37.4K
720 $27.3M
BMY
Bristol Myers Squibb CO

Healthcare
344
+ 44.5%
$42.6 - $49.08 $14.7K - $16.9K
1.12K $60.3M
IBM
International Business Machines Corp

Technology
61
+ 12.35%
$275.97 - $314.98 $16.8K - $19.2K
555 $164M
VZ
Verizon Communications Inc

Communication Services
716
+ 54.87%
$38.4 - $43.83 $27.5K - $31.4K
2.02K $82.3M
AMGN
Amgen Inc

Healthcare
40
+ 15.27%
$290.13 - $341.71 $11.6K - $13.7K
302 $98.8M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
397
+ 13233.33%
$51.46 - $55.61 $20.4K - $22.1K
400 $23.8M
EFV
Msci Eafe Value ETF

ETFs
103
+ 2.27%
$66.73 - $70.99 $6.87K - $7.31K
4.64K $331M
GM
General Motors CO

Consumer Cyclical
275
+ 500.0%
$55.35 - $71.89 $15.2K - $19.8K
330 $26.8M
DFSI
Dimensional ETF Tr Dimen Intl
57
+ 0.52%
N/A
11K $471M
MU
Micron Technology Inc

Technology
71
+ 295.83%
$181.6 - $253.3 $12.9K - $18K
95 $27.1M
OKTA
Okta, Inc.

Technology
264
+ 825.0%
$83.76 - $94.92 $22.1K - $25.1K
296 $25.6M
Activity Summary
Buys All Purchases 595 New Holdings 176 Increased Positions 419 Sells All Sells 186 Reductions 185 Sold out 1 Options Calls 0 Puts 0
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