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
SMG
Scotts Miracle Gro CO

Basic Materials
97
+ 461.9%
$53.13 - $59.03 $5.15K - $5.73K
118 $6.89M
ROK
Rockwell Automation, Inc

Industrials
14
+ 233.33%
$333.75 - $394.54 $4.67K - $5.52K
20 $7.78M
KMB
Kimberly Clark Corp

Consumer Defensive
64
+ 193.94%
$100.05 - $123.23 $6.4K - $7.89K
97 $9.79M
CTSH
Cognizant Technology Solutions Corp

Technology
66
+ 942.86%
$65.47 - $74.66 $4.32K - $4.93K
73 $6.06M
WTW
Willis Towers Watson PLC

Financial Services
17
+ 283.33%
$313.1 - $349.93 $5.32K - $5.95K
23 $7.56M
CEG
Constellation Energy Corp

Utilities
14
+ 63.64%
$335.74 - $401.43 $4.7K - $5.62K
36 $12.7M
ADBE
Adobe Inc.

Technology
16
+ 30.19%
$325.07 - $359.91 $5.2K - $5.76K
69 $24.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
73
+ 137.74%
$71.4 - $77.21 $5.21K - $5.64K
126 $9.49M
QRVO
Qorvo, Inc.

Technology
66
+ 275.0%
$83.24 - $97.42 $5.49K - $6.43K
90 $7.61M
MPWR
Monolithic Power Systems Inc

Technology
6
+ 300.0%
$904.44 - $1105.05 $5.43K - $6.63K
8 $7.25M
PCTY
Paylocity Holding Corp

Technology
36
+ 156.52%
$138.42 - $156.42 $4.98K - $5.63K
59 $9M
CHTR
Charter Communications, Inc.

Communication Services
27
+ 450.0%
$201.84 - $282.74 $5.45K - $7.63K
33 $6.89M
WELL
Welltower Inc.

Real Estate
27
+ 112.5%
$165.94 - $193.82 $4.48K - $5.23K
51 $9.47M
AME
Ametek Inc

Industrials
25
+ 833.33%
$179.28 - $202.11 $4.48K - $5.05K
28 $5.75M
OHI
Omega Healthcare Investors Inc

Real Estate
113
+ 185.25%
$39.41 - $44.12 $4.45K - $4.99K
174 $7.72M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
+ 83.33%
$557.73 - $694.99 $2.79K - $3.47K
11 $8.49M
BALL
Ball Corp

Consumer Cyclical
95
+ 339.29%
$46.41 - $50.48 $4.41K - $4.8K
123 $6.52M
PEG
Public Service Enterprise Group Inc

Utilities
64
+ 172.97%
$79.86 - $84.83 $5.11K - $5.43K
101 $8.11M
BK
Bank Of New York Mellon Corp

Financial Services
39
+ 56.52%
$104.54 - $112.64 $4.08K - $4.39K
108 $12.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
167
+ 135.77%
$25.3 - $29.23 $4.23K - $4.88K
290 $8.12M
ALL
Allstate Corp

Financial Services
24
+ 300.0%
$190.0 - $214.3 $4.56K - $5.14K
32 $6.66M
ADSK
Autodesk, Inc.

Technology
19
+ 52.78%
N/A
55 $16.3M
CVS
Cvs Health Corp

Healthcare
51
+ 25.5%
$76.69 - $83.04 $3.91K - $4.24K
251 $19.9M
NXST
Nexstar Media Group, Inc.

Communication Services
22
+ 31.43%
$182.18 - $204.07 $4.01K - $4.49K
92 $18.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
52
+ 7.07%
$93.0 - $94.55 $4.84K - $4.92K
788 $73.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13
+ 0.32%
$31.28 - $33.46 $407 - $435
4.09K $135M
EPD
Enterprise Products Partners L.P.

Energy
58
+ 1.71%
$30.19 - $32.26 $1.75K - $1.87K
3.44K $110M
TRU
Trans Union

Industrials
52
+ 288.89%
$73.51 - $85.6 $3.82K - $4.45K
70 $6M
CHK
Chesapeake Energy Corp

Energy
40
+ 266.67%
N/A
55 $6.07M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
20
+ 250.0%
$160.66 - $181.39 $3.21K - $3.63K
28 $5.82M
EPAM
Epam Systems, Inc.

Technology
18
+ 150.0%
N/A
30 $6.15M
VRT
Vertiv Holdings CO

Industrials
26
+ 650.0%
N/A
30 $4.86M
HEI
Heico Corp

Industrials
13
+ 118.18%
$306.83 - $330.64 $3.99K - $4.3K
24 $7.77M
TYL
Tyler Technologies Inc

Technology
10
+ 200.0%
$460.81 - $518.69 $4.61K - $5.19K
15 $6.81M
ESTC
Elastic N.V.

Technology
62
+ 105.08%
$80.19 - $94.47 $4.97K - $5.86K
121 $9.13M
NYT
New York Times CO

Communication Services
55
+ 239.13%
$54.66 - $64.49 $3.01K - $3.55K
78 $5.42M
MKSI
Mks Instruments Inc

Technology
23
+ 209.09%
$121.26 - $158.9 $2.79K - $3.65K
34 $5.43M
IBKR
Interactive Brokers Group, Inc.

Financial Services
66
+ 134.69%
$64.77 - $73.08 $4.27K - $4.82K
115 $7.4M
SYK
Stryker Corp

Healthcare
12
+ 109.09%
$353.81 - $388.35 $4.25K - $4.66K
23 $8.08M
DE
Deere & CO

Industrials
8
+ 25.0%
$439.11 - $480.78 $3.51K - $3.85K
40 $18.6M
Liberty Media Corp Del
43
+ 84.31%
N/A
94 $9.26M
BKR
Baker Hughes CO

Energy
87
+ 334.62%
$44.47 - $49.08 $3.87K - $4.27K
113 $5.15M
LHX
L3 Harris Technologies, Inc.

Industrials
14
+ 60.87%
$283.87 - $306.76 $3.97K - $4.29K
37 $10.9M
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 70.0%
$410.68 - $476.61 $2.87K - $3.34K
17 $7.94M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
37
+ 264.29%
$92.28 - $109.23 $3.41K - $4.04K
51 $5.17M
VNQ
Vanguard Specialized Funds Van

ETFs
254
+ 3.96%
$88.13 - $92.69 $22.4K - $23.5K
6.68K $591M
ETR
Entergy Corp

Utilities
39
+ 195.0%
$93.4 - $97.65 $3.64K - $3.81K
59 $5.45M
CSX
Csx Corp

Industrials
27
+ 0.77%
$34.88 - $36.67 $942 - $990
3.55K $129M
Solventum Corp
30
+ 15.71%
N/A
221 $17.5M
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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