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
XYL
Xylem Inc.

Industrials
13
+ 39.39%
$142.73 - $152.95 $1.86K - $1.99K
46 $6.27M
SHC
Sotera Health CO

Healthcare
75
+ 208.33%
$15.35 - $16.9 $1.15K - $1.27K
111 $1.96M
SUI
Sun Communities Inc

Real Estate
11
+ 550.0%
$119.53 - $130.14 $1.31K - $1.43K
13 $1.61M
STLD
Steel Dynamics Inc

Basic Materials
7
+ 140.0%
N/A
12 $2.03M
TSN
Tyson Foods, Inc.

Consumer Defensive
15
+ 14.29%
$50.72 - $55.51 $761 - $833
120 $7.04M
STZ
Constellation Brands, Inc.

Consumer Defensive
9
+ 34.62%
$127.65 - $142.97 $1.15K - $1.29K
35 $4.83M
AVSE
American Centy ETF Tr Avantis

ETFs
9
+ 1.79%
$61.83 - $66.19 $556 - $596
513 $33.3M
SLB
Schlumberger Limited

Energy
29
+ 82.86%
$31.72 - $37.61 $920 - $1.09K
64 $2.46M
BBY
Best Buy CO Inc

Consumer Cyclical
22
+ 81.48%
$70.43 - $84.0 $1.55K - $1.85K
49 $3.28M
VMI
Valmont Industries Inc

Industrials
3
+ 150.0%
$389.98 - $419.23 $1.17K - $1.26K
5 $2.01M
MTZ
Mastec Inc

Industrials
5
+ 62.5%
$190.08 - $221.36 $950 - $1.11K
13 $2.83M
NVO
Novo Nordisk A S

Healthcare
25
+ 69.44%
$45.68 - $59.65 $1.14K - $1.49K
61 $3.1M
HTGC
Hercules Capital, Inc.

Financial Services
70
+ 2.25%
$16.7 - $18.75 $1.17K - $1.31K
3.18K $59.9M
EMR
Emerson Electric CO

Industrials
7
+ 9.72%
$126.01 - $140.03 $882 - $980
79 $10.5M
UAL
United Airlines Holdings, Inc.

Industrials
4
+ 10.53%
$90.77 - $104.05 $363 - $416
42 $4.7M
LAD
Lithia Motors Inc

Consumer Cyclical
3
+ 150.0%
$290.43 - $331.6 $871 - $995
5 $1.66M
COP
Conocophillips

Energy
13
+ 6.7%
$85.66 - $95.46 $1.11K - $1.24K
207 $19.4M
WST
West Pharmaceutical Services Inc

Healthcare
3
+ 21.43%
$261.17 - $307.25 $784 - $922
17 $4.68M
FANG
Diamondback Energy, Inc.

Energy
6
+ 42.86%
$137.29 - $149.2 $824 - $895
20 $3.01M
UHS
Universal Health Services Inc

Healthcare
3
+ 13.64%
$196.11 - $229.23 $588 - $688
25 $5.45M
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.31%
$289.12 - $301.69 $289 - $302
326 $97.2M
ORI
Old Republic International Corp

Financial Services
20
+ 285.71%
$38.4 - $44.35 $768 - $887
27 $1.23M
XLK
Technology Sector Spdr

ETFs
153
+ 100.0%
$278.39 - $304.13 $42.6K - $46.5K
306 $44.1M
LDOS
Leidos Holdings, Inc.

Technology
6
+ 33.33%
$184.41 - $199.55 $1.11K - $1.2K
24 $4.33M
PCG
Pg&E Corp

Utilities
50
+ 42.74%
$15.63 - $16.81 $782 - $840
167 $2.68M
SO
Southern CO

Utilities
14
+ 33.33%
$90.58 - $99.72 $1.27K - $1.4K
56 $4.88M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 1.16%
$60.25 - $64.15 $121 - $128
174 $11.4M
ALLY
Ally Financial Inc.

Financial Services
18
+ 163.64%
$36.96 - $41.81 $665 - $753
29 $1.31M
NUSC
Nuveen Esg Small Cap ETF

ETFs
7
+ 0.69%
$42.98 - $45.55 $301 - $319
1.03K $45.9M
NTRS
Northern Trust Corp

Financial Services
6
+ 25.0%
$124.57 - $133.24 $747 - $799
30 $4.1M
W
Wayfair Inc.

Consumer Cyclical
7
+ 50.0%
$74.28 - $112.5 $520 - $788
21 $2.11M
PFG
Principal Financial Group Inc

Financial Services
8
+ 44.44%
$78.39 - $85.26 $627 - $682
26 $2.29M
DOCU
Docusign, Inc.

Technology
17
+ 17.35%
$67.01 - $73.14 $1.14K - $1.24K
115 $7.87M
ROL
Rollins Inc

Consumer Cyclical
13
+ 92.86%
$53.87 - $59.67 $700 - $776
27 $1.62M
TPL
Texas Pacific Land Corp

Energy
5
+ 500.0%
$889.25 - $1022.65 $4.45K - $5.11K
6 $1.72M
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 100.0%
$280.02 - $324.19 $560 - $648
4 $1.36M
FPE
First Tr Pfd Secs & Income ETF

ETFs
51
+ 0.69%
$18.14 - $18.51 $925 - $944
7.48K $136M
AYI
Acuity Brands Inc

Industrials
2
+ 66.67%
$342.59 - $370.46 $685 - $741
5 $1.8M
MDT
Medtronic PLC

Healthcare
7
+ 6.09%
$90.06 - $98.43 $630 - $689
122 $11.7M
APA
Apa Corp

Energy
31
+ 96.88%
$21.66 - $25.12 $671 - $779
63 $1.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
36
+ 2.32%
$37.19 - $37.8 $1.34K - $1.36K
1.59K $59.4M
TROW
Price T Rowe Group Inc

Financial Services
7
+ 140.0%
$101.07 - $106.13 $707 - $743
12 $1.23M
NVCR
Novo Cure LTD

Healthcare
55
+ 33.95%
$10.92 - $14.66 $601 - $806
217 $2.81M
PFE
Pfizer Inc

Healthcare
80
+ 3.4%
$24.23 - $27.37 $1.94K - $2.19K
2.44K $60.7M
INGR
Ingredion Inc

Consumer Defensive
8
+ 38.1%
$106.45 - $121.64 $852 - $973
29 $3.2M
HAL
Halliburton CO

Energy
19
+ 82.61%
$21.82 - $28.06 $415 - $533
42 $1.19M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
13
+ 68.42%
$45.49 - $71.87 $591 - $934
32 $1.85M
AXS
Axis Capital Holdings LTD

Financial Services
5
+ 125.0%
$88.25 - $102.69 $441 - $513
9 $964K
KHC
Kraft Heinz CO

Consumer Defensive
27
+ 48.21%
$23.72 - $26.28 $640 - $710
83 $2.02M
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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