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
TRMB
Trimble Inc.

Technology
7
+ 116.67%
$75.63 - $82.19 $529 - $575
13 $1.02M
CTVA
Corteva, Inc.

Basic Materials
8
+ 24.24%
$61.0 - $66.48 $488 - $532
41 $2.75M
LECO
Lincoln Electric Holdings Inc

Industrials
2
+ 28.57%
$225.07 - $242.95 $450 - $486
9 $2.16M
CUZ
Cousins Properties Inc

Real Estate
21
+ 131.25%
$25.39 - $29.05 $533 - $610
37 $954K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 25.0%
$440.8 - $497.79 $441 - $498
5 $2.45M
M
Macy'S, Inc.

Consumer Cyclical
13
+ 34.21%
$16.51 - $20.75 $215 - $270
51 $1.13M
Linde PLC
4
+ 15.38%
N/A
30 $12.8M
Corpay Inc
1
+ 11.11%
N/A
10 $3.01M
MSM
Msc Industrial Direct CO Inc

Industrials
6
+ 54.55%
$84.21 - $92.1 $505 - $553
17 $1.43M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.41%
$87.0 - $90.6 $174 - $181
484 $43.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
+ 100.0%
$127.26 - $142.72 $382 - $428
6 $812K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11
+ 1.71%
$50.83 - $51.07 $559 - $562
656 $33.3M
PSX
Phillips 66

Energy
4
+ 19.05%
$126.76 - $142.32 $507 - $569
25 $3.23M
FNB
Fnb Corp

Financial Services
18
+ 34.62%
$14.65 - $16.47 $264 - $296
70 $1.2M
LAMR
Lamar Advertising CO

Real Estate
2
+ 9.09%
$116.11 - $129.63 $232 - $259
24 $3.04M
FAF
First American Financial Corp

Financial Services
6
+ 60.0%
$59.02 - $64.31 $354 - $386
16 $984K
MPC
Marathon Petroleum Corp

Energy
5
+ 31.25%
$180.89 - $200.13 $904 - $1K
21 $3.42M
SNA
Snap On Inc

Industrials
1
+ 14.29%
$327.33 - $349.13 $327 - $349
8 $2.76M
DFSE
Dimensional ETF Tr Dimen Emrgn
3
+ 0.65%
N/A
465 $19.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
3
+ 15.79%
$59.55 - $67.43 $179 - $202
22 $1.48M
LBRDK
Liberty Broadband Corp

Communication Services
22
+ 42.31%
$47.01 - $65.22 $1.03K - $1.43K
74 $3.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5
+ 1.75%
$47.0 - $48.26 $235 - $241
291 $13.9M
PNW
Pinnacle West Capital Corp

Utilities
3
+ 60.0%
$87.64 - $93.71 $263 - $281
8 $710K
MTCH
Match Group, Inc.

Communication Services
10
+ 37.04%
$31.45 - $34.76 $315 - $348
37 $1.2M
FNDC
Schwab Fundamental Intl Small

ETFs
5
+ 3.79%
$43.41 - $45.12 $217 - $226
137 $6.09M
DFSB
Dimensional ETF Tr Dimensional
28
+ 3.3%
N/A
877 $45.5M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
37
+ 35.58%
$7.48 - $9.49 $277 - $351
141 $1.12M
VGSH
Vanguard

ETFs
3
+ 0.38%
$58.64 - $58.96 $176 - $177
784 $46.1M
PODD
Insulet Corp

Healthcare
2
+ 11.11%
$305.98 - $336.84 $612 - $674
20 $5.69M
IFRA
Ishares Tr

ETFs
6
+ 0.57%
$52.02 - $54.04 $312 - $324
1.07K $56.1M
SEIC
Sei Investments CO

Financial Services
1
+ 20.0%
$80.51 - $85.62 $80.5 - $85.6
6 $493K
FNDA
Schwab Fundamental U S Small C

ETFs
1
+ 1.05%
$29.85 - $31.55 $29.9 - $31.6
96 $3.02M
AMH
American Homes 4 Rent

Real Estate
2
+ 13.33%
$31.53 - $33.42 $63.1 - $66.8
17 $546K
DOW
Dow Inc.

Basic Materials
1
+ 2.86%
$20.65 - $25.73 $20.7 - $25.7
36 $842K
ORCC
Owl Rock Capital Corp

Financial Services
51
+ 2.82%
N/A
1.86K $23.1M
DVY
Ishares Tr

ETFs
3
+ 0.64%
$138.1 - $143.11 $414 - $429
475 $67.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 3.85%
$145.59 - $162.64 $146 - $163
27 $4.37M
PGR
Progressive Corp

Financial Services
2
+ 7.69%
$203.7 - $246.46 $407 - $493
28 $6.38M
Dimensional ETF Trust
5
+ 2.45%
N/A
209 $5.53M
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
+ 5.56%
$112.52 - $133.34 $450 - $533
76 $9.15M
CLX
Clorox CO

Consumer Defensive
17
+ 18.68%
$103.68 - $123.19 $1.76K - $2.09K
108 $10.9M
DASH
Door Dash, Inc.

Communication Services
4
+ 14.81%
$195.21 - $281.74 $781 - $1.13K
31 $7.02M
GPC
Genuine Parts CO

Consumer Cyclical
2
+ 4.55%
$122.69 - $140.39 $245 - $281
46 $5.66M
GL
Globe Life Inc.

Financial Services
1
+ 0.63%
$130.64 - $140.98 $131 - $141
159 $22.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
17
+ 1.6%
$23.07 - $24.16 $392 - $411
1.08K $24.8M
ICF
Ishares Tr

ETFs
7
+ 1.32%
$59.89 - $62.73 $419 - $439
536 $32M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1
+ 0.4%
$80.06 - $83.68 $80.1 - $83.7
254 $20.2M
TDIV
First Trust Nasdaq Technology

ETFs
2
+ 0.36%
$96.0 - $102.5 $192 - $205
553 $53.6M
EWA
Ishares Msci Australia ETF

ETFs
32
+ 1.67%
$25.94 - $27.52 $830 - $881
1.94K $50.9M
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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