Zrc Wealth Management, LLC Sells in Q4 2025

Zrc Wealth Management, LLC

  • $282 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-116K
- 70.41%
$19.25 - $19.51 $2.22M - $2.25M
48.6K $942M
VO
Vanguard Mid Cap ETF

ETFs
-2.19K
- 6.31%
$286.27 - $296.23 $626K - $648K
32.4K $9.42B
STRL
Sterling Construction CO Inc

Industrials
-1.12K
- 31.32%
$326.6 - $411.07 $365K - $460K
2.45K $751M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-10.3K
- 56.83%
N/A
7.79K $355M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-8.4K
- 21.4%
$44.43 - $46.12 $373K - $387K
30.9K $1.4B
AVB
Avalonbay Communities Inc

Real Estate
-1.81K
- 46.4%
$173.92 - $191.37 $314K - $345K
2.09K $378M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.54K
- 3.73%
$161.21 - $171.97 $733K - $781K
117K $19.7B
MSFT
Microsoft Corp

Technology
-253
- 3.87%
$496.82 - $542.07 $126K - $137K
6.28K $3.04B
COST
Costco Wholesale Corp

Consumer Defensive
-298
- 26.07%
$910.94 - $954.99 $271K - $285K
845 $729M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16.9K
- 3.87%
$25.85 - $27.19 $437K - $460K
421K $11.3B
DFAI
Dimensional ETF Tr

ETFs
-5.52K
- 40.31%
$35.82 - $37.52 $198K - $207K
8.17K $311M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 7.65%
$475.68 - $513.11 $166K - $180K
4.22K $2.12B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.02K
- 3.95%
$114.27 - $121.15 $230K - $244K
49K $5.89B
INTC
Intel Corp

Technology
-4.85K
- 75.13%
$34.71 - $41.53 $168K - $202K
1.61K $59.3M
ZTS
Zoetis Inc.

Healthcare
-1.01K
- 88.91%
$118.8 - $147.53 $120K - $149K
126 $15.9M
ETN
Eaton Corp PLC

Industrials
-180
- 10.85%
$352.39 - $387.75 $63.4K - $69.8K
1.48K $471M
VTI
Vanguard Total Stock Market Et

ETFs
-592
- 7.56%
$321.8 - $337.95 $191K - $200K
7.24K $2.43B
ELS
Equity Lifestyle Properties Inc

Real Estate
-2.31K
- 12.97%
$59.85 - $63.37 $138K - $146K
15.5K $939M
AAPL
Apple Inc.

Technology
-2.58K
- 7.82%
$245.27 - $275.25 $634K - $711K
30.5K $8.28B
PANW
Palo Alto Networks Inc

Technology
-352
- 11.4%
$204.77 - $221.38 $72.1K - $77.9K
2.74K $504M
HPQ
Hp Inc

Technology
-849
- 4.07%
$24.53 - $28.61 $20.8K - $24.3K
20K $446M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-857
- 38.92%
$50.84 - $83.8 $43.6K - $71.8K
1.35K $65.8M
PLD
Prologis, Inc.

Real Estate
-1.27K
- 24.81%
$111.23 - $127.18 $141K - $162K
3.85K $492M
ROP
Roper Technologies Inc

Industrials
-183
- 87.98%
$443.27 - $520.0 $81.1K - $95.2K
25 $11.1M
HON
Honeywell International Inc

Industrials
-414
- 81.34%
$194.07 - $220.67 $80.3K - $91.4K
95 $18.5M
NVDA
Nvidia Corp

Technology
-467
- 2.58%
$179.83 - $207.04 $84K - $96.7K
17.6K $3.29B
MTD
Mettler Toledo International Inc

Healthcare
-75
- 59.06%
$1273.67 - $1447.81 $95.5K - $109K
52 $72.5M
AVY
Avery Dennison Corp

Industrials
-475
- 95.0%
$157.49 - $186.28 $74.8K - $88.5K
25 $4.55M
CUBE
Cube Smart

Real Estate
-1.82K
- 80.14%
$36.62 - $42.34 $66.5K - $76.9K
450 $16.2M
PSA
Public Storage

Real Estate
-8
- 0.33%
$272.78 - $311.8 $2.18K - $2.49K
2.44K $632M
KKR
Kkr & Co. Inc.

Financial Services
-506
- 14.67%
$117.52 - $127.65 $59.5K - $64.6K
2.94K $375M
PG
Procter & Gamble CO

Consumer Defensive
-307
- 15.48%
$145.5 - $153.18 $44.7K - $47K
1.68K $240M
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 3.05%
$358.03 - $397.02 $9.67K - $10.7K
858 $295M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.12K
- 9.82%
$37.61 - $39.41 $79.5K - $83.4K
19.4K $769M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.66K
- 10.3%
$23.02 - $24.23 $84.2K - $88.6K
31.9K $766M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-726
- 54.18%
$83.65 - $86.6 $60.7K - $62.9K
614 $53M
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.02K
- 23.45%
$58.14 - $64.09 $59.1K - $65.1K
3.32K $215M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.47K
- 6.84%
$28.9 - $30.17 $71.4K - $74.5K
33.6K $1.01B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.32K
- 4.7%
$66.04 - $69.67 $87.3K - $92.1K
26.8K $1.87B
JPM
Jpmorgan Chase & CO

Financial Services
-252
- 7.35%
$294.11 - $320.41 $74.1K - $80.7K
3.18K $1.02B
JNJ
Johnson & Johnson

Healthcare
-657
- 17.77%
$185.98 - $199.58 $122K - $131K
3.04K $629M
ABBV
Abb Vie Inc.

Healthcare
-173
- 3.14%
$211.96 - $244.38 $36.7K - $42.3K
5.34K $1.22B
IGM
Ishares Expanded Tech Sector E

ETFs
-472
- 30.77%
$124.25 - $135.72 $58.6K - $64.1K
1.06K $137M
Aptiv PLC
-613
- 98.08%
N/A
12 $914K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-609
- 27.47%
$55.57 - $63.17 $33.8K - $38.5K
1.61K $86.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.81K
- 4.3%
$55.75 - $58.83 $101K - $106K
40.2K $2.39B
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.6K
- 10.97%
$25.06 - $26.31 $65.1K - $68.3K
21.1K $560M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-455
- 20.04%
$102.72 - $103.6 $46.7K - $47.1K
1.82K $186M
Labcorp Holdings Inc
-80
- 10.48%
N/A
683 $171M
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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