Zrc Wealth Management, LLC Incresed Positions in Q4 2024

Zrc Wealth Management, LLC

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
23
+ 15.23%
$278.49 - $315.16 $6.41K - $7.25K
174 $49.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14
+ 0.36%
$61.52 - $66.5 $861 - $931
3.86K $246M
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.86%
$155.96 - $188.66 $312 - $377
235 $43.9M
EQT
Eqt Corp

Energy
2
+ 0.37%
$35.62 - $46.89 $71.2 - $93.8
545 $25.1M
UNP
Union Pacific Corp

Industrials
30
+ 31.58%
$223.15 - $249.32 $6.69K - $7.48K
125 $28.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
31
+ 21.09%
$209.89 - $233.24 $6.51K - $7.23K
178 $37.8M
COP
Conocophillips

Energy
55
+ 73.33%
$95.12 - $114.72 $5.23K - $6.31K
130 $12.9M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.33K
+ 100.0%
$27.45 - $55.56 $91.5K - $185K
6.66K $189M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
42
+ 1.89%
$46.48 - $51.32 $1.95K - $2.16K
2.27K $109M
DFSU
Dimensional ETF Tr Dimen Us Su
18
+ 0.36%
N/A
5.05K $191M
AIT
Applied Industrial Technologies Inc

Industrials
1
+ 0.47%
$220.05 - $280.49 $220 - $280
213 $50.9M
Vaneck Bitcoin ETF
19
+ 45.24%
N/A
61 $6.45M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.12%
$112.15 - $127.2 $112 - $127
849 $103M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.27%
$563.99 - $620.12 $2.82K - $3.1K
1.88K $1.07B
APD
Air Products & Chemicals, Inc.

Basic Materials
10
+ 7.3%
$285.5 - $335.62 $2.86K - $3.36K
147 $42.6M
LUV
Southwest Airlines CO

Industrials
15
+ 7.28%
$28.99 - $34.84 $435 - $523
221 $7.43M
Amplify ETF Tr
46
+ 9.81%
N/A
515 $2.83M
SONY
Sony Group Corp

Technology
416
+ 400.0%
$17.53 - $96.8 $7.29K - $40.3K
520 $11M
ALT
Altimmune, Inc.

Healthcare
45
+ 22.5%
$6.02 - $9.85 $271 - $443
245 $1.77M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12
+ 1.96%
$50.73 - $51.08 $609 - $613
625 $31.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1
+ 1.09%
$7.33 - $12.37 $7.33 - $12.4
93 $984K
CLX
Clorox CO

Consumer Defensive
1
+ 1.14%
$156.51 - $169.74 $157 - $170
89 $14.4M
FNDA
Schwab Fundamental U S Small C

ETFs
48
+ 102.13%
$29.26 - $59.11 $1.4K - $2.84K
95 $2.81M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
33
+ 2.28%
$36.54 - $37.53 $1.21K - $1.24K
1.48K $54.6M
TSCO
Tractor Supply CO

Consumer Cyclical
4
+ 400.0%
$52.59 - $303.74 $210 - $1.21K
5 $267K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.12%
$113.79 - $124.5 $114 - $125
850 $97.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 1.46%
$77.86 - $79.27 $467 - $476
416 $32.4M
OGN
Organon & Co.

Healthcare
1
+ 1.35%
$14.44 - $18.83 $14.4 - $18.8
75 $1.12M
FNDC
Schwab Fundamental Intl Small

ETFs
4
+ 3.13%
$33.92 - $38.03 $136 - $152
132 $4.49M
VGSH
Vanguard

ETFs
4
+ 0.52%
$58.02 - $58.88 $232 - $236
773 $45M
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.98%
$210.96 - $223.62 $211 - $224
103 $21.8M
PWZ
Invesco California Amt Free Mu

ETFs
23
+ 0.78%
$24.49 - $25.25 $563 - $581
2.97K $73.3M
Dimensional ETF Trust
4
+ 2.03%
N/A
201 $5.14M
INQQ
Exchange Traded Concepts Tr In

ETFs
19
+ 0.44%
$15.6 - $17.3 $296 - $329
4.35K $70.5M
NUSC
Nuveen Esg Small Cap ETF

ETFs
7
+ 0.69%
$41.74 - $46.2 $292 - $323
1.02K $42.8M
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.86%
N/A
1.4K $275M
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.65%
$60.73 - $64.94 $304 - $325
772 $47.3M
DFSB
Dimensional ETF Tr Dimensional
19
+ 2.47%
N/A
789 $40.2M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 1.01%
$47.66 - $51.84 $95.3 - $104
201 $9.61M
AOR
Ishares Tr Core Growth Allocat

ETFs
12
+ 1.47%
$57.32 - $59.66 $688 - $716
829 $47.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.42%
$80.93 - $85.66 $162 - $171
477 $38.6M
DFSE
Dimensional ETF Tr Dimen Emrgn
2
+ 0.44%
N/A
454 $15M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.72%
$183.23 - $199.79 $366 - $400
278 $51.4M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
558
+ 100.0%
$22.02 - $46.16 $12.3K - $25.8K
1.12K $24.6M
BRP
Brp Group, Inc.

Financial Services
162
+ 24.11%
N/A
834 $32.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 14.0%
$501.29 - $612.85 $3.51K - $4.29K
57 $29.7M
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.62%
$254.39 - $279.7 $509 - $559
323 $82.3M
DVY
Ishares Tr

ETFs
2
+ 0.43%
$129.55 - $143.41 $259 - $287
464 $61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
33
+ 1.96%
$57.53 - $60.83 $1.9K - $2.01K
1.72K $99M
Activity Summary
Buys All Purchases 210 New Holdings 72 Increased Positions 138 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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