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
AOA
Ishares Tr Core Aggressive All

ETFs
15
+ 1.29%
$76.61 - $79.88 $1.15K - $1.2K
1.18K $90.1M
RGA
Reinsurance Group Of America Inc

Financial Services
2
+ 0.33%
$201.26 - $231.95 $403 - $464
610 $130M
CMCSA
Comcast Corp

Communication Services
3
+ 0.51%
$37.39 - $45.14 $112 - $135
593 $22.3M
ICF
Ishares Tr

ETFs
5
+ 0.97%
$58.8 - $66.61 $294 - $333
521 $31.4M
JHMM
John Hancock Multifactor Mid C

ETFs
126
+ 0.57%
$59.61 - $64.8 $7.51K - $8.16K
22.2K $1.33B
GQRE
Flexshares Tr Global Quality R

ETFs
5
+ 0.79%
$56.58 - $62.37 $283 - $312
640 $36.5M
EEMV
Ishares Msci Emerging Markets

ETFs
25
+ 2.4%
$57.85 - $63.11 $1.45K - $1.58K
1.07K $61.9M
LOW
Lowes Companies Inc

Consumer Cyclical
30
+ 6.38%
$244.52 - $284.07 $7.34K - $8.52K
500 $123M
CVS
Cvs Health Corp

Healthcare
70
+ 17.5%
$43.78 - $67.46 $3.06K - $4.72K
470 $21.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11
+ 2.27%
$114.08 - $125.68 $1.25K - $1.38K
495 $56.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
19
+ 2.08%
$60.13 - $67.31 $1.14K - $1.28K
931 $56.5M
EWA
Ishares Msci Australia ETF

ETFs
33
+ 1.78%
$23.77 - $26.95 $784 - $889
1.88K $44.9M
AMGN
Amgen Inc

Healthcare
26
+ 12.62%
$258.78 - $328.31 $6.73K - $8.54K
232 $60.5M
CTAS
Cintas Corp

Industrials
1
+ 0.38%
$182.7 - $226.47 $183 - $226
265 $48.3M
REET
Ishares Global Reit ETF

ETFs
59
+ 1.75%
$23.43 - $26.54 $1.38K - $1.57K
3.43K $82.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
31
+ 1.6%
$57.29 - $63.1 $1.78K - $1.96K
1.97K $113M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.27%
$79.93 - $88.06 $240 - $264
1.13K $90.2M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 1.36%
$385.02 - $431.37 $4.62K - $5.18K
897 $349M
FNDB
Schwab Fundamental U S Broad M

ETFs
21.1K
+ 197.26%
$23.07 - $70.32 $488K - $1.49M
31.8K $741M
INTC
Intel Corp

Technology
200
+ 3.24%
$19.07 - $26.23 $3.81K - $5.25K
6.37K $128M
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.27%
$136.28 - $154.74 $409 - $464
1.11K $152M
EFV
Msci Eafe Value ETF

ETFs
77
+ 1.76%
$51.78 - $57.15 $3.99K - $4.4K
4.44K $233M
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.26%
$96.31 - $114.76 $385 - $459
1.56K $155M
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.25%
$288.47 - $316.54 $7.5K - $8.23K
2.1K $608M
MDLZ
Mondelez International, Inc.

Consumer Defensive
151
+ 6.6%
$59.25 - $72.99 $8.95K - $11K
2.44K $146M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
130
+ 1.27%
$33.39 - $37.66 $4.34K - $4.9K
10.4K $346M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.1K
+ 93.33%
$25.33 - $51.16 $457K - $924K
37.4K $967M
VNQ
Vanguard Specialized Funds Van

ETFs
109
+ 2.0%
$87.85 - $98.6 $9.58K - $10.7K
5.56K $495M
KLAC
Kla Corp

Technology
1
+ 0.35%
$614.46 - $829.55 $614 - $830
286 $180M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.1K
+ 104.62%
$18.41 - $40.87 $334K - $742K
35.5K $657M
EFA
Ishares Tr Msci Eafe ETF

ETFs
82
+ 1.03%
$75.1 - $82.99 $6.16K - $6.81K
8.03K $607M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.4%
$485.52 - $625.25 $1.94K - $2.5K
1K $507M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.37K
+ 3.33%
$33.93 - $38.37 $46.5K - $52.5K
42.5K $1.46B
FNDF
Schwab Fundamental Intl Large

ETFs
681
+ 1.85%
$32.92 - $37.15 $22.4K - $25.3K
37.5K $1.24B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.9K
+ 3.62%
$45.07 - $47.1 $896K - $936K
568K $25.7B
FNDX
Schwab Fundamental U S Large C

ETFs
481K
+ 197.74%
$23.49 - $71.77 $11.3M - $34.5M
724K $17.2B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.3K
+ 103.02%
$27.54 - $83.04 $586K - $1.77M
41.9K $1.16B
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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