Zrc Wealth Management, LLC Sells in Q4 2024

Zrc Wealth Management, LLC

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.6K
- 67.95%
$174.22 - $187.62 $2.72M - $2.93M
7.37K $1.29B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-9.36K
- 4.96%
$20.55 - $23.26 $192K - $218K
179K $3.78B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.4K
- 15.94%
$75.65 - $83.47 $257K - $284K
18K $1.37B
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.14K
- 72.01%
$87.42 - $98.06 $187K - $210K
832 $74.3M
PSA
Public Storage

Real Estate
-10
- 0.4%
$289.33 - $360.21 $2.89K - $3.6K
2.5K $749M
JNJ
Johnson & Johnson

Healthcare
-396
- 7.89%
$143.34 - $165.86 $56.8K - $65.7K
4.62K $668M
VOE
Vanguard Mid Cap Value Index F

ETFs
-755
- 20.4%
$160.89 - $176.18 $121K - $133K
2.95K $477M
ABBV
Abb Vie Inc.

Healthcare
-146
- 2.56%
$164.99 - $203.87 $24.1K - $29.8K
5.55K $987M
ADBE
Adobe Inc.

Technology
-140
- 17.09%
$437.39 - $552.96 $61.2K - $77.4K
679 $302M
ROP
Roper Technologies Inc

Industrials
-191
- 48.85%
$519.85 - $575.95 $99.3K - $110K
200 $104M
SCHW
Schwab Charles Corp

Financial Services
-2.05K
- 44.86%
$63.31 - $82.85 $130K - $170K
2.52K $187M
IEFA
Ishares Tr

ETFs
-695
- 9.49%
$70.06 - $77.43 $48.7K - $53.8K
6.63K $466M
COST
Costco Wholesale Corp

Consumer Defensive
-139
- 11.99%
$873.59 - $994.69 $121K - $138K
1.02K $935M
HPQ
Hp Inc

Technology
-435
- 2.01%
$32.46 - $39.3 $14.1K - $17.1K
21.3K $694M
MSFT
Microsoft Corp

Technology
-55
- 0.85%
$406.35 - $454.46 $22.3K - $25K
6.4K $2.7B
PEP
Pepsico Inc

Consumer Defensive
-240
- 10.56%
$151.29 - $176.1 $36.3K - $42.3K
2.03K $309M
FICO
Fair Isaac Corp

Technology
-34
- 89.47%
$1911.01 - $2382.4 $65K - $81K
4 $7.96M
EEM
Ishares Msci Emerging Markets

ETFs
-425
- 3.85%
$41.82 - $47.36 $17.8K - $20.1K
10.6K $444M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.72K
- 52.54%
$31.23 - $33.51 $53.6K - $57.5K
1.55K $48.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
-515
- 23.06%
$90.42 - $94.5 $46.6K - $48.7K
1.72K $155M
IWS
Ishares Russell Midcap Value E

ETFs
-396
- 27.05%
$128.08 - $140.32 $50.7K - $55.6K
1.07K $138M
CNXC
Concentrix Corp

Technology
-607
- 27.16%
$37.26 - $52.63 $22.6K - $31.9K
1.63K $70.4M
AVB
Avalonbay Communities Inc

Real Estate
-89
- 2.24%
$216.28 - $237.81 $19.2K - $21.2K
3.89K $856M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.1%
$442.29 - $483.08 $2.21K - $2.42K
5.01K $2.27B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-28
- 0.29%
$40.41 - $45.12 $1.13K - $1.26K
9.79K $396M
DHR
Danaher Corp

Healthcare
-87
- 27.27%
$226.16 - $274.52 $19.7K - $23.9K
232 $53.3M
IWM
Ishares Russell 2000 ETF

ETFs
-155
- 9.66%
$216.13 - $242.4 $33.5K - $37.6K
1.45K $320M
CVX
Chevron Corp

Energy
-162
- 3.9%
$141.15 - $162.53 $22.9K - $26.3K
3.99K $577M
SPG
Simon Property Group Inc

Real Estate
-200
- 9.91%
$167.23 - $183.84 $33.4K - $36.8K
1.82K $313M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-98
- 15.34%
$238.25 - $261.28 $23.3K - $25.6K
541 $131M
NKE
Nike, Inc.

Consumer Cyclical
-171
- 18.94%
$73.36 - $89.13 $12.5K - $15.2K
732 $55.4M
IDV
Ishares Tr

ETFs
-462
- 11.53%
$27.03 - $29.92 $12.5K - $13.8K
3.55K $97.1M
DOW
Dow Inc.

Basic Materials
-116
- 11.39%
$39.1 - $55.34 $4.54K - $6.42K
902 $36.2M
AMD
Advanced Micro Devices Inc

Technology
-80
- 50.63%
$118.88 - $172.8 $9.51K - $13.8K
78 $9.42M
VBR
Vanguard Small Cap Value ETF

ETFs
-46
- 1.73%
$197.36 - $217.3 $9.08K - $10K
2.61K $516M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-125
- 3.34%
$28.89 - $33.95 $3.61K - $4.24K
3.61K $105M
UBER
Uber Technologies, Inc

Technology
-100
- 16.64%
$59.93 - $86.34 $5.99K - $8.63K
501 $30.2M
SPGI
S&P Global Inc.

Financial Services
-20
- 13.33%
$480.36 - $529.17 $9.61K - $10.6K
130 $64.7M
RTX
Raytheon Technologies Corp

Industrials
-14
- 0.88%
$114.45 - $127.21 $1.6K - $1.78K
1.58K $183M
KMI
Kinder Morgan, Inc.

Energy
-689
- 42.01%
$22.59 - $28.54 $15.6K - $19.7K
951 $26.1M
VTI
Vanguard Total Stock Market Et

ETFs
-232
- 2.64%
$280.04 - $302.45 $65K - $70.2K
8.55K $2.48B
BIIB
Biogen Inc.

Healthcare
-28
- 48.28%
$146.47 - $191.55 $4.1K - $5.36K
30 $4.59M
IWN
Ishares Russell2000 Val ETF

ETFs
-2
- 0.09%
$162.69 - $181.35 $325 - $363
2.13K $350M
XLF
Financial Sector Spdr

ETFs
-242
- 10.94%
$44.89 - $51.34 $10.9K - $12.4K
1.97K $95.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
-59
- 4.2%
$87.25 - $95.52 $5.15K - $5.64K
1.35K $119M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-139
- 0.66%
$63.58 - $71.15 $8.84K - $9.89K
20.9K $1.36B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-12
- 2.6%
$417.69 - $450.94 $5.01K - $5.41K
450 $191M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-115
- 14.27%
$20.92 - $23.57 $2.41K - $2.71K
691 $14.8M
ROK
Rockwell Automation, Inc

Industrials
-14
- 25.93%
$264.65 - $302.92 $3.71K - $4.24K
40 $11.4M
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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