test

Andrew Kirchner

@Zrc Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$232.972MTotal holdings479
Assets growth rate10.34%Assets growth rate (2-Q avg)7.91%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Zrc Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 479 positions.

Assets under management

The assets under management (AUM) of Zrc Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 232.972M in assets, with a quarterly growth rate of 10.34% and a 2-quarter average growth rate of 7.91%. The portfolio is managed by Andrew Kirchner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSGIshares Tr
Recent Activity
Decreased -0.2%
6.73%
$15.663M
118,738 shares@ $131.92 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.56%
3.44%
$7.999M
117,893 shares@ $67.85 avg price
AAPLApple Inc
Recent Activity
Decreased -0.73%
3.16%
$7.349M
31,541 shares@ $233.0 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -3.62%
1.28%
$2.968M
31,197 shares@ $95.15 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -9.64%
1.2%
$2.776M
6,452 shares@ $430.3 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.56%
1.07%
$2.487M
8,783 shares@ $283.16 avg price
TSLATesla Inc
Recent Activity
Decreased -0.24%
0.7%
$1.621M
6,194 shares@ $261.64 avg price
NVDANvidia Corporation
Recent Activity
Decreased -23.51%
0.65%
$1.507M
12,408 shares@ $121.45 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -3.1%
0.46%
$1.068M
1,874 shares@ $569.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.23%
0.35%
$813,102
5,017 shares@ $162.07 avg price