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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
HYGIshares Tr
Recent Activity
Exited
0%
$2.782M
36,058 shares@ $77.15 avg price
LHLaboratory Corp Amer Hldgs
Recent Activity
Exited
0%
$154,668
760 shares@ $203.52 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$117,488
2,339 shares@ $50.24 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$115,016
1,257 shares@ $91.51 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Exited
0%
$90,639
1,078 shares@ $84.09 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$53,687
68 shares@ $789.52 avg price
SCHESchwab Strategic Tr
Recent Activity
Exited
0%
$38,752
1,459 shares@ $26.57 avg price
GSYInvesco Actively Managed Etf
Recent Activity
Exited
0%
$30,040
602 shares@ $49.91 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
Exited
0%
$28,537
536 shares@ $53.25 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$23,768
158 shares@ $150.44 avg price