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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
HPQHp Inc
Recent Activity
Decreased -1.13%
0.34%
$778,164
21,694 shares@ $35.88 avg price
FNDBSchwab Strategic Tr
Recent Activity
Decreased -7.43%
0.33%
$753,872
10,713 shares@ $70.37 avg price
AAgilent Technologies Inc
Recent Activity
Decreased -1.36%
0.27%
$620,053
4,176 shares@ $148.49 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -6.1%
0.26%
$584,096
999 shares@ $584.69 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.5%
0.25%
$571,613
7,324 shares@ $78.05 avg price
ITOTIshares Tr
Recent Activity
Decreased -2.19%
0.24%
$555,093
4,419 shares@ $125.62 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -12.61%
0.23%
$532,525
1,558 shares@ $341.81 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -1.09%
0.2%
$460,228
22,494 shares@ $20.47 avg price
DEMWisdomtree Tr
Recent Activity
Decreased -6.64%
0.19%
$431,876
9,813 shares@ $44.02 avg price
ADBEAdobe Inc
Recent Activity
Decreased -12.96%
0.19%
$424,111
819 shares@ $517.85 avg price