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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
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$20,031
1,543 shares@ $12.99 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$16,200
225 shares@ $72.0 avg price
DFSIDimensional Etf Trust
Recent Activity
Exited
0%
$15,161
460 shares@ $32.96 avg price
GMGeneral Mtrs Co
Recent Activity
Exited
0%
$14,194
305 shares@ $46.54 avg price
NFJVirtus Dividend Interest & P
Recent Activity
Exited
0%
$12,587
1,025 shares@ $12.28 avg price
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$10,311
53 shares@ $194.55 avg price
GMREGlobal Med Reit Inc
Recent Activity
Exited
0%
$9,534
1,050 shares@ $9.08 avg price
MKLMarkel Group Inc
Recent Activity
Exited
0%
$6,303
4 shares@ $1575.75 avg price
CHTRCharter Communications Inc N
Recent Activity
Exited
0%
$5,980
20 shares@ $299.0 avg price
FANGDiamondback Energy Inc
Recent Activity
Exited
0%
$5,205
26 shares@ $200.2 avg price