Zhang Financial LLC Purchases and Sells in Q1 2025

Zhang Financial LLC

$1.87 Billion
Q1 2025

Top Buys

Incresed Positions

174 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	479K + 263.9%	$73.78 - $76.59 $35.3M - $36.7M	661K $50.5M
VXUS	199K + 15.64%	$58.01 - $64.46 $11.5M - $12.8M	1.47M $91.9M
AGG	113K + 352.42%	$95.85 - $99.25 $10.8M - $11.2M	145K $14.3M
VCSH	124K + 67.68%	$77.7 - $78.94 $9.65M - $9.8M	308K $24.3M
DFAI	93.8K + 5.98%	$28.88 - $32.4 $2.71M - $3.04M	1.66M $52.3M
DFAC	315K + 11.1%	$32.42 - $36.13 $10.2M - $11.4M	3.15M $103M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	24.6K New	$79.84 - $94.5 $1.96M - $2.32M	24.6K $2.21M
UBER	17.9K New	$63.17 - $81.49 $1.13M - $1.45M	17.9K $1.3M
IYW	6.35K New	$140.44 - $166.79 $891K - $1.06M	6.35K $892K
PH	1.35K New	$591.65 - $707.05 $801K - $957K	1.35K $822K
GLTR	5.15K New	$111.19 - $129.47 $572K - $666K	5.15K $666K
BSV	7.32K New	$76.94 - $78.28 $563K - $573K	7.32K $572K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-2.16K - 8.97%	$167.43 - $244.7 $362K - $530K	22K $3.68M
VRTX	-3.32K - 71.58%	$402.49 - $513.76 $1.33M - $1.7M	1.32K $638K
MPC	-8.43K - 83.05%	$134.72 - $159.03 $1.14M - $1.34M	1.72K $250K
UBS	-31.3K - 77.8%	$30.28 - $35.78 $947K - $1.12M	8.93K $273K
ADBE	-1.79K - 51.87%	$377.84 - $464.11 $675K - $829K	1.66K $635K
DFAS	-2.47K - 2.62%	$58.81 - $68.2 $145K - $168K	91.8K $5.48M

Activity Summary All Purchases 191 New Holdings 17 Increased Positions 174 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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