Zhang Financial LLC Purchases in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.32K
New
$76.94 - $78.28 $563K - $573K
7.32K $572K
KLAC
Kla Corp

Technology
541
+ 13.4%
$636.62 - $777.63 $344K - $421K
4.58K $3.11M
SUB
Ishares Short Term National Mu

ETFs
5.3K
+ 8.04%
$105.3 - $106.24 $558K - $563K
71.2K $7.51M
CL
Colgate Palmolive CO

Consumer Defensive
5.66K
+ 56.4%
$85.68 - $97.5 $485K - $552K
15.7K $1.47M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
51.4K
+ 11.68%
$21.23 - $23.75 $1.09M - $1.22M
492K $10.5M
TXN
Texas Instruments Inc

Technology
2.73K
New
N/A
2.73K $531K
AMAT
Applied Materials Inc

Technology
4.75K
+ 51.82%
$145.06 - $195.51 $689K - $929K
13.9K $2.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.05K
New
$100.34 - $100.68 $507K - $509K
5.05K $508K
SPSB
Spdr Portfolio Short Term Corp

ETFs
16.2K
+ 70.01%
$29.82 - $30.1 $484K - $489K
39.4K $1.19M
GS
Goldman Sachs Group Inc

Financial Services
1.11K
+ 23.94%
$524.81 - $672.19 $583K - $747K
5.75K $3.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.7K
+ 5.74%
$507.05 - $563.67 $7.95M - $8.84M
289K $148M
APO
Apollo Global Management, Inc.

Financial Services
7.17K
+ 38.59%
$126.01 - $172.06 $903K - $1.23M
25.8K $3.53M
AXP
American Express CO

Financial Services
2.55K
+ 27.02%
$255.39 - $325.87 $652K - $832K
12K $3.23M
VTV
Vanguard Value ETF

ETFs
1.95K
+ 3.38%
$167.73 - $179.21 $327K - $349K
59.7K $10.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.11K
+ 21.63%
$50.44 - $50.7 $409K - $411K
45.6K $2.31M
CVX
Chevron Corp

Energy
2.03K
+ 58.38%
$146.71 - $167.97 $298K - $341K
5.51K $921K
TSLA
Tesla, Inc.

Consumer Cyclical
4.88K
+ 80.55%
$222.15 - $428.22 $1.08M - $2.09M
10.9K $2.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.79K
+ 62.0%
$92.45 - $106.69 $442K - $511K
12.5K $1.16M
META
Meta Platforms, Inc.

Communication Services
921
+ 7.81%
$576.36 - $736.67 $531K - $678K
12.7K $7.33M
VO
Vanguard Mid Cap ETF

ETFs
3.26K
+ 4.87%
$251.87 - $277.95 $820K - $905K
70.1K $18M
MGC
Vanguard Mega Cap ETF

ETFs
3.33K
+ 12.93%
$199.2 - $222.69 $662K - $740K
29K $5.82M
LMT
Lockheed Martin Corp

Industrials
960
+ 46.62%
$423.19 - $506.29 $406K - $486K
3.02K $1.35M
AMP
Ameriprise Financial Inc

Financial Services
954
+ 27.56%
$472.29 - $575.13 $451K - $549K
4.42K $2.14M
DFAU
Dimensional ETF Tr

ETFs
32K
+ 7.71%
$37.84 - $42.29 $1.21M - $1.35M
447K $17.1M
ABT
Abbott Laboratories

Healthcare
1.26K
+ 26.94%
$111.1 - $140.22 $140K - $177K
5.93K $787K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.2K
New
$211.47 - $267.17 $253K - $320K
1.2K $254K
KR
Kroger CO

Consumer Defensive
3.6K
New
$58.36 - $67.72 $210K - $244K
3.6K $243K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.13K
New
$37.07 - $40.63 $227K - $249K
6.13K $241K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
509
+ 1.51%
$71.58 - $79.91 $36.4K - $40.7K
34.1K $2.66M
ARES
Ares Management Corp

Financial Services
2.09K
+ 70.52%
$140.19 - $198.28 $293K - $414K
5.05K $740K
GILD
Gilead Sciences, Inc.

Healthcare
1.5K
+ 62.47%
$89.14 - $117.41 $134K - $176K
3.91K $438K
VGSH
Vanguard

ETFs
3.41K
+ 11.46%
$58.07 - $58.69 $198K - $200K
33.2K $1.95M
IEMG
Ishares Inc

ETFs
3.99K
New
N/A
3.99K $214K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.68K
+ 63.35%
$68.32 - $75.06 $183K - $201K
6.91K $509K
NFLX
Netflix Inc

Communication Services
185
+ 23.45%
$828.4 - $1058.6 $153K - $196K
974 $908K
MA
Mastercard Inc

Financial Services
294
+ 16.99%
$504.67 - $576.31 $148K - $169K
2.02K $1.11M
CG
Carlyle Group Inc.

Financial Services
6.5K
+ 46.98%
$40.03 - $56.96 $260K - $370K
20.3K $886K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.58K
+ 6.96%
$39.96 - $43.3 $183K - $198K
70.4K $2.88M
CRM
Salesforce, Inc.

Technology
2.39K
+ 34.01%
$268.36 - $359.95 $641K - $860K
9.42K $2.53M
DGX
Quest Diagnostics Inc

Healthcare
1.28K
New
N/A
1.28K $175K
BKNG
Booking Holdings Inc.

Consumer Cyclical
68
+ 17.39%
$4295.4 - $5141.88 $292K - $350K
459 $2.11M
IWD
Ishares Russell 1000 Val ETF

ETFs
823
+ 41.36%
$182.82 - $196.21 $150K - $161K
2.81K $523K
LLY
Eli Lilly & CO

Healthcare
12
+ 0.47%
$725.72 - $929.72 $8.71K - $11.2K
2.56K $2.12M
CAT
Caterpillar Inc

Industrials
1.33K
+ 14.49%
$326.75 - $407.63 $434K - $541K
10.5K $3.46M
VIS
Vanguard Industrial ETF

ETFs
587
+ 18.53%
$243.63 - $273.99 $143K - $161K
3.75K $924K
MGV
Vanguard Mega Cap Value

ETFs
307
+ 1.04%
$123.61 - $133.01 $37.9K - $40.8K
29.8K $3.8M
DFAX
Dimensional ETF Tr
1.28K
+ 3.59%
$24.45 - $27.2 $31.2K - $34.7K
36.8K $972K
SHOP
Shopify Inc.

Technology
1.68K
+ 23.14%
$90.59 - $129.31 $152K - $217K
8.93K $852K
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 1.51%
$279.74 - $321.29 $12.3K - $14.1K
2.97K $926K
Activity Summary
Buys All Purchases 191 New Holdings 17 Increased Positions 174 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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