Zhang Financial LLC Purchases in Q2 2025

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
5.8K
+ 17.78%
$73.19 - $85.21 $424K - $494K
38.4K $3.27M
UBER
Uber Technologies, Inc

Technology
2.3K
+ 12.88%
$64.62 - $93.3 $149K - $214K
20.2K $1.88M
NEE
Nextera Energy Inc

Utilities
8.34K
+ 190.26%
$64.11 - $75.0 $535K - $625K
12.7K $883K
MS
Morgan Stanley

Financial Services
3.05K
+ 92.24%
$99.83 - $140.86 $305K - $430K
6.36K $896K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.3K
+ 8.33%
$24.98 - $25.66 $457K - $470K
238K $6.09M
CG
Carlyle Group Inc.

Financial Services
6.28K
+ 30.87%
$34.78 - $51.4 $218K - $323K
26.6K $1.37M
XLK
Technology Sector Spdr

ETFs
577
+ 8.75%
$179.73 - $253.23 $104K - $146K
7.18K $1.82M
ETN
Eaton Corp PLC

Industrials
91
+ 1.91%
$246.52 - $356.99 $22.4K - $32.5K
4.86K $1.74M
DFAE
Dimensional ETF Tr

ETFs
9.01K
+ 15.19%
$22.87 - $28.95 $206K - $261K
68.3K $1.98M
GLDM
World Gold Trust

ETFs
600
+ 0.58%
$58.96 - $67.97 $35.4K - $40.8K
105K $6.87M
AVLV
American Centy ETF Tr Avantis
5.82K
New
$56.85 - $68.21 $331K - $397K
5.82K $396K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
916
+ 2.69%
$69.01 - $86.17 $63.2K - $78.9K
35K $3.02M
AVIV
American Centy ETF Tr Avantis
5.65K
New
$50.27 - $62.84 $284K - $355K
5.65K $351K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 4.48%
$19.6 - $24.44 $85K - $106K
101K $2.47M
GOOG
Alphabet Inc.

Communication Services
114
+ 0.77%
$146.58 - $180.01 $16.7K - $20.5K
15K $2.66M
KKR
Kkr & Co. Inc.

Financial Services
408
+ 2.66%
$92.79 - $134.29 $37.9K - $54.8K
15.7K $2.09M
CVCO
Cavco Industries Inc.

Consumer Cyclical
738
New
$396.53 - $537.62 $293K - $397K
738 $320K
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.94K
New
$29.36 - $35.56 $262K - $318K
8.94K $317K
WMT
Walmart Inc.

Consumer Defensive
427
+ 1.56%
$81.79 - $99.98 $34.9K - $42.7K
27.8K $2.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
195
+ 2.82%
$171.4 - $227.1 $33.4K - $44.3K
7.11K $1.62M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.73K
New
$79.19 - $99.64 $217K - $272K
2.73K $272K
HON
Honeywell International Inc

Industrials
5
+ 0.04%
$182.86 - $232.88 $914 - $1.16K
12.6K $2.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.67K
+ 92.52%
$34.72 - $42.74 $197K - $242K
11.8K $503K
MEAR
Blackrock Short Maturity Munic

ETFs
5.04K
New
$49.74 - $50.27 $251K - $253K
5.04K $253K
VLO
Valero Energy Corp

Energy
1.86K
New
$104.69 - $141.77 $195K - $264K
1.86K $250K
VXF
Vanguard Extended Market ETF

ETFs
218
+ 2.21%
$150.43 - $192.71 $32.8K - $42K
10.1K $1.95M
IYJ
Ishares Tr

ETFs
1.65K
New
$115.07 - $142.31 $190K - $235K
1.65K $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.15K
+ 8.26%
$51.16 - $62.02 $110K - $133K
28.2K $1.75M
MKL
Markel Corp

Financial Services
113
New
$1678.5 - $1997.36 $190K - $226K
113 $225K
CEG
Constellation Energy Corp

Utilities
697
New
$170.96 - $322.76 $119K - $225K
697 $224K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 14.59%
$141.87 - $164.49 $157K - $182K
8.68K $1.43M
BSX
Boston Scientific Corp

Healthcare
2.06K
New
$89.7 - $107.41 $185K - $221K
2.06K $221K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.35K
New
$52.84 - $65.52 $177K - $220K
3.35K $219K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
931
New
$141.37 - $228.57 $132K - $213K
931 $210K
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.14%
$122.57 - $173.27 $1.1K - $1.56K
6.36K $1.1M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
4.31K
New
$44.47 - $47.0 $192K - $203K
4.31K $202K
CRM
Salesforce, Inc.

Technology
521
+ 5.53%
$236.26 - $291.15 $123K - $152K
9.94K $2.71M
V
Visa Inc.

Financial Services
435
+ 7.47%
$308.27 - $373.31 $134K - $162K
6.26K $2.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
528
+ 3.49%
$72.96 - $90.39 $38.5K - $47.7K
15.7K $1.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
233
+ 19.45%
$179.95 - $278.88 $41.9K - $65K
1.43K $399K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.4K
+ 46.62%
$65.04 - $82.18 $91.1K - $115K
4.41K $362K
F
Ford Motor CO

Consumer Cyclical
102
+ 0.06%
$8.69 - $10.85 $886 - $1.11K
167K $1.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
383
+ 2.38%
$90.56 - $109.49 $34.7K - $41.9K
16.5K $1.8M
BX
Blackstone Inc.

Financial Services
12
+ 0.1%
$120.07 - $151.11 $1.44K - $1.81K
12.1K $1.81M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 3.03%
$468.22 - $566.51 $33.7K - $40.8K
2.45K $1.39M
MDT
Medtronic PLC

Healthcare
2.09K
+ 8.49%
$80.68 - $88.86 $168K - $185K
26.7K $2.32M
DFAX
Dimensional ETF Tr
167
+ 0.45%
$23.37 - $29.39 $3.9K - $4.91K
37K $1.09M
BA
Boeing CO

Industrials
311
+ 25.81%
$136.59 - $217.51 $42.5K - $67.6K
1.52K $317K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.05K
+ 20.78%
$100.35 - $100.71 $105K - $106K
6.1K $614K
Activity Summary
Buys All Purchases 159 New Holdings 18 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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