Zhang Financial LLC Purchases in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.12%
$92.12 - $108.98 $553 - $654
4.97K $541K
XLF
Financial Sector Spdr

ETFs
1.16K
+ 6.29%
$47.32 - $52.19 $55.1K - $60.7K
19.7K $967K
VOE
Vanguard Mid Cap Value Index F

ETFs
547
+ 7.78%
$156.61 - $168.02 $85.7K - $91.9K
7.57K $1.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
351
+ 2.62%
$110.75 - $119.78 $38.9K - $42K
13.8K $1.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.77%
$1187.71 - $1432.58 $4.75K - $5.73K
230 $329K
BMY
Bristol Myers Squibb CO

Healthcare
569
+ 9.77%
$53.9 - $63.11 $30.7K - $35.9K
6.4K $390K
KMB
Kimberly Clark Corp

Consumer Defensive
105
+ 2.65%
$124.46 - $147.4 $13.1K - $15.5K
4.07K $579K
TMUS
T Mobile Us, Inc.

Communication Services
27
+ 2.4%
$211.3 - $272.83 $5.71K - $7.37K
1.15K $307K
IHS
Ihs Holding LTD

Communication Services
11.2K
New
$3.03 - $5.37 $33.9K - $60K
11.2K $58K
F
Ford Motor CO

Consumer Cyclical
3.58K
+ 2.19%
$9.12 - $10.43 $32.7K - $37.4K
167K $1.68M
ADP
Automatic Data Processing Inc

Industrials
143
+ 20.46%
$286.85 - $318.64 $41K - $45.6K
842 $257K
VEU
Vanguard Ftse All World Ex Us

ETFs
7
+ 0.06%
$56.51 - $62.98 $396 - $441
12.7K $772K
VONV
Vanguard Russell 1000 Value Et

ETFs
344
+ 1.07%
$80.21 - $86.14 $27.6K - $29.6K
32.6K $2.67M
RTX
Raytheon Technologies Corp

Industrials
22
+ 0.92%
$114.1 - $135.66 $2.51K - $2.98K
2.41K $319K
ALL
Allstate Corp

Financial Services
40
+ 1.74%
$180.99 - $210.18 $7.24K - $8.41K
2.35K $485K
TLSA
Tiziana Life Sciences LTD

Healthcare
3.07K
+ 3.3%
$0.63 - $1.69 $1.94K - $5.19K
96.3K $103K
BX
Blackstone Inc.

Financial Services
2.52K
+ 26.37%
$136.53 - $186.74 $344K - $471K
12.1K $1.69M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.09%
$128.74 - $138.67 $1.93K - $2.08K
16.8K $2.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.3K
+ 9.69%
$57.21 - $65.8 $132K - $151K
26K $1.51M
DVY
Ishares Tr

ETFs
8
+ 0.04%
$128.58 - $138.1 $1.03K - $1.1K
19.2K $2.55M
SHW
Sherwin Williams CO

Basic Materials
36
+ 2.17%
$330.16 - $365.55 $11.9K - $13.2K
1.7K $592K
TSN
Tyson Foods, Inc.

Consumer Defensive
3
+ 0.08%
$54.27 - $63.81 $163 - $191
3.7K $236K
TJX
Tjx Companies Inc

Consumer Cyclical
145
+ 6.99%
$112.81 - $126.16 $16.4K - $18.3K
2.22K $270K
FTNT
Fortinet, Inc.

Technology
9
+ 0.1%
$92.49 - $114.57 $832 - $1.03K
8.89K $855K
VIG
Vanguard Dividend Appreciation

ETFs
71
+ 0.36%
N/A
19.9K $3.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
164
+ 8.46%
$168.16 - $186.21 $27.6K - $30.5K
2.1K $356K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
16
+ 0.54%
$69.87 - $75.62 $1.12K - $1.21K
3.01K $219K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.41K
+ 11.47%
$23.16 - $27.04 $55.7K - $65.1K
23.4K $549K
SCHV
Schwab Strategic Tr Us Large C

ETFs
76
+ 0.46%
$25.77 - $27.6 $1.96K - $2.1K
16.7K $439K
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 4.79%
$56.17 - $59.71 $9.77K - $10.4K
3.81K $215K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
155
+ 6.97%
$522.96 - $601.18 $81.1K - $93.2K
2.38K $1.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
54
+ 2.61%
$169.43 - $182.84 $9.15K - $9.87K
2.13K $365K
SCS
Steelcase Inc

Industrials
951
+ 9.19%
$10.57 - $12.53 $10.1K - $11.9K
11.3K $123K
Linde PLC
11
+ 0.4%
N/A
2.77K $0
Dimensional Us
95
+ 0.33%
N/A
28.7K $0
Vanguard Malvern Fds
2.77K
New
N/A
2.77K $0
Hive Digital Technologies Lt
22.7K
New
N/A
22.7K $0
Ishares Bitcoin Tr
15.1K
+ 5.11%
N/A
311K $0
DGRO
Ishares Core Dividend Growth E

ETFs
24
+ 0.38%
$60.46 - $64.42 $1.45K - $1.55K
6.29K $384K
ILCG
Ishares Morningstar Growth ETF
4.27K
New
N/A
4.27K $0
VUSB
Vanguard Bd Index Fds
1.21K
+ 24.58%
N/A
6.13K $0
Lam Research Corp
1.02K
+ 27.44%
N/A
4.74K $0
Blackrock Inc
23
+ 2.43%
N/A
968 $0
Rlj Lodging
4.12K
+ 49.6%
N/A
12.4K $0
CHCO
City Holding CO

Financial Services
18
+ 0.64%
$114.48 - $120.39 $2.06K - $2.17K
2.83K $331K
VOT
Vanguard Mid Cap Growth Index

ETFs
37
+ 3.42%
$237.72 - $276.98 $8.8K - $10.2K
1.12K $273K
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 4.23%
$497.6 - $606.74 $8.96K - $10.9K
444 $220K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
356
+ 0.42%
$54.25 - $57.64 $19.3K - $20.5K
84.6K $4.67M
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
33
+ 0.6%
$43.6 - $47.58 $1.44K - $1.57K
5.56K $246K
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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