Zhang Financial LLC Purchases in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
60
+ 0.44%
$49.25 - $50.66 $2.96K - $3.04K
13.6K $674K
DIS
Walt Disney CO

Communication Services
197
+ 9.8%
$96.87 - $114.0 $19.1K - $22.5K
2.21K $217K
MET
Metlife Inc

Financial Services
2
+ 0.04%
$77.7 - $87.0 $155 - $174
5.35K $429K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.47%
$953.54 - $1132.42 $954 - $1.13K
212 $209K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.07%
$117.4 - $131.02 $235 - $262
2.69K $320K
DHR
Danaher Corp

Healthcare
62
+ 3.62%
$201.62 - $250.59 $12.5K - $15.5K
1.77K $363K
CMI
Cummins Inc

Industrials
17
+ 1.74%
$312.92 - $386.07 $5.32K - $6.56K
992 $310K
HD
Home Depot, Inc.

Consumer Cyclical
191
+ 4.07%
$347.25 - $424.87 $66.3K - $81.2K
4.89K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
222
+ 7.84%
$360.07 - $417.26 $79.9K - $92.6K
3.05K $1.1M
AVSC
American Centy ETF Tr Avantis
2
+ 0.02%
$48.08 - $56.12 $96.2 - $112
8.71K $421K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
151
+ 1.55%
$96.85 - $111.39 $14.6K - $16.8K
9.87K $972K
TTD
Trade Desk, Inc.

Technology
2.95K
+ 84.79%
$53.59 - $126.58 $158K - $373K
6.43K $351K
VTRS
Viatris Inc

Healthcare
1.98K
+ 9.06%
$8.68 - $12.42 $17.2K - $24.6K
23.9K $207K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2K
+ 13.16%
$14.67 - $22.01 $29.3K - $44K
17.2K $264K
VXF
Vanguard Extended Market ETF

ETFs
487
+ 5.18%
$170.36 - $201.04 $83K - $97.9K
9.89K $1.71M
KKR
Kkr & Co. Inc.

Financial Services
2.78K
+ 22.14%
$108.17 - $167.07 $301K - $464K
15.3K $1.77M
XLK
Technology Sector Spdr

ETFs
369
+ 5.92%
$206.38 - $242.18 $76.2K - $89.4K
6.6K $1.36M
DFAT
Dimensional ETF Tr U S Target

ETFs
59
+ 0.26%
$50.44 - $58.1 $2.98K - $3.43K
22.5K $1.16M
VGT
Vanguard Information Technolog

ETFs
557
+ 11.09%
$542.38 - $646.34 $302K - $360K
5.58K $3.03M
VB
Vanguard Small Cap ETF

ETFs
54
+ 0.78%
$217.89 - $252.64 $11.8K - $13.6K
6.99K $1.55M
ITB
Ishares Tr

ETFs
258
+ 1.52%
$93.86 - $111.45 $24.2K - $28.8K
17.2K $1.63M
MRK
Merck & Co., Inc.

Healthcare
702
+ 3.12%
$83.01 - $101.02 $58.3K - $70.9K
23.2K $2.08M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6
+ 0.04%
$96.3 - $112.23 $578 - $673
14.4K $1.4M
ORCL
Oracle Corp

Technology
45
+ 0.69%
$139.81 - $186.47 $6.29K - $8.39K
6.57K $918K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39
+ 0.24%
$102.49 - $119.96 $4K - $4.68K
16.1K $1.67M
ETN
Eaton Corp PLC

Industrials
96
+ 2.05%
$271.83 - $371.23 $26.1K - $35.6K
4.77K $1.3M
IVV
Ishares Core S&P 500 ETF

ETFs
855
+ 3.52%
$554.06 - $615.85 $474K - $527K
25.1K $14M
VONG
Vanguard Russell 1000 Growth E

ETFs
715
+ 1.96%
$92.71 - $107.38 $66.3K - $76.8K
37.2K $3.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
108
+ 0.65%
$551.42 - $612.93 $59.6K - $66.2K
16.7K $9.34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
137K
+ 5.8%
$59.61 - $66.71 $8.19M - $9.17M
2.51M $151M
GOOG
Alphabet Inc.

Communication Services
396
+ 2.74%
$156.06 - $207.71 $61.8K - $82.3K
14.9K $2.32M
AVUS
American Centy ETF Tr Avantis

ETFs
3.25K
+ 2.15%
$90.7 - $101.57 $295K - $330K
155K $14.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
34.2K
+ 5.16%
$27.56 - $32.1 $944K - $1.1M
698K $19.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.86K
+ 5.19%
$190.26 - $242.06 $543K - $691K
57.9K $11M
GOOGL
Alphabet Inc.

Communication Services
4.24K
+ 8.42%
$154.33 - $206.19 $655K - $874K
54.6K $8.44M
IWN
Ishares Russell2000 Val ETF

ETFs
30
+ 0.03%
$149.27 - $169.4 $4.48K - $5.08K
103K $15.6M
MSFT
Microsoft Corp

Technology
2.01K
+ 3.38%
$375.39 - $447.2 $754K - $898K
61.4K $23.1M
VTI
Vanguard Total Stock Market Et

ETFs
19.5K
+ 4.16%
$271.18 - $303.12 $5.29M - $5.91M
488K $134M
VBR
Vanguard Small Cap Value ETF

ETFs
2.41K
+ 0.99%
$183.02 - $207.75 $440K - $500K
245K $45.5M
AAPL
Apple Inc.

Technology
3.72K
+ 1.9%
$209.68 - $247.1 $779K - $918K
200K $44.4M
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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