Zhang Financial LLC Incresed Positions in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
PM
Philip Morris International Inc.

Consumer Defensive
170
+ 1.48%
$117.15 - $158.79 $19.9K - $27K
11.6K $1.85M
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
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
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
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
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
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
F
Ford Motor CO

Consumer Cyclical
3.58K
+ 2.19%
$9.12 - $10.43 $32.7K - $37.4K
167K $1.68M
VONE
Vanguard Russell 1000 ETF

ETFs
1.06K
+ 7.03%
$250.16 - $278.79 $265K - $295K
16.1K $4.07M
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
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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