Zhang Financial LLC Incresed Positions in Q2 2025

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
INTU
Intuit Inc

Technology
135
+ 7.58%
$544.07 - $787.63 $73.4K - $106K
1.92K $1.51M
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
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
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
VXF
Vanguard Extended Market ETF

ETFs
218
+ 2.21%
$150.43 - $192.71 $32.8K - $42K
10.1K $1.95M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.15K
+ 8.26%
$51.16 - $62.02 $110K - $133K
28.2K $1.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 14.59%
$141.87 - $164.49 $157K - $182K
8.68K $1.43M
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.14%
$122.57 - $173.27 $1.1K - $1.56K
6.36K $1.1M
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
VEU
Vanguard Ftse All World Ex Us

ETFs
371
+ 2.93%
$54.19 - $67.22 $20.1K - $24.9K
13K $876K
FTNT
Fortinet, Inc.

Technology
160
+ 1.8%
$84.71 - $108.69 $13.6K - $17.4K
9.05K $956K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 2.42%
$908.13 - $1056.85 $32.7K - $38K
1.53K $1.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.06K
+ 6.59%
$22.27 - $29.21 $23.5K - $30.9K
17.1K $499K
IWS
Ishares Russell Midcap Value E

ETFs
368
+ 10.43%
$110.58 - $132.14 $40.7K - $48.6K
3.9K $514K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
743
+ 15.66%
$47.24 - $58.55 $35.1K - $43.5K
5.49K $321K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4
+ 0.04%
$86.58 - $104.98 $346 - $420
9.87K $1.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
88
+ 0.39%
$44.8 - $53.97 $3.94K - $4.75K
22.6K $1.22M
RTX
Raytheon Technologies Corp

Industrials
189
+ 7.84%
$113.75 - $148.48 $21.5K - $28.1K
2.6K $379K
DIS
Walt Disney CO

Communication Services
18
+ 0.82%
$81.72 - $124.01 $1.47K - $2.23K
2.23K $275K
RSP
Invesco S&P 500 Equal Weight E

ETFs
205
+ 9.64%
$152.93 - $181.74 $31.4K - $37.3K
2.33K $423K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 6.28%
$23.55 - $27.67 $24.7K - $29.1K
17.8K $491K
QUAL
Ishares Msci Usa Quality Facto

ETFs
127
+ 6.04%
$152.42 - $182.82 $19.4K - $23.2K
2.23K $407K
WM
Waste Management Inc

Industrials
208
+ 14.84%
$216.47 - $242.1 $45K - $50.4K
1.61K $368K
MCD
Mcdonalds Corp

Consumer Cyclical
341
+ 11.5%
$285.55 - $321.23 $97.4K - $110K
3.31K $966K
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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