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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
409
+ 3.66%
$82.21 - $83.12 $33.6K - $34K
11.6K $959K
VIG
Vanguard Dividend Appreciation

ETFs
179
+ 0.9%
N/A
20.1K $3.67M
MA
Mastercard Inc

Financial Services
5
+ 0.25%
$479.92 - $590.74 $2.4K - $2.95K
2.03K $1.14M
AVSC
American Centy ETF Tr Avantis
2
+ 0.02%
$42.39 - $51.76 $84.8 - $104
8.71K $449K
ABT
Abbott Laboratories

Healthcare
64
+ 1.08%
$123.95 - $138.08 $7.93K - $8.84K
6K $815K
CVX
Chevron Corp

Energy
1.11K
+ 20.08%
$133.73 - $168.51 $148K - $186K
6.61K $946K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
100
+ 0.58%
$12.82 - $18.15 $1.28K - $1.81K
17.3K $289K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
512
+ 0.53%
$22.68 - $23.28 $11.6K - $11.9K
97.4K $2.26M
PG
Procter & Gamble CO

Consumer Defensive
1.81K
+ 7.53%
$157.66 - $172.39 $285K - $311K
25.8K $4.11M
TJX
Tjx Companies Inc

Consumer Cyclical
138
+ 6.22%
$119.13 - $135.03 $16.4K - $18.6K
2.36K $290K
CHCO
City Holding CO

Financial Services
20
+ 0.71%
$108.93 - $123.42 $2.18K - $2.47K
2.85K $348K
SPIB
Spdr Portfolio Intermediate Te

ETFs
43
+ 0.11%
$32.62 - $33.58 $1.4K - $1.44K
39.8K $1.34M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.07%
$103.88 - $123.68 $208 - $247
2.69K $332K
SCHP
Schwab Strategic Us Tips ETF

ETFs
471
+ 3.28%
$26.18 - $26.93 $12.3K - $12.7K
14.8K $395K
VCIT
Vanguard Intermediate Term Cor

ETFs
58
+ 1.28%
$79.56 - $82.92 $4.61K - $4.81K
4.6K $381K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
224
+ 1.65%
$48.13 - $49.85 $10.8K - $11.2K
13.8K $678K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.05%
$77.74 - $78.78 $311 - $315
7.32K $576K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.12%
$276.76 - $326.81 $277 - $327
843 $259K
TXN
Texas Instruments Inc

Technology
3
+ 0.11%
N/A
2.74K $532K
MET
Metlife Inc

Financial Services
1
+ 0.02%
$68.42 - $82.49 $68.4 - $82.5
5.35K $430K
DGX
Quest Diagnostics Inc

Healthcare
7
+ 0.55%
N/A
1.29K $176K
Rlj Lodging
247
+ 1.99%
N/A
12.7K $0
VUSB
Vanguard Bd Index Fds
12K
+ 195.4%
N/A
18.1K $0
Dimensional Us
28.3K
+ 98.8%
N/A
57K $0
Vanguard Malvern Fds
1.01K
+ 36.34%
N/A
3.78K $0
Blackrock Inc
84
+ 8.68%
N/A
1.05K $0
Linde PLC
1
+ 0.04%
N/A
2.77K $0
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.04%
$218.41 - $252.43 $218 - $252
2.24K $554K
SCS
Steelcase Inc

Industrials
3
+ 0.03%
$9.42 - $11.46 $28.3 - $34.4
11.3K $117K
DUK
Duke Energy Corp

Utilities
1
+ 0.06%
$112.46 - $124.05 $112 - $124
1.74K $205K
ALL
Allstate Corp

Financial Services
7
+ 0.3%
$180.53 - $212.64 $1.26K - $1.49K
2.35K $473K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 0.42%
$79.69 - $99.41 $956 - $1.19K
2.88K $263K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.16K
+ 1373.91%
$87.84 - $1441.89 $278K - $4.56M
3.39K $305K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.8K
+ 900.0%
$105.72 - $1416.0 $190K - $2.55M
2K $223K
KMB
Kimberly Clark Corp

Consumer Defensive
17
+ 0.42%
$126.84 - $145.22 $2.16K - $2.47K
4.09K $527K
BMY
Bristol Myers Squibb CO

Healthcare
85
+ 1.33%
$44.12 - $59.6 $3.75K - $5.07K
6.48K $299K
LLY
Eli Lilly & CO

Healthcare
17
+ 0.66%
$713.71 - $898.95 $12.1K - $15.3K
2.58K $2.01M
XOM
Exxon Mobil Corp

Energy
563
+ 2.08%
$99.93 - $119.04 $56.3K - $67K
27.6K $2.97M
ABBV
Abb Vie Inc.

Healthcare
377
+ 1.56%
$170.16 - $206.27 $64.2K - $77.8K
24.6K $4.56M
AAPL
Apple Inc.

Technology
2.42K
+ 1.21%
$172.42 - $223.89 $416K - $541K
202K $41.5M
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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