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
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
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
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.41K
+ 11.47%
$23.16 - $27.04 $55.7K - $65.1K
23.4K $549K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
16
+ 0.54%
$69.87 - $75.62 $1.12K - $1.21K
3.01K $219K
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 4.79%
$56.17 - $59.71 $9.77K - $10.4K
3.81K $215K
SCHV
Schwab Strategic Tr Us Large C

ETFs
76
+ 0.46%
$25.77 - $27.6 $1.96K - $2.1K
16.7K $439K
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
Rlj Lodging
4.12K
+ 49.6%
N/A
12.4K $0
Dimensional Us
95
+ 0.33%
N/A
28.7K $0
VUSB
Vanguard Bd Index Fds
1.21K
+ 24.58%
N/A
6.13K $0
DGRO
Ishares Core Dividend Growth E

ETFs
24
+ 0.38%
$60.46 - $64.42 $1.45K - $1.55K
6.29K $384K
Blackrock Inc
23
+ 2.43%
N/A
968 $0
Ishares Bitcoin Tr
15.1K
+ 5.11%
N/A
311K $0
Lam Research Corp
1.02K
+ 27.44%
N/A
4.74K $0
Linde PLC
11
+ 0.4%
N/A
2.77K $0
CHCO
City Holding CO

Financial Services
18
+ 0.64%
$114.48 - $120.39 $2.06K - $2.17K
2.83K $331K
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 4.23%
$497.6 - $606.74 $8.96K - $10.9K
444 $220K
VOT
Vanguard Mid Cap Growth Index

ETFs
37
+ 3.42%
$237.72 - $276.98 $8.8K - $10.2K
1.12K $273K
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
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
222
+ 7.84%
$360.07 - $417.26 $79.9K - $92.6K
3.05K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
191
+ 4.07%
$347.25 - $424.87 $66.3K - $81.2K
4.89K $1.79M
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
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.01%
$113.22 - $126.36 $113 - $126
7.05K $804K
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
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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