Zhang Financial LLC Incresed Positions in Q3 2024

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
504
+ 4.2%
$196.73 - $220.21 $99.2K - $111K
12.5K $2.59M
VCIT
Vanguard Intermediate Term Cor

ETFs
11
+ 0.24%
$79.29 - $84.02 $872 - $924
4.55K $380K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.05%
$162.64 - $179.3 $163 - $179
1.92K $343K
TLSA
Tiziana Life Sciences LTD

Healthcare
13.5K
+ 24.16%
$0.81 - $1.45 $10.9K - $19.6K
69.4K $66K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
28
+ 0.21%
$49.93 - $51.15 $1.4K - $1.43K
13.4K $686K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
19
+ 0.65%
$69.61 - $79.56 $1.32K - $1.51K
2.94K $230K
BAC
Bank Of America Corp

Financial Services
160
+ 1.87%
$36.65 - $44.13 $5.86K - $7.06K
8.73K $346K
Ishares Bitcoin Tr
20.6K
+ 8.1%
N/A
274K $0
Linde PLC
20
+ 0.73%
N/A
2.76K $0
WFC
Wells Fargo & Company

Financial Services
29
+ 0.79%
$51.58 - $60.97 $1.5K - $1.77K
3.7K $209K
VLO
Valero Energy Corp

Energy
173
+ 10.47%
$132.81 - $163.48 $23K - $28.3K
1.83K $246K
LLY
Eli Lilly & CO

Healthcare
10
+ 0.56%
$772.14 - $960.02 $7.72K - $9.6K
1.81K $1.6M
AMAT
Applied Materials Inc

Technology
921
+ 14.49%
$174.88 - $254.97 $161K - $235K
7.28K $1.47M
BA
Boeing CO

Industrials
40
+ 2.67%
$152.04 - $190.6 $6.08K - $7.62K
1.54K $233K
NVO
Novo Nordisk A S

Healthcare
66
+ 2.6%
$119.07 - $145.42 $7.86K - $9.6K
2.6K $309K
KLAC
Kla Corp

Technology
129
+ 3.83%
$696.17 - $892.35 $89.8K - $115K
3.5K $2.71M
GOOGL
Alphabet Inc.

Communication Services
3.72K
+ 8.43%
$148.65 - $191.18 $553K - $711K
47.8K $7.92M
QCOM
Qualcomm Inc

Technology
16
+ 0.29%
$156.12 - $209.64 $2.5K - $3.35K
5.52K $939K
GOOG
Alphabet Inc.

Communication Services
129
+ 0.96%
$149.54 - $192.66 $19.3K - $24.9K
13.6K $2.27M
F
Ford Motor CO

Consumer Cyclical
2.02K
+ 1.27%
$9.71 - $14.55 $19.6K - $29.3K
160K $1.69M
MSFT
Microsoft Corp

Technology
1.09K
+ 1.89%
$395.15 - $467.56 $430K - $509K
58.8K $25.3M
Activity Summary
Buys All Purchases 136 New Holdings 14 Increased Positions 122 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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