Zhang Financial LLC Sells in Q2 2025

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-26.9K
- 45.6%
$102.31 - $105.8 $2.75M - $2.85M
32.1K $3.36M
HFFG
Hf Foods Group Inc.

Consumer Defensive
-47.4K
- 4.26%
$3.05 - $4.5 $144K - $213K
1.06M $3.38M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-69K
- 9.88%
$24.21 - $29.47 $1.67M - $2.03M
629K $18.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 0.41%
$483.48 - $539.8 $48.3K - $54K
24.6K $11.9M
AMGN
Amgen Inc

Healthcare
-401
- 2.45%
$262.28 - $309.85 $105K - $124K
15.9K $4.45M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5.35K
- 75.93%
$101.97 - $126.75 $546K - $678K
1.7K $215K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.7K
- 23.16%
$24.32 - $27.87 $407K - $467K
55.6K $1.47M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5.39K
- 64.13%
$86.93 - $109.64 $469K - $591K
3.02K $330K
PEP
Pepsico Inc

Consumer Defensive
-18
- 0.09%
$128.02 - $151.37 $2.3K - $2.72K
19.8K $2.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-20.2K
- 17.58%
$22.92 - $28.05 $464K - $568K
94.9K $2.66M
MRK
Merck & Co., Inc.

Healthcare
-683
- 2.95%
$73.47 - $87.12 $50.2K - $59.5K
22.5K $1.78M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-524
- 39.82%
$421.16 - $509.5 $221K - $267K
792 $352K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.65K
- 4.68%
$79.79 - $91.42 $211K - $242K
54K $4.81M
MGC
Vanguard Mega Cap ETF

ETFs
-4.32K
- 14.87%
$179.23 - $224.92 $774K - $971K
24.7K $5.56M
JNJ
Johnson & Johnson

Healthcare
-49
- 0.28%
$146.36 - $159.82 $7.17K - $7.83K
17.5K $2.68M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.95K
- 10.35%
$107.93 - $110.97 $211K - $217K
16.9K $1.86M
GILD
Gilead Sciences, Inc.

Healthcare
-1.97K
- 50.27%
$96.91 - $113.0 $190K - $222K
1.94K $215K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.68K
- 38.78%
$68.13 - $74.77 $182K - $200K
4.23K $307K
PFE
Pfizer Inc

Healthcare
-4.82K
- 17.94%
$21.59 - $24.84 $104K - $120K
22K $534K
ARES
Ares Management Corp

Financial Services
-1.52K
- 30.07%
$118.04 - $175.83 $179K - $267K
3.53K $611K
LOW
Lowes Companies Inc

Consumer Cyclical
-132
- 1.74%
$210.83 - $235.28 $27.8K - $31.1K
7.44K $1.65M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.66K
- 14.25%
$32.66 - $40.75 $250K - $312K
46.1K $1.87M
CL
Colgate Palmolive CO

Consumer Defensive
-437
- 2.78%
$87.57 - $96.0 $38.3K - $42K
15.3K $1.39M
HD
Home Depot, Inc.

Consumer Cyclical
-174
- 3.56%
$335.24 - $380.78 $58.3K - $66.3K
4.71K $1.73M
VHT
Vanguard Health Care ETF

ETFs
-129
- 6.49%
$236.71 - $261.92 $30.5K - $33.8K
1.86K $461K
K
Kellogg CO

Consumer Defensive
-54
- 0.32%
$77.85 - $82.88 $4.2K - $4.48K
16.6K $1.32M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.98K
- 2.0%
$29.07 - $29.38 $57.4K - $58K
96.8K $2.84M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-1.12K
- 3.65%
$41.2 - $42.29 $46.2K - $47.4K
29.7K $1.25M
ADBE
Adobe Inc.

Technology
-126
- 7.6%
$340.0 - $420.68 $42.8K - $53K
1.53K $592K
CMCSA
Comcast Corp

Communication Services
-882
- 9.02%
$32.84 - $36.72 $29K - $32.4K
8.89K $317K
TMUS
T Mobile Us, Inc.

Communication Services
-43
- 3.73%
$220.99 - $268.54 $9.5K - $11.5K
1.11K $264K
MO
Altria Group, Inc.

Consumer Defensive
-176
- 0.95%
$55.56 - $60.91 $9.78K - $10.7K
18.3K $1.07M
DVY
Ishares Tr

ETFs
-224
- 1.17%
$118.37 - $134.86 $26.5K - $30.2K
19K $2.52M
VIS
Vanguard Industrial ETF

ETFs
-551
- 14.68%
$220.04 - $280.07 $121K - $154K
3.2K $897K
IEMG
Ishares Inc

ETFs
-468
- 11.72%
N/A
3.52K $189K
VGSH
Vanguard

ETFs
-472
- 1.42%
$58.32 - $58.95 $27.5K - $27.8K
32.7K $1.92M
DHR
Danaher Corp

Healthcare
-22
- 1.24%
$174.64 - $205.16 $3.84K - $4.51K
1.75K $346K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-162
- 1.01%
$63.54 - $68.5 $10.3K - $11.1K
15.8K $1.07M
SHW
Sherwin Williams CO

Basic Materials
-15
- 0.88%
$313.51 - $363.51 $4.7K - $5.45K
1.68K $577K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-499
- 1.27%
$29.82 - $30.19 $14.9K - $15.1K
38.9K $1.18M
CMI
Cummins Inc

Industrials
-72
- 7.26%
$267.12 - $336.65 $19.2K - $24.2K
920 $301K
MPC
Marathon Petroleum Corp

Energy
-243
- 14.12%
$118.55 - $170.08 $28.8K - $41.3K
1.48K $245K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-897
- 9.56%
$24.38 - $30.18 $21.9K - $27.1K
8.48K $255K
IVE
Ishares S&P 500 Value ETF

ETFs
-204
- 3.66%
$168.34 - $195.42 $34.3K - $39.9K
5.36K $1.05M
Lam Research Corp
-282
- 5.95%
N/A
4.46K $0
Ishares Bitcoin Tr
-2.23K
- 0.72%
N/A
309K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.59K
- 6.8%
$20.42 - $25.3 $32.5K - $40.3K
21.8K $551K
VTRS
Viatris Inc

Healthcare
-163
- 0.68%
$7.26 - $9.12 $1.18K - $1.49K
23.7K $211K
QCOM
Qualcomm Inc

Technology
-175
- 3.17%
$124.66 - $159.48 $21.8K - $27.9K
5.34K $850K
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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