Zhang Financial LLC Purchases in Q4 2024

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
2.24K
+ 0.54%
$39.27 - $42.38 $87.8K - $94.8K
415K $16.8M
T
At&T Inc.

Communication Services
18.4K
New
$21.22 - $23.88 $391K - $440K
18.4K $419K
TTD
Trade Desk, Inc.

Technology
3.48K
New
$108.7 - $139.51 $378K - $485K
3.48K $408K
MUB
Ishares National Muni Bond ETF

ETFs
4.56K
+ 11.18%
$105.78 - $108.7 $483K - $496K
45.4K $4.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.68K
+ 91.13%
$94.43 - $105.47 $348K - $388K
7.72K $783K
CDNS
Cadence Design Systems Inc

Technology
1.27K
New
$249.1 - $324.54 $316K - $412K
1.27K $381K
MGC
Vanguard Mega Cap ETF

ETFs
1.08K
+ 4.4%
$204.21 - $220.18 $221K - $238K
25.7K $5.47M
XLF
Financial Sector Spdr

ETFs
6.95K
+ 60.24%
$44.89 - $51.34 $312K - $357K
18.5K $894K
LLY
Eli Lilly & CO

Healthcare
744
+ 41.17%
$727.2 - $932.06 $541K - $693K
2.55K $1.97M
WM
Waste Management Inc

Industrials
1.71K
New
$201.79 - $228.46 $344K - $390K
1.71K $344K
AMP
Ameriprise Financial Inc

Financial Services
190
+ 5.81%
$473.15 - $574.01 $89.9K - $109K
3.46K $1.84M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.23K
New
$47.58 - $48.56 $296K - $302K
6.23K $297K
GE
General Electric CO

Industrials
1.77K
New
$159.95 - $194.23 $282K - $343K
1.77K $294K
VIS
Vanguard Industrial ETF

ETFs
1.18K
+ 59.15%
$254.39 - $279.7 $299K - $329K
3.17K $805K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.82K
New
$47.29 - $84.74 $181K - $324K
3.82K $284K
VUG
Vanguard Growth ETF

ETFs
24
+ 0.24%
$378.79 - $428.11 $9.09K - $10.3K
10.1K $4.16M
HON
Honeywell International Inc

Industrials
131
+ 1.05%
$202.84 - $236.0 $26.6K - $30.9K
12.6K $2.86M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.18K
+ 17.95%
$104.59 - $118.05 $228K - $258K
14.4K $1.56M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.81K
+ 17.34%
$67.29 - $73.38 $458K - $499K
46.1K $3.13M
VGT
Vanguard Information Technolog

ETFs
106
+ 2.16%
$571.78 - $647.97 $60.6K - $68.7K
5.02K $3.12M
USB
Us Bancorp \De\

Financial Services
4.84K
New
$43.98 - $53.66 $213K - $260K
4.84K $231K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.09K
New
$202.91 - $229.76 $222K - $251K
1.09K $229K
DIS
Walt Disney CO

Communication Services
2.01K
New
$92.39 - $117.6 $186K - $236K
2.01K $223K
GKOS
Glaukos Corp

Healthcare
1.47K
New
$126.42 - $152.67 $186K - $225K
1.47K $221K
AVEM
American Centy ETF Tr Avantis

ETFs
3.7K
New
$58.59 - $66.14 $217K - $245K
3.7K $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.14%
$567.81 - $607.81 $13.6K - $14.6K
16.6K $9.72M
SHOP
Shopify Inc.

Technology
282
+ 4.05%
$78.14 - $119.49 $22K - $33.7K
7.25K $771K
DUK
Duke Energy Corp

Utilities
1.97K
New
$105.76 - $120.76 $209K - $238K
1.97K $212K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.21K
New
$85.96 - $101.28 $190K - $224K
2.21K $212K
BX
Blackstone Inc.

Financial Services
171
+ 1.82%
$148.45 - $199.05 $25.4K - $34K
9.57K $1.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
New
$57.53 - $60.83 $209K - $221K
3.63K $209K
ADP
Automatic Data Processing Inc

Industrials
699
New
$280.08 - $307.97 $196K - $215K
699 $204K
INTU
Intuit Inc

Technology
325
New
$602.01 - $706.25 $196K - $230K
325 $204K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.36K
New
$24.19 - $24.63 $202K - $206K
8.36K $202K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
79.5K
+ 220.04%
$27.54 - $83.04 $2.19M - $6.6M
116K $3.2M
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
+ 26.78%
$189.5 - $206.17 $224K - $244K
5.6K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
171
+ 12.61%
$873.59 - $994.69 $149K - $170K
1.53K $1.4M
WFC
Wells Fargo & Company

Financial Services
1.74K
+ 47.07%
$54.98 - $77.35 $95.8K - $135K
5.45K $382K
MRK
Merck & Co., Inc.

Healthcare
4.12K
+ 22.41%
$96.31 - $114.76 $396K - $472K
22.5K $2.24M
UBS
Ubs Group Ag

Financial Services
5.57K
+ 16.08%
$29.78 - $33.08 $166K - $184K
40.2K $1.22M
CG
Carlyle Group Inc.

Financial Services
1.04K
+ 8.09%
$43.2 - $54.81 $44.7K - $56.7K
13.8K $698K
DFS
Discover Financial Services

Financial Services
325
+ 12.33%
$136.3 - $182.67 $44.3K - $59.4K
2.96K $512K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.86K
+ 17.15%
$81.68 - $82.93 $152K - $154K
12.7K $1.04M
MS
Morgan Stanley

Financial Services
586
+ 19.43%
$104.42 - $134.99 $61.2K - $79.1K
3.6K $452K
DELL
Dell Technologies Inc.

Technology
1.37K
+ 19.13%
$111.96 - $144.21 $153K - $197K
8.53K $982K
ABT
Abbott Laboratories

Healthcare
1.18K
+ 33.62%
$111.93 - $119.39 $132K - $140K
4.67K $528K
IBM
International Business Machines Corp

Technology
686
+ 3.94%
$204.9 - $238.04 $141K - $163K
18.1K $3.97M
BMY
Bristol Myers Squibb CO

Healthcare
1.73K
+ 42.31%
$51.92 - $59.94 $89.9K - $104K
5.83K $329K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
57
+ 1.27%
$340.59 - $380.5 $19.4K - $21.7K
4.56K $1.67M
Activity Summary
Buys All Purchases 200 New Holdings 29 Increased Positions 171 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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