Zhang Financial LLC Purchases in Q4 2024

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONE
Vanguard Russell 1000 ETF

ETFs
17
+ 0.11%
$257.18 - $277.76 $4.37K - $4.72K
15.1K $4.02M
MA
Mastercard Inc

Financial Services
89
+ 5.42%
$491.3 - $536.15 $43.7K - $47.7K
1.73K $910K
VB
Vanguard Small Cap ETF

ETFs
294
+ 4.43%
$233.76 - $261.58 $68.7K - $76.9K
6.94K $1.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.38K
+ 6.17%
$61.68 - $67.87 $85.1K - $93.6K
23.7K $1.48M
NKE
Nike, Inc.

Consumer Cyclical
2.53K
+ 30.25%
$73.36 - $89.13 $186K - $226K
10.9K $824K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.03%
$323.08 - $349.08 $969 - $1.05K
10.9K $3.63M
JNJ
Johnson & Johnson

Healthcare
1.74K
+ 16.35%
$143.34 - $165.86 $249K - $289K
12.4K $1.79M
MPC
Marathon Petroleum Corp

Energy
1.83K
+ 21.98%
$131.65 - $174.84 $241K - $320K
10.2K $1.42M
GLDM
World Gold Trust

ETFs
1.44K
+ 1.4%
$50.76 - $55.23 $73.3K - $79.8K
104K $5.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
291K
+ 194.64%
$22.01 - $66.82 $6.4M - $19.4M
440K $9.99M
NXPI
Nxp Semiconductors N.V.

Technology
913
+ 21.33%
$207.27 - $255.58 $189K - $233K
5.19K $1.08M
KAI
Kadant Inc

Industrials
40
+ 0.77%
$316.45 - $422.93 $12.7K - $16.9K
5.26K $1.81M
SCHX
Schwab Strategic Tr Us Large C

ETFs
64.6K
+ 199.36%
$22.4 - $68.28 $1.45M - $4.41M
97K $2.25M
XLK
Technology Sector Spdr

ETFs
15
+ 0.24%
$220.26 - $241.44 $3.3K - $3.62K
6.23K $1.45M
MO
Altria Group, Inc.

Consumer Defensive
263
+ 1.43%
$49.06 - $57.74 $12.9K - $15.2K
18.7K $978K
CVX
Chevron Corp

Energy
293
+ 9.2%
$141.15 - $162.53 $41.4K - $47.6K
3.48K $503K
DOV
Dover Corp

Industrials
203
+ 15.74%
$184.72 - $206.51 $37.5K - $41.9K
1.49K $280K
GGB
Gerdau S.A.

Basic Materials
11.7K
New
$2.88 - $3.61 $33.7K - $42.2K
11.7K $33K
CAT
Caterpillar Inc

Industrials
736
+ 8.74%
$360.37 - $416.88 $265K - $307K
9.16K $3.32M
CMI
Cummins Inc

Industrials
8
+ 0.83%
$324.93 - $383.42 $2.6K - $3.07K
975 $339K
NSC
Norfolk Southern Corp

Industrials
166
+ 17.29%
$230.6 - $277.0 $38.3K - $46K
1.13K $264K
VTRS
Viatris Inc

Healthcare
305
+ 1.41%
$11.32 - $13.37 $3.45K - $4.08K
21.9K $272K
AMAT
Applied Materials Inc

Technology
1.89K
+ 26.03%
$161.44 - $213.89 $306K - $405K
9.17K $1.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
406
+ 2.6%
$113.92 - $127.38 $46.3K - $51.7K
16K $1.85M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1
+ 0.01%
$100.38 - $107.86 $100 - $108
11.4K $1.18M
PAYX
Paychex Inc

Industrials
46
+ 2.77%
$135.86 - $148.73 $6.25K - $6.84K
1.71K $239K
ORCL
Oracle Corp

Technology
215
+ 3.41%
$165.41 - $192.43 $35.6K - $41.4K
6.53K $1.09M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.04%
$118.0 - $127.04 $354 - $381
7.05K $857K
ADBE
Adobe Inc.

Technology
501
+ 17.03%
$437.39 - $552.96 $219K - $277K
3.44K $1.53M
ETN
Eaton Corp PLC

Industrials
14
+ 0.3%
$326.96 - $377.52 $4.58K - $5.29K
4.68K $1.55M
GWW
W.W. Grainger, Inc.

Industrials
3
+ 1.44%
$1023.06 - $1220.93 $3.07K - $3.66K
211 $222K
CHCO
City Holding CO

Financial Services
19
+ 0.68%
$113.37 - $134.35 $2.15K - $2.55K
2.81K $332K
IWR
Ishares Russell Mid Cap ETF

ETFs
39
+ 0.74%
$87.25 - $95.52 $3.4K - $3.73K
5.3K $468K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.07%
$121.89 - $135.52 $244 - $271
2.69K $336K
AVSC
American Centy ETF Tr Avantis
3
+ 0.03%
$52.7 - $59.57 $158 - $179
8.71K $473K
QUAL
Ishares Msci Usa Quality Facto

ETFs
24
+ 1.25%
$176.42 - $186.91 $4.23K - $4.49K
1.94K $345K
GLD
Spdr Gold Trust

ETFs
10
+ 0.82%
$236.59 - $257.5 $2.37K - $2.58K
1.23K $298K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5
+ 0.05%
$104.52 - $115.08 $523 - $575
9.72K $1.03M
VUSB
Vanguard Bd Index Fds
4.92K
New
N/A
4.92K $0
Blackrock Inc
945
New
N/A
945 $0
Lam Research Corp
3.72K
New
N/A
3.72K $0
Rlj Lodging
154
+ 1.89%
N/A
8.31K $0
Ishares Bitcoin Tr
21.6K
+ 7.89%
N/A
296K $0
TLSA
Tiziana Life Sciences LTD

Healthcare
23.8K
+ 34.3%
$0.67 - $1.18 $15.9K - $28.1K
93.2K $63K
SBUX
Starbucks Corp

Consumer Cyclical
170
+ 5.77%
$87.44 - $102.5 $14.9K - $17.4K
3.12K $283K
MET
Metlife Inc

Financial Services
1
+ 0.02%
$78.15 - $88.25 $78.2 - $88.3
5.35K $437K
DGRO
Ishares Core Dividend Growth E

ETFs
28
+ 0.45%
$60.73 - $64.94 $1.7K - $1.82K
6.27K $384K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
119
+ 0.89%
$49.79 - $51.14 $5.93K - $6.09K
13.6K $679K
PRU
Prudential Financial Inc

Financial Services
37
+ 0.7%
$114.59 - $129.52 $4.24K - $4.79K
5.29K $627K
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
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email