Zhang Financial LLC Incresed Positions in Q4 2024

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMP
Ameriprise Financial Inc

Financial Services
190
+ 5.81%
$473.15 - $574.01 $89.9K - $109K
3.46K $1.84M
VIS
Vanguard Industrial ETF

ETFs
1.18K
+ 59.15%
$254.39 - $279.7 $299K - $329K
3.17K $805K
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
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
BX
Blackstone Inc.

Financial Services
171
+ 1.82%
$148.45 - $199.05 $25.4K - $34K
9.57K $1.65M
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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
346
+ 20.05%
$174.22 - $187.62 $60.3K - $64.9K
2.07K $363K
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
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
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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