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
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
GLD
Spdr Gold Trust

ETFs
10
+ 0.82%
$236.59 - $257.5 $2.37K - $2.58K
1.23K $298K
Rlj Lodging
154
+ 1.89%
N/A
8.31K $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5
+ 0.05%
$104.52 - $115.08 $523 - $575
9.72K $1.03M
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
MET
Metlife Inc

Financial Services
1
+ 0.02%
$78.15 - $88.25 $78.2 - $88.3
5.35K $437K
SBUX
Starbucks Corp

Consumer Cyclical
170
+ 5.77%
$87.44 - $102.5 $14.9K - $17.4K
3.12K $283K
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 13.9%
$501.29 - $612.85 $26.1K - $31.9K
426 $221K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.1K
+ 201.56%
$25.79 - $80.4 $287K - $894K
16.6K $433K
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.97%
$114.45 - $127.21 $2.63K - $2.93K
2.39K $276K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
596
+ 14.77%
$396.64 - $516.74 $236K - $308K
4.63K $1.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
28
+ 0.62%
$80.13 - $83.77 $2.24K - $2.35K
4.58K $367K
ITW
Illinois Tool Works Inc

Industrials
21
+ 0.93%
$253.56 - $278.5 $5.32K - $5.85K
2.28K $579K
VLO
Valero Energy Corp

Energy
69
+ 3.78%
$118.59 - $144.02 $8.18K - $9.94K
1.9K $232K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.09K
+ 8.81%
$114.08 - $125.68 $124K - $136K
13.4K $1.53M
CTVA
Corteva, Inc.

Basic Materials
10
+ 0.1%
$55.21 - $64.13 $552 - $641
9.87K $562K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
50
+ 1.7%
$70.63 - $78.23 $3.53K - $3.91K
2.99K $212K
KMB
Kimberly Clark Corp

Consumer Defensive
175
+ 4.61%
$130.37 - $146.09 $22.8K - $25.6K
3.97K $519K
VOE
Vanguard Mid Cap Value Index F

ETFs
126
+ 1.83%
$160.89 - $176.18 $20.3K - $22.2K
7.03K $1.14M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
93
+ 1.0%
$26.63 - $30.23 $2.48K - $2.81K
9.38K $249K
SPIB
Spdr Portfolio Intermediate Te

ETFs
354
+ 0.89%
$32.65 - $33.68 $11.6K - $11.9K
40.1K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.18K
+ 8.23%
$75.1 - $82.99 $88.9K - $98.3K
15.6K $1.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.91K
+ 89.32%
$25.33 - $51.16 $251K - $507K
21K $542K
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
33
+ 0.6%
$44.98 - $51.67 $1.48K - $1.71K
5.52K $250K
DFIV
Dimensional ETF Tr

ETFs
97
+ 0.69%
$34.86 - $37.97 $3.38K - $3.68K
14.1K $500K
SPTS
Spdr Portfolio Short Term Trea

ETFs
78
+ 0.08%
$28.88 - $29.33 $2.25K - $2.29K
98.8K $2.87M
XOM
Exxon Mobil Corp

Energy
819
+ 6.3%
$105.51 - $125.37 $86.4K - $103K
13.8K $1.49M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.27%
$288.47 - $316.54 $2.31K - $2.53K
2.92K $847K
MELI
Mercadolibre Inc

Consumer Cyclical
116
+ 16.91%
$1666.0 - $2117.3 $193K - $246K
802 $1.36M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
157
+ 0.24%
$40.38 - $44.35 $6.34K - $6.96K
65.8K $2.69M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.01K
+ 84.83%
$25.74 - $53.78 $181K - $377K
15.3K $394K
KO
Coca Cola CO

Consumer Defensive
694
+ 7.01%
$61.74 - $71.71 $42.8K - $49.8K
10.6K $659K
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.85%
$338.75 - $399.71 $4.74K - $5.6K
1.66K $564K
QCOM
Qualcomm Inc

Technology
172
+ 3.11%
$150.4 - $178.04 $25.9K - $30.6K
5.69K $874K
PFE
Pfizer Inc

Healthcare
105
+ 0.37%
$24.8 - $30.19 $2.6K - $3.17K
28.7K $762K
DFAX
Dimensional ETF Tr
124
+ 0.35%
$24.76 - $27.04 $3.07K - $3.35K
35.5K $883K
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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