Zhang Financial LLC New Holdings in Q4 2024

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16.8K
New
$131.66 - $144.0 $2.21M - $2.41M
16.8K $2.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
74.7K
New
$26.93 - $84.95 $2.01M - $6.35M
74.7K $2.04M
VGSH
Vanguard

ETFs
29.8K
New
$58.02 - $58.88 $1.73M - $1.75M
29.8K $1.73M
LMT
Lockheed Martin Corp

Industrials
2.06K
New
$479.66 - $614.62 $988K - $1.27M
2.06K $1M
CL
Colgate Palmolive CO

Consumer Defensive
10K
New
$90.22 - $102.31 $905K - $1.03M
10K $912K
ARES
Ares Management Corp

Financial Services
2.96K
New
$153.38 - $183.7 $454K - $544K
2.96K $524K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
New
$25.93 - $105.3 $416K - $1.69M
16K $447K
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
CDNS
Cadence Design Systems Inc

Technology
1.27K
New
$249.1 - $324.54 $316K - $412K
1.27K $381K
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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.82K
New
$47.29 - $84.74 $181K - $324K
3.82K $284K
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
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
New
$57.53 - $60.83 $209K - $221K
3.63K $209K
INTU
Intuit Inc

Technology
325
New
$602.01 - $706.25 $196K - $230K
325 $204K
ADP
Automatic Data Processing Inc

Industrials
699
New
$280.08 - $307.97 $196K - $215K
699 $204K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.36K
New
$24.19 - $24.63 $202K - $206K
8.36K $202K
GGB
Gerdau S.A.

Basic Materials
11.7K
New
$2.88 - $3.61 $33.7K - $42.2K
11.7K $33K
VUSB
Vanguard Bd Index Fds
4.92K
New
N/A
4.92K $0
Lam Research Corp
3.72K
New
N/A
3.72K $0
Blackrock Inc
945
New
N/A
945 $0
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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