Zhang Financial LLC Sells in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-2.16K
- 8.97%
$167.43 - $244.7 $362K - $530K
22K $3.68M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.32K
- 71.58%
$402.49 - $513.76 $1.33M - $1.7M
1.32K $638K
MPC
Marathon Petroleum Corp

Energy
-8.43K
- 83.05%
$134.72 - $159.03 $1.14M - $1.34M
1.72K $250K
UBS
Ubs Group Ag

Financial Services
-31.3K
- 77.8%
$30.28 - $35.78 $947K - $1.12M
8.93K $273K
ADBE
Adobe Inc.

Technology
-1.79K
- 51.87%
$377.84 - $464.11 $675K - $829K
1.66K $635K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.47K
- 2.62%
$58.81 - $68.2 $145K - $168K
91.8K $5.48M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.71K
- 1.54%
$179.71 - $192.06 $307K - $328K
109K $19.9M
IWV
Ishares Russell 3000 ETF

ETFs
-515
- 4.74%
$313.1 - $349.83 $161K - $180K
10.4K $3.27M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.45K
- 15.44%
$106.22 - $111.09 $366K - $383K
18.9K $2.09M
HON
Honeywell International Inc

Industrials
-73
- 0.58%
$202.75 - $226.52 $14.8K - $16.5K
12.6K $2.66M
WFC
Wells Fargo & Company

Financial Services
-2.49K
- 45.76%
$66.78 - $81.42 $166K - $203K
2.95K $212K
BAC
Bank Of America Corp

Financial Services
-2.67K
- 12.16%
$39.61 - $47.74 $106K - $127K
19.3K $803K
SOXX
Ishares Semiconductor ETF

ETFs
-426
- 16.26%
$188.17 - $235.81 $80.2K - $100K
2.19K $413K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-211
- 0.22%
$21.75 - $24.28 $4.59K - $5.12K
96.8K $2.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.54K
- 12.09%
$81.83 - $82.73 $126K - $127K
11.2K $923K
PEP
Pepsico Inc

Consumer Defensive
-458
- 2.26%
$142.64 - $156.42 $65.3K - $71.6K
19.8K $2.97M
LOW
Lowes Companies Inc

Consumer Cyclical
-15
- 0.2%
$222.66 - $268.42 $3.34K - $4.03K
7.58K $1.77M
KAI
Kadant Inc

Industrials
-165
- 3.14%
$335.28 - $398.39 $55.3K - $65.7K
5.09K $1.72M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-94
- 0.82%
$95.35 - $107.82 $8.96K - $10.1K
11.3K $1.08M
PFE
Pfizer Inc

Healthcare
-1.88K
- 6.53%
$25.01 - $27.13 $46.9K - $50.9K
26.9K $680K
MS
Morgan Stanley

Financial Services
-292
- 8.11%
$111.68 - $141.08 $32.6K - $41.2K
3.31K $386K
DOW
Dow Inc.

Basic Materials
-467
- 5.83%
$34.36 - $41.92 $16K - $19.6K
7.55K $263K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.43K
- 3.25%
$27.01 - $28.54 $65.6K - $69.3K
72.3K $1.99M
DFS
Discover Financial Services

Financial Services
-217
- 7.33%
$152.99 - $203.25 $33.2K - $44.1K
2.74K $468K
PRU
Prudential Financial Inc

Financial Services
-56
- 1.06%
$105.04 - $122.33 $5.88K - $6.85K
5.24K $584K
NSC
Norfolk Southern Corp

Industrials
-152
- 13.5%
$227.69 - $259.76 $34.6K - $39.5K
974 $230K
IWS
Ishares Russell Midcap Value E

ETFs
-117
- 3.21%
$122.59 - $135.24 $14.3K - $15.8K
3.53K $441K
QCOM
Qualcomm Inc

Technology
-181
- 3.18%
$151.94 - $175.86 $27.5K - $31.8K
5.51K $846K
GIS
General Mills Inc

Consumer Defensive
-24
- 0.42%
$57.56 - $65.3 $1.38K - $1.57K
5.75K $343K
CMCSA
Comcast Corp

Communication Services
-438
- 4.29%
$33.19 - $38.23 $14.5K - $16.7K
9.77K $360K
ITW
Illinois Tool Works Inc

Industrials
-41
- 1.8%
$244.9 - $274.48 $10K - $11.3K
2.24K $556K
BA
Boeing CO

Industrials
-68
- 5.34%
$148.15 - $186.25 $10.1K - $12.7K
1.21K $205K
WM
Waste Management Inc

Industrials
-303
- 17.77%
$200.54 - $233.78 $60.8K - $70.8K
1.4K $324K
DD
Du Pont De Nemours, Inc.

Basic Materials
-104
- 1.69%
$72.7 - $84.32 $7.56K - $8.77K
6.06K $452K
IVE
Ishares S&P 500 Value ETF

ETFs
-28
- 0.5%
$185.78 - $198.58 $5.2K - $5.56K
5.57K $1.05M
FIW
First Trust Water ETF

ETFs
-111
- 5.2%
$99.48 - $106.74 $11K - $11.8K
2.02K $202K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-914
- 5.98%
$25.69 - $26.78 $23.5K - $24.5K
14.4K $384K
NEE
Nextera Energy Inc

Utilities
-30
- 0.68%
$66.96 - $76.16 $2.01K - $2.28K
4.38K $310K
SBUX
Starbucks Corp

Consumer Cyclical
-247
- 7.93%
$91.75 - $115.81 $22.7K - $28.6K
2.87K $281K
DUK
Duke Energy Corp

Utilities
-231
- 11.71%
$105.87 - $121.97 $24.5K - $28.2K
1.74K $212K
PG
Procter & Gamble CO

Consumer Defensive
-390
- 1.6%
$158.56 - $176.26 $61.8K - $68.7K
24K $4.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
-39
- 0.85%
$79.17 - $82.04 $3.09K - $3.2K
4.54K $370K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-499
- 1.6%
$40.77 - $42.27 $20.3K - $21.1K
30.8K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
-14
- 2.24%
$461.52 - $548.18 $6.46K - $7.67K
611 $320K
SO
Southern CO

Utilities
-281
- 8.08%
$80.96 - $92.96 $22.7K - $26.1K
3.2K $293K
NUE
Nucor Corp

Basic Materials
-96
- 1.82%
$114.48 - $142.52 $11K - $13.7K
5.19K $624K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-269
- 0.67%
$32.5 - $33.3 $8.74K - $8.96K
39.8K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 2.42%
$890.62 - $1076.86 $33K - $39.8K
1.49K $1.41M
DFAE
Dimensional ETF Tr

ETFs
-928
- 1.54%
$24.64 - $26.86 $22.9K - $24.9K
59.3K $1.54M
Activity Summary
Buys All Purchases 191 New Holdings 17 Increased Positions 174 Sells All Sells 70 Reductions 70 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