Zhang Financial LLC Sells in Q3 2025

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
-14.3K
- 48.33%
$129.46 - $137.85 $1.85M - $1.97M
15.3K $2.1M
K
Kellogg CO

Consumer Defensive
-12.3K
- 74.07%
$76.96 - $82.02 $949K - $1.01M
4.32K $353K
VNQ
Vanguard Specialized Funds Van

ETFs
-6.84K
- 12.68%
$88.47 - $93.24 $605K - $638K
47.1K $4.31M
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.97K
- 65.04%
$58.97 - $60.36 $411K - $420K
3.74K $224K
JNJ
Johnson & Johnson

Healthcare
-5.06K
- 28.83%
$155.17 - $185.42 $785K - $938K
12.5K $2.31M
CL
Colgate Palmolive CO

Consumer Defensive
-1.8K
- 11.82%
$79.36 - $93.33 $143K - $168K
13.5K $1.08M
HON
Honeywell International Inc

Industrials
-77
- 0.61%
$207.7 - $240.4 $16K - $18.5K
12.5K $2.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.1K
- 26.77%
$82.38 - $83.0 $255K - $257K
8.48K $703K
FTNT
Fortinet, Inc.

Technology
-418
- 4.62%
$74.39 - $107.65 $31.1K - $45K
8.63K $725K
PM
Philip Morris International Inc.

Consumer Defensive
-20
- 0.18%
$157.77 - $183.27 $3.16K - $3.67K
11.2K $1.82M
ARES
Ares Management Corp

Financial Services
-497
- 14.08%
$159.89 - $192.76 $79.5K - $95.8K
3.03K $485K
PFE
Pfizer Inc

Healthcare
-4.81K
- 21.84%
$23.29 - $25.88 $112K - $125K
17.2K $438K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2K
- 14.47%
$48.5 - $50.19 $97.1K - $101K
11.8K $592K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-748
- 10.22%
$78.11 - $79.07 $58.4K - $59.1K
6.57K $518K
WM
Waste Management Inc

Industrials
-107
- 6.65%
$213.88 - $237.1 $22.9K - $25.4K
1.5K $331K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.14K
- 18.89%
$69.9 - $78.26 $80K - $89.5K
4.91K $382K
BMY
Bristol Myers Squibb CO

Healthcare
-516
- 7.96%
$43.31 - $48.98 $22.3K - $25.3K
5.96K $268K
COF
Capital One Financial Corp

Financial Services
-124
- 3.97%
$207.29 - $229.74 $25.7K - $28.5K
3K $637K
DIS
Walt Disney CO

Communication Services
-19
- 0.85%
$112.25 - $124.0 $2.13K - $2.36K
2.21K $252K
ABT
Abbott Laboratories

Healthcare
-63
- 1.05%
$120.51 - $136.62 $7.59K - $8.61K
5.93K $794K
KMB
Kimberly Clark Corp

Consumer Defensive
-13
- 0.32%
$121.72 - $136.77 $1.58K - $1.78K
4.08K $506K
T
At&T Inc.

Communication Services
-306
- 1.73%
$26.94 - $29.62 $8.24K - $9.06K
17.4K $490K
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 0.35%
$81.9 - $96.86 $819 - $969
2.87K $242K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-815
- 5.49%
$26.44 - $27.1 $21.5K - $22.1K
14K $377K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-582
- 1.96%
$41.55 - $42.82 $24.2K - $24.9K
29.1K $1.24M
GIS
General Mills Inc

Consumer Defensive
-40
- 0.7%
$48.44 - $53.83 $1.94K - $2.15K
5.71K $287K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-391
- 8.87%
$80.54 - $89.67 $31.5K - $35.1K
4.02K $352K
TXN
Texas Instruments Inc

Technology
-52
- 1.9%
N/A
2.68K $522K
DHR
Danaher Corp

Healthcare
-52
- 2.97%
$181.46 - $212.2 $9.44K - $11K
1.7K $337K
TSN
Tyson Foods, Inc.

Consumer Defensive
-3
- 0.08%
$52.3 - $57.69 $157 - $173
3.7K $200K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-997
- 11.75%
$30.13 - $33.37 $30K - $33.3K
7.49K $249K
APOG
Apogee Enterprises, Inc.

Industrials
-747
- 8.17%
$40.4 - $45.4 $30.2K - $33.9K
8.4K $365K
DGX
Quest Diagnostics Inc

Healthcare
-7
- 0.54%
N/A
1.28K $175K
Lam Research Corp
-718
- 16.12%
N/A
3.74K $0
Linde PLC
-9
- 0.33%
N/A
2.76K $0
Dimensional Us
-873
- 1.53%
N/A
56.1K $0
VUSB
Vanguard Bd Index Fds
-119
- 0.66%
N/A
18K $0
BA
Boeing CO

Industrials
-34
- 2.24%
$209.79 - $237.38 $7.13K - $8.07K
1.48K $319K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-459
- 4.65%
$105.03 - $112.54 $48.2K - $51.7K
9.41K $1.04M
MPC
Marathon Petroleum Corp

Energy
-169
- 11.43%
$158.59 - $198.69 $26.8K - $33.6K
1.31K $252K
SO
Southern CO

Utilities
-2
- 0.06%
$90.83 - $96.0 $182 - $192
3.19K $302K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1
- 0.09%
$282.75 - $294.19 $283 - $294
1.11K $326K
UBS
Ubs Group Ag

Financial Services
-1.24K
- 14.59%
$33.77 - $42.38 $41.9K - $52.6K
7.27K $298K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-70
- 3.04%
$435.72 - $463.74 $30.5K - $32.5K
2.23K $1.04M
VTRS
Viatris Inc

Healthcare
-44
- 0.19%
$8.74 - $10.69 $385 - $470
23.7K $234K
VEU
Vanguard Ftse All World Ex Us

ETFs
-346
- 2.65%
$66.38 - $71.68 $23K - $24.8K
12.7K $905K
TJX
Tjx Companies Inc

Consumer Cyclical
-137
- 5.81%
$121.35 - $144.54 $16.6K - $19.8K
2.22K $320K
ALL
Allstate Corp

Financial Services
-7
- 0.3%
$192.0 - $214.65 $1.34K - $1.5K
2.35K $503K
TLSA
Tiziana Life Sciences LTD

Healthcare
-5.56K
- 6.19%
$1.47 - $2.52 $8.17K - $14K
84.2K $178K
Activity Summary
Buys All Purchases 190 New Holdings 36 Increased Positions 154 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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