Zhang Financial LLC Sells in Q3 2025

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-7
- 0.74%
$259.49 - $300.41 $1.82K - $2.1K
934 $280K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
-236
- 1.93%
$102.72 - $110.12 $24.2K - $26K
12K $1.3M
NEE
Nextera Energy Inc

Utilities
-380
- 2.99%
$69.77 - $77.54 $26.5K - $29.5K
12.3K $931K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-600
- 3.47%
$15.38 - $20.2 $9.23K - $12.1K
16.7K $337K
DFAT
Dimensional ETF Tr U S Target

ETFs
-756
- 3.35%
$53.36 - $59.69 $40.3K - $45.1K
21.8K $1.27M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-15
- 0.44%
$89.32 - $107.82 $1.34K - $1.62K
3.38K $363K
ETN
Eaton Corp PLC

Industrials
-61
- 1.25%
$342.99 - $392.76 $20.9K - $24K
4.8K $1.8M
BAC
Bank Of America Corp

Financial Services
-244
- 1.27%
$44.92 - $52.42 $11K - $12.8K
19K $979K
VB
Vanguard Small Cap ETF

ETFs
-361
- 3.72%
$237.58 - $259.17 $85.8K - $93.6K
9.36K $2.38M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
-274
- 0.78%
$83.41 - $89.78 $22.9K - $24.6K
34.8K $3.11M
VONV
Vanguard Russell 1000 Value Et

ETFs
-394
- 1.03%
$84.55 - $89.54 $33.3K - $35.3K
38K $3.4M
CG
Carlyle Group Inc.

Financial Services
-2.78K
- 10.44%
$52.82 - $69.35 $147K - $193K
23.8K $1.49M
AIT
Applied Industrial Technologies Inc

Industrials
-1K
- 7.25%
$242.14 - $275.72 $242K - $276K
12.8K $3.34M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-305
- 0.44%
$41.91 - $44.87 $12.8K - $13.7K
69.4K $3.1M
XLK
Technology Sector Spdr

ETFs
-147
- 2.05%
$250.97 - $282.66 $36.9K - $41.6K
7.03K $1.98M
SHOP
Shopify Inc.

Technology
-507
- 6.61%
$112.11 - $157.12 $56.8K - $79.7K
7.17K $1.06M
F
Ford Motor CO

Consumer Cyclical
-44
- 0.03%
$10.82 - $12.09 $476 - $532
167K $2M
IWV
Ishares Russell 3000 ETF

ETFs
-164
- 1.6%
$351.04 - $379.81 $57.6K - $62.3K
10.1K $3.83M
PH
Parker Hannifin Corp

Industrials
-12
- 0.28%
$697.13 - $769.67 $8.37K - $9.24K
4.34K $3.29M
EFV
Msci Eafe Value ETF

ETFs
-768
- 1.09%
$62.79 - $68.42 $48.2K - $52.5K
70K $4.75M
ORCL
Oracle Corp

Technology
-296
- 4.92%
$218.96 - $328.33 $64.8K - $97.2K
5.72K $1.61M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.3K
- 3.25%
$108.08 - $121.73 $141K - $159K
38.7K $4.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-225
- 2.27%
$546.99 - $602.2 $123K - $135K
9.69K $5.82M
MGC
Vanguard Mega Cap ETF

ETFs
-228
- 0.92%
$224.2 - $245.55 $51.1K - $56K
24.5K $5.98M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-42
- 0.05%
$63.41 - $69.69 $2.66K - $2.93K
88.7K $6.07M
GS
Goldman Sachs Group Inc

Financial Services
-121
- 2.07%
$696.56 - $806.32 $84.3K - $97.6K
5.72K $4.56M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-899
- 0.84%
$187.97 - $199.47 $169K - $179K
106K $21.1M
GLDM
World Gold Trust

ETFs
-376
- 0.36%
$64.73 - $76.45 $24.3K - $28.7K
105K $7.99M
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 0.36%
$620.67 - $670.08 $60.2K - $65K
26.5K $17.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-29
- -0.0%
$29.2 - $32.74 $847 - $949
629K $20M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.69K
- 2.56%
$157.1 - $178.94 $423K - $482K
102K $18.1M
VBR
Vanguard Small Cap Value ETF

ETFs
-573
- 0.24%
$195.41 - $212.37 $112K - $122K
236K $49.3M
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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