Zhang Financial LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$1.9B

Holdings

301

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (301 positions)

StockValue
WECWEC ENERGY
$541K
IWDISHARES RUSSELL
$529K
VHTVANGUARD HEALTH
$526K
SPLVINVESCO EXCHANGE
$516K
SGOVISHARES TR
$509K
TAT&T INC
$501K
TXNTEXAS INSTRUMENTS
$491K
ALSALLSTATE CORP
$486K
DFSEURDISCOVER FINANCIAL
$468K
DDDUPONT DE
$452K
IWSISHARES RUSS
$444K
SCHVSCHWAB US
$444K
GILDGILEAD SCIENCES
$438K
METMETLIFE INC
$430K
HSYHERSHEY COMPANY
$429K
APOGAPOGEE ENTERPRISES
$424K
AVSCAMERICAN CENTURY
$421K
SOXXISHARES SEMICONDUCTOR
$413K
SCHGSCHWAB US
$402K
BMYBRISTOL MYERS
$390K
DGROISHARES CORE
$389K
SCHPSCHWAB US
$386K
DWDMORGAN STANLEY
$386K
VCITVANGUARD INTERMEDIATE
$371K
RSPINVESCO S&P
$368K
RSPTINVESCO S&P
$365K
DHRDANAHER CORP
$364K
CMCSACOMCAST CORP
$361K
QUALISHARES MSCI
$360K
GQ9SPDR GOLD
$353K
TTDTRADE DESK
$352K
GEGENERAL ELECTRIC
$350K
ILCGISHARES TR
$346K
LRCXLAM RESEARCH CORP
$344K
GISGENERAL MILLS
$344K
CHCOCITY HLDG CO
$332K
ORLYO REILLY AUTOMOTIVE
$329K
WMWASTE MANAGEMENT
$325K
IJJISHARES S&P
$322K
UNHUNITEDHEALTH GROUP
$320K
RTXRAYTHEON TECHNOLOGIES
$319K
FSLRFIRST SOLAR
$316K
CMICUMMINS INC
$311K
NEENEXTERA ENERGY
$311K
TMUST-MOBILE US
$308K
VUSBVANGUARD BD INDEX FDS
$305K
RLJ 1.95 PERP ARLJ LODGING
$303K
ISTBISHARES TR
$301K
SOSOUTHERN COMPANY
$294K
STTSTATE STREET
$291K
SBUXSTARBUCKS CORP
$281K
QRVOQORVO INC
$279K
SNYSANOFI
$277K
VOTVANGUARD MID
$274K
UBSUBS GROUP
$273K
TJXTJX COS
$270K
COKECOCA-COLA CONSOLIDATED
$270K
TEVATEVA PHARMACEUTICAL
$264K
DOWDOW INC
$263K
SCHESCHWAB EMERGING
$259K
ADPAUTOMATIC DATA
$257K
PAYXPAYCHEX INC
$257K
EFIVSPDR SERIES
$254K
SMHVANECK VECTORS
$253K
FRMEFIRST MERCHANTS CORP
$253K
VFHVANGUARD FINANCIALS
$253K
MPCMARATHON PETROLEUM
$251K
WTHWORTHINGTON INDUSTRIES
$250K
GBTCGRAYSCALE BITCOIN TRUST ETF
$249K
HOMZETF SER SOLUTIONS
$248K
KRKROGER CO
$244K
MPLXMPLX
$243K
SPEMSPDR PORTFOLIO
$241K
TSNTYSON FOODS
$236K
NSCNORFOLK SOUTHERN
$231K
AVEMAMERICAN CENTURY
$223K
TMOTHERMO FISHER
$221K
DISWALT DISNEY
$218K
VPLVANGUARD FTSE
$218K
JEPIJPMORGAN
$218K
DGXQUEST DIAGNOSTICS
$216K
MUSAMURPHY USA
$216K
IEMGISHARES CORE
$215K
VCRBVANGUARD MALVERN FDS
$215K
DUKDUKE ENERGY
$212K
WFCWELLS FARGO
$212K
GWWGRAINGER W W
$209K
VTRSVIATRIS INC
$208K
BKEMBNY MELLON
$207K
BABOEING CO
$206K
RSPHINVESCO S&P
$205K
VTWGVANGUARD RUSSELL
$204K
FIWFIRST TR EXCHANGE-TRADED FD
$204K
MTUMISHARES MSCI
$202K
GJBSTEELCASE INC
$124K
XCHYXCALAMOS CONVERTIBLE
$120K
TLSATIZIANA LIFE
$104K
SHYFSHYFT GROUP
$91K
IHSIHS HOLDING LIMITED
$58K
GGBGERDAU SA
$33K
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