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Lynn L. Chen-Zhang

@Zhang Financial Llc

Latest period2024 - Q4ReportedManaged Assets$1.747BTotal holdings295
Assets growth rate10.27%Assets growth rate (2-Q avg)10.53%Continuous growth in asset value19 quarters

Portfolio positions

This chart displays the top 10 holdings in Zhang Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 295 positions.

Assets under management

The assets under management (AUM) of Zhang Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 19 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.747B in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 10.53%. The portfolio is managed by Lynn L. Chen-Zhang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEENextera Energy
Recent Activity
Decreased -3.26%
0.02%
$316,388
4,413 shares@ $71.7 avg price
UNHUnitedhealth Group
Recent Activity
Decreased -6.29%
0.02%
$316,108
625 shares@ $505.78 avg price
SOSouthern Company
Recent Activity
Decreased -14.69%
0.02%
$286,119
3,476 shares@ $82.32 avg price
VOTVanguard Mid
Recent Activity
Decreased -26.17%
0.02%
$274,860
1,083 shares@ $253.8 avg price
FRMEFirst Merchants Corp
Recent Activity
Decreased -13.77%
0.02%
$249,632
6,258 shares@ $39.9 avg price
TMUST-mobile Us
Recent Activity
Decreased -1.74%
0.02%
$248,525
1,126 shares@ $220.72 avg price
MUSAMurphy Usa
Recent Activity
Decreased -13.04%
0.02%
$230,805
460 shares@ $501.75 avg price
BABoeing Co
Recent Activity
Decreased -17.28%
0.02%
$225,321
1,273 shares@ $177.0 avg price
GILDGilead Sciences
Recent Activity
Decreased -2.66%
0.02%
$222,261
2,406 shares@ $92.38 avg price
NVONovo Nordisk
Recent Activity
Decreased -2.18%
0.02%
$219,022
2,546 shares@ $86.03 avg price