Nadler Financial

Latest statistics and disclosures from Nadler Financial Group's latest quarterly 13F-HR filing:

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Positions held by Nadler Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Nadler Financial Group

Nadler Financial Group holds 106 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.5 $63M +3% 420k 149.50
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Vanguard Index Fds Total Stk Mkt (VTI) 8.1 $60M 253k 237.22
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Vanguard Index Fds Mid Cap Etf (VO) 8.0 $60M +2% 256k 232.64
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Vanguard Index Fds Growth Etf (VUG) 6.8 $50M 162k 310.88
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $48M +4% 110k 436.80
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 6.2 $46M -2% 591k 78.02
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Ishares Tr Rus 1000 Grw Etf (IWF) 5.6 $42M 137k 303.17
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.2 $39M -2% 466k 82.96
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Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $36M -2% 219k 165.25
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Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $34M +4% 121k 277.15
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Apple (AAPL) 4.3 $32M 166k 192.53
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Ishares Tr Core S&p Us Vlu (IUSV) 4.1 $31M +7% 364k 84.33
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $28M -3% 363k 76.13
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.3 $17M +13% 509k 33.73
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Ishares Tr Core S&p500 Etf (IVV) 2.2 $16M 34k 477.62
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $12M +10% 260k 47.90
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Microsoft Corporation (MSFT) 1.6 $12M 31k 376.04
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $11M 24k 475.30
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $8.9M 118k 75.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $8.0M +10% 20k 409.53
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Amazon (AMZN) 0.8 $5.9M +2% 39k 151.94
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Capital One Financial (COF) 0.7 $5.1M -3% 39k 131.12
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Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $4.9M 64k 77.73
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.6M 13k 356.66
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Alphabet Cap Stk Cl C (GOOG) 0.6 $4.3M +2% 30k 140.93
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $4.0M -7% 15k 262.26
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.9M -2% 18k 213.33
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $3.8M +47% 54k 70.10
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NVIDIA Corporation (NVDA) 0.5 $3.4M +4% 6.9k 495.25
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Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $3.0M -4% 46k 66.38
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Tesla Motors (TSLA) 0.3 $2.6M 10k 248.48
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Ishares Gold Tr Ishares New (IAU) 0.3 $2.1M -14% 53k 39.03
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Costco Wholesale Corporation (COST) 0.3 $2.0M +2% 3.1k 659.99
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.7M 17k 104.46
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Oracle Corporation (ORCL) 0.2 $1.7M 16k 105.43
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $1.6M +2% 7.4k 216.94
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Meta Platforms Cl A (META) 0.2 $1.5M +3% 4.3k 353.96
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Abbvie (ABBV) 0.2 $1.5M -29% 9.8k 154.97
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Spdr Gold Tr Gold Shs (GLD) 0.2 $1.5M 7.8k 191.17
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Eli Lilly & Co. (LLY) 0.2 $1.4M +2% 2.4k 582.92
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McDonald's Corporation (MCD) 0.2 $1.3M +3% 4.4k 296.51
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.2M 7.0k 170.40
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Pepsi (PEP) 0.2 $1.2M 6.8k 169.85
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Exxon Mobil Corporation (XOM) 0.1 $1.0M 10k 99.98
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Abbott Laboratories (ABT) 0.1 $980k -37% 8.9k 110.07
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $858k 6.1k 139.69
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Home Depot (HD) 0.1 $844k 2.4k 346.57
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Johnson & Johnson (JNJ) 0.1 $794k 5.1k 156.74
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Pfizer (PFE) 0.1 $783k -5% 27k 28.79
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Deere & Company (DE) 0.1 $747k -9% 1.9k 399.90
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Merck & Co (MRK) 0.1 $736k +3% 6.8k 109.02
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JPMorgan Chase & Co. (JPM) 0.1 $722k 4.2k 170.10
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Walt Disney Company (DIS) 0.1 $699k -15% 7.7k 90.29
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $653k 81k 8.08
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At&t (T) 0.1 $628k +37% 37k 16.78
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $550k 5.7k 95.90
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Shopify Cl A (SHOP) 0.1 $547k 7.0k 77.90
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Netflix (NFLX) 0.1 $540k +3% 1.1k 486.88
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Allstate Corporation (ALL) 0.1 $513k -2% 3.7k 139.98
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Visa Com Cl A (V) 0.1 $495k +2% 1.9k 260.36
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Coca-Cola Company (KO) 0.1 $478k -2% 8.1k 58.93
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $474k 2.6k 178.81
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Qualcomm (QCOM) 0.1 $452k -4% 3.1k 144.61
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $446k -17% 3.6k 124.97
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $429k 14k 31.03
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Cisco Systems (CSCO) 0.1 $427k 8.4k 50.52
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Caterpillar (CAT) 0.1 $424k 1.4k 295.67
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Amgen (AMGN) 0.1 $416k 1.4k 287.99
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Procter & Gamble Company (PG) 0.1 $409k 2.8k 146.54
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Advanced Micro Devices (AMD) 0.1 $405k 2.7k 147.41
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Etf Managers Tr Prime Cybr Scrty (HACK) 0.1 $405k 6.7k 60.41
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CBOE Holdings (CBOE) 0.1 $390k 2.2k 178.56
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Boeing Company (BA) 0.1 $382k +22% 1.5k 260.66
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Sandy Spring Ban (SASR) 0.1 $373k 14k 27.24
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.0 $369k 19k 19.74
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Bank of America Corporation (BAC) 0.0 $356k 11k 33.67
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $350k +3% 3.2k 108.25
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International Business Machines (IBM) 0.0 $339k 2.1k 163.55
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Chevron Corporation (CVX) 0.0 $328k 2.2k 149.17
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Verizon Communications (VZ) 0.0 $326k 8.7k 37.70
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Intel Corporation (INTC) 0.0 $303k NEW 6.0k 50.25
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Sprott Physical Gold Tr Unit (PHYS) 0.0 $287k 18k 15.93
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Mastercard Incorporated Cl A (MA) 0.0 $280k 657.00 426.51
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Hershey Company (HSY) 0.0 $280k 1.5k 186.44
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Danaher Corporation (DHR) 0.0 $275k 1.2k 231.34
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Blackstone Group Inc Com Cl A (BX) 0.0 $262k 2.0k 130.92
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Southern Company (SO) 0.0 $260k 3.7k 70.12
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $257k 3.3k 77.01
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Select Sector Spdr Tr Technology (XLK) 0.0 $255k 1.3k 192.49
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Cdw (CDW) 0.0 $253k 1.1k 227.26
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $250k 516.00 484.00
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Albertsons Cos Common Stock (ACI) 0.0 $249k 11k 23.00
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Eaton Corp SHS (ETN) 0.0 $248k 1.0k 240.82
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Equifax (EFX) 0.0 $247k NEW 1.0k 247.29
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $244k -30% 3.0k 81.37
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Becton, Dickinson and (BDX) 0.0 $232k 953.00 243.83
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Ishares Tr Msci India Etf (INDA) 0.0 $231k 4.7k 48.81
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Illinois Tool Works (ITW) 0.0 $227k NEW 865.00 261.94
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Moderna (MRNA) 0.0 $216k 2.2k 99.45
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PNC Financial Services (PNC) 0.0 $211k NEW 1.4k 154.85
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $201k -32% 1.1k 190.96
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $192k 12k 15.57
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Empire Pete Corp (EP) 0.0 $188k 17k 10.99
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The Lion Electric Company Common Stock (LEV) 0.0 $19k 11k 1.77
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Cybin Ord (CYBN) 0.0 $18k 44k 0.41
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SAB Biotherapeutics 0.0 $9.5k 14k 0.69
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Past Filings by Nadler Financial Group

SEC 13F filings are viewable for Nadler Financial Group going back to 2011

View all past filings