$138 Million is the total value of Nadler Financial Group, Inc.'s 73 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CFP | Exit | CORNERSTONE PROGRESSIVE RTN | $0 | – | -14,582 | -100.0% | -0.06% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,446 | -100.0% | -0.15% | – |
| NWSA | Exit | NEWS CORPcl a | $0 | – | -6,700 | -100.0% | -0.15% | – |
| BRF | Exit | MARKET VECTORS ETF TRbrazl smcp etf | $0 | – | -7,020 | -100.0% | -0.16% | – |
| EWZ | Exit | ISHARES INCmsci brazil | $0 | – | -5,694 | -100.0% | -0.18% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -2,524 | -100.0% | -0.18% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,678 | -100.0% | -0.20% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -7,850 | -100.0% | -0.20% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,034 | -100.0% | -0.20% | – |
| EEM | Exit | ISHARES TRmsci emerg mkt | $0 | – | -7,913 | -100.0% | -0.22% | – |
| CVS | Exit | CVS CAREMARK CORPORATION | $0 | – | -5,786 | -100.0% | -0.23% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -2,219 | -100.0% | -0.24% | – |
| CVX | Exit | CHEVRON CORPORATION | $0 | – | -2,867 | -100.0% | -0.24% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fmsci emr mkt etf | $0 | – | -8,931 | -100.0% | -0.24% | – |
| MMM | Exit | 3M COMPANY | $0 | – | -3,220 | -100.0% | -0.25% | – |
| C | Exit | CITIGROUP INC | $0 | – | -7,509 | -100.0% | -0.25% | – |
| IDLV | Exit | POWERSHARES ETF TR IIintl dev lowvl | $0 | – | -241,998 | -100.0% | -4.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 15.5% |
| ISHARES TR | 42 | Q3 2023 | 16.1% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 8.2% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 13.6% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 8.7% |
| VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 9.8% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 2.2% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.6% |
| SPDR GOLD TRUST SPDR GOLD SHARES | 42 | Q3 2023 | 2.0% |
View Nadler Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-18 |
View Nadler Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.