$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARESrussell mcp vl | $1,056,000 | +5.2% | 17,330 | 0.0% | 0.77% | +8.3% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $850,000 | +1.7% | 5,626 | 0.0% | 0.62% | +4.9% | |
| IVV | ISHAREScore s&p500 etf | $636,000 | +5.0% | 3,768 | 0.0% | 0.46% | +8.2% | |
| AET | AETNA INC NEW | $494,000 | +0.6% | 7,720 | 0.0% | 0.36% | +3.8% | |
| CME | CME GROUP INC CL A CLASS A | $465,000 | -2.7% | 6,290 | 0.0% | 0.34% | +0.3% | |
| FAST | FASTENAL CO | $271,000 | +9.7% | 5,400 | 0.0% | 0.20% | +13.2% | |
| GAF | SPDR INDEX SHS FDSmideast africa | $271,000 | +8.4% | 4,020 | 0.0% | 0.20% | +11.9% | |
| OPK | OPKO HEALTH INC | $245,000 | +24.4% | 27,775 | 0.0% | 0.18% | +28.1% | |
| MBFI | MB FINANCIAL INC NEW | $215,000 | +5.4% | 7,616 | 0.0% | 0.16% | +8.3% | |
| PHYS | SPROTT PHYSICAL GOLD TRUSTunit | $112,000 | +7.7% | 10,150 | 0.0% | 0.08% | +11.0% |
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.