$208 Million is the total value of Nadler Financial Group, Inc.'s 86 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TRUST SPDR GOLD SHARES | $915,000 | +0.1% | 8,046 | 0.0% | 0.44% | -7.0% | |
| AET | AETNA INC NEW | $822,000 | +19.8% | 7,720 | 0.0% | 0.40% | +11.3% | |
| IVV | ISHAREScore s&p500 etf | $783,000 | +0.5% | 3,768 | 0.0% | 0.38% | -6.9% | |
| REZ | ISHARESresident pls cap | $484,000 | +5.7% | 7,780 | 0.0% | 0.23% | -1.7% | |
| MCK | MCKESSON CORP | $366,000 | +9.3% | 1,616 | 0.0% | 0.18% | +1.1% | |
| SCHD | SCHWAB STRATEGIC TRus div eqt etf | $265,000 | -1.1% | 6,722 | 0.0% | 0.13% | -8.6% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $249,000 | 0.0% | 1,400 | 0.0% | 0.12% | -7.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $239,000 | -1.6% | 4,529 | 0.0% | 0.12% | -8.7% | |
| SCTY | SOLARCITY CORP | $231,000 | -3.8% | 4,495 | 0.0% | 0.11% | -10.5% | |
| ACE | ACE LTD | $201,000 | -2.9% | 1,800 | 0.0% | 0.10% | -9.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-13
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.