$200 Million is the total value of Nadler Financial Group, Inc.'s 81 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NKE | New | NIKE INCcl b | $273,000 | – | 2,222 | +100.0% | 0.14% | – |
| KHC | New | KRAFT HEINZ CO | $241,000 | – | 3,413 | +100.0% | 0.12% | – |
| GOOGL | New | GOOGLE INCcl a | $222,000 | – | 347 | +100.0% | 0.11% | – |
| HD | New | HOME DEPOT INC | $218,000 | – | 1,883 | +100.0% | 0.11% | – |
| SBUX | New | STARBUCKS CORP | $214,000 | – | 3,758 | +100.0% | 0.11% | – |
| New | ALCOA INC | $134,000 | – | 13,869 | +100.0% | 0.07% | – | |
| PSEC | New | PROSPECT CAPITAL CORPORATION | $75,000 | – | 10,500 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 15.5% |
| ISHARES TR | 45 | Q2 2024 | 16.1% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 8.2% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 13.6% |
| WISDOMTREE TRUST | 45 | Q2 2024 | 8.7% |
| VANGUARD SPECIALIZED FUNDS | 45 | Q2 2024 | 9.8% |
| WISDOMTREE TRUST | 45 | Q2 2024 | 2.2% |
| ISHARES TR | 45 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 45 | Q2 2024 | 1.6% |
| SPDR GOLD TRUST SPDR GOLD SHARES | 45 | Q2 2024 | 2.0% |
View Nadler Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-22 |
| 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 |
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.