$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ODP | Exit | OFFICE DEPOT INC | $0 | – | -11,300 | -100.0% | -0.05% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -2,131 | -100.0% | -0.10% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -3,576 | -100.0% | -0.10% | – |
| DE | Exit | DEERE & CO | $0 | – | -2,137 | -100.0% | -0.10% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,527 | -100.0% | -0.10% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -5,871 | -100.0% | -0.11% | – |
| SCTY | Exit | SOLARCITY CORP | $0 | – | -4,620 | -100.0% | -0.12% | – |
| GPS | Exit | GAP INC DEL | $0 | – | -6,682 | -100.0% | -0.12% | – |
| BAX | Exit | BAXTER INTERNATIONAL INC | $0 | – | -5,475 | -100.0% | -0.18% | – |
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.