$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TRUST SPDR GOLD SHARES | $818,000 | -4.9% | 7,656 | 0.0% | 0.41% | +0.7% | |
| IVV | ISHAREScore s&p500 etf | $726,000 | -7.0% | 3,768 | 0.0% | 0.36% | -1.6% | |
| FXI | ISHARES TRchina lg-cap etf | $289,000 | -22.9% | 8,140 | 0.0% | 0.14% | -18.1% | |
| SCHD | SCHWAB STRATEGIC TRus div eqt etf | $249,000 | -6.0% | 6,922 | 0.0% | 0.12% | 0.0% | |
| MCK | MCKESSON CORP | $246,000 | -17.7% | 1,330 | 0.0% | 0.12% | -12.8% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $228,000 | -7.3% | 1,400 | 0.0% | 0.11% | -1.7% | |
| ESRX | EXPRESS SCRIPTS HLDG CO | $224,000 | -8.9% | 2,763 | 0.0% | 0.11% | -3.4% | |
| MDLZ | MONDELEZ INTL INCcl a | $217,000 | +1.9% | 5,178 | 0.0% | 0.11% | +7.9% | |
| 4305PS | ALCATEL-LUCENTsponsored adr | $215,000 | +0.9% | 58,800 | 0.0% | 0.11% | +6.9% | |
| RAD | RITE AID CORP | $61,000 | -27.4% | 10,000 | 0.0% | 0.03% | -22.5% |
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 | 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.