$370 Million is the total value of Nadler Financial Group, Inc.'s 87 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AET | AETNA INC NEW | $1,599,000 | +10.5% | 7,884 | 0.0% | 0.43% | +5.6% | |
| BRKB | BERKSHIRE HATHAWAY B NEW CLASS B | $1,010,000 | +14.8% | 4,715 | 0.0% | 0.27% | +9.6% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $903,000 | +4.6% | 5,662 | 0.0% | 0.24% | 0.0% | |
| VIG | VANGUARD DIV APPRCIATIONdiv app etf | $804,000 | +8.9% | 7,266 | 0.0% | 0.22% | +3.8% | |
| SHOP | SHOPIFY INCcl a | $668,000 | +12.6% | 4,063 | 0.0% | 0.18% | +7.7% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $370,000 | +8.8% | 1,400 | 0.0% | 0.10% | +4.2% | |
| SCHD | SCHWAB STRATEGIC TRus div eqt etf | $367,000 | +7.3% | 6,932 | 0.0% | 0.10% | +2.1% | |
| MBFI | MB FINANCIAL INC NEW | $347,000 | -1.1% | 7,526 | 0.0% | 0.09% | -5.1% | |
| DFS | DISCOVER FINL SVCS | $335,000 | +8.4% | 4,388 | 0.0% | 0.09% | +4.6% | |
| ED | CONSOLIDATED EDISON INC | $306,000 | -2.2% | 4,010 | 0.0% | 0.08% | -6.7% | |
| GOOGL | GOOGLE INCcl a | $261,000 | +7.0% | 216 | 0.0% | 0.07% | +2.9% | |
| CPRT | COPART INC | $258,000 | -8.8% | 5,000 | 0.0% | 0.07% | -12.5% | |
| BDX | BECTON DICKINSON & CO | $250,000 | +8.7% | 959 | 0.0% | 0.07% | +4.6% | |
| VNM | VANECK VECTORS VIETMAMetf | $217,000 | +5.3% | 12,905 | 0.0% | 0.06% | +1.7% | |
| RAD | RITE AID CORP | $14,000 | -26.3% | 11,000 | 0.0% | 0.00% | -20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-09
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.