$314 Million is the total value of Nadler Financial Group, Inc.'s 82 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | GOOGLE INCcl c | $976,000 | +13.2% | 832 | 0.0% | 0.31% | +9.9% | |
| VIG | VANGUARD DIV APPRCIATIONdiv app etf | $797,000 | +11.9% | 7,266 | 0.0% | 0.25% | +8.5% | |
| PEP | PEPSICO INCORPORATED | $529,000 | +10.9% | 4,315 | 0.0% | 0.17% | +8.3% | |
| SCHD | SCHWAB STRATEGIC TRus div eqt etf | $362,000 | +11.0% | 6,932 | 0.0% | 0.12% | +7.5% | |
| ED | CONSOLIDATED EDISON INC | $340,000 | +10.7% | 4,010 | 0.0% | 0.11% | +6.9% | |
| UNP | UNION PAC CORP | $318,000 | +20.9% | 1,902 | 0.0% | 0.10% | +17.4% | |
| CPRT | COPART INC | $303,000 | +26.8% | 5,000 | 0.0% | 0.10% | +24.4% | |
| D | DOMINION ENERGY INC | $284,000 | +7.6% | 3,700 | 0.0% | 0.09% | +3.4% | |
| BDX | BECTON DICKINSON & CO | $239,000 | +10.6% | 959 | 0.0% | 0.08% | +7.0% | |
| VNM | VANECK VECTORS VIETMAMetf | $214,000 | +12.6% | 12,905 | 0.0% | 0.07% | +9.7% | |
| TSLA | TESLA INC | $207,000 | -15.9% | 738 | 0.0% | 0.07% | -18.5% | |
| RAD | RITE AID CORP | $7,000 | -12.5% | 11,000 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-04
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.