$346 Million is the total value of Nadler Financial Group, Inc.'s 84 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RAD | Exit | RITE AID CORP | $0 | – | -11,000 | -100.0% | -0.00% | – |
| Exit | INPIXON | $0 | – | -50,000 | -100.0% | -0.01% | – | |
| TSLA | Exit | TESLA INC | $0 | – | -738 | -100.0% | -0.07% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -3,736 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-16
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.