$523 Million is the total value of Nadler Financial Group, Inc.'s 112 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ROKU | New | ROKU INC | $305,000 | – | 919 | +100.0% | 0.06% | – |
| TTD | New | THE TRADE DESK INC | $270,000 | – | 337 | +100.0% | 0.05% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $257,000 | – | 1,526 | +100.0% | 0.05% | – |
| IWB | New | ISHARES TRrus 1000 etf | $256,000 | – | 1,210 | +100.0% | 0.05% | – |
| MRNA | New | MODERNA INC | $245,000 | – | 2,342 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP | $239,000 | – | 2,236 | +100.0% | 0.05% | – |
| PINS | New | PINTEREST INCcl a | $212,000 | – | 3,222 | +100.0% | 0.04% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $216,000 | – | 4,318 | +100.0% | 0.04% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $208,000 | – | 2,724 | +100.0% | 0.04% | – |
| INDA | New | ISHARES TRmsci india etf | $205,000 | – | 5,100 | +100.0% | 0.04% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $204,000 | – | 4,598 | +100.0% | 0.04% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $203,000 | – | 1,365 | +100.0% | 0.04% | – |
| CF | New | CF INDS HLDGS INC | $203,000 | – | 5,241 | +100.0% | 0.04% | – |
| PM | New | PHILIP MORRIS INTL INC | $201,000 | – | 2,427 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
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.