$628 Million is the total value of Nadler Financial Group, Inc.'s 114 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVCO | Exit | AVALON GLOBOCARE CORP | $0 | – | -10,000 | -100.0% | -0.00% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -1,994 | -100.0% | -0.04% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -6,252 | -100.0% | -0.04% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -4,154 | -100.0% | -0.04% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,365 | -100.0% | -0.04% | – |
| TBX | Exit | PROSHARES TRsht 7-10 yr tr | $0 | – | -10,277 | -100.0% | -0.05% | – |
| TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -16,924 | -100.0% | -0.07% | – |
| SJB | Exit | PROSHARES TRshrt hgh yield | $0 | – | -36,332 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
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.