$684 Million is the total value of Nadler Financial Group, Inc.'s 117 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,640 | -100.0% | -0.04% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -6,802 | -100.0% | -0.04% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,457 | -100.0% | -0.04% | – |
VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -13,095 | -100.0% | -0.28% | – |
IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -16,770 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-31
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.