| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | SAB BIOTHERAPEUTICS INC | $0 | – | -13,750 | -100.0% | -0.00% | – | |
| PRCH | Exit | PORCH GROUP INC | $0 | – | -11,151 | -100.0% | -0.00% | – |
| LEV | Exit | THE LION ELECTRIC COMPANY | $0 | – | -10,920 | -100.0% | -0.00% | – |
| CLXPF | Exit | CYBIN INC | $0 | – | -43,700 | -100.0% | -0.00% | – |
| Exit | EMPIRE PETE CORP | $0 | – | -17,094 | -100.0% | -0.02% | – | |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -12,335 | -100.0% | -0.03% | – |
| EXC | Exit | EXELON CORP | $0 | – | -5,382 | -100.0% | -0.03% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,581 | -100.0% | -0.03% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -4,733 | -100.0% | -0.03% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -516 | -100.0% | -0.03% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,325 | -100.0% | -0.03% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,030 | -100.0% | -0.03% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,311 | -100.0% | -0.03% | – |
| CDW | Exit | CDW CORP | $0 | – | -1,110 | -100.0% | -0.03% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -2,172 | -100.0% | -0.03% | – |
| BA | Exit | BOEING CO | $0 | – | -1,200 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,701 | -100.0% | -0.04% | – |
| ACI | Exit | ALBERTSONS COS INC | $0 | – | -10,832 | -100.0% | -0.04% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -953 | -100.0% | -0.04% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -3,327 | -100.0% | -0.04% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -657 | -100.0% | -0.04% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -17,995 | -100.0% | -0.04% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -8,651 | -100.0% | -0.04% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,756 | -100.0% | -0.04% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -1,555 | -100.0% | -0.04% | – |
| SASR | Exit | SANDY SPRING BANCORP INC | $0 | – | -13,699 | -100.0% | -0.04% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -10,702 | -100.0% | -0.04% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,074 | -100.0% | -0.04% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,188 | -100.0% | -0.04% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -1,500 | -100.0% | -0.04% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,136 | -100.0% | -0.04% | – |
| SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -18,745 | -100.0% | -0.05% | – |
| DRIV | Exit | GLOBAL X FDSautonmous ev etf | $0 | – | -14,335 | -100.0% | -0.05% | – |
| CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -2,183 | -100.0% | -0.05% | – |
| HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -6,698 | -100.0% | -0.05% | – |
| PPH | Exit | VANECK ETF TRUSTpharmaceutcl etf | $0 | – | -4,335 | -100.0% | -0.05% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,266 | -100.0% | -0.06% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,187 | -100.0% | -0.06% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -7,023 | -100.0% | -0.06% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,433 | -100.0% | -0.06% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,440 | -100.0% | -0.06% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,075 | -100.0% | -0.06% | – |
| T | Exit | AT&T INC | $0 | – | -27,300 | -100.0% | -0.06% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,788 | -100.0% | -0.06% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -13,840 | -100.0% | -0.06% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -3,776 | -100.0% | -0.06% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -2,648 | -100.0% | -0.06% | – |
| V | Exit | VISA INC | $0 | – | -1,856 | -100.0% | -0.06% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -8,399 | -100.0% | -0.07% | – |
| KO | Exit | COCA COLA CO | $0 | – | -8,341 | -100.0% | -0.07% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -4,339 | -100.0% | -0.08% | – |
| DTN | Exit | WISDOMTREE TRus ai enhanced | $0 | – | -5,730 | -100.0% | -0.08% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,206 | -100.0% | -0.09% | – |
| PSLV | Exit | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | -81,546 | -100.0% | -0.09% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -6,531 | -100.0% | -0.10% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,433 | -100.0% | -0.11% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -9,212 | -100.0% | -0.11% | – |
| DE | Exit | DEERE & CO | $0 | – | -2,065 | -100.0% | -0.12% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -5,065 | -100.0% | -0.12% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -6,110 | -100.0% | -0.12% | – |
| PFE | Exit | PFIZER INC | $0 | – | -28,919 | -100.0% | -0.14% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -6,996 | -100.0% | -0.16% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -4,222 | -100.0% | -0.17% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -6,816 | -100.0% | -0.18% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -10,207 | -100.0% | -0.18% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -4,204 | -100.0% | -0.19% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -2,362 | -100.0% | -0.19% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -7,756 | -100.0% | -0.20% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -14,174 | -100.0% | -0.21% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -7,215 | -100.0% | -0.21% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -16,625 | -100.0% | -0.23% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -2,988 | -100.0% | -0.26% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -16,435 | -100.0% | -0.26% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -13,923 | -100.0% | -0.31% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -62,687 | -100.0% | -0.33% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -36,560 | -100.0% | -0.36% | – |
| TSLA | Exit | TESLA INC | $0 | – | -10,539 | -100.0% | -0.40% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -17,500 | -100.0% | -0.41% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -6,661 | -100.0% | -0.44% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -47,920 | -100.0% | -0.45% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -18,506 | -100.0% | -0.53% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -16,413 | -100.0% | -0.58% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -29,386 | -100.0% | -0.59% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -40,597 | -100.0% | -0.60% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -62,733 | -100.0% | -0.66% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -13,032 | -100.0% | -0.69% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -38,078 | -100.0% | -0.73% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -17,637 | -100.0% | -0.96% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -116,572 | -100.0% | -1.20% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -31,142 | -100.0% | -1.49% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -23,698 | -100.0% | -1.53% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -235,498 | -100.0% | -1.56% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -449,068 | -100.0% | -2.15% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -34,086 | -100.0% | -2.22% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -336,713 | -100.0% | -3.81% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -374,417 | -100.0% | -4.01% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -115,938 | -100.0% | -4.38% | – |
| AAPL | Exit | APPLE INC | $0 | – | -168,947 | -100.0% | -4.38% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -223,449 | -100.0% | -5.14% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -475,885 | -100.0% | -5.24% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -138,420 | -100.0% | -5.58% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -105,032 | -100.0% | -6.25% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -607,680 | -100.0% | -6.30% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -159,140 | -100.0% | -6.56% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -249,589 | -100.0% | -7.87% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -248,500 | -100.0% | -8.00% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -407,268 | -100.0% | -8.51% | – |
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.