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CIK: 0001541787
Total reported value
$1.2B
$1.2B
112 檔
26.9%
As reported in its official Q2 2024 Form 13F filing, Nadler Financial Group, Inc.'s tracked investment portfolio stood at $1.2B with 112 total positions.
During Q2 2024, Nadler Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.13% | -0.07% | +3.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.02% | +0.08% | +2.16% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.43% | -0.02% | +2.05% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.05% | +0.08% | +0.59% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.61% | +0.06% | +0.99% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.52% | +0.18% | +1.57% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.74% | +0.06% | -0.99% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.70% | +0.29% | +1.99% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.52% | -0.01% | +1.14% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.38% | -0.01% | +2.68% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.05% | -0.19% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.03% | -0.33% | +2.78% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.30% | -0.04% | +1.30% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +0.12% | +7.26% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.36% | -0.15% | +7.40% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.13% | -0.35% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | +0.08% | +2.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | -0.01% | +2.08% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.07% | +1.90% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.07% | +0.04% | -0.37% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.03% | +984.11% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | — | -0.65% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.02% | +7.70% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.05% | -0.10% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.64% | +0.02% | +4.30% | |
| 26 | COF | Capital One Financial CORP | Stock-Financials | 0.63% | -0.02% | -0.61% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.53% | -0.01% | +1.00% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | — | +0.61% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.45% | — | -3.45% | |
| 30 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.41% | -0.02% | +6.16% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.07% | +0.63% | |
| 32 | VONE | Vanguard Russell 1000 | ETF-Other | 0.31% | -0.03% | +23.49% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | -0.17% | +10.38% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.28% | -0.04% | +1.11% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.03% | +2.69% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.04% | +5.37% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | — | +1.40% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.13% | -4.05% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | -0.08% | +0.88% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | — | -1.65% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | — | +2.43% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.20% | EXIT | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.13% | -0.16% | -0.18% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | +8.75% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.01% | -6.28% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | -0.02% | -0.49% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 49 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.09% | -0.02% | -0.88% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | — | +0.11% |
According to official SEC Form 13F filings, Nadler Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.2B across 112 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VTI, VO) accounted for 26.9% of total reported equity market value during Q2 2024.
During Q2 2024, Nadler Financial Group, Inc.'s top holdings by market value included VTV (8.1%)、VTI (8.0%)、VO (7.4%). The largest single position, VTV, represented 8.1% of total portfolio value.
In Q2 2024, Nadler Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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