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The Analysis of Nadler Financial Group, Inc.'s Holdings & P&L

Currently, Nadler Financial Group, Inc. holds 135 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VLU (+122.3K shares, valued at $26.3M), VO (+12.4K shares, valued at $3.6M), FNDF (+72.1K shares, valued at $3.5M); decreased their positions in SCHD (-735.3K shares, valued at $22.6M), IWD (-18.3K shares, valued at $3.9M), VUG (-8.8K shares, valued at $3.9M); initiated new positions in VLU (+122.3K shares, valued at $26.3M), SPMD (+21.9K shares, valued at $1.3M), DFAC (+10.1K shares, valued at $392.9K).

1M P&L

-110.6M-9.49%

3M P&L

-675.7M-39.06%

HY P&L

-621.7M-37.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A834.9M

88.3%

2Consumer Electronics25.7M

2.7%

3Software - Infrastructure13.5M

1.4%

Top Industries by Stock Count

1N/A51 stocks

41.5%

2Drug Manufacturers - General6 stocks

4.9%

3Semiconductors5 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV Vanguard Value ETF511.3K shares1.81%2026-03-312026-05-04

VO Vanguard Mid-Cap ETF300.0K shares4.31%2026-03-312026-05-04

VTI Vanguard Total Stock Market ETF229.4K shares-0.89%2026-03-312026-05-04

Vanguard S&P 500 ETF Vanguard S&P 500 ETF99.7K shares-2.24%2026-03-312026-05-04

VUG Vanguard Growth ETF134.0K shares-6.18%2026-03-312026-05-04

SCHG Schwab U.S. Large-Cap Growth ETF2.0M shares1.86%2026-03-312026-05-04

VONG Vanguard Russell 1000 Growth ETF521.4K shares-1.60%2026-03-312026-05-04

FNDF Schwab Fundamental International Equity ETF1.1M shares6.75%2026-03-312026-05-04

Sponsored

VEA Vanguard FTSE Developed Markets ETF748.0K shares6.99%2026-03-312026-05-04

IJH iShares Core S&P Mid-Cap ETF686.8K shares3.47%2026-03-312026-05-04

IUSV iShares Core S&P U.S. Value ETF453.4K shares-1.07%2026-03-312026-05-04

IWF iShares Russell 1000 Growth ETF108.7K shares-2.62%2026-03-312026-05-04

IVV iShares Core S&P 500 ETF44.7K shares6.51%2026-03-312026-05-04

VLU State Street SPDR S&P 1500 Value Tilt ETF122.3K sharesnew addition2026-03-312026-05-04

AAPL Apple Inc101.3K shares-3.55%2026-03-312026-05-04

IWD iShares Russell 1000 Value ETF120.0K shares-13.22%2026-03-312026-05-04

Sponsored

SPY State Street SPDR S&P 500 ETF Trust25.2K shares7.14%2026-03-312026-05-04

MSFT Microsoft Corp28.5K shares-9.25%2026-03-312026-05-04

NVDA NVIDIA Corp59.3K shares-11.43%2026-03-312026-05-04

SCHM Schwab U.S. Mid-Cap ETF333.8K shares-6.96%2026-03-312026-05-04

Alphabet Inc Alphabet Inc27.8K shares-5.15%2026-03-312026-05-04

AMZN Amazon.com Inc34.7K shares-2.80%2026-03-312026-05-04

Berkshire Hathaway Inc Berkshire Hathaway Inc14.6K shares-17.19%2026-03-312026-05-04

IWR iShares Russell Mid-Cap ETF69.8K shares-3.20%2026-03-312026-05-04

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Invesco QQQ Trust Invesco QQQ Trust11.6K shares-11.01%2026-03-312026-05-04

COF Capital One Financial Corp36.0K shares-1.64%2026-03-312026-05-04

iShares Gold Trust iShares Gold Trust72.5K shares7.30%2026-03-312026-05-04

DLN WisdomTree U.S. LargeCap Dividend Fund43.4K shares-6.54%2026-03-312026-05-04

VONE Vanguard Russell 1000 ETF13.1K shares-6.25%2026-03-312026-05-04

SCHD Schwab U.S. Dividend Equity ETF125.6K shares-85.41%2026-03-312026-05-04

TSLA Tesla Inc10.0K shares-0.11%2026-03-312026-05-04

GLD SPDR Gold Shares8.5K shares-0.38%2026-03-312026-05-04

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COST Costco Wholesale Corp3.5K shares-1.99%2026-03-312026-05-04

VB Vanguard Small-Cap ETF12.1K shares-22.74%2026-03-312026-05-04

SCHV Schwab U.S. Large-Cap Value ETF96.7K shares-31.79%2026-03-312026-05-04

BRK.A Berkshire Hathaway Inc4 shares0.00%2026-03-312026-05-04

META Meta Platforms Inc4.5K shares-2.37%2026-03-312026-05-04

ORCL Oracle Corp15.9K shares-2.94%2026-03-312026-05-04

IWB iShares Russell 1000 ETF6.4K shares-5.49%2026-03-312026-05-04

MCD McDonald's Corp6.9K shares0.10%2026-03-312026-05-04

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PEP PepsiCo Inc13.7K shares277.63%2026-03-312026-05-04

XOM Exxon Mobil Corp12.0K shares42.73%2026-03-312026-05-04

Alphabet Inc Alphabet Inc6.7K shares-1.11%2026-03-312026-05-04

IWP iShares Russell Mid-Cap Growth ETF14.4K shares-17.09%2026-03-312026-05-04

JPM JPMorgan Chase & Co5.7K shares-5.68%2026-03-312026-05-04

ABBV AbbVie Inc7.5K shares-10.63%2026-03-312026-05-04

LLY Eli Lilly and Co1.7K shares-28.08%2026-03-312026-05-04

VIG Vanguard Dividend Appreciation ETF7.3K shares-4.43%2026-03-312026-05-04

Sponsored

JNJ Johnson & Johnson6.1K shares0.02%2026-03-312026-05-04

QQQM Invesco NASDAQ 100 ETF6.2K shares-15.85%2026-03-312026-05-04

VONV Vanguard Russell 1000 Value ETF15.4K shares0.07%2026-03-312026-05-04

NFLX Netflix Inc14.0K shares3.20%2026-03-312026-05-04

SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF21.9K sharesnew addition2026-03-312026-05-04

XLK State Street Technology Select Sector SPDR ETF9.3K shares0.32%2026-03-312026-05-04

CAT Caterpillar Inc1.7K shares3.08%2026-03-312026-05-04

T AT&T Inc38.9K shares-1.56%2026-03-312026-05-04

Sponsored

CEF Sprott Physical Gold and Silver Trust22.3K shares0.00%2026-03-312026-05-04

SIVR abrdn Physical Silver Shares ETF13.8K shares0.00%2026-03-312026-05-04

WMT Walmart Inc7.5K shares-2.51%2026-03-312026-05-04

HD The Home Depot Inc2.7K shares-5.23%2026-03-312026-05-04

ABT Abbott Laboratories8.4K shares-3.95%2026-03-312026-05-04

SHOP Shopify Inc Registered Shs -A- Subord Vtg6.7K shares0.00%2026-03-312026-05-04

CSCO Cisco Systems Inc9.5K shares-8.19%2026-03-312026-05-04

V Visa Inc2.4K shares-14.24%2026-03-312026-05-04

Sponsored

Merck & Co Inc Merck & Co Inc5.9K shares0.74%2026-03-312026-05-04

PSLV Sprott Physical Silver Trust27.2K shares15.03%2026-03-312026-05-04

GE Aerospace GE Aerospace2.2K shares37.01%2026-03-312026-05-04

ALL Allstate Corp3.0K shares-3.26%2026-03-312026-05-04

GEV GE Vernova Inc655 shares29.70%2026-03-312026-05-04

BA Boeing Co2.8K shares-12.36%2026-03-312026-05-04

PHYS Sprott Physical Gold Trust15.7K shares0.00%2026-03-312026-05-04

CBOE Cboe Global Markets Inc2.0K shares0.05%2026-03-312026-05-04

Sponsored

MA Mastercard Inc1.1K shares-20.51%2026-03-312026-05-04

TSM Taiwan Semiconductor Manufacturing Co Ltd ADR1.6K shares-23.82%2026-03-312026-05-04

HACK Amplify Cybersecurity ETF7.1K shares-4.07%2026-03-312026-05-04

QTUM Defiance Quantum ETF4.8K shares27.34%2026-03-312026-05-04

KO Coca-Cola Co6.6K shares-16.99%2026-03-312026-05-04

IBM International Business Machines Corp2.0K shares0.10%2026-03-312026-05-04

AMGN Amgen Inc1.4K shares0.29%2026-03-312026-05-04

DIS The Walt Disney Co5.0K shares-1.52%2026-03-312026-05-04

Sponsored

DE Deere & Co847 shares-5.36%2026-03-312026-05-04

Broadcom Inc Broadcom Inc1.5K shares-8.51%2026-03-312026-05-04

XLY State Street Consumer Discretionary Select Sector SPDR ETF4.3K shares0.00%2026-03-312026-05-04

EIS iShares MSCI Israel ETF4.0K shares-7.95%2026-03-312026-05-04

PG Procter & Gamble Co3.2K shares18.91%2026-03-312026-05-04

AMD Advanced Micro Devices Inc2.3K shares-1.68%2026-03-312026-05-04

SO Southern Co4.8K shares0.00%2026-03-312026-05-04

PFE Pfizer Inc16.0K shares-3.95%2026-03-312026-05-04

Sponsored

AUB Atlantic Union Bankshares Corp12.3K shares0.00%2026-03-312026-05-04

AIVL WisdomTree U.S. Al Enhanced Value Fund3.7K shares-8.01%2026-03-312026-05-04

BAC Bank of America Corp8.3K shares0.00%2026-03-312026-05-04

AB AllianceBernstein Holding LP10.8K shares0.00%2026-03-312026-05-04

DFAC Dimensional U.S. Core Equity 2 ETF10.1K sharesnew addition2026-03-312026-05-04

Medline Inc Medline Inc8.5K shares1.25%2026-03-312026-05-04

Blackstone Inc Blackstone Inc3.2K shares-8.87%2026-03-312026-05-04

Eaton Corp PLC Eaton Corp PLC1.0K shares-0.10%2026-03-312026-05-04

Sponsored

NEE NextEra Energy Inc3.9K shares0.00%2026-03-312026-05-04

IBIT iShares Bitcoin Trust ETF9.4K shares107.42%2026-03-312026-05-04

AXP American Express Co1.2K shares-11.70%2026-03-312026-05-04

VGT Vanguard Information Technology ETF506 shares0.00%2026-03-312026-05-04

CME CME Group Inc1.2K shares0.00%2026-03-312026-05-04

ITOT iShares Core S&P Total U.S. Stock Market ETF2.4K sharesnew addition2026-03-312026-05-04

PTCT PTC Therapeutics Inc4.9K shares0.00%2026-03-312026-05-04

SDY State Street SPDR S&P Dividend ETF2.3K shares-30.09%2026-03-312026-05-04

Sponsored

PNC PNC Financial Services Group Inc1.5K shares0.06%2026-03-312026-05-04

CVX Chevron Corp1.5K shares-1.40%2026-03-312026-05-04

PLTR Palantir Technologies Inc2.2K shares-2.91%2026-03-312026-05-04

RTX RTX Corp1.6K shares0.00%2026-03-312026-05-04

XLC State Street Communication Services Select Sector SPDR ETF2.7K shares0.00%2026-03-312026-05-04

HSY The Hershey Co1.4K shares0.00%2026-03-312026-05-04

AEP American Electric Power Co Inc2.2K sharesnew addition2026-03-312026-05-04

GILD Gilead Sciences Inc2.0K shares-0.10%2026-03-312026-05-04

Sponsored

PANW Palo Alto Networks Inc1.7K shares-22.48%2026-03-312026-05-04

GS The Goldman Sachs Group Inc327 shares-19.06%2026-03-312026-05-04

ESGD iShares ESG Aware MSCI EAFE ETF2.9K shares0.88%2026-03-312026-05-04

D Dominion Energy Inc4.1K shares0.00%2026-03-312026-05-04

XLI State Street Industrial Select Sector SPDR ETF1.6K shares0.00%2026-03-312026-05-04

MCK McKesson Corp290 shares0.00%2026-03-312026-05-04

VYM Vanguard High Dividend Yield ETF1.7K shares0.00%2026-03-312026-05-04

FITB Fifth Third Bancorp5.4K shares0.00%2026-03-312026-05-04

Sponsored

WM Waste Management Inc1.1K shares0.00%2026-03-312026-05-04

CB Chubb Ltd754 shares0.00%2026-03-312026-05-04

ESGV Vanguard ESG U.S. Stock ETF2.2K sharesnew addition2026-03-312026-05-04

MU Micron Technology Inc720 sharesnew addition2026-03-312026-05-04

INDA iShares MSCI India ETF5.1K shares10.72%2026-03-312026-05-04

MAR Marriott International Inc655 shares0.00%2026-03-312026-05-04

LOW Lowe's Companies Inc884 shares0.00%2026-03-312026-05-04

INTC Intel Corp4.7K sharesnew addition2026-03-312026-05-04

Sponsored

ITW Illinois Tool Works Inc789 shares-4.01%2026-03-312026-05-04

FAST Fastenal Co4.4K sharesnew addition2026-03-312026-05-04

MSI Motorola Solutions Inc465 sharesnew addition2026-03-312026-05-04

ACI Albertsons Companies Inc10.8K shares0.00%2026-03-312026-05-04

KRP Kimbell Royalty Partners LP11.2K shares0.00%2026-03-312026-05-04

MPW Medical Properties Trust Inc21.0K shares16.67%2026-03-312026-05-04

EP Empire Petroleum Corp17.1K shares0.00%2026-03-312026-05-04

VTV

Vanguard Value ETF

1.81%

Shares511.3K

Event2026-03-31

Filed2026-05-04

Vanguard Mid-Cap ETF

4.31%

Shares300.0K

Event2026-03-31

Filed2026-05-04

VTI

Vanguard Total Stock Market ETF

-0.89%

Shares229.4K

Event2026-03-31

Filed2026-05-04

Vanguard S&P 500 ETF

-2.24%

Shares99.7K

Event2026-03-31

Filed2026-05-04

VUG

Vanguard Growth ETF

-6.18%

Shares134.0K

Event2026-03-31

Filed2026-05-04

SCHG

Schwab U.S. Large-Cap Growth ETF

1.86%

Shares2.0M

Event2026-03-31

Filed2026-05-04

VONG

Vanguard Russell 1000 Growth ETF

-1.60%

Shares521.4K

Event2026-03-31

Filed2026-05-04

FNDF

Schwab Fundamental International Equity ETF

6.75%

Shares1.1M

Event2026-03-31

Filed2026-05-04

VEA

Vanguard FTSE Developed Markets ETF

6.99%

Shares748.0K

Event2026-03-31

Filed2026-05-04

IJH

iShares Core S&P Mid-Cap ETF

3.47%

Shares686.8K

Event2026-03-31

Filed2026-05-04

IUSV

iShares Core S&P U.S. Value ETF

-1.07%

Shares453.4K

Event2026-03-31

Filed2026-05-04

IWF

iShares Russell 1000 Growth ETF

-2.62%

Shares108.7K

Event2026-03-31

Filed2026-05-04

IVV

iShares Core S&P 500 ETF

6.51%

Shares44.7K

Event2026-03-31

Filed2026-05-04

VLU

State Street SPDR S&P 1500 Value Tilt ETF

New

Shares122.3K

Event2026-03-31

Filed2026-05-04

AAPL

Apple Inc

-3.55%

Shares101.3K

Event2026-03-31

Filed2026-05-04

IWD

iShares Russell 1000 Value ETF

-13.22%

Shares120.0K

Event2026-03-31

Filed2026-05-04

SPY

State Street SPDR S&P 500 ETF Trust

7.14%

Shares25.2K

Event2026-03-31

Filed2026-05-04

MSFT

Microsoft Corp

-9.25%

Shares28.5K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA Corp

-11.43%

Shares59.3K

Event2026-03-31

Filed2026-05-04

SCHM

Schwab U.S. Mid-Cap ETF

-6.96%

Shares333.8K

Event2026-03-31

Filed2026-05-04

Alphabet Inc

-5.15%

Shares27.8K

Event2026-03-31

Filed2026-05-04

AMZN

Amazon.com Inc

-2.80%

Shares34.7K

Event2026-03-31

Filed2026-05-04

Berkshire Hathaway Inc

-17.19%

Shares14.6K

Event2026-03-31

Filed2026-05-04

IWR

iShares Russell Mid-Cap ETF

-3.20%

Shares69.8K

Event2026-03-31

Filed2026-05-04

Invesco QQQ Trust

-11.01%

Shares11.6K

Event2026-03-31

Filed2026-05-04

COF

Capital One Financial Corp

-1.64%

Shares36.0K

Event2026-03-31

Filed2026-05-04

iShares Gold Trust

7.30%

Shares72.5K

Event2026-03-31

Filed2026-05-04

DLN

WisdomTree U.S. LargeCap Dividend Fund

-6.54%

Shares43.4K

Event2026-03-31

Filed2026-05-04

VONE

Vanguard Russell 1000 ETF

-6.25%

Shares13.1K

Event2026-03-31

Filed2026-05-04

SCHD

Schwab U.S. Dividend Equity ETF

-85.41%

Shares125.6K

Event2026-03-31

Filed2026-05-04

TSLA

Tesla Inc

-0.11%

Shares10.0K

Event2026-03-31

Filed2026-05-04

GLD

SPDR Gold Shares

-0.38%

Shares8.5K

Event2026-03-31

Filed2026-05-04

COST

Costco Wholesale Corp

-1.99%

Shares3.5K

Event2026-03-31

Filed2026-05-04

Vanguard Small-Cap ETF

-22.74%

Shares12.1K

Event2026-03-31

Filed2026-05-04

SCHV

Schwab U.S. Large-Cap Value ETF

-31.79%

Shares96.7K

Event2026-03-31

Filed2026-05-04

BRK.A

Berkshire Hathaway Inc

0.00%

Shares4

Event2026-03-31

Filed2026-05-04