The Analysis of Nadler Financial Group, Inc.'s Holdings
Currently, Nadler Financial Group, Inc. holds 137 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VEA (+217.2K shares, valued at $13.0M), FNDF (+182.1K shares, valued at $7.8M), VTV (+22.0K shares, valued at $4.1M); decreased their positions in IWD (-55.6K shares, valued at $11.3M), IWF (-10.1K shares, valued at $4.7M), VTI (-11.5K shares, valued at $3.8M); initiated new positions in VONV (+11.9K shares, valued at $1.1M), HRMY (+9.4K shares, valued at $258.0K), ITW (+923 shares, valued at $240.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV Vanguard Value ETF486.9K shares4.73%2025-09-302025-10-30
VO Vanguard Mid-Cap ETF281.8K shares2.63%2025-09-302025-10-30
VTI Vanguard Total Stock Market ETF234.4K shares-4.69%2025-09-302025-10-30
VUG Vanguard Growth ETF143.5K shares-3.45%2025-09-302025-10-30
VONG Vanguard Russell 1000 Growth ETF539.9K shares-4.89%2025-09-302025-10-30
VOO Vanguard S&P 500 ETF102.5K shares-5.39%2025-09-302025-10-30
SCHG Schwab U.S. Large-Cap Growth ETF1.9M shares-1.39%2025-09-302025-10-30
IWF iShares Russell 1000 Growth ETF113.5K shares-8.16%2025-09-302025-10-30
IUSV iShares Core S&P U.S. Value ETF446.8K shares8.90%2025-09-302025-10-30
FNDF Schwab Fundamental International Equity ETF1.0M shares21.30%2025-09-302025-10-30
IJH iShares Core S&P Mid-Cap ETF663.4K shares0.19%2025-09-302025-10-30
VEA Vanguard FTSE Developed Markets ETF652.7K shares49.87%2025-09-302025-10-30
IWD iShares Russell 1000 Value ETF143.2K shares-27.96%2025-09-302025-10-30
IVV iShares Core S&P 500 ETF41.0K shares2.76%2025-09-302025-10-30
AAPL Apple Inc106.0K shares-3.26%2025-09-302025-10-30
SCHD Schwab U.S. Dividend Equity ETF917.1K shares-11.52%2025-09-302025-10-30
MSFT Microsoft Corp31.1K shares1.77%2025-09-302025-10-30
SPY SPDR S&P 500 ETF23.3K shares-2.41%2025-09-302025-10-30
NVDA NVIDIA Corp69.6K shares-6.40%2025-09-302025-10-30
SCHM Schwab U.S. Mid-Cap ETF359.1K shares-0.69%2025-09-302025-10-30
BRK.B Berkshire Hathaway Inc17.6K shares-0.82%2025-09-302025-10-30
AMZN Amazon.com Inc37.1K shares-4.62%2025-09-302025-10-30
QQQ Invesco QQQ Trust13.2K shares-19.88%2025-09-302025-10-30
COF Capital One Financial Corp36.6K shares0.00%2025-09-302025-10-30
GOOG Alphabet Inc29.5K shares1.15%2025-09-302025-10-30
IWR iShares Russell Mid-Cap ETF71.1K shares-0.68%2025-09-302025-10-30
TSLA Tesla Inc10.6K shares0.17%2025-09-302025-10-30
IAU iShares Gold Trust60.8K shares-0.62%2025-09-302025-10-30
VONE Vanguard Russell 1000 ETF13.9K shares-12.55%2025-09-302025-10-30
SCHV Schwab U.S. Large-Cap Value ETF143.3K shares-16.96%2025-09-302025-10-30
ORCL Oracle Corp14.5K shares3.32%2025-09-302025-10-30
DLN WisdomTree U.S. LargeCap Dividend Fund46.3K shares-0.22%2025-09-302025-10-30
VB Vanguard Small-Cap ETF15.5K shares-6.96%2025-09-302025-10-30
META Meta Platforms Inc4.6K shares-1.42%2025-09-302025-10-30
COST Costco Wholesale Corp3.4K shares-2.03%2025-09-302025-10-30
BRK.A Berkshire Hathaway Inc4 shares0.00%2025-09-302025-10-30
GLD SPDR Gold Shares8.4K shares0.60%2025-09-302025-10-30
IWB iShares Russell 1000 ETF7.3K shares-7.58%2025-09-302025-10-30
IWP iShares Russell Mid-Cap Growth ETF17.4K shares-2.28%2025-09-302025-10-30
ABBV AbbVie Inc8.7K shares-2.31%2025-09-302025-10-30
MCD McDonald's Corp6.4K shares-9.56%2025-09-302025-10-30
LLY Eli Lilly and Co2.5K shares5.19%2025-09-302025-10-30
JPM JPMorgan Chase & Co6.1K shares4.76%2025-09-302025-10-30
QQQM Invesco NASDAQ 100 ETF7.3K shares455.01%2025-09-302025-10-30
GOOGL Alphabet Inc6.8K shares0.23%2025-09-302025-10-30
VIG Vanguard Dividend Appreciation ETF7.7K shares0.00%2025-09-302025-10-30
NFLX Netflix Inc1.4K shares0.37%2025-09-302025-10-30
XLK The Technology Select Sector SPDR Fund5.1K shares1.10%2025-09-302025-10-30
ABT Abbott Laboratories9.1K shares2.92%2025-09-302025-10-30
HD The Home Depot Inc2.9K shares5.54%2025-09-302025-10-30
PSLV Sprott Physical Silver Trust73.1K shares0.00%2025-09-302025-10-30
T AT&T Inc39.4K shares18.79%2025-09-302025-10-30
JNJ Johnson & Johnson6.0K shares3.28%2025-09-302025-10-30
XOM Exxon Mobil Corp9.6K shares-9.42%2025-09-302025-10-30
VONV Vanguard Russell 1000 Value ETF11.9K sharesnew addition2025-09-302025-10-30
SHOP Shopify Inc Registered Shs -A- Subord Vtg6.9K shares0.00%2025-09-302025-10-30
V Visa Inc2.8K shares11.80%2025-09-302025-10-30
CEF Sprott Physical Gold and Silver Trust22.3K shares12.17%2025-09-302025-10-30
WMT Walmart Inc7.7K shares0.27%2025-09-302025-10-30
MA Mastercard Inc1.4K shares10.11%2025-09-302025-10-30
CAT Caterpillar Inc1.6K shares8.64%2025-09-302025-10-30
PHYS Sprott Physical Gold Trust25.2K shares0.00%2025-09-302025-10-30
CSCO Cisco Systems Inc10.4K shares9.85%2025-09-302025-10-30
BA Boeing Co3.2K shares43.57%2025-09-302025-10-30
ALL Allstate Corp3.2K shares0.00%2025-09-302025-10-30
PEP PepsiCo Inc4.6K shares-12.28%2025-09-302025-10-30
BX Blackstone Inc3.7K shares-13.81%2025-09-302025-10-30
HACK Amplify Cybersecurity ETF7.4K shares0.48%2025-09-302025-10-30
AVGO Broadcom Inc1.9K shares13.82%2025-09-302025-10-30
IBM International Business Machines Corp2.2K shares11.17%2025-09-302025-10-30
DIS The Walt Disney Co5.4K shares-4.50%2025-09-302025-10-30
SIVR abrdn Physical Silver Shares ETF13.8K shares0.00%2025-09-302025-10-30
AIVL WisdomTree U.S. Al Enhanced Value Fund5.1K shares0.00%2025-09-302025-10-30
KO Coca-Cola Co8.6K shares-1.92%2025-09-302025-10-30
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR2.0K shares16.76%2025-09-302025-10-30
HOOD Robinhood Markets Inc3.9K shares0.78%2025-09-302025-10-30
PFE Pfizer Inc21.1K shares-13.93%2025-09-302025-10-30
XLY The Consumer Discretionary Select Sector SPDR Fund2.2K shares0.46%2025-09-302025-10-30
CBOE Cboe Global Markets Inc2.1K shares4.04%2025-09-302025-10-30
SGOL abrdn Physical Gold Shares ETF13.7K shares0.00%2025-09-302025-10-30
MRK Merck & Co Inc5.9K shares1.92%2025-09-302025-10-30
GE GE Aerospace1.6K shares21.61%2025-09-302025-10-30
DE Deere & Co1.0K shares-27.91%2025-09-302025-10-30
PG Procter & Gamble Co3.1K shares7.01%2025-09-302025-10-30
SDY SPDR S&P Dividend ETF3.3K shares-2.97%2025-09-302025-10-30
AMD Advanced Micro Devices Inc2.8K shares-1.75%2025-09-302025-10-30
SO Southern Co4.8K shares0.00%2025-09-302025-10-30
EIS iShares MSCI Israel ETF4.4K shares4.89%2025-09-302025-10-30
PLTR Palantir Technologies Inc2.4K shares13.39%2025-09-302025-10-30
AUB Atlantic Union Bankshares Corp12.3K shares0.00%2025-09-302025-10-30
BAC Bank of America Corp8.3K shares-2.11%2025-09-302025-10-30
AXP American Express Co1.3K shares8.50%2025-09-302025-10-30
AMGN Amgen Inc1.5K shares-3.20%2025-09-302025-10-30
AB AllianceBernstein Holding LP10.8K shares0.00%2025-09-302025-10-30
ETN Eaton Corp PLC1.0K shares0.00%2025-09-302025-10-30
XLC The Communication Services Select Sector SPDR ETF Fund3.2K shares1.28%2025-09-302025-10-30
VGT Vanguard Information Technology ETF496 shares0.00%2025-09-302025-10-30
SPLV Invesco S&P 500 Low Volatility ETF5.0K shares0.00%2025-09-302025-10-30
ECL Ecolab Inc1.3K shares0.00%2025-09-302025-10-30
CME CME Group Inc1.2K shares0.00%2025-09-302025-10-30
PNC PNC Financial Services Group Inc1.5K shares12.82%2025-09-302025-10-30
PTCT PTC Therapeutics Inc4.9K shares0.00%2025-09-302025-10-30
NEE NextEra Energy Inc3.9K shares0.00%2025-09-302025-10-30
DIA SPDR Dow Jones Industrial Average ETF Trust636 shares0.00%2025-09-302025-10-30
GEV GE Vernova Inc470 shares-0.21%2025-09-302025-10-30
GBTC Grayscale Bitcoin Trust ETF3.2K shares0.00%2025-09-302025-10-30
CEG Constellation Energy Corp859 shares0.00%2025-09-302025-10-30
GS The Goldman Sachs Group Inc353 shares0.00%2025-09-302025-10-30
HSY The Hershey Co1.5K shares0.00%2025-09-302025-10-30
WM Waste Management Inc1.2K shares-10.40%2025-09-302025-10-30
RTX RTX Corp1.6K shares11.97%2025-09-302025-10-30
DHR Danaher Corp1.3K shares-8.69%2025-09-302025-10-30
HRMY Harmony Biosciences Holdings Inc9.4K sharesnew addition2025-09-302025-10-30
EFX Equifax Inc1.0K shares0.00%2025-09-302025-10-30
XLI The Industrial Select Sector SPDR Fund1.7K shares0.00%2025-09-302025-10-30
D Dominion Energy Inc4.1K shares0.00%2025-09-302025-10-30
INDA iShares MSCI India ETF4.7K shares0.00%2025-09-302025-10-30
CVX Chevron Corp1.6K shares0.39%2025-09-302025-10-30
PANW Palo Alto Networks Inc1.2K shares3.49%2025-09-302025-10-30
ITW Illinois Tool Works Inc923 sharesnew addition2025-09-302025-10-30
FITB Fifth Third Bancorp5.4K shares0.00%2025-09-302025-10-30
VYM Vanguard High Dividend Yield ETF1.7K shares0.00%2025-09-302025-10-30
ADSK Autodesk Inc728 shares-4.59%2025-09-302025-10-30
MO Altria Group Inc3.5K shares0.35%2025-09-302025-10-30
MCK McKesson Corp290 shares0.00%2025-09-302025-10-30
GILD Gilead Sciences Inc2.0K shares0.00%2025-09-302025-10-30
LOW Lowe's Companies Inc877 sharesnew addition2025-09-302025-10-30
MGK Vanguard Mega Cap Growth ETF538 sharesnew addition2025-09-302025-10-30
FAST Fastenal Co4.4K sharesnew addition2025-09-302025-10-30
IEMG iShares Core MSCI Emerging Markets ETF3.2K sharesnew addition2025-09-302025-10-30
MSI Motorola Solutions Inc463 sharesnew addition2025-09-302025-10-30
CB Chubb Ltd750 sharesnew addition2025-09-302025-10-30
IYW iShares U.S. Technology ETF1.1K sharesnew addition2025-09-302025-10-30
QTUM Defiance Quantum ETF1.9K sharesnew addition2025-09-302025-10-30
ACI Albertsons Companies Inc10.8K shares-0.30%2025-09-302025-10-30
KRP Kimbell Royalty Partners LP11.2K shares0.00%2025-09-302025-10-30
EP Empire Petroleum Corp17.1K shares0.00%2025-09-302025-10-30
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available