- New Purchases: COF, VHT, BAC, FSLY, ECL, EW, IBM, WMT, HACK, INDA, GILD, KMB, OKTA,
- Added Positions: VB, VTI, IAU, AMZN, SCHV, ABT, MCD, AAPL, TSLA, PEP, ABBV, COST, SDY, T, VOE, NVDA, IWP, V, VZ, IWS, SCHD, JPM, QCOM, CSCO, BMY, MMM,
- Reduced Positions: VO, SCHM, GLD, VEA, IWF, NFLX, SPY, IWR, FB, IJH, WSM, BA, BNDX, DTN, PFE, GE, XOM, DHR, CME, DIS,
- Sold Out: PTY, AMD, SO, GRPN,
For the details of Nadler Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/nadler+financial+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Nadler Financial Group, Inc.- ishares Gold Trust (IAU) - 2,876,553 shares, 12.46% of the total portfolio. Shares added by 1.40%
- Vanguard Value (VTV) - 309,250 shares, 7.85% of the total portfolio. Shares added by 0.46%
- iShares Russell 1000 Growth (IWF) - 153,520 shares, 7.51% of the total portfolio. Shares reduced by 1.11%
- Vanguard Mid-Cap (VO) - 176,431 shares, 7.37% of the total portfolio. Shares reduced by 10.86%
- iShares Russell 1000 Value (IWD) - 243,187 shares, 6.98% of the total portfolio. Shares added by 0.23%
Nadler Financial Group, Inc. initiated holding in Capital One Financial Corp. The purchase prices were between $42.27 and $80, with an estimated average price of $62.04. The stock is now traded at around $58.35. The impact to a portfolio due to this purchase was 0.81%. The holding were 50,850 shares as of .
New Purchase: Vanguard Health Care (VHT)Nadler Financial Group, Inc. initiated holding in Vanguard Health Care. The purchase prices were between $159.59 and $198.15, with an estimated average price of $187.21. The stock is now traded at around $195.17. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,437 shares as of .
New Purchase: Bank of America Corp (BAC)Nadler Financial Group, Inc. initiated holding in Bank of America Corp. The purchase prices were between $19.77 and $28.54, with an estimated average price of $23.6. The stock is now traded at around $22.77. The impact to a portfolio due to this purchase was 0.09%. The holding were 14,068 shares as of .
New Purchase: Fastly Inc (FSLY)Nadler Financial Group, Inc. initiated holding in Fastly Inc. The purchase prices were between $17.61 and $86.51, with an estimated average price of $38.83. The stock is now traded at around $102.72. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,465 shares as of .
New Purchase: Ishares MSCI India (INDA)Nadler Financial Group, Inc. initiated holding in Ishares MSCI India. The purchase prices were between $22.01 and $29.64, with an estimated average price of $26.72. The stock is now traded at around $30.77. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,395 shares as of .
New Purchase: Edwards Lifesciences Corp (EW)Nadler Financial Group, Inc. initiated holding in Edwards Lifesciences Corp. The purchase prices were between $57.54 and $76.95, with an estimated average price of $70.98. The stock is now traded at around $68.26. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,122 shares as of .
Added: Vanguard Small-Cap (VB)Nadler Financial Group, Inc. added to a holding in Vanguard Small-Cap by 423.87%. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $144.04. The impact to a portfolio due to this purchase was 0.5%. The holding were 16,617 shares as of .
Added: Tesla Inc (TSLA)Nadler Financial Group, Inc. added to a holding in Tesla Inc by 31.13%. The purchase prices were between $454.47 and $1079.81, with an estimated average price of $803.57. The stock is now traded at around $1394.28. The impact to a portfolio due to this purchase was 0.06%. The holding were 914 shares as of .
Added: PepsiCo Inc (PEP)Nadler Financial Group, Inc. added to a holding in PepsiCo Inc by 37.86%. The purchase prices were between $118.12 and $138.4, with an estimated average price of $131.65. The stock is now traded at around $132.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,954 shares as of .
Added: Costco Wholesale Corp (COST)Nadler Financial Group, Inc. added to a holding in Costco Wholesale Corp by 48.40%. The purchase prices were between $285.13 and $321.56, with an estimated average price of $303.86. The stock is now traded at around $325.54. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,665 shares as of .
Added: SPDR S&P Dividend (SDY)Nadler Financial Group, Inc. added to a holding in SPDR S&P Dividend by 33.53%. The purchase prices were between $76.15 and $100.68, with an estimated average price of $87.74. The stock is now traded at around $88.24. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,049 shares as of .
Added: NVIDIA Corp (NVDA)Nadler Financial Group, Inc. added to a holding in NVIDIA Corp by 27.80%. The purchase prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $420.36. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,494 shares as of .
Sold Out: PIMCO Corporate & Income Opportunity Fds (PTY)Nadler Financial Group, Inc. sold out a holding in PIMCO Corporate & Income Opportunity Fds. The sale prices were between $12.08 and $16.36, with an estimated average price of $14.47.
Sold Out: Advanced Micro Devices Inc (AMD)Nadler Financial Group, Inc. sold out a holding in Advanced Micro Devices Inc. The sale prices were between $42.59 and $57.44, with an estimated average price of $52.87.
Sold Out: Southern Co (SO)Nadler Financial Group, Inc. sold out a holding in Southern Co. The sale prices were between $50.14 and $60.33, with an estimated average price of $55.63.
Sold Out: Groupon Inc (GRPN)Nadler Financial Group, Inc. sold out a holding in Groupon Inc. The sale prices were between $14.51 and $35.4, with an estimated average price of $22.19.
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