NF
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Nadler Financial Group, Inc.13F | |
| Nadler Financial Group, Inc. | |
| Last update 2025-04-24 | 124 Stocks (5 new) |
| Value $903.00 Mil | Turnover 1 % |
Nadler Financial Group, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 458,052 | 79,123.9 | +1.97% | 8.760 | +0.17% | 0.050 | +10.43% | +6.13% | 132,881.1 | ||
VTI | Vanguard Total Stock Market ETF | 260,061 | 71,475.1 | -1.13% | 7.920 | -0.09% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
VO | Vanguard Mid-Cap ETF | 271,049 | 70,098.7 | +1.83% | 7.760 | +0.14% | 0.090 | +16.32% | +8.70% | 80,548.8 | ||
VOO | Vanguard S&P 500 ETF | 113,364 | 58,259.1 | -1.09% | 6.450 | -0.07% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
VUG | Vanguard Growth ETF | 153,235 | 56,822.6 | -5.01% | 6.290 | -0.35% | 0.030 | +27.48% | +9.52% | 167,127.0 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 565,808 | 52,501.3 | -5.01% | 5.820 | -0.32% | 0.200 | +27.30% | +8.47% | 27,907.3 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,891,862 | 47,372.2 | -4.03% | 5.250 | -0.23% | 0.130 | +25.66% | +6.92% | 45,305.9 | ||
IWF | iShares Russell 1000 Growth ETF | 128,284 | 46,322.2 | -2.52% | 5.130 | -0.14% | 0.050 | +27.24% | +8.36% | 113,776.0 | ||
IWD | iShares Russell 1000 Value ETF | 208,802 | 39,288.1 | -2.01% | 4.350 | -0.08% | 0.060 | +11.59% | +6.73% | 62,643.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 654,879 | 38,212.2 | +0.19% | 4.230 | +0.01% | 0.040 | +16.06% | +2.45% | 97,230.9 |
Nadler Financial Group, Inc.'s Historical Top Holdings Breakdowns
Nadler Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.35% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 4 | 4 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.35% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | Reduce -5.01% | 153,235 | -8,086 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | Reduce Reduce | -0.32% | 92.71 ($101.57) 107.38 | $111.75 | 10.02% | Reduce -5.01% | 565,808 | -29,824 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.23% | 24.91 ($27.39) 29.02 | $29.74 | 8.58% | Reduce -4.03% | 1,891,862 | -79,449 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | Add Add | +0.17% | 32.9 ($35.31) 37.45 | $39.98 | 13.23% | Add 5.7% | 776,374 | 41,848 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.17% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Add 1.97% | 458,052 | 8,858 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.14% | 360.07 ($394.62) 417.26 | $434.26 | 10.05% | Reduce -2.52% | 128,284 | -3,319 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.14% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Add 1.83% | 271,049 | 4,871 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.11% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -8.17% | 28,253 | -2,514 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.09% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Reduce -1.13% | 260,061 | -2,985 |
Nadler Financial Group, Inc. Total Holding History ($B)
Nadler Financial Group, Inc.'s Asset Allocation
Nadler Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Nadler Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Nadler Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nadler Financial Group, Inc.'s Holdings Heat Map
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Nadler Financial Group, Inc.'s Holdings Bubble Chart
Nadler Financial Group, Inc. News
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