- New Purchases: PTY, LLY,
- Added Positions: SCHV, IAU, VTI, NFLX, VEA, BA, FB, VOE, IJH, IWP, JPM, T, NVDA, SHOP, MCD, TSLA, VZ, QCOM, AMZN, SCHD, HD, GE, KO,
- Reduced Positions: SCHM, VO, SPY, IWF, IWD, VUG, IWR, VOO, DIS, MRK, XOM, ABT, WSM, ORCL, JNJ, AMD, BMY, SDY, DTN, PFE, MSFT, BAX, IWS, BSV, GRPN, ABBV, VB, MMM, INTC, CBOE, COST, ALL, V,
- Sold Out: CPRT, PM, FITB, INDA, CVX, ZTS, USB, TGT, NKE, MU, IEMG, IBM, IWB, HACK, PNC, ECL, DAL, AXP,
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) - 2,836,698 shares, 13.40% of the total portfolio. Shares added by 1.59%
- Vanguard Value (VTV) - 307,847 shares, 8.60% of the total portfolio. Shares added by 0.81%
- Vanguard Mid-Cap (VO) - 197,916 shares, 8.17% of the total portfolio. Shares reduced by 4.52%
- iShares Russell 1000 Value (IWD) - 242,621 shares, 7.54% of the total portfolio. Shares reduced by 1.91%
- iShares Russell 1000 Growth (IWF) - 155,236 shares, 7.33% of the total portfolio. Shares reduced by 2.47%
Nadler Financial Group, Inc. initiated holding in PIMCO Corporate & Income Opportunity Fds. The purchase prices were between $10.44 and $19.68, with an estimated average price of $17.62. The stock is now traded at around $14.75. The impact to a portfolio due to this purchase was 0.12%. The holding were 30,000 shares as of .
New Purchase: Eli Lilly and Co (LLY)Nadler Financial Group, Inc. initiated holding in Eli Lilly and Co. The purchase prices were between $119.05 and $147.35, with an estimated average price of $137.4. The stock is now traded at around $144.98. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,500 shares as of .
Added: Netflix Inc (NFLX)Nadler Financial Group, Inc. added to a holding in Netflix Inc by 51.46%. The purchase prices were between $298.84 and $387.78, with an estimated average price of $353.51. The stock is now traded at around $368.14. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,766 shares as of .
Added: Boeing Co (BA)Nadler Financial Group, Inc. added to a holding in Boeing Co by 62.54%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $152.04. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,640 shares as of .
Added: NVIDIA Corp (NVDA)Nadler Financial Group, Inc. added to a holding in NVIDIA Corp by 25.03%. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $261.51. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,169 shares as of .
Added: Vanguard Mid-Cap Value (VOE)Nadler Financial Group, Inc. added to a holding in Vanguard Mid-Cap Value by 48.46%. The purchase prices were between $68.69 and $121.9, with an estimated average price of $108.87. The stock is now traded at around $89.48. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,512 shares as of .
Added: iShares Russell Midcap Growth (IWP)Nadler Financial Group, Inc. added to a holding in iShares Russell Midcap Growth by 47.35%. The purchase prices were between $104.45 and $162.86, with an estimated average price of $145.49. The stock is now traded at around $130.87. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,945 shares as of .
Sold Out: Copart Inc (CPRT)Nadler Financial Group, Inc. sold out a holding in Copart Inc. The sale prices were between $58.78 and $104.5, with an estimated average price of $89.38.
Sold Out: Philip Morris International Inc (PM)Nadler Financial Group, Inc. sold out a holding in Philip Morris International Inc. The sale prices were between $59.98 and $89.64, with an estimated average price of $82.53.
Sold Out: Fifth Third Bancorp (FITB)Nadler Financial Group, Inc. sold out a holding in Fifth Third Bancorp. The sale prices were between $11.67 and $31.02, with an estimated average price of $25.17.
Sold Out: Ishares MSCI India (INDA)Nadler Financial Group, Inc. sold out a holding in Ishares MSCI India. The sale prices were between $20.5 and $36.18, with an estimated average price of $32.26.
Sold Out: Zoetis Inc (ZTS)Nadler Financial Group, Inc. sold out a holding in Zoetis Inc. The sale prices were between $92.66 and $144.94, with an estimated average price of $132.
Sold Out: iShares Core MSCI Emerging Markets (IEMG)Nadler Financial Group, Inc. sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $36.22 and $55.44, with an estimated average price of $49.11.
Reduced: Advanced Micro Devices Inc (AMD)Nadler Financial Group, Inc. reduced to a holding in Advanced Micro Devices Inc by 29.7%. The sale prices were between $38.71 and $58.9, with an estimated average price of $48.29. The stock is now traded at around $48.91. The impact to a portfolio due to this sale was -0.03%. Nadler Financial Group, Inc. still held 5,469 shares as of .
Reduced: Bristol-Myers Squibb Company (BMY)Nadler Financial Group, Inc. reduced to a holding in Bristol-Myers Squibb Company by 27.79%. The sale prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $58.82. The impact to a portfolio due to this sale was -0.03%. Nadler Financial Group, Inc. still held 4,991 shares as of .
Reduced: Groupon Inc (GRPN)Nadler Financial Group, Inc. reduced to a holding in Groupon Inc by 49.61%. The sale prices were between $0.49 and $3.14, with an estimated average price of $2.01. The stock is now traded at around $0.88. The impact to a portfolio due to this sale was -0.01%. Nadler Financial Group, Inc. still held 26,034 shares as of .
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