Nadler Financial Group, Inc. Buys PIMCO Corporate & Income Opportunity Fds, Eli Lilly and Co, Netflix Inc, Sells Copart Inc, Philip Morris International Inc, Ishares MSCI India

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Apr 09, 2020
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Deerfield, IL, based Investment company Nadler Financial Group, Inc. (Current Portfolio) buys PIMCO Corporate & Income Opportunity Fds, Eli Lilly and Co, Netflix Inc, Boeing Co, iShares Russell Midcap Growth, sells Copart Inc, Philip Morris International Inc, Ishares MSCI India, Fifth Third Bancorp, International Business Machines Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Nadler Financial Group, Inc.. As of 2020Q1, Nadler Financial Group, Inc. owns 82 stocks with a total value of $319 million. These are the details of the buys and sells.

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.
  1. ishares Gold Trust (IAU) - 2,836,698 shares, 13.40% of the total portfolio. Shares added by 1.59%
  2. Vanguard Value (VTV) - 307,847 shares, 8.60% of the total portfolio. Shares added by 0.81%
  3. Vanguard Mid-Cap (VO) - 197,916 shares, 8.17% of the total portfolio. Shares reduced by 4.52%
  4. iShares Russell 1000 Value (IWD) - 242,621 shares, 7.54% of the total portfolio. Shares reduced by 1.91%
  5. iShares Russell 1000 Growth (IWF) - 155,236 shares, 7.33% of the total portfolio. Shares reduced by 2.47%
New Purchase: PIMCO Corporate & Income Opportunity Fds (PTY)

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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