Nadler Financial Group, Inc. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $811 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $68.1M, Vanguard Total Stock Market Et with a value of $64.9M, Vanguard Mid Cap ETF with a value of $64M, Vanguard Growth ETF with a value of $54.9M, and Vanguard Index Fds S&P 500 ETF with a value of $53.5M.

Examining the 13F form we can see an increase of $68.3M in the current position value, from $742M to 811M.

Below you can find more details about Nadler Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $811 Million
ETFs: $699 Million
Technology: $53 Million
Financial Services: $17.2 Million
Consumer Cyclical: $12.1 Million
Communication Services: $10.1 Million
Healthcare: $8.78 Million
Consumer Defensive: $5.26 Million
Industrials: $2.35 Million
Other: $2.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $811 Million
  • Prior Value $742 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 15 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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