Nadler Financial Group, Inc. Portfolio Holdings

Nadler Financial Group, Inc.

  • $975 Million
  • Q2 2025

Nadler Financial Group, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $975 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $82.2M, Vanguard Mid Cap ETF with a value of $76.8M, Vanguard Total Stock Market Et with a value of $74.8M, Vanguard Growth ETF with a value of $65.2M, and Vanguard Russell 1000 Growth E with a value of $62M.

Examining the 13F form we can see an increase of $73.3M in the current position value, from $902M to 975M.

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

Portfolio value $975 Million
ETFs: $839 Million
Technology: $57.4 Million
Financial Services: $29.3 Million
Consumer Cyclical: $15 Million
Communication Services: $13.3 Million
Healthcare: $8.05 Million
Consumer Defensive: $6.87 Million
Industrials: $3.49 Million
Other: $3.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.2 Million 8.42% of portfolio
464,852
Q2 2025 Added 1.48%
$0
$76.8 Million 7.88% of portfolio
274,550
Q2 2025 Added 1.29%
$0
$74.8 Million 7.66% of portfolio
245,980
Q2 2025 Reduced 5.41%
$0
$65.2 Million 6.68% of portfolio
148,666
Q2 2025 Reduced 2.98%
$0
$62 Million 6.35% of portfolio
567,604
Q2 2025 Added 0.32%
$0
$61.5 Million 6.31% of portfolio
108,347
Q2 2025 Reduced 4.43%
$0
$56.7 Million 5.82% of portfolio
1,942,809
Q2 2025 Added 2.69%
$0
$52.5 Million 5.38% of portfolio
123,624
Q2 2025 Reduced 3.63%
$0
$41.1 Million 4.21% of portfolio
662,091
Q2 2025 Added 1.1%
$0
$38.8 Million 3.98% of portfolio
410,332
Q2 2025 Added 0.64%
$0
$38.6 Million 3.96% of portfolio
198,820
Q2 2025 Reduced 4.78%
$0
$34.2 Million 3.51% of portfolio
855,170
Q2 2025 Added 10.15%
$0
$27.5 Million 2.82% of portfolio
1,036,541
Q2 2025 Reduced 5.89%
$0
$24.8 Million 2.55% of portfolio
435,521
Q2 2025 Added 61.22%
$0
$24.8 Million 2.54% of portfolio
39,941
Q2 2025 Added 1.08%
$3.8T
$22.5 Million 2.3% of portfolio
109,540
Q2 2025 Reduced 32.64%
$0
$14.7 Million 1.51% of portfolio
23,827
Q2 2025 Reduced 1.3%
$443B
$11.7 Million 1.2% of portfolio
74,353
Q2 2025 Added 3.39%
$0
$10.1 Million 1.04% of portfolio
361,614
Q2 2025 Reduced 0.21%
$0
$9.07 Million 0.93% of portfolio
16,438
Q2 2025 Reduced 17.33%
$644B
$8.64 Million 0.89% of portfolio
17,778
Q2 2025 Added 0.47%
$2.36T
$8.53 Million 0.87% of portfolio
38,876
Q2 2025 Reduced 2.23%
$86.9B
$7.78 Million 0.8% of portfolio
36,574
Q2 2025 Reduced 1.08%
$0
$6.58 Million 0.67% of portfolio
71,573
Q2 2025 Added 3.65%
$1.53T
$5.18 Million 0.53% of portfolio
29,197
Q2 2025 Reduced 3.79%
$0
$4.77 Million 0.49% of portfolio
172,549
Q2 2025 Reduced 8.04%
$0
$4.45 Million 0.46% of portfolio
15,860
Q2 2025 Reduced 8.72%
$0
$3.95 Million 0.41% of portfolio
16,676
Q2 2025 Reduced 6.54%
$58.8B
$3.81 Million 0.39% of portfolio
61,176
Q2 2025 Reduced 22.23%
$0
$3.81 Million 0.39% of portfolio
46,420
Q2 2025 Reduced 4.01%
$425B
$3.46 Million 0.36% of portfolio
3,499
Q2 2025 Reduced 7.02%
$1.29T
$3.38 Million 0.35% of portfolio
10,627
Q2 2025 Added 2.24%
$1.69T
$3.43 Million 0.35% of portfolio
4,650
Q1 2025 Reduced 0.39%
$815B
$3.06 Million 0.31% of portfolio
14,014
Q2 2025 Added 0.07%
$442B
$2.92 Million 0.3% of portfolio
4
Q1 2025 New
$0
$2.7 Million 0.28% of portfolio
7,937
Q2 2025 Reduced 3.93%
$117B
$2.55 Million 0.26% of portfolio
8,358
Q1 2025 Added 0.72%
$0
$2.47 Million 0.25% of portfolio
17,790
Q2 2025 Added 4.46%
$222B
$2.08 Million 0.21% of portfolio
7,110
Q2 2025 Reduced 8.31%
$535B
$1.81 Million 0.19% of portfolio
1,353
Q2 2025 Added 0.74%
$711B
$1.88 Million 0.19% of portfolio
2,407
Q2 2025 Reduced 4.18%
$906B
$1.68 Million 0.17% of portfolio
5,796
Q2 2025 Reduced 1.09%
$385B
$1.65 Million 0.17% of portfolio
8,884
Q2 2025 Reduced 6.19%
$0
$1.4 Million 0.14% of portfolio
7,669
Q1 2025 Added 9.42%
$0
$1.27 Million 0.13% of portfolio
5,006
Q2 2025 Added 7.52%
$1.44T
$1.2 Million 0.12% of portfolio
6,815
Q2 2025 Reduced 2.77%
$468B
$1.14 Million 0.12% of portfolio
10,570
Q2 2025 Reduced 1.69%
$230B
$1.2 Million 0.12% of portfolio
8,828
Q2 2025 Reduced 11.82%
$433B
$992,000 0.1% of portfolio
2,706
Q2 2025 Reduced 6.17%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $975 Million
  • Prior Value $902 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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