Nadler Financial Group, Inc. Purchases and Sells in Q1 2025

Nadler Financial Group, Inc.

$902 Million
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDF	41.8K + 5.7%	$32.9 - $37.45 $1.38M - $1.57M	776K $28.1M
VTV	8.86K + 1.97%	$167.73 - $179.21 $1.49M - $1.59M	458K $79.1M
IAU	6.06K + 8.35%	$49.74 - $58.96 $302K - $357K	78.7K $4.64M
SCHD	4.14K + 0.38%	$27.01 - $28.54 $112K - $118K	1.1M $30.8M
GLD	60 + 0.72%	$243.19 - $288.14 $14.6K - $17.3K	8.36K $2.41M
COST	231 + 6.54%	$890.62 - $1076.86 $206K - $249K	3.76K $3.56M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	4 New	$663000.0 - $801950.0 $2.65M - $3.21M	4 $3.19M
D	4.13K New	$52.85 - $57.43 $218K - $237K	4.13K $231K
GILD	2.01K New	$89.14 - $117.41 $179K - $236K	2.01K $225K
MO	3.44K New	$50.81 - $60.02 $175K - $206K	3.44K $206K
AON	506 New	$348.44 - $409.32 $176K - $207K	506 $201K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-8.09K - 5.01%	$369.1 - $427.61 $2.98M - $3.46M	153K $56.8M
VONG	-29.8K - 5.01%	$92.71 - $107.38 $2.76M - $3.2M	566K $52.5M
SCHG	-79.4K - 4.03%	$24.91 - $29.02 $1.98M - $2.31M	1.89M $47.4M
IWF	-3.32K - 2.52%	$360.07 - $417.26 $1.2M - $1.38M	128K $46.3M
AAPL	-1.53K - 0.93%	$209.68 - $247.1 $320K - $377K	163K $36.1M
VTI	-2.99K - 1.13%	$271.18 - $303.12 $809K - $905K	260K $71.5M

Activity Summary All Purchases 54 New Holdings 5 Increased Positions 49 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nadler Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nadler Financial Group, Inc. with notifications on news.