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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$22.5 Million 2.3% of portfolio
109,540
Q2 2025 Reduced 32.64%
$3.72T
$15.2 Million 1.56% of portfolio
30,594
Q2 2025 Added 8.29%
$426B
$11.7 Million 1.2% of portfolio
74,353
Q2 2025 Added 3.39%
$641B
$8.64 Million 0.89% of portfolio
17,778
Q2 2025 Added 0.47%
$2.43T
$8.53 Million 0.87% of portfolio
38,876
Q2 2025 Reduced 2.23%
$85.4B
$7.78 Million 0.8% of portfolio
36,574
Q2 2025 Reduced 1.08%
$1.46T
$5.18 Million 0.53% of portfolio
29,197
Q2 2025 Reduced 3.79%
$433B
$3.46 Million 0.36% of portfolio
3,499
Q2 2025 Reduced 7.02%
$1.1T
$3.38 Million 0.35% of portfolio
10,627
Q2 2025 Added 2.24%
$1.72T
$3.43 Million 0.35% of portfolio
4,650
Q1 2025 Reduced 0.39%
$651B
$3.06 Million 0.31% of portfolio
14,014
Q2 2025 Added 0.07%
$443B
$2.92 Million 0.3% of portfolio
4
Q1 2025 New
$230B
$2.08 Million 0.21% of portfolio
7,110
Q2 2025 Reduced 8.31%
$562B
$1.81 Million 0.19% of portfolio
1,353
Q2 2025 Added 0.74%
$713B
$1.88 Million 0.19% of portfolio
2,407
Q2 2025 Reduced 4.18%
$874B
$1.68 Million 0.17% of portfolio
5,796
Q2 2025 Reduced 1.09%
$1.43T
$1.2 Million 0.12% of portfolio
6,815
Q2 2025 Reduced 2.77%
$461B
$1.14 Million 0.12% of portfolio
10,570
Q2 2025 Reduced 1.69%
$231B
$1.2 Million 0.12% of portfolio
8,828
Q2 2025 Reduced 11.82%
$425B
$992,000 0.1% of portfolio
2,706
Q2 2025 Reduced 6.17%
$210B
$959,000 0.1% of portfolio
33,148
Q2 2025 Added 0.02%
$0
$894,000 0.09% of portfolio
73,066
Q2 2025 Added 5.53%
$562B
$902,000 0.09% of portfolio
2,543
Q2 2025 Reduced 6.2%
$463B
$884,000 0.09% of portfolio
5,789
Q4 2024 Added 11.48%
$278B
$754,000 0.08% of portfolio
7,714
Q2 2025 Added 1.66%
$171B
$800,000 0.08% of portfolio
6,940
Q2 2025 Added 0.03%
$0
$637,000 0.07% of portfolio
25,155
Q2 2025 Added 2.4%
$123B
$649,000 0.07% of portfolio
4,344
Q2 2025 Reduced 1.76%
$557B
$695,000 0.07% of portfolio
1,237
Q2 2025 Reduced 6.07%
$276B
$653,000 0.07% of portfolio
9,423
Q2 2025 Reduced 2.83%
$214B
$697,000 0.07% of portfolio
5,622
Q2 2025 Reduced 6.61%
$54.1B
$637,000 0.07% of portfolio
3,169
Q2 2025 Reduced 1.55%
$197B
$697,000 0.07% of portfolio
5,286
Q2 2025 Reduced 1.84%
$144B
$725,000 0.07% of portfolio
1,426
Q2 2025 Reduced 3.58%
$221B
$561,000 0.06% of portfolio
1,446
Q1 2024 Added 0.91%
$232B
$593,000 0.06% of portfolio
2,015
Q2 2025 Reduced 21.99%
$139B
$595,000 0.06% of portfolio
24,557
Q2 2025 Reduced 6.82%
$293B
$618,000 0.06% of portfolio
8,736
Q2 2025 Reduced 11.18%
$0
$598,000 0.06% of portfolio
19,885
Q4 2024 Added 24.16%
$136B
$468,000 0.05% of portfolio
1,700
Q2 2025 Added 4.94%
$3.7B
$442,000 0.05% of portfolio
10,840
Q3 2024 Reduced 21.68%
$24.7B
$461,000 0.05% of portfolio
1,978
Q3 2024 Reduced 9.8%
$137B
$472,000 0.05% of portfolio
2,254
Q2 2025 Reduced 6.4%
$378B
$454,000 0.05% of portfolio
2,852
Q2 2025 Reduced 17.02%
$214B
$458,000 0.05% of portfolio
5,794
Q2 2025 Added 0.19%
$150B
$428,000 0.04% of portfolio
1,533
Q2 2025 Added 4.14%
$302B
$343,000 0.04% of portfolio
1,333
Q2 2025 Added 6.73%
$404B
$403,000 0.04% of portfolio
8,525
Q2 2025 Added 0.01%
$77.1B
$349,000 0.04% of portfolio
1,296
Q1 2025 Reduced 4.42%

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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