Nadler Financial Group, Inc. Portfolio Holdings

Nadler Financial Group, Inc.

  • $902 Million
  • Q1 2025

Nadler Financial Group, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $902 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $79.1M, Vanguard Total Stock Market Et with a value of $71.5M, Vanguard Mid Cap ETF with a value of $70.1M, Vanguard Index Fds S&P 500 ETF with a value of $58.3M, and Vanguard Growth ETF with a value of $56.8M.

Examining the 13F form we can see an decrease of $46.5M in the current position value, from $949M to 902M.

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

Portfolio value $902 Million
ETFs: $766 Million
Technology: $59.9 Million
Financial Services: $28.6 Million
Consumer Cyclical: $13.9 Million
Communication Services: $11.3 Million
Healthcare: $9.07 Million
Consumer Defensive: $7.02 Million
Industrials: $2.73 Million
Other: $3.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$961,000 0.11% of portfolio
4,656
Q1 2025 Added 19.81%
$585B
$950,000 0.11% of portfolio
2,711
Q1 2025 Added 5.24%
$200B
$937,000 0.1% of portfolio
33,142
Q1 2025 Reduced 3.05%
$185B
$807,000 0.09% of portfolio
5,385
Q1 2025 Reduced 12.3%
$0
$803,000 0.09% of portfolio
69,236
Q1 2025 Reduced 12.19%
$300B
$704,000 0.08% of portfolio
9,836
Q1 2025 Added 7.99%
$154B
$694,000 0.08% of portfolio
1,479
Q1 2025 Reduced 21.12%
$539B
$721,000 0.08% of portfolio
1,317
Q1 2025 Added 6.12%
$143B
$667,000 0.07% of portfolio
26,354
Q1 2025 Added 4.54%
$220B
$594,000 0.07% of portfolio
6,020
Q1 2025 Added 7.0%
$136B
$662,000 0.07% of portfolio
6,938
Q1 2025 Reduced 4.46%
$113B
$618,000 0.07% of portfolio
4,422
Q1 2025 Added 0.43%
$52.5B
$666,000 0.07% of portfolio
3,219
Q1 2025 Reduced 3.8%
$284B
$598,000 0.07% of portfolio
9,697
Q1 2025 Added 2.76%
$260B
$642,000 0.07% of portfolio
2,583
Q1 2025 Added 28.19%
$263B
$666,000 0.07% of portfolio
7,588
Q1 2025 Added 4.02%
$0
$563,000 0.06% of portfolio
5,130
Q4 2024 Reduced 10.47%
$212B
$519,000 0.06% of portfolio
5,783
Q1 2025 Reduced 14.69%
$0
$564,000 0.06% of portfolio
19,885
Q4 2024 Added 24.16%
$0
$499,000 0.06% of portfolio
3,678
Q1 2025 Added 1.6%
$373B
$585,000 0.06% of portfolio
3,437
Q1 2025 Added 6.94%
$159B
$458,000 0.05% of portfolio
1,472
Q1 2025 Added 0.34%
$4B
$415,000 0.05% of portfolio
10,840
Q3 2024 Reduced 21.68%
$1.72B
$448,000 0.05% of portfolio
13,785
Q3 2024 New
$0
$484,000 0.05% of portfolio
2,452
Q1 2025 Added 23.03%
$4.61B
$407,000 0.05% of portfolio
13,660
Q1 2025 Reduced 25.4%
$135B
$410,000 0.05% of portfolio
2,408
Q1 2025 Added 60.86%
$100B
$439,000 0.05% of portfolio
4,775
Q4 2024 Added 45.8%
$212B
$476,000 0.05% of portfolio
1,446
Q1 2024 Added 0.91%
$24.6B
$447,000 0.05% of portfolio
1,978
Q3 2024 Reduced 9.8%
$0
$375,000 0.04% of portfolio
2,912
Q4 2024 Added 64.43%
$92.7B
$374,000 0.04% of portfolio
1,618
Q1 2025 Added 3.92%
$237B
$316,000 0.04% of portfolio
1,177
Q3 2024 Added 10.31%
$1.25B
$382,000 0.04% of portfolio
13,699
Q1 2021 New
$376B
$355,000 0.04% of portfolio
8,524
Q1 2025 Reduced 4.5%
$99.1B
$320,000 0.04% of portfolio
1,207
Q1 2025 Added 0.84%
$76.4B
$328,000 0.04% of portfolio
1,296
Q1 2025 Reduced 4.42%
$0
$356,000 0.04% of portfolio
3,406
Q2 2024 Reduced 6.4%
$146B
$389,000 0.04% of portfolio
1,900
Q1 2025 Added 32.13%
$0
$311,000 0.03% of portfolio
4,195
Q3 2024 Added 19.86%
$1.2T
$285,000 0.03% of portfolio
1,718
Q1 2025 Reduced 7.88%
$0
$278,000 0.03% of portfolio
1,443
Q1 2025 Added 14.98%
$23.8B
$256,000 0.03% of portfolio
1,500
Q4 2021 Reduced 10.71%
$274B
$249,000 0.03% of portfolio
1,249
Q3 2024 New
$271B
$289,000 0.03% of portfolio
1,077
Q1 2025 Reduced 0.46%
$11.9B
$238,000 0.03% of portfolio
10,832
Q3 2023 Reduced 1.68%
$223B
$258,000 0.03% of portfolio
2,516
Q1 2025 Reduced 37.27%
$32.5B
$243,000 0.03% of portfolio
1,000
Q4 2023 New
$0
$269,000 0.03% of portfolio
496
Q1 2024 Reduced 3.88%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $902 Million
  • Prior Value $949 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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