Nadler Financial Group, Inc. Top Holdings and 13F Report (2024) → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) About Nadler Financial Group, Inc.Investment ActivityNadler Financial Group, Inc. has $811.14 million in total holdings as of March 31, 2024.Nadler Financial Group, Inc. owns shares of 115 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.95% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Nadler Financial Group, Inc. has purchased 106 new stocks and bought additional shares in 40 stocks.Nadler Financial Group, Inc. sold shares of 38 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Value ETF $68,136,844Vanguard Total Stock Market ETF $64,877,511Vanguard Mid-Cap ETF $63,972,808Vanguard Growth ETF $54,875,544Vanguard S&P 500 ETF $53,490,204 Largest New Holdings this Quarter AMPLIFY ETF TR $445,116 HoldingSalesforce $330,696 HoldingMicron Technology $285,689 HoldingWalmart $258,189 HoldingAmerican Express $242,945 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 498,957 shares (about $30.31M)iShares Core S&P U.S. Value ETF 14,910 shares (about $1.35M)McDonald's 3,780 shares (about $1.07M)Schwab Fundamental International Large Company Index ETF 25,430 shares (about $905.56K)Vanguard S&P 500 ETF 1,633 shares (about $784.98K) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,810 shares (about $990.22K)Vanguard Russell 1000 Growth ETF 8,811 shares (about $763.65K)Vanguard Growth ETF 2,101 shares (about $723.17K)iShares Russell 1000 Growth ETF 1,690 shares (about $569.61K)Schwab US Dividend Equity ETF 5,674 shares (about $457.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNadler Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$68,136,844$212,369 ▼-0.3%418,3778.4%ETFVTIVanguard Total Stock Market ETF$64,877,511$990,219 ▼-1.5%249,6258.0%ETFVOVanguard Mid-Cap ETF$63,972,808$43,226 ▲0.1%256,0357.9%ETFVUGVanguard Growth ETF$54,875,544$723,165 ▼-1.3%159,4296.8%ETFVOOVanguard S&P 500 ETF$53,490,204$784,981 ▲1.5%111,2766.6%ETFVONGVanguard Russell 1000 Growth ETF$50,464,956$763,649 ▼-1.5%582,2666.2%ETFIWFiShares Russell 1000 Growth ETF$45,584,703$569,615 ▼-1.2%135,2465.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$43,755,565$525,537 ▲1.2%471,9115.4%ETFIWDiShares Russell 1000 Value ETF$39,045,738$141,855 ▼-0.4%217,9994.8%ETFIJHiShares Core S&P Mid-Cap ETF$37,654,175$30,306,641 ▲412.5%619,9244.6%ETFIUSViShares Core S&P U.S. Value ETF$34,234,159$1,348,460 ▲4.1%378,5294.2%ManufacturingSCHDSchwab US Dividend Equity ETF$28,769,022$457,495 ▼-1.6%356,8033.5%ETFAAPLApple$28,204,981$323,068 ▼-1.1%164,4803.5%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$19,031,378$905,563 ▲5.0%534,4392.3%ETFIVViShares Core S&P 500 ETF$18,262,928$433,730 ▲2.4%34,7382.3%ETFVEAVanguard FTSE Developed Markets ETF$13,131,998$96,627 ▲0.7%261,7501.6%ETFMSFTMicrosoft$12,899,361$66,474 ▼-0.5%30,6601.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,333,288$52,306 ▼-0.4%23,5791.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$9,566,804$24,022 ▼-0.3%117,4851.2%ETFQQQInvesco QQQ$8,391,918$265,522 ▼-3.1%18,9001.0%FinanceAMZNAmazon.com$7,101,380$47,620 ▲0.7%39,3690.9%Retail/WholesaleNVDANVIDIA$5,896,093$368,675 ▼-5.9%6,5250.7%Computer and TechnologyCOFCapital One Financial$5,817,430$23,822 ▼-0.4%39,0720.7%FinanceBRK.BBerkshire Hathaway$5,459,1910.0%12,9820.7%FinanceIWRiShares Russell Mid-Cap ETF$5,403,119$64,497 ▲1.2%64,2540.7%ETFGOOGAlphabet$4,631,445$39,588 ▲0.9%30,4180.6%Computer and TechnologyIWBiShares Russell 1000 ETF$4,311,233$64,807 ▼-1.5%14,9680.5%ETFVBVanguard Small-Cap ETF$4,145,746$14,858 ▲0.4%18,1360.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,105,959$9,877 ▲0.2%54,0400.5%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$3,227,615$68,581 ▼-2.1%44,7100.4%FinanceCOSTCostco Wholesale$2,317,054$73,255 ▲3.3%3,1630.3%Retail/WholesaleMCDMcDonald's$2,297,648$1,065,788 ▲86.5%8,1490.3%Retail/WholesaleIAUiShares Gold Trust$2,155,617$87,045 ▼-3.9%51,3120.3%FinanceVONEVanguard Russell 1000$2,069,809$301,475 ▲17.0%8,6850.3%ETFORCLOracle$2,065,027$16,204 ▲0.8%16,4400.3%Computer and TechnologyMETAMeta Platforms$2,060,113$43,212 ▼-2.1%4,2430.3%Computer and TechnologyLLYEli Lilly and Company$1,911,448$23,339 ▲1.2%2,4570.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,897,5780.0%16,6250.2%ETFABBVAbbVie$1,780,904$6,555 ▼-0.4%9,7800.2%MedicalTSLATesla$1,761,592$65,921 ▼-3.6%10,0210.2%Auto/Tires/TrucksGLDSPDR Gold Shares$1,640,823$28,801 ▲1.8%7,9760.2%FinanceVIGVanguard Dividend Appreciation ETF$1,277,5400.0%6,9960.2%ETFXOMExxon Mobil$1,190,396$5,114 ▲0.4%10,2410.1%Oils/EnergyPEPPepsiCo$1,163,503$29,403 ▼-2.5%6,6480.1%Consumer StaplesABTAbbott Laboratories$1,013,588$1,819 ▲0.2%8,9180.1%MedicalHDHome Depot$937,399$3,836 ▲0.4%2,4440.1%Retail/WholesaleJPMJPMorgan Chase & Co.$922,382$72,509 ▲8.5%4,6050.1%FinanceGOOGLAlphabet$888,978$38,487 ▼-4.1%5,8900.1%Computer and TechnologyDISWalt Disney$869,776$77,335 ▼-8.2%7,1080.1%Consumer DiscretionaryJNJJohnson & Johnson$854,701$53,468 ▲6.7%5,4030.1%MedicalMRKMerck & Co., Inc.$825,653$65,451 ▼-7.3%6,2570.1%MedicalDEDeere & Company$766,496$822 ▼-0.1%1,8660.1%Industrial ProductsPFEPfizer$760,605$5,606 ▲0.7%27,4090.1%MedicalSPROTT PHYSICAL SILVER TR$670,0060.0%80,8210.1%TR UNITTAT&T$666,024$6,934 ▲1.1%37,8420.1%Computer and TechnologyAMDAdvanced Micro Devices$641,822$146,197 ▲29.5%3,5560.1%Computer and TechnologyNFLXNetflix$634,660$39,476 ▼-5.9%1,0450.1%Consumer DiscretionaryALLAllstate$619,549$14,706 ▼-2.3%3,5810.1%FinanceAIVLWisdomTree U.S. AI Enhanced Value Fund$583,1990.0%5,7300.1%FinanceKOCoca-Cola$559,621$63,506 ▲12.8%9,1470.1%Consumer StaplesVVisa$550,377$20,095 ▲3.8%1,9720.1%Business ServicesSHOPShopify$541,9650.0%7,0230.1%Computer and TechnologyCATCaterpillar$529,858$4,764 ▲0.9%1,4460.1%Industrial ProductsQCOMQUALCOMM$508,981$20,488 ▼-3.9%3,0060.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$486,9410.0%2,6480.1%FinanceABAllianceBernstein$480,7980.0%13,8400.1%FinanceAMPLIFY ETF TR$445,116$445,116 ▲New Holding6,9430.1%AMPLIFY CYBERSECPGProcter & Gamble$444,403$7,950 ▼-1.8%2,7390.1%Consumer StaplesSDYSPDR S&P Dividend ETF$443,468$24,674 ▼-5.3%3,3790.1%ETFCSCOCisco Systems$427,382$5,939 ▲1.4%8,5630.1%Computer and TechnologyAMGNAmgen$412,601$1,422 ▲0.3%1,4510.1%MedicalIBMInternational Business Machines$402,926$6,875 ▲1.7%2,1100.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$402,182$44,761 ▲12.5%3,6390.0%ETFSGOLabrdn Physical Gold Shares ETF$395,383$1,381 ▼-0.3%18,6150.0%ETFBACBank of America$377,434$23,132 ▼-5.8%9,9530.0%FinanceCBOECboe Global Markets$377,198$23,885 ▼-6.0%2,0530.0%Financial ServicesCVXChevron$351,774$5,363 ▲1.5%2,2300.0%Oils/EnergyVZVerizon Communications$343,995$19,008 ▼-5.2%8,1980.0%Computer and TechnologyCRMSalesforce$330,696$330,696 ▲New Holding1,0980.0%Computer and TechnologyETNEaton$322,0600.0%1,0300.0%Industrial ProductsSASRSandy Spring Bancorp$317,5430.0%13,6990.0%FinanceMAMastercard$316,3910.0%6570.0%Business ServicesSPROTT PHYSICAL GOLD TR$301,626$9,688 ▼-3.1%17,4350.0%UNITDHRDanaher$297,916$1,249 ▲0.4%1,1930.0%Multi-Sector ConglomeratesHSYHershey$291,7500.0%1,5000.0%Consumer StaplesMUMicron Technology$285,689$285,689 ▲New Holding2,4230.0%Computer and TechnologyCDWCDW$285,311$512 ▲0.2%1,1150.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$275,9830.0%1,3250.0%ETFPPHVanEck Pharmaceutical ETF$271,6470.0%2,9950.0%ManufacturingEFXEquifax$267,5200.0%1,0000.0%Business ServicesINTCIntel$266,127$177 ▲0.1%6,0250.0%Computer and TechnologyBXBlackstone$262,7400.0%2,0000.0%FinanceVGTVanguard Information Technology ETF$260,073$10,487 ▼-3.9%4960.0%ETFWMTWalmart$258,189$258,189 ▲New Holding4,2910.0%Retail/WholesaleINDAiShares MSCI India ETF$244,1750.0%4,7330.0%ETFAXPAmerican Express$242,945$242,945 ▲New Holding1,0670.0%FinanceSOSouthern$237,388$28,122 ▼-10.6%3,3090.0%UtilitiesBDXBecton, Dickinson and Company$235,8200.0%9530.0%MedicalECLEcolab$233,209$233,209 ▲New Holding1,0100.0%Basic MaterialsACIAlbertsons Companies$232,2380.0%10,8320.0%Consumer StaplesShowing largest 100 holdings. 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