The Analysis of Nadler Financial Group, Inc.'s Holdings
Currently, Nadler Financial Group, Inc. holds 142 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VTV (+15.3K shares, valued at $2.9M), VEA (+46.4K shares, valued at $2.9M), VO (+5.8K shares, valued at $1.7M); decreased their positions in SCHD (-56.2K shares, valued at $1.5M), VONG (-10.0K shares, valued at $1.2M), PSLV (-49.4K shares, valued at $1.2M); initiated new positions in VCSH (+5.1K shares, valued at $408.1K), N/A (+8.4K shares, valued at $354.1K), ESGD (+2.9K shares, valued at $271.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV Vanguard Value ETF502.2K shares3.15%2025-12-312026-01-28
VO Vanguard Mid-Cap ETF287.6K shares2.05%2025-12-312026-01-28 VTI Vanguard Total Stock Market ETF231.4K shares-1.28%2025-12-312026-01-28 VUG Vanguard Growth ETF142.8K shares-0.53%2025-12-312026-01-28 VONG Vanguard Russell 1000 Growth ETF529.9K shares-1.85%2025-12-312026-01-28 SCHG Schwab U.S. Large-Cap Growth ETF1.9M shares0.61%2025-12-312026-01-28 IWF iShares Russell 1000 Growth ETF111.6K shares-1.68%2025-12-312026-01-28 FNDF Schwab Fundamental International Equity ETF1.1M shares2.97%2025-12-312026-01-28 IUSV iShares Core S&P U.S. Value ETF458.3K shares2.57%2025-12-312026-01-28 IJH iShares Core S&P Mid-Cap ETF663.8K shares0.07%2025-12-312026-01-28 VEA Vanguard FTSE Developed Markets ETF699.1K shares7.10%2025-12-312026-01-28 IWD iShares Russell 1000 Value ETF138.3K shares-3.42%2025-12-312026-01-28 IVV iShares Core S&P 500 ETF42.0K shares2.34%2025-12-312026-01-28 AAPL Apple Inc105.0K shares-0.92%2025-12-312026-01-28 SCHD Schwab U.S. Dividend Equity ETF860.9K shares-6.13%2025-12-312026-01-28 SPY SPDR S&P 500 ETF23.5K shares1.12%2025-12-312026-01-28 MSFT Microsoft Corp31.4K shares0.75%2025-12-312026-01-28 NVDA NVIDIA Corp67.0K shares-3.74%2025-12-312026-01-28 SCHM Schwab U.S. Mid-Cap ETF358.7K shares-0.11%2025-12-312026-01-28 Alphabet Inc Alphabet Inc29.3K shares-0.79%2025-12-312026-01-28 COF Capital One Financial Corp36.6K shares0.01%2025-12-312026-01-28 AMZN Amazon.com Inc35.7K shares-3.72%2025-12-312026-01-28 IWR iShares Russell Mid-Cap ETF72.1K shares1.41%2025-12-312026-01-28 TSLA Tesla Inc10.0K shares-5.66%2025-12-312026-01-28 VONE Vanguard Russell 1000 ETF14.0K shares0.71%2025-12-312026-01-28 SCHV Schwab U.S. Large-Cap Value ETF141.7K shares-1.09%2025-12-312026-01-28 DLN WisdomTree U.S. LargeCap Dividend Fund46.5K shares0.33%2025-12-312026-01-28 VB Vanguard Small-Cap ETF15.7K shares1.02%2025-12-312026-01-28 GLD SPDR Gold Shares8.5K shares1.45%2025-12-312026-01-28 ORCL Oracle Corp16.4K shares13.08%2025-12-312026-01-28 COST Costco Wholesale Corp3.6K shares4.08%2025-12-312026-01-28 META Meta Platforms Inc4.6K shares1.11%2025-12-312026-01-28 BRK.A Berkshire Hathaway Inc4 shares0.00%2025-12-312026-01-28 LLY Eli Lilly and Co2.4K shares-4.94%2025-12-312026-01-28 IWB iShares Russell 1000 ETF6.8K shares-7.16%2025-12-312026-01-28 IWP iShares Russell Mid-Cap Growth ETF17.4K shares0.00%2025-12-312026-01-28 Alphabet Inc Alphabet Inc6.7K shares-1.24%2025-12-312026-01-28 MCD McDonald's Corp6.9K shares7.39%2025-12-312026-01-28 JPM JPMorgan Chase & Co6.1K shares0.00%2025-12-312026-01-28 ABBV AbbVie Inc8.4K shares-2.90%2025-12-312026-01-28 QQQM Invesco NASDAQ 100 ETF7.3K shares0.04%2025-12-312026-01-28 VIG Vanguard Dividend Appreciation ETF7.7K shares0.00%2025-12-312026-01-28 VONV Vanguard Russell 1000 Value ETF15.4K shares28.88%2025-12-312026-01-28 XLK State Street Technology Select Sector SPDR ETF9.3K shares83.11%2025-12-312026-01-28 NFLX Netflix Inc13.5K shares896.32%2025-12-312026-01-28 JNJ Johnson & Johnson6.1K shares2.11%2025-12-312026-01-28 ABT Abbott Laboratories8.8K shares-3.29%2025-12-312026-01-28 SHOP Shopify Inc Registered Shs -A- Subord Vtg6.7K shares-3.62%2025-12-312026-01-28 CEF Sprott Physical Gold and Silver Trust22.3K shares0.00%2025-12-312026-01-28 XOM Exxon Mobil Corp8.4K shares-11.98%2025-12-312026-01-28 V Visa Inc2.9K shares0.28%2025-12-312026-01-28 T AT&T Inc39.5K shares0.36%2025-12-312026-01-28 HD The Home Depot Inc2.9K shares-0.18%2025-12-312026-01-28 SIVR abrdn Physical Silver Shares ETF13.8K shares0.00%2025-12-312026-01-28 CAT Caterpillar Inc1.6K shares3.44%2025-12-312026-01-28 WMT Walmart Inc7.7K shares0.00%2025-12-312026-01-28 CSCO Cisco Systems Inc10.4K shares0.35%2025-12-312026-01-28 MA Mastercard Inc1.4K shares0.59%2025-12-312026-01-28 BA Boeing Co3.2K shares0.00%2025-12-312026-01-28 TSM Taiwan Semiconductor Manufacturing Co Ltd ADR2.1K shares5.28%2025-12-312026-01-28 ALL Allstate Corp3.1K shares-3.09%2025-12-312026-01-28 IBM International Business Machines Corp2.0K shares-9.69%2025-12-312026-01-28 HACK Amplify Cybersecurity ETF7.4K shares0.00%2025-12-312026-01-28 DIS The Walt Disney Co5.1K shares-4.64%2025-12-312026-01-28 Broadcom Inc Broadcom Inc1.7K shares-13.75%2025-12-312026-01-28 PSLV Sprott Physical Silver Trust23.6K shares-67.67%2025-12-312026-01-28 KO Coca-Cola Co8.0K shares-6.79%2025-12-312026-01-28 PEP PepsiCo Inc3.6K shares-21.82%2025-12-312026-01-28 PHYS Sprott Physical Gold Trust15.7K shares-37.41%2025-12-312026-01-28 XLY State Street Consumer Discretionary Select Sector SPDR ETF4.3K shares100.46%2025-12-312026-01-28 GE Aerospace GE Aerospace1.6K shares0.00%2025-12-312026-01-28 CBOE Cboe Global Markets Inc2.0K shares-3.89%2025-12-312026-01-28 AMD Advanced Micro Devices Inc2.3K shares-17.35%2025-12-312026-01-28 AXP American Express Co1.3K shares4.39%2025-12-312026-01-28 EIS iShares MSCI Israel ETF4.4K shares0.00%2025-12-312026-01-28 AIVL WisdomTree U.S. Al Enhanced Value Fund4.1K shares-20.96%2025-12-312026-01-28 BAC Bank of America Corp8.3K shares0.00%2025-12-312026-01-28 SDY State Street SPDR S&P Dividend ETF3.3K shares-1.56%2025-12-312026-01-28 AMGN Amgen Inc1.4K shares-6.94%2025-12-312026-01-28 AUB Atlantic Union Bankshares Corp12.3K shares0.00%2025-12-312026-01-28 AB AllianceBernstein Holding LP10.8K shares-0.04%2025-12-312026-01-28 DE Deere & Co895 shares-12.94%2025-12-312026-01-28 SO Southern Co4.8K shares0.00%2025-12-312026-01-28 QTUM Defiance Quantum ETF3.8K shares94.10%2025-12-312026-01-28 PFE Pfizer Inc16.7K shares-21.21%2025-12-312026-01-28 PANW Palo Alto Networks Inc2.2K shares88.70%2025-12-312026-01-28 VCSH Vanguard Short-Term Corporate Bond ETF5.1K sharesnew addition2025-12-312026-01-28 PLTR Palantir Technologies Inc2.2K shares-7.58%2025-12-312026-01-28 PG Procter & Gamble Co2.7K shares-11.30%2025-12-312026-01-28 VGT Vanguard Information Technology ETF506 shares2.02%2025-12-312026-01-28 PTCT PTC Therapeutics Inc4.9K shares0.00%2025-12-312026-01-28 CEG Constellation Energy Corp1.1K shares23.28%2025-12-312026-01-28 GS The Goldman Sachs Group Inc404 shares14.45%2025-12-312026-01-28 Medline Inc Medline Inc8.4K sharesnew addition2025-12-312026-01-28 ECL Ecolab Inc1.3K shares0.15%2025-12-312026-01-28 GEV GE Vernova Inc505 shares7.45%2025-12-312026-01-28 CME CME Group Inc1.2K shares0.34%2025-12-312026-01-28 PNC PNC Financial Services Group Inc1.5K shares0.26%2025-12-312026-01-28 XLC State Street Communication Services Select Sector SPDR ETF2.7K shares-13.31%2025-12-312026-01-28 NEE NextEra Energy Inc3.9K shares0.00%2025-12-312026-01-28 DIA SPDR Dow Jones Industrial Average ETF Trust636 shares0.00%2025-12-312026-01-28 HRMY Harmony Biosciences Holdings Inc8.0K shares-14.92%2025-12-312026-01-28 RTX RTX Corp1.6K shares0.00%2025-12-312026-01-28 ESGD iShares ESG Aware MSCI EAFE ETF2.9K sharesnew addition2025-12-312026-01-28 HSY The Hershey Co1.4K shares-5.53%2025-12-312026-01-28 DHR Danaher Corp1.1K shares-14.55%2025-12-312026-01-28 FITB Fifth Third Bancorp5.4K shares0.00%2025-12-312026-01-28 INDA iShares MSCI India ETF4.6K shares-2.01%2025-12-312026-01-28 XLP State Street Consumer Staples Select Sector SPDR ETF3.2K sharesnew addition2025-12-312026-01-28 GILD Gilead Sciences Inc2.0K shares0.60%2025-12-312026-01-28 XLI State Street Industrial Select Sector SPDR ETF1.6K shares-5.44%2025-12-312026-01-28 VYM Vanguard High Dividend Yield ETF1.7K shares0.00%2025-12-312026-01-28 VXUS Vanguard Total International Stock ETF3.2K sharesnew addition2025-12-312026-01-28 D Dominion Energy Inc4.1K shares0.00%2025-12-312026-01-28 CVX Chevron Corp1.6K shares0.45%2025-12-312026-01-28 VOOV Vanguard S&P 500 Value ETF1.2K sharesnew addition2025-12-312026-01-28 WM Waste Management Inc1.1K shares-13.13%2025-12-312026-01-28 MCK McKesson Corp290 shares0.00%2025-12-312026-01-28 CB Chubb Ltd754 shares0.53%2025-12-312026-01-28 IBIT iShares Bitcoin Trust ETF4.6K sharesnew addition2025-12-312026-01-28 MGK Vanguard Mega Cap Growth ETF538 shares0.00%2025-12-312026-01-28 IEMG iShares Core MSCI Emerging Markets ETF3.2K shares0.00%2025-12-312026-01-28 EFX Equifax Inc1.0K shares0.00%2025-12-312026-01-28 GBTC Grayscale Bitcoin Trust ETF3.2K shares0.00%2025-12-312026-01-28 ADSK Autodesk Inc730 shares0.27%2025-12-312026-01-28 IYW iShares U.S. Technology ETF1.1K shares0.19%2025-12-312026-01-28 LOW Lowe's Companies Inc884 shares0.80%2025-12-312026-01-28 MAR Marriott International Inc655 sharesnew addition2025-12-312026-01-28 ITW Illinois Tool Works Inc822 shares-10.94%2025-12-312026-01-28 MO Altria Group Inc3.5K shares0.32%2025-12-312026-01-28 ACI Albertsons Companies Inc10.8K shares0.00%2025-12-312026-01-28 KRP Kimbell Royalty Partners LP11.2K shares0.00%2025-12-312026-01-28 MPW Medical Properties Trust Inc18.0K sharesnew addition2025-12-312026-01-28 EP Empire Petroleum Corp17.1K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available