Nadler Financial Group, Inc. Top Holdings and 13F Report (2025) About Nadler Financial Group, Inc.Investment ActivityNadler Financial Group, Inc. has $949.36 million in total holdings as of December 31, 2024.Nadler Financial Group, Inc. owns shares of 128 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.17% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Nadler Financial Group, Inc. has purchased 122 new stocks and bought additional shares in 58 stocks.Nadler Financial Group, Inc. sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $76,233,401Vanguard Value ETF $76,048,515Vanguard Mid-Cap ETF $70,305,623Vanguard Growth ETF $66,212,542Vanguard S&P 500 ETF $61,751,712 Largest New Holdings this Quarter Waste Management $314,187 HoldingNextEra Energy $280,308 HoldingCME Group $277,879 HoldingSPDR Dow Jones Industrial Average ETF Trust $270,618 HoldingBoeing $264,969 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 1,485,653 shares (about $41.41M)Schwab US Dividend Equity ETF 740,741 shares (about $20.24M)Schwab U.S. Mid-Cap ETF 243,068 shares (about $6.74M)Schwab Fundamental International Large Company Index ETF 151,805 shares (about $5.04M)Schwab U.S. Large-Cap Value ETF 132,145 shares (about $3.45M) Largest Sales this Quarter iShares Russell 1000 Value ETF 4,810 shares (about $890.47K)iShares Russell 1000 ETF 2,685 shares (about $865.00K)Capital One Financial 500 shares (about $89.16K)Pfizer 2,723 shares (about $72.24K)WisdomTree U.S. AI Enhanced Value Fund 600 shares (about $63.91K) 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 PortfolioSectorVTIVanguard Total Stock Market ETF$76,233,401$1,070,849 ▲1.4%263,0468.0%ETFVTVVanguard Value ETF$76,048,515$2,809,871 ▲3.8%449,1948.0%ETFVOVanguard Mid-Cap ETF$70,305,623$634,705 ▲0.9%266,1787.4%ETFVUGVanguard Growth ETF$66,212,542$505,251 ▲0.8%161,3217.0%ETFVOOVanguard S&P 500 ETF$61,751,712$1,840,568 ▲3.1%114,6086.5%ETFVONGVanguard Russell 1000 Growth ETF$61,528,793$494,600 ▲0.8%595,6326.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$54,940,435$41,405,147 ▲305.9%1,971,3115.8%ETFIWFiShares Russell 1000 Growth ETF$52,849,255$54,213 ▼-0.1%131,6035.6%ETFAAPLApple$41,106,787$160,019 ▲0.4%164,1514.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$40,726,292$769,466 ▲1.9%653,6084.3%ETFIWDiShares Russell 1000 Value ETF$39,446,503$890,474 ▼-2.2%213,0754.2%ETFIUSViShares Core S&P U.S. Value ETF$37,611,246$1,278,019 ▲3.5%406,2134.0%ManufacturingSCHDSchwab US Dividend Equity ETF$29,977,247$20,237,040 ▲207.8%1,097,2643.2%ETFFNDFSchwab Fundamental International Large Company Index ETF$24,393,613$5,041,445 ▲26.1%734,5262.6%ETFIVViShares Core S&P 500 ETF$22,693,817$396,185 ▲1.8%38,5502.4%ETFSPYSPDR S&P 500 ETF Trust$14,201,270$112,527 ▲0.8%24,2311.5%FinanceVEAVanguard FTSE Developed Markets ETF$13,160,884$66,279 ▲0.5%275,2171.4%ETFMSFTMicrosoft$12,968,460$103,269 ▲0.8%30,7671.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$9,967,653$6,735,418 ▲208.4%359,7131.0%ETFQQQInvesco QQQ$9,811,840$1,022 ▲0.0%19,1931.0%FinanceNVDANVIDIA$9,711,012$58,819 ▲0.6%72,3141.0%Computer and TechnologyAMZNAmazon.com$8,611,077$123,956 ▲1.5%39,2500.9%Retail/WholesaleBRK.BBerkshire Hathaway$8,177,171$1,771,418 ▲27.7%18,0400.9%FinanceCOFCapital One Financial$6,687,535$89,160 ▼-1.3%37,5030.7%FinanceIWRiShares Russell Mid-Cap ETF$6,065,844$63,206 ▲1.1%68,6180.6%ETFGOOGAlphabet$5,765,977$35,993 ▲0.6%30,2770.6%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$4,775,242$3,445,020 ▲259.0%183,1700.5%ETFVONEVanguard Russell 1000$4,671,601$594,786 ▲14.6%17,5150.5%ETFVBVanguard Small-Cap ETF$4,571,684$187,423 ▲4.3%19,0260.5%ETFTSLATesla$4,328,761$292,784 ▲7.3%10,7190.5%Auto/Tires/TrucksDLNWisdomTree U.S. LargeCap Dividend Fund$3,687,246$5,056 ▼-0.1%47,4000.4%FinanceIAUiShares Gold Trust$3,594,624$760,721 ▲26.8%72,6040.4%FinanceCOSTCostco Wholesale$3,236,106$310,600 ▲10.6%3,5320.3%Retail/WholesaleORCLOracle$2,810,975$38,659 ▲1.4%16,8690.3%Computer and TechnologyIWBiShares Russell 1000 ETF$2,790,550$865,000 ▼-23.7%8,6620.3%ETFMETAMeta Platforms$2,732,9580.0%4,6680.3%Computer and TechnologyMCDMcDonald's$2,197,978$13,335 ▼-0.6%7,5820.2%Retail/WholesaleLLYEli Lilly and Company$2,116,052$162,120 ▲8.3%2,7410.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$2,107,2190.0%16,6250.2%ETFGLDSPDR Gold Shares$2,009,1950.0%8,2980.2%FinanceABBVAbbVie$1,702,240$1,777 ▼-0.1%9,5790.2%MedicalVIGVanguard Dividend Appreciation ETF$1,372,5720.0%7,0090.1%ETFJPMJPMorgan Chase & Co.$1,371,147$174,989 ▲14.6%5,7200.1%FinanceGOOGLAlphabet$1,299,496$249,677 ▲23.8%6,8650.1%Computer and TechnologyNFLXNetflix$1,197,043$237,982 ▲24.8%1,3430.1%Consumer DiscretionaryXOMExxon Mobil$1,091,070$215 ▲0.0%10,1430.1%Oils/EnergyHDHome Depot$1,074,904$162,617 ▲17.8%2,7630.1%Retail/WholesaleABTAbbott Laboratories$1,031,606$27,600 ▲2.7%9,1200.1%MedicalPEPPepsiCo$933,648$49,419 ▼-5.0%6,1400.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$903,6250.0%3,8860.1%ETFJNJJohnson & Johnson$837,205$86,194 ▲11.5%5,7890.1%MedicalVVisa$814,162$47,092 ▲6.1%2,5760.1%Business ServicesDEDeere & Company$794,532$1,271 ▲0.2%1,8750.1%Industrial ProductsTAT&T$778,412$159 ▲0.0%34,1860.1%Computer and TechnologySHOPShopify$772,168$25,413 ▲3.4%7,2620.1%Computer and TechnologySPROTT PHYSICAL SILVER TR$760,864$11,001 ▼-1.4%78,8460.1%TR UNITBXBlackstone$759,084$378,939 ▲99.7%4,4030.1%FinanceMRKMerck & Co., Inc.$674,338$11,639 ▼-1.7%6,7790.1%MedicalPFEPfizer$668,798$72,242 ▼-9.7%25,2090.1%MedicalWMTWalmart$659,103$19,787 ▲3.1%7,2950.1%Retail/WholesaleMAMastercard$653,651$307,600 ▲88.9%1,2410.1%Business ServicesALLAllstate$645,075$19,279 ▼-2.9%3,3460.1%FinanceDISWalt Disney$626,470$14,253 ▼-2.2%5,6260.1%Consumer DiscretionarySPROTT PHYSICAL GOLD TR$604,3010.0%30,0050.1%UNITKOCoca-Cola$567,0810.0%9,1080.1%Consumer StaplesCSCOCisco Systems$558,647$9,235 ▼-1.6%9,4370.1%Computer and TechnologyAIVLWisdomTree U.S. AI Enhanced Value Fund$546,448$63,912 ▼-10.5%5,1300.1%FinanceAMPLIFY ETF TR$541,3930.0%7,2680.1%AMPLIFY CYBERSECPGProcter & Gamble$538,8270.0%3,2140.1%Consumer StaplesCATCaterpillar$524,5510.0%1,4460.1%Industrial ProductsAMDAdvanced Micro Devices$484,489$71,870 ▲17.4%4,0110.1%Computer and TechnologySDYSPDR S&P Dividend ETF$478,136$396 ▲0.1%3,6200.1%ETFSPROTT PHYSICAL GOLD & SILVE$472,468$91,951 ▲24.2%19,8850.0%TR UNITSASRSandy Spring Bancorp$461,7930.0%13,6990.0%FinanceSGOLabrdn Physical Gold Shares ETF$458,666$7,640 ▼-1.6%18,3100.0%ETFQCOMQUALCOMM$453,591$8,295 ▼-1.8%2,9530.0%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$447,1300.0%1,9930.0%FinanceIBMInternational Business Machines$442,9570.0%2,0150.0%Computer and TechnologyABAllianceBernstein$402,0610.0%10,8400.0%FinanceSOSouthern$393,078$123,480 ▲45.8%4,7750.0%UtilitiesIJRiShares Core S&P Small-Cap ETF$392,4390.0%3,4060.0%ETFBACBank of America$392,279$17,667 ▼-4.3%8,9260.0%FinanceCBOECboe Global Markets$386,5010.0%1,9780.0%Financial ServicesAMGNAmgen$382,344$1,564 ▲0.4%1,4670.0%MedicalSIVRAberdeen Standard Physical Silver Shares ETF$380,0520.0%13,7850.0%ETFVYMVanguard High Dividend Yield ETF$371,542$145,580 ▲64.4%2,9120.0%ETFTSMTaiwan Semiconductor Manufacturing$368,319$3,950 ▲1.1%1,8650.0%Computer and TechnologyCRMSalesforce$361,7480.0%1,0820.0%Computer and TechnologyAXPAmerican Express$349,3220.0%1,1770.0%FinanceETNEaton$341,8260.0%1,0300.0%Industrial ProductsDHRDanaher$330,0930.0%1,4380.0%Multi-Sector ConglomeratesEISiShares MSCI Israel ETF$323,2250.0%4,1950.0%ETFECLEcolab$317,738$97,243 ▲44.1%1,3560.0%Basic MaterialsWMWaste Management$314,187$314,187 ▲New Holding1,5570.0%Business ServicesVGTVanguard Information Technology ETF$308,4130.0%4960.0%ETFCVXChevron$290,991$16,802 ▼-5.5%2,0090.0%Oils/EnergyNEENextEra Energy$280,308$280,308 ▲New Holding3,9100.0%UtilitiesCMECME Group$277,879$277,879 ▲New Holding1,1970.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$270,618$270,618 ▲New Holding6360.0%FinanceBABoeing$264,969$264,969 ▲New Holding1,4970.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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