Nadler Financial Group, Inc. Top Holdings and 13F Report (2025) About Nadler Financial Group, Inc.Investment ActivityNadler Financial Group, Inc. has $902.79 million in total holdings as of March 31, 2025.Nadler Financial Group, Inc. owns shares of 124 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.36% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Nadler Financial Group, Inc. has purchased 128 new stocks and bought additional shares in 49 stocks.Nadler Financial Group, Inc. sold shares of 40 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Value ETF $79,123,853Vanguard Total Stock Market ETF $71,475,135Vanguard Mid-Cap ETF $70,098,707Vanguard S&P 500 ETF $58,259,094Vanguard Growth ETF $56,822,553 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,193,766 Holding25746U109 - Dominion Energy $231,681 Holding375558103 - Gilead Sciences $225,221 Holding02209S103 - Altria Group $206,286 HoldingG0403H108 - AON $201,940 Holding Largest Purchases this Quarter Berkshire Hathaway 4 shares (about $3.19M)Vanguard Value ETF 8,858 shares (about $1.53M)Schwab Fundamental International Large Company Index ETF 41,848 shares (about $1.51M)Vanguard Mid-Cap ETF 4,871 shares (about $1.26M)iShares Core S&P 500 ETF 965 shares (about $542.23K) Largest Sales this Quarter Vanguard Growth ETF 8,086 shares (about $3.00M)Vanguard Russell 1000 Growth ETF 29,824 shares (about $2.77M)Schwab U.S. Large-Cap Growth ETF 79,449 shares (about $1.99M)iShares Russell 1000 Growth ETF 3,319 shares (about $1.20M)Microsoft 2,514 shares (about $943.73K) 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$79,123,853$1,530,130 ▲2.0%458,0528.8%ETFVTIVanguard Total Stock Market ETF$71,475,135$820,397 ▼-1.1%260,0617.9%ETFVOVanguard Mid-Cap ETF$70,098,707$1,259,738 ▲1.8%271,0497.8%ETFVOOVanguard S&P 500 ETF$58,259,094$639,306 ▼-1.1%113,3646.5%ETFVUGVanguard Growth ETF$56,822,553$2,998,448 ▼-5.0%153,2356.3%ETFVONGVanguard Russell 1000 Growth ETF$52,501,346$2,767,370 ▼-5.0%565,8085.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$47,372,218$1,989,403 ▼-4.0%1,891,8625.2%ETFIWFiShares Russell 1000 Growth ETF$46,322,200$1,198,461 ▼-2.5%128,2845.1%ETFIWDiShares Russell 1000 Value ETF$39,288,097$804,006 ▼-2.0%208,8024.4%ETFIJHiShares Core S&P Mid-Cap ETF$38,212,183$74,163 ▲0.2%654,8794.2%ETFIUSViShares Core S&P U.S. Value ETF$37,629,100$139,727 ▲0.4%407,7274.2%ManufacturingAAPLApple$36,123,913$338,971 ▼-0.9%162,6254.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$30,795,349$115,838 ▲0.4%1,101,4073.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$28,058,162$1,512,387 ▲5.7%776,3743.1%ETFIVViShares Core S&P 500 ETF$22,203,462$542,233 ▲2.5%39,5152.5%ETFVEAVanguard FTSE Developed Markets ETF$13,731,531$257,759 ▼-1.8%270,1461.5%ETFSPYSPDR S&P 500 ETF Trust$13,504,622$49,785 ▼-0.4%24,1421.5%FinanceMSFTMicrosoft$10,605,870$943,728 ▼-8.2%28,2531.2%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$9,494,277$69,797 ▲0.7%362,3771.1%ETFBRK.BBerkshire Hathaway$9,423,471$184,273 ▼-1.9%17,6941.0%FinanceQQQInvesco QQQ$9,323,356$323,549 ▲3.6%19,8831.0%FinanceNVDANVIDIA$7,794,044$43,352 ▼-0.6%71,9140.9%Computer and TechnologyAMZNAmazon.com$7,565,308$97,603 ▲1.3%39,7630.8%Retail/WholesaleCOFCapital One Financial$6,629,259$95,029 ▼-1.4%36,9730.7%FinanceIWRiShares Russell Mid-Cap ETF$5,874,365$37,006 ▲0.6%69,0530.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,987,604$118,945 ▲2.4%187,6450.6%ETFGOOGAlphabet$4,741,132$10,936 ▲0.2%30,3470.5%Computer and TechnologyIAUiShares Gold Trust$4,638,147$357,415 ▲8.3%78,6660.5%FinanceVONEVanguard Russell 1000$4,410,868$35,541 ▼-0.8%17,3750.5%ETFVBVanguard Small-Cap ETF$3,956,378$262,546 ▼-6.2%17,8420.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$3,838,333$76,195 ▲2.0%48,3600.4%FinanceCOSTCostco Wholesale$3,559,127$218,485 ▲6.5%3,7630.4%Retail/WholesaleBRK.ABerkshire Hathaway$3,193,766$3,193,766 ▲New Holding40.4%FinanceTSLATesla$2,693,709$84,227 ▼-3.0%10,3940.3%Auto/Tires/TrucksMETAMeta Platforms$2,679,889$10,374 ▼-0.4%4,6500.3%Computer and TechnologyIWBiShares Russell 1000 ETF$2,534,286$122,696 ▼-4.6%8,2620.3%ETFMCDMcDonald's$2,422,123$53,728 ▲2.3%7,7540.3%Retail/WholesaleGLDSPDR Gold Shares$2,408,274$17,288 ▲0.7%8,3580.3%FinanceLLYEli Lilly and Company$2,074,686$189,133 ▼-8.4%2,5120.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$2,000,855$47,583 ▲2.4%17,0300.2%ETFABBVAbbVie$1,984,150$22,838 ▼-1.1%9,4700.2%MedicalORCLOracle$1,957,899$400,556 ▼-17.0%14,0040.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,487,709$128,033 ▲9.4%7,6690.2%ETFJPMJPMorgan Chase & Co.$1,437,509$34,343 ▲2.4%5,8600.2%FinanceABTAbbott Laboratories$1,327,934$118,189 ▲9.8%10,0110.1%MedicalXOMExxon Mobil$1,278,737$72,428 ▲6.0%10,7520.1%EnergyNFLXNetflix$1,252,3880.0%1,3430.1%Consumer DiscretionaryGOOGLAlphabet$1,083,940$22,270 ▲2.1%7,0090.1%Computer and TechnologyHDHome Depot$1,056,950$44,345 ▲4.4%2,8840.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$961,424$158,998 ▲19.8%4,6560.1%ETFJNJJohnson & Johnson$960,0480.0%5,7890.1%MedicalVVisa$950,147$47,315 ▲5.2%2,7110.1%Business ServicesTAT&T$937,264$29,525 ▼-3.1%33,1420.1%Computer and TechnologyPEPPepsiCo$807,399$113,201 ▼-12.3%5,3850.1%Consumer StaplesSPROTT PHYSICAL SILVER TR$803,138$111,476 ▼-12.2%69,2360.1%TR UNITMAMastercard$721,939$41,661 ▲6.1%1,3170.1%Business ServicesKOCoca-Cola$704,474$52,141 ▲8.0%9,8360.1%Consumer StaplesDEDeere & Company$694,158$185,860 ▼-21.1%1,4790.1%IndustrialsPFEPfizer$667,803$29,014 ▲4.5%26,3540.1%MedicalALLAllstate$666,558$26,298 ▼-3.8%3,2190.1%FinanceWMTWalmart$666,127$25,722 ▲4.0%7,5880.1%Retail/WholesaleSHOPShopify$662,440$30,936 ▼-4.5%6,9380.1%Computer and TechnologyIBMInternational Business Machines$642,289$141,239 ▲28.2%2,5830.1%Computer and TechnologyBXBlackstone$618,040$2,656 ▲0.4%4,4220.1%FinanceCSCOCisco Systems$598,425$16,045 ▲2.8%9,6970.1%Computer and TechnologyDISWalt Disney$594,210$38,890 ▲7.0%6,0200.1%Consumer DiscretionarySPROTT PHYSICAL GOLD TR$591,034$130,886 ▼-18.1%24,5650.1%UNITPGProcter & Gamble$585,734$38,004 ▲6.9%3,4370.1%Consumer StaplesSPROTT PHYSICAL GOLD & SILVE$564,9330.0%19,8850.1%TR UNITAIVLWisdomTree U.S. AI Enhanced Value Fund$563,2760.0%5,1300.1%FinanceAMPLIFY ETF TR$521,8420.0%7,2680.1%AMPLIFY CYBERSECMRKMerck & Co., Inc.$519,060$89,397 ▼-14.7%5,7830.1%MedicalSDYSPDR S&P Dividend ETF$499,002$7,869 ▲1.6%3,6780.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$484,172$90,634 ▲23.0%2,4520.1%FinanceCATCaterpillar$476,8910.0%1,4460.1%IndustrialsAMGNAmgen$458,658$1,558 ▲0.3%1,4720.1%MedicalSIVRAberdeen Standard Physical Silver Shares ETF$448,1500.0%13,7850.0%ETFCBOECboe Global Markets$447,6020.0%1,9780.0%Financial ServicesSOSouthern$439,0610.0%4,7750.0%UtilitiesABAllianceBernstein$415,2900.0%10,8400.0%FinanceBABoeing$410,684$155,371 ▲60.9%2,4080.0%AerospaceSGOLabrdn Physical Gold Shares ETF$407,341$138,663 ▼-25.4%13,6600.0%ETFDHRDanaher$389,500$94,710 ▲32.1%1,9000.0%MedicalSASRSandy Spring Bancorp$382,8870.0%13,6990.0%FinanceVYMVanguard High Dividend Yield ETF$375,5320.0%2,9120.0%ETFWMWaste Management$374,583$14,122 ▲3.9%1,6180.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$356,1650.0%3,4060.0%ETFBACBank of America$355,716$16,776 ▼-4.5%8,5240.0%FinanceECLEcolab$328,562$15,211 ▼-4.4%1,2960.0%Basic MaterialsCMECME Group$320,131$2,652 ▲0.8%1,2070.0%FinanceAXPAmerican Express$316,6720.0%1,1770.0%FinanceEISiShares MSCI Israel ETF$311,9400.0%4,1950.0%ETFCVXChevron$308,898$27,275 ▼-8.1%1,8460.0%EnergyXLCCommunication Services Select Sector SPDR Fund$300,442$46,778 ▲18.4%3,1150.0%ETFCRMSalesforce$289,027$1,342 ▼-0.5%1,0770.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$285,188$24,402 ▼-7.9%1,7180.0%Computer and TechnologyETNEaton$279,9850.0%1,0300.0%IndustrialsQQQMInvesco NASDAQ 100 ETF$278,532$36,288 ▲15.0%1,4430.0%ETFNEENextEra Energy$277,1800.0%3,9100.0%UtilitiesAVGOBroadcom$271,237$102,970 ▲61.2%1,6200.0%Computer and TechnologyShowing 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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