Nadler Financial Group, Inc. Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$902.8M
Holdings
124
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 458,052 | $79.1M | 8.76% | |
| 2 | VTIVANGUARD INDEX FDS | 260,061 | $71.5M | 7.92% | |
| 3 | VOVANGUARD INDEX FDS | 271,049 | $70.1M | 7.76% | |
| 4 | VOOVANGUARD INDEX FDS | 113,364 | $58.3M | 6.45% | |
| 5 | VUGVANGUARD INDEX FDS | 153,235 | $56.8M | 6.29% | |
| 6 | VONGVANGUARD SCOTTSDALE FDS | 565,808 | $52.5M | 5.82% | |
| 7 | SCHGSCHWAB STRATEGIC TR | 1,891,862 | $47.4M | 5.25% | |
| 8 | IWFISHARES TR | 128,284 | $46.3M | 5.13% | |
| 9 | IWDISHARES TR | 208,802 | $39.3M | 4.35% | |
| 10 | IJHISHARES TR | 654,879 | $38.2M | 4.23% | |
| 11 | IUSVISHARES TR | 407,727 | $37.6M | 4.17% | |
| 12 | AAPLAPPLE INC | 162,625 | $36.1M | 4.00% | |
| 13 | SCHDSCHWAB STRATEGIC TR | 1,101,407 | $30.8M | 3.41% | |
| 14 | FNDFSCHWAB STRATEGIC TR | 776,374 | $28.1M | 3.11% | |
| 15 | IVVISHARES TR | 39,515 | $22.2M | 2.46% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 270,146 | $13.7M | 1.52% | |
| 17 | SPYSPDR S&P 500 ETF TR | 24,142 | $13.5M | 1.50% | |
| 18 | MSFTMICROSOFT CORP | 28,253 | $10.6M | 1.17% | |
| 19 | SCHMSCHWAB STRATEGIC TR | 362,377 | $9.5M | 1.05% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,694 | $9.4M | 1.04% | |
| 21 | NDQINVESCO QQQ TR | 19,883 | $9.3M | 1.03% | |
| 22 | NVDANVIDIA CORPORATION | 71,914 | $7.8M | 0.86% | |
| 23 | AMZNAMAZON COM INC | 39,763 | $7.6M | 0.84% | |
| 24 | COFCAPITAL ONE FINL CORP | 36,973 | $6.6M | 0.73% | |
| 25 | IWRISHARES TR | 69,053 | $5.9M | 0.65% | |
| 26 | SCHVSCHWAB STRATEGIC TR | 187,645 | $5.0M | 0.55% | |
| 27 | GOOGALPHABET INC | 30,347 | $4.7M | 0.53% | |
| 28 | IAU*ISHARES GOLD TR | 78,666 | $4.6M | 0.51% | |
| 29 | VONEVANGUARD SCOTTSDALE FDS | 17,375 | $4.4M | 0.49% | |
| 30 | VBVANGUARD INDEX FDS | 17,842 | $4.0M | 0.44% | |
| 31 | DLNWISDOMTREE TR | 48,360 | $3.8M | 0.43% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 3,763 | $3.6M | 0.39% | |
| 33 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2M | 0.35% | |
| 34 | TSLATESLA INC | 10,394 | $2.7M | 0.30% | |
| 35 | METAMETA PLATFORMS INC | 4,650 | $2.7M | 0.30% | |
| 36 | IWBISHARES TR | 8,262 | $2.5M | 0.28% | |
| 37 | MCDMCDONALDS CORP | 7,754 | $2.4M | 0.27% | |
| 38 | GQ9SPDR GOLD TR | 8,358 | $2.4M | 0.27% | |
| 39 | LLYELI LILLY & CO | 2,512 | $2.1M | 0.23% | |
| 40 | IWPISHARES TR | 17,030 | $2.0M | 0.22% | |
| 41 | ABBVABBVIE INC | 9,470 | $2.0M | 0.22% | |
| 42 | ORCLORACLE CORP | 14,004 | $2.0M | 0.22% | |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 7,669 | $1.5M | 0.16% | |
| 44 | JPMJPMORGAN CHASE & CO. | 5,860 | $1.4M | 0.16% | |
| 45 | ABTABBOTT LABS | 10,011 | $1.3M | 0.15% | |
| 46 | XOMEXXON MOBIL CORP | 10,752 | $1.3M | 0.14% | |
| 47 | NFLXNETFLIX INC | 1,343 | $1.3M | 0.14% | |
| 48 | GOOGLALPHABET INC | 7,009 | $1.1M | 0.12% | |
| 49 | HDHOME DEPOT INC | 2,884 | $1.1M | 0.12% | |
| 50 | XLKSELECT SECTOR SPDR TR | 4,656 | $961K | 0.11% | |
| 51 | JNJJOHNSON & JOHNSON | 5,789 | $960K | 0.11% | |
| 52 | VVISA INC | 2,711 | $950K | 0.11% | |
| 53 | TAT&T INC | 33,142 | $937K | 0.10% | |
| 54 | PEPPEPSICO INC | 5,385 | $807K | 0.09% | |
| 55 | PSLV/USPROTT PHYSICAL SILVER TR | 69,236 | $803K | 0.09% | |
| 56 | MAMASTERCARD INCORPORATED | 1,317 | $721K | 0.08% | |
| 57 | KOCOCA COLA CO | 9,836 | $704K | 0.08% | |
| 58 | DEDEERE & CO | 1,479 | $694K | 0.08% | |
| 59 | PFEPFIZER INC | 26,354 | $667K | 0.07% | |
| 60 | ALSALLSTATE CORP | 3,219 | $666K | 0.07% | |
| 61 | WMTWALMART INC | 7,588 | $666K | 0.07% | |
| 62 | SHOPSHOPIFY INC | 6,938 | $662K | 0.07% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 2,583 | $642K | 0.07% | |
| 64 | BXBLACKSTONE INC | 4,422 | $618K | 0.07% | |
| 65 | CSCOCISCO SYS INC | 9,697 | $598K | 0.07% | |
| 66 | DISDISNEY WALT CO | 6,020 | $594K | 0.07% | |
| 67 | PHYS/USPROTT PHYSICAL GOLD TR | 24,565 | $591K | 0.07% | |
| 68 | PGPROCTER AND GAMBLE CO | 3,437 | $585K | 0.06% | |
| 69 | CEF/USPROTT PHYSICAL GOLD & SILVE | 19,885 | $564K | 0.06% | |
| 70 | AIVLWISDOMTREE TR | 5,130 | $563K | 0.06% | |
| 71 | HACKAMPLIFY ETF TR | 7,268 | $521K | 0.06% | |
| 72 | MRKMERCK & CO INC | 5,783 | $519K | 0.06% | |
| 73 | SDYSPDR SER TR | 3,678 | $499K | 0.06% | |
| 74 | XLYSELECT SECTOR SPDR TR | 2,452 | $484K | 0.05% | |
| 75 | CATCATERPILLAR INC | 1,446 | $476K | 0.05% | |
| 76 | AMGNAMGEN INC | 1,472 | $458K | 0.05% | |
| 77 | SIVRABRDN SILVER ETF TRUST | 13,785 | $448K | 0.05% | |
| 78 | CBOECBOE GLOBAL MKTS INC | 1,978 | $447K | 0.05% | |
| 79 | SOSOUTHERN CO | 4,775 | $439K | 0.05% | |
| 80 | ABALLIANCEBERNSTEIN HLDG L P | 10,840 | $415K | 0.05% | |
| 81 | BABOEING CO | 2,408 | $410K | 0.05% | |
| 82 | SGOLETFS GOLD TR | 13,660 | $407K | 0.05% | |
| 83 | DHRDANAHER CORPORATION | 1,900 | $389K | 0.04% | |
| 84 | SD2SANDY SPRING BANCORP INC | 13,699 | $382K | 0.04% | |
| 85 | VYMVANGUARD WHITEHALL FDS | 2,912 | $375K | 0.04% | |
| 86 | WMWASTE MGMT INC DEL | 1,618 | $374K | 0.04% | |
| 87 | IJRISHARES TR | 3,406 | $356K | 0.04% | |
| 88 | BACBANK AMERICA CORP | 8,524 | $355K | 0.04% | |
| 89 | ECLECOLAB INC | 1,296 | $328K | 0.04% | |
| 90 | CMECME GROUP INC | 1,207 | $320K | 0.04% | |
| 91 | AXPAMERICAN EXPRESS CO | 1,177 | $316K | 0.04% | |
| 92 | EIS*ISHARES INC | 4,195 | $311K | 0.03% | |
| 93 | CVXCHEVRON CORP NEW | 1,846 | $308K | 0.03% | |
| 94 | XLCSELECT SECTOR SPDR TR | 3,115 | $300K | 0.03% | |
| 95 | CRMSALESFORCE INC | 1,077 | $289K | 0.03% | |
| 96 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,718 | $285K | 0.03% | |
| 97 | ETNEATON CORP PLC | 1,030 | $279K | 0.03% | |
| 98 | QQQMINVESCO EXCH TRADED FD TR II | 1,443 | $278K | 0.03% | |
| 99 | NEENEXTERA ENERGY INC | 3,910 | $277K | 0.03% | |
| 100 | AVGOBROADCOM INC | 1,620 | $271K | 0.03% |
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