Nadler Financial Group, Inc. Top Holdings and 13F Report (2025) About Nadler Financial Group, Inc.Investment ActivityNadler Financial Group, Inc. has $976.68 million in total holdings as of June 30, 2025.Nadler Financial Group, Inc. owns shares of 132 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.39% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Nadler Financial Group, Inc. has purchased 124 new stocks and bought additional shares in 35 stocks.Nadler Financial Group, Inc. sold shares of 50 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Value ETF $82,158,010Vanguard Mid-Cap ETF $76,827,326Vanguard Total Stock Market ETF $74,760,563Vanguard Growth ETF $65,175,115Vanguard Russell 1000 Growth ETF $61,982,355 Largest New Holdings this Quarter 04911A107 - Atlantic Union Bankshares $385,526 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $364,100 Holding770700102 - Robinhood Markets $361,412 Holding69608A108 - Palantir Technologies Inc $290,089 Holding21037T109 - Constellation Energy $277,278 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 165,375 shares (about $9.43M)Schwab Fundamental International Equity ETF 78,796 shares (about $3.15M)Schwab U.S. Large-Cap Growth ETF 50,947 shares (about $1.49M)Vanguard Value ETF 6,800 shares (about $1.20M)Microsoft 2,341 shares (about $1.16M) Largest Sales this Quarter Apple 53,085 shares (about $10.89M)Vanguard Total Stock Market ETF 14,081 shares (about $4.28M)Vanguard S&P 500 ETF 5,017 shares (about $2.85M)Vanguard Growth ETF 4,569 shares (about $2.00M)iShares Russell 1000 Growth ETF 4,660 shares (about $1.98M) 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$82,158,010$1,201,833 ▲1.5%464,8528.4%ETFVOVanguard Mid-Cap ETF$76,827,326$979,685 ▲1.3%274,5507.9%ETFVTIVanguard Total Stock Market ETF$74,760,563$4,279,630 ▼-5.4%245,9807.7%ETFVUGVanguard Growth ETF$65,175,115$2,003,048 ▼-3.0%148,6666.7%ETFVONGVanguard Russell 1000 Growth ETF$61,982,355$196,123 ▲0.3%567,6046.3%ETFVOOVanguard S&P 500 ETF$61,544,431$2,849,810 ▼-4.4%108,3476.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$56,749,451$1,488,162 ▲2.7%1,942,8095.8%ETFIWFiShares Russell 1000 Growth ETF$52,488,452$1,978,549 ▼-3.6%123,6245.4%ETFIJHiShares Core S&P Mid-Cap ETF$41,062,897$447,288 ▲1.1%662,0914.2%ETFIUSViShares Core S&P U.S. Value ETF$38,829,744$246,511 ▲0.6%410,3324.0%ManufacturingIWDiShares Russell 1000 Value ETF$38,616,887$1,938,808 ▼-4.8%198,8204.0%ETFFNDFSchwab Fundamental International Equity ETF$34,223,909$3,153,416 ▲10.1%855,1703.5%ETFSCHDSchwab US Dividend Equity ETF$27,468,336$1,718,949 ▼-5.9%1,036,5412.8%ETFVEAVanguard FTSE Developed Markets ETF$24,829,064$9,428,033 ▲61.2%435,5212.5%ETFIVViShares Core S&P 500 ETF$24,799,637$264,506 ▲1.1%39,9412.5%ETFAAPLApple$22,474,325$10,891,451 ▼-32.6%109,5402.3%Computer and TechnologyMSFTMicrosoft$15,217,528$1,164,419 ▲8.3%30,5941.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$14,721,775$194,626 ▼-1.3%23,8271.5%FinanceNVDANVIDIA$11,747,040$385,338 ▲3.4%74,3531.2%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$10,143,273$21,402 ▼-0.2%361,6141.0%ETFQQQInvesco QQQ$9,067,976$1,900,424 ▼-17.3%16,4380.9%FinanceBRK.BBerkshire Hathaway$8,636,019$40,805 ▲0.5%17,7780.9%FinanceAMZNAmazon.com$8,529,006$194,599 ▼-2.2%38,8760.9%Retail/WholesaleCOFCapital One Financial$7,781,484$84,891 ▼-1.1%36,5740.8%FinanceIWRiShares Russell Mid-Cap ETF$6,582,613$231,766 ▲3.6%71,5730.7%ETFGOOGAlphabet$5,179,256$203,999 ▼-3.8%29,1970.5%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$4,774,431$417,706 ▼-8.0%172,5490.5%ETFVONEVanguard Russell 1000 ETF$4,454,548$425,513 ▼-8.7%15,8600.5%ETFVBVanguard Small-Cap ETF$3,951,878$276,319 ▼-6.5%16,6760.4%ETFIAUiShares Gold Trust$3,814,935$1,090,676 ▼-22.2%61,1760.4%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$3,812,939$159,352 ▼-4.0%46,4200.4%FinanceCOSTCostco Wholesale$3,463,356$261,311 ▼-7.0%3,4990.4%Retail/WholesaleMETAMeta Platforms$3,432,1000.0%4,6500.4%Computer and TechnologyTSLATesla$3,375,773$74,015 ▲2.2%10,6270.3%Auto/Tires/TrucksORCLOracle$3,063,853$2,186 ▲0.1%14,0140.3%Computer and TechnologyBRK.ABerkshire Hathaway$2,915,2000.0%40.3%FinanceIWBiShares Russell 1000 ETF$2,695,167$110,360 ▼-3.9%7,9370.3%ETFGLDSPDR Gold Shares$2,547,7690.0%8,3580.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,467,117$105,397 ▲4.5%17,7900.3%ETFMCDMcDonald's$2,077,280$188,153 ▼-8.3%7,1100.2%Retail/WholesaleLLYEli Lilly and Company$1,876,329$81,851 ▼-4.2%2,4070.2%MedicalNFLXNetflix$1,811,843$13,391 ▲0.7%1,3530.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,680,447$18,556 ▼-1.1%5,7960.2%FinanceABBVAbbVie$1,649,019$108,771 ▼-6.2%8,8840.2%MedicalVIGVanguard Dividend Appreciation ETF$1,569,6140.0%7,6690.2%ETFXLKTechnology Select Sector SPDR Fund$1,267,743$88,636 ▲7.5%5,0060.1%ETFGOOGLAlphabet$1,200,927$34,186 ▼-2.8%6,8150.1%Computer and TechnologyABTAbbott Laboratories$1,200,728$160,904 ▼-11.8%8,8280.1%MedicalXOMExxon Mobil$1,139,473$19,620 ▼-1.7%10,5700.1%EnergyHDHome Depot$992,007$65,254 ▼-6.2%2,7060.1%Retail/WholesaleTAT&T$959,297$174 ▲0.0%33,1480.1%Computer and TechnologyVVisa$902,945$59,652 ▼-6.2%2,5430.1%Business ServicesSprott Physical Silver Trust$894,328$46,879 ▲5.5%73,0660.1%CEFJNJJohnson & Johnson$884,2700.0%5,7890.1%MedicalSHOPShopify$800,529$231 ▲0.0%6,9400.1%Computer and TechnologyWMTWalmart$754,277$12,320 ▲1.7%7,7140.1%Retail/WholesaleDEDeere & Company$725,231$26,955 ▼-3.6%1,4260.1%IndustrialsPEPPepsiCo$697,952$13,072 ▼-1.8%5,2860.1%Consumer StaplesDISWalt Disney$697,230$49,359 ▼-6.6%5,6220.1%Consumer DiscretionaryMAMastercard$695,134$44,956 ▼-6.1%1,2370.1%Business ServicesCSCOCisco Systems$653,759$19,010 ▼-2.8%9,4230.1%Computer and TechnologyBXBlackstone$649,819$11,668 ▼-1.8%4,3440.1%FinanceALLAllstate$637,951$10,065 ▼-1.6%3,1690.1%FinanceSprott Physical Gold Trust$637,679$14,956 ▲2.4%25,1550.1%CEFAmplify Cybersecurity ETF$633,092$5,355 ▲0.9%7,3300.1%ETFKOCocaCola$618,094$77,828 ▼-11.2%8,7360.1%Consumer StaplesSprott Physical Gold and Silver Trust$598,5390.0%19,8850.1%CEFPFEPfizer$595,269$43,560 ▼-6.8%24,5570.1%MedicalIBMInternational Business Machines$593,982$167,435 ▼-22.0%2,0150.1%Computer and TechnologyAIVLWisdomTree U.S. AI Enhanced Value Fund$580,0080.0%5,1300.1%FinanceCATCaterpillar$561,3520.0%1,4460.1%IndustrialsSIVRabrdn Physical Silver Shares ETF$474,3420.0%13,7850.0%ETFBABoeing$472,281$32,268 ▼-6.4%2,2540.0%AerospaceAVGOBroadcom$468,605$22,052 ▲4.9%1,7000.0%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$467,911$64,982 ▼-12.2%2,1530.0%FinanceSDYSPDR S&P Dividend ETF$466,151$33,122 ▼-6.6%3,4340.0%ETFCBOECboe Global Markets$461,2890.0%1,9780.0%Financial ServicesMRKMerck & Co., Inc.$458,656$871 ▲0.2%5,7940.0%MedicalPGProcter & Gamble$454,381$93,202 ▼-17.0%2,8520.0%Consumer StaplesABAllianceBernstein$442,6110.0%10,8400.0%FinanceSOSouthern$438,4880.0%4,7750.0%UtilitiesSGOLabrdn Physical Gold Shares ETF$430,8360.0%13,6600.0%ETFAMGNAmgen$428,044$17,032 ▲4.1%1,5330.0%MedicalIJRiShares Core S&P Small-Cap ETF$414,865$42,623 ▲11.5%3,7960.0%ETFAMDAdvanced Micro Devices$404,557$47,537 ▲13.3%2,8510.0%Computer and TechnologyBACBank of America$403,417$47 ▲0.0%8,5250.0%FinanceEISiShares MSCI Israel ETF$398,0220.0%4,1950.0%ETFTSMTaiwan Semiconductor Manufacturing$389,1100.0%1,7180.0%Computer and TechnologyAUBAtlantic Union Bankshares$385,526$385,526 ▲New Holding12,3250.0%FinanceAXPAmerican Express$375,4390.0%1,1770.0%FinanceETNEaton$367,7000.0%1,0300.0%IndustrialsSPLVInvesco S&P 500 Low Volatility ETF$364,100$364,100 ▲New Holding5,0000.0%ETFHOODRobinhood Markets$361,412$361,412 ▲New Holding3,8600.0%FinanceECLEcolab$349,1940.0%1,2960.0%Basic MaterialsGEGE Aerospace$343,202$21,627 ▲6.7%1,3330.0%AerospaceXLCCommunication Services Select Sector SPDR Fund$338,0710.0%3,1150.0%ETFVGTVanguard Information Technology ETF$328,9870.0%4960.0%ETFCMECME Group$324,771$7,995 ▼-2.4%1,1780.0%FinanceWMWaste Management$318,975$51,256 ▼-13.8%1,3940.0%Business ServicesQQQMInvesco NASDAQ 100 ETF$299,318$28,388 ▼-8.7%1,3180.0%ETFShowing 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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