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Michael Nadler

@Nadler Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$907.14MTotal holdings122
Assets growth rate6.62%Assets growth rate (2-Q avg)5.76%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Nadler Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Nadler Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 907.14M in assets, with a quarterly growth rate of 6.62% and a 2-quarter average growth rate of 5.76%. The portfolio is managed by Michael Nadler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Increased 0.29%
8.33%
$75.519M
432,597 shares@ $174.58 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.7%
8.1%
$73.438M
259,351 shares@ $283.17 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.96%
7.68%
$69.592M
263,775 shares@ $263.83 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.17%
6.78%
$61.463M
160,090 shares@ $383.93 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.05%
6.47%
$58.673M
111,192 shares@ $527.67 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -0.09%
6.29%
$57.028M
590,844 shares@ $96.52 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.91%
5.58%
$50.596M
485,658 shares@ $104.19 avg price
IWFIshares Tr
Recent Activity
Decreased -1.61%
5.46%
$49.452M
131,738 shares@ $375.39 avg price
IWDIshares Tr
Recent Activity
Decreased -1.18%
4.56%
$41.355M
217,885 shares@ $189.8 avg price
IJHIshares Tr
Recent Activity
Increased 0.74%
4.41%
$39.963M
641,259 shares@ $62.33 avg price