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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
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
0.05%
$410,104
13,785 shares@ $29.76 avg price
CEFSprott Physical Gold & Silve
Recent Activity
New Position
0.05%
$392,207
16,015 shares@ $24.49 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.03%
$245,161
943 shares@ $259.98 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.03%
$237,752
2,630 shares@ $90.4 avg price
GEGe Aerospace
Recent Activity
New Position
0.03%
$235,589
1,249 shares@ $188.63 avg price
DDominion Energy Inc
Recent Activity
New Position
0.03%
$235,032
4,067 shares@ $57.8 avg price
FITBFifth Third Bancorp
Recent Activity
New Position
0.03%
$230,222
5,374 shares@ $42.84 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
0.03%
$224,153
1,655 shares@ $135.44 avg price
ADSKAutodesk Inc
Recent Activity
New Position
0.03%
$210,191
763 shares@ $275.48 avg price
MSIMotorola Solutions Inc
Recent Activity
New Position
0.03%
$208,179
463 shares@ $449.64 avg price