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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
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$217,624
2,356 shares@ $92.38 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$209,257
1,466 shares@ $142.75 avg price
CYBNCybin Inc
Recent Activity
Exited
0%
$26,748
98,700 shares@ $0.28 avg price