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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
AAPLApple Inc
Recent Activity
Decreased -0.4%
4.2%
$38.098M
163,512 shares@ $233.01 avg price
IUSVIshares Tr
Recent Activity
Increased 0.86%
4.14%
$37.471M
392,410 shares@ $95.5 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -1.35%
3.33%
$30.137M
356,523 shares@ $84.53 avg price
IVVIshares Tr
Recent Activity
Increased 1.66%
2.41%
$21.848M
37,877 shares@ $576.82 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 1.53%
2.41%
$21.776M
582,721 shares@ $37.38 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.11%
1.6%
$14.461M
273,831 shares@ $52.81 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.12%
1.53%
$13.793M
24,039 shares@ $573.77 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.1%
1.45%
$13.133M
30,522 shares@ $430.3 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -0.34%
1.07%
$9.692M
116,645 shares@ $83.09 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.35%
1.04%
$9.367M
19,191 shares@ $488.08 avg price